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) 12,359

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 9.46%
Consumer/Non-Cyclical 0%
Energy 0.02%
Financial 22.83%
Healthcare 0.77%
Services 43.99%
Technology 11.57%
Transportation 8.92%
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 1,484,729 321,496 27.64 26,795,326
JPMORGAN CHASE & CO COM 1,258,208 20,730 1.68 21,358,137
DELTA AIR LINES INC DEL COM NEW 1,102,970 -56,140 (4.84) 29,148,253
NIKE INC CL B 1,055,533 75,685 7.72 13,258,803
WELLS FARGO & CO NEW COM 1,052,998 -194,856 (15.62) 20,211,093
AMAZON COM INC COM 950,879 65,752 7.43 2,948,370
VERIZON COMMUNICATIONS INC COM 697,506 697,506 New 13,475,769
DISNEY WALT CO COM DISNEY 687,995 324,551 89.30 7,888,950
L BRANDS INC COM 514,734 38,580 8.10 8,749,524
GOOGLE INC CL A 424,996 -155,225 (26.75) 713,751
GOOGLE INC CL C 419,272 -153,135 (26.75) 713,751
NETFLIX INC COM 408,002 -28,253 (6.48) 939,318
LINKEDIN CORP COM CL A 374,819 39,199 11.68 2,001,277
WHOLE FOODS MKT INC COM 337,622 23,784 7.58 8,632,614
TIME WARNER CABLE INC COM 259,549 -209,404 (44.65) 1,714,099
ILLUMINA INC COM 198,001 198,001 New 1,199,718
TWITTER INC COM 179,418 1,508 .85 3,875,111
TESLA MTRS INC COM 113,325 113,325 New 495,043
VISA INC COM CL A 105,560 29,511 38.80 493,133
BRISTOL MYERS SQUIBB CO COM 82,032 82,032 New 1,604,698