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LPU

Lansdowne Partners (UK) Portfolio holdings

AUM $1.87B
1-Year Est. Return 61.55%
This Fund
S&P 500
This Quarter Est. Return
+18.35%
1 Year Est. Return
+61.55%
3 Year Est. Return
+200.85%
5 Year Est. Return
+231.03%
10 Year Est. Return
+912.87%
AUM
$1.38B
AUM Growth
+$97.3M
Cap. Flow
-$1.01M
Cap. Flow %
-0.07%
Top 10 Hldgs %
95.95%
Holding
26
New
1
Increased
8
Reduced
14
Closed
2

Top Buys

Rank Stock Value
1
DAL icon
Delta Air Lines
DAL
+$81.9M
2
AMZN icon
Amazon
AMZN
+$29.2M
3
LIN icon
Linde
LIN
+$28M
4
ADI icon
Analog Devices
ADI
+$18.2M
5
RYAAY icon
Ryanair
RYAAY
+$2.95M

Top Sells

Rank Stock Value
1
FCX icon
Freeport-McMoran
FCX
+$58.4M
2
SW
Smurfit Westrock
SW
+$47.8M
3
TSM icon
TSMC
TSM
+$24.1M
4
LLY icon
Eli Lilly
LLY
+$13M
5
IONQ icon
IonQ
IONQ
+$7.86M

Sector Composition

Rank Sector Weight
1 Technology 31.52%
2 Materials 26.83%
3 Consumer Discretionary 23.31%
4 Industrials 18.18%
5 Healthcare 0.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
LLY icon
26
Eli Lilly
LLY
$1.07T
– –
-14,647
Closed -$13M
1
2

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Lansdowne Partners (UK)'s Q4 2024 Portfolio in Review

As of Q4 2024, Lansdowne Partners (UK) held 26 positions worth $1.38B, up 7.6% from $1.28B the previous quarter. Its ten largest holdings account for 96% of the portfolio.

Lansdowne Partners (UK)'s Q4 2024 filing shows 1 new, 8 increased, 14 reduced and 2 closed positions. Its largest new stake was Moderna: 35,000 shares worth $1.46M. The largest sale was Freeport-McMoran, an estimated $58.4M.

By sector, the portfolio is most concentrated in Technology at 32% of assets, up from 29% a quarter earlier, followed by Materials and Consumer Discretionary.

  • Lansdowne Partners (UK)'s largest Q4 2024 buy was Moderna: 35,000 shares worth $1.46M.
  • Lansdowne Partners (UK) added most to Delta Air Lines in Q4 2024, an estimated $81.9M increase.
  • Lansdowne Partners (UK)'s biggest Q4 2024 reduction was Freeport-McMoran, cutting an estimated $58.4M.
  • Lansdowne Partners (UK) fully exited Eli Lilly in Q4 2024, selling an estimated $13M.
  • Lansdowne Partners (UK)'s ten largest holdings make up 96% of its $1.38B portfolio in Q4 2024.
  • Lansdowne Partners (UK) opened 1 new position and closed 2 in Q4 2024.
  • Lansdowne Partners (UK)'s portfolio value rose 7.6% quarter-over-quarter to $1.38B.

Based on Lansdowne Partners (UK)'s 13F filing for Q4 2024, filed 13 Feb 2025.