LANSDOWNE PARTNERS LIMITED PARTNERSHIP Information

15 DAVIES STREET, LONDON, , W1K 3AG, (4207) 290-5500

Report Date: 03/31/2014

Position Statistics

Total Positions 65
New Positions 19
Increased Positions 36
Decreased Positions 23
Positions with Activity 59
Sold Out Positions 13
Total Mkt Value (in $ millions) 12,275

Institutional Holdings information is filed by major institutions on form 13-F with the Securities and Exchange Commission.

Sector Weighting

Basic Materials 0.01%
Capital Goods 0.02%
Conglomerates
Consumer Cyclical 9.21%
Consumer/Non-Cyclical 0%
Energy 0.02%
Financial 22.83%
Healthcare 0.75%
Services 44.59%
Technology 11.5%
Transportation 8.95%
Utilities

65 Positions as of 03/31/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
COMCAST CORP NEW CL A 1,463,829 316,970 27.64 26,795,326
JPMORGAN CHASE & CO COM 1,253,082 20,645 1.68 21,358,137
DELTA AIR LINES INC DEL COM NEW 1,098,306 -55,902 (4.84) 29,148,253
AMAZON COM INC COM 1,063,890 73,566 7.43 2,948,370
WELLS FARGO & CO NEW COM 1,037,840 -192,051 (15.62) 20,211,093
NIKE INC CL B 1,021,458 73,242 7.72 13,258,803
VERIZON COMMUNICATIONS INC COM 686,995 686,995 New 13,475,769
DISNEY WALT CO COM DISNEY 680,106 320,829 89.30 7,888,950
L BRANDS INC COM 503,010 37,701 8.10 8,749,524
GOOGLE INC CL A 430,799 -157,345 (26.75) 713,751
GOOGLE INC CL C 424,496 -155,043 (26.75) 713,751
NETFLIX INC COM 404,931 -28,040 (6.48) 939,318
LINKEDIN CORP COM CL A 331,211 34,638 11.68 2,001,277
WHOLE FOODS MKT INC COM 318,112 22,409 7.58 8,632,614
TIME WARNER CABLE INC COM 255,658 -206,265 (44.65) 1,714,099
ILLUMINA INC COM 211,522 211,522 New 1,199,718
TWITTER INC COM 145,898 1,226 .85 3,875,111
VISA INC COM CL A 109,111 30,503 38.80 493,133
TESLA MTRS INC COM 108,702 108,702 New 495,043
BANK OF AMERICA CORPORATION COM 81,404 21,296 35.43 5,245,096


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