LANSDOWNE PARTNERS LIMITED PARTNERSHIP Information

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

Report Date: 12/31/2013

Position Statistics

Total Positions 48
New Positions 12
Increased Positions 25
Decreased Positions 13
Positions with Activity 38
Sold Out Positions 2
Total Mkt Value (in $ millions) 11,267

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

Sector Weighting

Basic Materials
Capital Goods 0.07%
Conglomerates
Consumer Cyclical 8.14%
Consumer/Non-Cyclical 4.63%
Energy
Financial 24.97%
Healthcare 0.26%
Services 37.84%
Technology 12.15%
Transportation 9.5%
Utilities

48 Positions as of 12/31/2013

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
WELLS FARGO & CO NEW COM 1,179,114 521,907 79.41 23,951,133
JPMORGAN CHASE & CO COM 1,172,359 119,244 11.32 21,006,248
DELTA AIR LINES INC DEL COM NEW 1,070,583 36,565 3.54 30,631,857
COMCAST CORP NEW CL A 1,067,084 -62,072 (5.5) 20,993,198
NIKE INC CL B 915,108 32,714 3.71 12,308,105
AMAZON COM INC COM 903,817 119,865 15.29 2,744,495
GOOGLE INC CL A 531,558 -21,021 (3.8) 974,441
COLGATE PALMOLIVE CO COM 521,533 17,439 3.46 7,859,144
GOOGLE INC CL C 521,141 -20,609 (3.8) 974,441
L BRANDS INC COM 439,490 198,939 82.70 8,093,739
TIME WARNER CABLE INC COM 428,722 12,533 3.01 3,097,034
WHOLE FOODS MKT INC COM 395,848 110,828 38.88 8,024,495
NETFLIX INC COM 374,527 -23,764 (5.97) 1,004,363
DISNEY WALT CO COM DISNEY 331,105 312,631 1,692.24 4,167,465
LINKEDIN CORP COM CL A 315,945 105,283 49.98 1,791,983
ACCENTURE PLC IRELAND SHS CLASS A 262,676 -263,598 (50.09) 3,298,296
TWITTER INC COM 176,834 176,834 New 3,842,546
VISA INC COM CL A 74,596 74,596 New 355,272
TABLEAU SOFTWARE INC CL A 65,325 40,200 160 975,000
BANK OF AMERICA CORPORATION COM 63,090 -16,095 (20.33) 3,872,958