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) 11,087

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 8.24%
Consumer/Non-Cyclical 4.75%
Energy
Financial 25.11%
Healthcare 0.21%
Services 37.55%
Technology 12.32%
Transportation 9.33%
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 1,171,929 518,727 79.41 23,951,133
JPMORGAN CHASE & CO COM 1,159,965 117,984 11.32 21,006,248
DELTA AIR LINES INC DEL COM NEW 1,034,131 35,320 3.54 30,631,857
COMCAST CORP NEW CL A 1,030,766 -59,959 (5.5) 20,993,198
NIKE INC CL B 911,169 32,573 3.71 12,308,105
AMAZON COM INC COM 891,714 118,260 15.29 2,744,495
GOOGLE INC CL A 529,453 -20,938 (3.8) 974,441
COLGATE PALMOLIVE CO COM 526,091 17,591 3.46 7,859,144
GOOGLE INC CL C 522,398 -20,659 (3.8) 974,441
L BRANDS INC COM 436,738 197,693 82.70 8,093,739
TIME WARNER CABLE INC COM 419,122 12,252 3.01 3,097,034
WHOLE FOODS MKT INC COM 386,219 108,132 38.88 8,024,495
NETFLIX INC COM 347,248 -22,033 (5.97) 1,004,363
DISNEY WALT CO COM DISNEY 333,356 314,756 1,692.24 4,167,465
LINKEDIN CORP COM CL A 314,350 104,751 49.98 1,791,983
ACCENTURE PLC IRELAND SHS CLASS A 260,236 -261,149 (50.09) 3,298,296
TWITTER INC COM 172,953 172,953 New 3,842,546
VISA INC COM CL A 73,879 73,879 New 355,272
TABLEAU SOFTWARE INC CL A 63,063 38,808 160 975,000
BANK OF AMERICA CORPORATION COM 62,548 -15,956 (20.33) 3,872,958