0000919574-13-003375.txt : 20130515
0000919574-13-003375.hdr.sgml : 20130515
20130515104004
ACCESSION NUMBER: 0000919574-13-003375
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 1
CONFORMED PERIOD OF REPORT: 20130331
FILED AS OF DATE: 20130515
DATE AS OF CHANGE: 20130515
EFFECTIVENESS DATE: 20130515
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: LANSDOWNE PARTNERS LIMITED PARTNERSHIP
CENTRAL INDEX KEY: 0001315309
IRS NUMBER: 000000000
STATE OF INCORPORATION: X0
FISCAL YEAR END: 1231
FILING VALUES:
FORM TYPE: 13F-HR
SEC ACT: 1934 Act
SEC FILE NUMBER: 028-11089
FILM NUMBER: 13844405
BUSINESS ADDRESS:
STREET 1: 15 DAVIES STREET
CITY: LONDON
STATE: X0
ZIP: W1K 3AG
BUSINESS PHONE: 44-20-7290-5500
MAIL ADDRESS:
STREET 1: 15 DAVIES STREET
CITY: LONDON
STATE: X0
ZIP: W1K 3AG
13F-HR
1
d1375744_13f-hr.txt
UNITED STATES
SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 13F
FORM 13F Cover Page
Report for the Calendar Year or Quarter Ended March 31, 2013
Check here if Amendment: |_|; Amendment Number: ____
This Amendment (Check only one): |_| is a restatement
|_| adds new holding entries.
Institutional Manager Filing this Report:
Name: Lansdowne Partners Limited Partnership
Address: 15 Davies Street
London W1K 3AG
England
13F File Number: 028-11089
The institutional investment manager filing this report and the person by whom
it is signed hereby represent that the person signing the report is authorized
to submit it, that all information contained herein is true, correct and
complete, and that it is understood that all required items, statements,
schedules, lists, and tables, are considered integral parts of this form.
Person Signing this Report on Behalf of Reporting Manager:
By: Lansdowne Partners Limited
as general partner
Name: Yok Wah Tai
Title: Chief Compliance Officer
Phone: 44-20-7290-5500
Signature, Place and Date of Signing:
/s/ Yok Wah Tai London, England May 15, 2013
----------------------- -------------------------- ----------------------
[Signature] [City, State] [Date]
Report Type: (Check only one):
[X] 13F HOLDINGS REPORT. (Check here if all holdings of this reporting
manager are reported in this report).
[_] 13F NOTICE. (Check here if no holdings reported are in this report, and
all holdings are reported by other reporting managers(s).
[_] 13F COMBINATION REPORT. (Check here if a portion of the holdings for
this reporting manager are reported in this report and a portion are
reported by other reporting manager(s).
List of Other Managers Reporting for this Manager:
NONE
Form 13F SUMMARY PAGE
Report Summary:
Number of Other Included Managers: 5
Form 13F Information Table Entry Total: 99
Form 13F Information Table Value Total: $7,308,626
(thousands)
List of Other Included Managers:
Provide a numbered list of the name(s) and Form 13F file number(s) of all
institutional investment managers with respect to which this report is filed,
other than the manager filing this report.
No. Form 13F File Number Name
1. 028-11976 Lansdowne Global Financials Fund Limited
2. 028-12718 Lansdowne Global Financials Fund L.P.
