LPU
Lansdowne Partners (UK) Portfolio holdings
AUM
$1.87B
1-Year Est. Return
61.55%
This Fund
S&P 500
1 Year Est. Return
+61.55%
AUM
$1.87B
AUM Growth
+$503M
(+37%)
Holding
26
Top Buys
| 1 | +$144M | |
| 2 | +$105M | |
| 3 | +$69.6M | |
| 4 |
Arm
ARM
|
+$56.2M |
| 5 |
United Airlines
UAL
|
+$31.5M |
Top Sells
| 1 | +$38.4M | |
| 2 | +$23M | |
| 3 | +$6.72M | |
| 4 |
Fortive
FTV
|
+$2.67M |
| 5 |
Acushnet Holdings
GOLF
|
+$644K |
Sector Composition
| 1 | Technology | 45.71% |
| 2 | Industrials | 19.16% |
| 3 | Materials | 18.39% |
| 4 | Energy | 8.28% |
| 5 | Consumer Discretionary | 7.51% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
26
Flutter Entertainment
FLUT
$16.8B
| – | – |
-1,645
|
|