$11.5 Billion is the total value of LANSDOWNE PARTNERS (UK) LLP's 125 reported holdings in Q1 2017. The portfolio turnover from Q4 2016 to Q1 2017 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| MANU | MANCHESTER UTD PLC NEWord cl a | $83,510,000 | +18.6% | 4,941,440 | 0.0% | 0.73% | +15.8% | |
| CYTK | CYTOKINETICS INC | $29,836,000 | +5.8% | 2,321,865 | 0.0% | 0.26% | +3.2% | |
| SMMT | SUMMIT THERAPEUTICS PLCspons ads | $12,346,000 | +55.1% | 930,000 | 0.0% | 0.11% | +50.7% | |
| UNH | UNITEDHEALTH GROUP INC | $4,756,000 | +2.5% | 28,996 | 0.0% | 0.04% | 0.0% | |
| SYY | SYSCO CORP | $4,373,000 | -6.2% | 84,228 | 0.0% | 0.04% | -9.5% | |
| MSGN | MSG NETWORK INCcl a | $3,742,000 | +8.6% | 160,256 | 0.0% | 0.03% | +6.5% | |
| SUNPOWER CORPdbcv 0.875% 6/0 | $2,283,000 | +14.0% | 3,000,000 | 0.0% | 0.02% | +11.1% | ||
| WBA | WALGREENS BOOTS ALLIANCE INC | $1,012,000 | +0.4% | 12,185 | 0.0% | 0.01% | 0.0% |
Other managers
Other managers that, in addition to the filing manager(s), that filed the EDGAR filing(s):
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2017-05-12
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| DELTA AIR LINES INC DEL | 38 | Q3 2023 | 25.1% |
| EATON CORP PLC | 33 | Q3 2023 | 11.6% |
| TAIWAN SEMICONDUCTOR MFG LTD | 25 | Q3 2023 | 17.9% |
| MANCHESTER UTD PLC NEW | 22 | Q3 2019 | 1.0% |
| SUMMIT THERAPEUTICS PLC | 22 | Q2 2020 | 0.6% |
| AMAZON COM INC | 21 | Q3 2023 | 13.9% |
| JPMORGAN CHASE & CO | 20 | Q1 2019 | 19.9% |
| CITIGROUP INC | 20 | Q4 2020 | 12.2% |
| FIRST SOLAR INC | 20 | Q3 2021 | 4.2% |
| UNITED TECHNOLOGIES CORP | 20 | Q1 2020 | 3.7% |
View LANSDOWNE PARTNERS (UK) LLP's complete holdings history.
Latest significant ownerships (13-D/G)
| Filed | Shares | Percentage | |
|---|---|---|---|
| Supernova Partners Acquisition Co II, Ltd. | February 14, 2022 | 2,152,911 | 6.2% |
| Summit Therapeutics plc | June 17, 2020 | 13,664,880 | 4.1% |
| Manchester United plcSold out | February 14, 2020 | 0 | 0.0% |
| CYTOKINETICS INC | January 30, 2018 | 2,647,981 | 4.9% |
| RESPONSE GENETICS INCSold out | February 12, 2016 | 0 | 0.0% |
View LANSDOWNE PARTNERS (UK) LLP's complete significant-ownership history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-05-14 |
| 13F-HR | 2024-02-14 |
| SC 13G | 2024-02-13 |
| 13F-HR | 2023-11-14 |
| 13F-HR | 2023-08-14 |
| 13F-HR | 2023-05-15 |
| 13F-HR | 2023-02-10 |
| SC 13G | 2023-02-08 |
| 13F-HR | 2022-11-10 |
| 13F-HR | 2022-08-12 |
View LANSDOWNE PARTNERS (UK) LLP's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.