3. 028-13736 Lansdowne Developed Markets Strategic Investment
Master Fund Limited
4. 028-14977 Lansdowne Developed Markets Master Fund Limited
5. 028-15335 Lansdowne Partners Austria GmbH
FORM 13F INFORMATION TABLE
COLUMN 1 COLUMN 2 COLUMN 3 COLUMN 4 COLUMN 5 COLUMN 6 COLUMN 7 COLUMN 8
TITLE VALUE SHRS OR SH/ PUT/ INVESTMENT OTHER VOTING AUTHORITY
NAME OF ISSUER OF CLASS CUSIP (X1000) PRN AMT PRN CALL DISCRETION MANGRS SOLE SHARED NONE
ACCENTURE PLC IRELAND SHS CLASS A G1151C101 35,714 470,117 SH SOLE 88,143 381,974
ACCENTURE PLC IRELAND SHS CLASS A G1151C101 594,303 7,822,862 SH DEFINED 4 7,822,862
ACCENTURE PLC IRELAND SHS CLASS A G1151C101 11,599 152,683 SH DEFINED 5 152,683
ACCENTURE PLC IRELAND SHS CLASS A G1151C101 50,373 663,064 SH DEFINED 3, 5 663,064
ALEXZA PHARMACEUTICALS INC COM NEW 015384209 1,359 307,500 SH DEFINED 3, 5 307,500
AMAZON COM INC COM 023135106 27,311 102,490 SH SOLE 19,211 83,279
AMAZON COM INC COM 023135106 423,880 1,590,605 SH DEFINED 4 1,590,605
AMAZON COM INC COM 023135106 8,875 33,304 SH DEFINED 5 33,304
AMAZON COM INC COM 023135106 36,123 135,552 SH DEFINED 3, 5 135,552
AMERICAN INTL GROUP INC COM NEW 026874784 27,614 711,328 SH DEFINED 1 711,328
AMERICAN INTL GROUP INC COM NEW 026874784 2,535 65,289 SH DEFINED 2 65,289
BANK OF AMERICA CORPORATION COM 060505104 18,912 1,552,887 SH SOLE 290,802 1,262,085
BANK OF AMERICA CORPORATION COM 060505104 71,169 5,843,141 SH DEFINED 1 5,843,141
BANK OF AMERICA CORPORATION COM 060505104 6,532 536,310 SH DEFINED 2 536,310
BANK OF AMERICA CORPORATION COM 060505104 334,806 27,488,142 SH DEFINED 4 27,488,142
BANK OF AMERICA CORPORATION COM 060505104 6,146 504,630 SH DEFINED 5 504,630
BANK OF AMERICA CORPORATION COM 060505104 27,851 2,286,610 SH DEFINED 3, 5 2,286,610
BLACKSTONE GROUP L P COM UNIT LTD 09253U108 16,650 841,742 SH DEFINED 1 841,742
BLACKSTONE GROUP L P COM UNIT LTD 09253U108 1,528 77,227 SH DEFINED 2 77,227
CAPITAL ONE FINL CORP COM 14040H105 21,330 388,172 SH DEFINED 1 388,172
CAPITAL ONE FINL CORP COM 14040H105 1,958 35,628 SH DEFINED 2 35,628
CARLYLE GROUP L P COM UTS LTD PTN 14309L102 18,009 595,335 SH DEFINED 1 595,335
CARLYLE GROUP L P COM UTS LTD PTN 14309L102 1,654 54,665 SH DEFINED 2 54,665
CARLYLE GROUP L P COM UTS LTD PTN 14309L102 1,776 58,724 SH DEFINED 4 58,724
CITIGROUP INC COM NEW 172967424 64,261 1,452,564 SH DEFINED 1 1,452,564
CITIGROUP INC COM NEW 172967424 5,897 133,291 SH DEFINED 2 133,291
COLGATE PALMOLIVE CO COM 194162103 25,162 213,188 SH SOLE 39,935 173,253
COLGATE PALMOLIVE CO COM 194162103 393,261 3,331,871 SH DEFINED 4 3,331,871
COLGATE PALMOLIVE CO COM 194162103 8,152 69,066 SH DEFINED 5 69,066
COLGATE PALMOLIVE CO COM 194162103 35,601 301,623 SH DEFINED 3, 5 301,623
COMCAST CORP NEW CL A 20030N101 35,796 852,634 SH SOLE 159,763 692,871
COMCAST CORP NEW CL A 20030N101 547,205 13,034,906 SH DEFINED 4 13,034,906
COMCAST CORP NEW CL A 20030N101 11,617 276,723 SH DEFINED 5 276,723
COMCAST CORP NEW CL A 20030N101 49,217 1,172,381 SH DEFINED 3, 5 1,172,381
CYTOKINETICS INC COM 23282W100 11,866 10,409,190 SH DEFINED 4 10,409,190
DELTA AIR LINES INC DEL COM NEW 247361702 31,531 1,909,935 SH SOLE 357,989 1,551,946
DELTA AIR LINES INC DEL COM NEW 247361702 497,561 30,136,935 SH DEFINED 4 30,136,935
DELTA AIR LINES INC DEL COM NEW 247361702 10,119 612,908 SH DEFINED 5 612,908
DELTA AIR LINES INC DEL COM NEW 247361702 37,709 2,284,005 SH DEFINED 3, 5 2,284,005
DOLLAR GEN CORP NEW COM 256677105 5,058 100,000 SH DEFINED 4 100,000
GOLDMAN SACHS GROUP INC COM 38141G104 34,907 237,218 SH DEFINED 1 237,218
GOLDMAN SACHS GROUP INC COM 38141G104 3,205 21,782 SH DEFINED 2 21,782
GOOGLE INC CL A 38259P508 35,789 45,069 SH SOLE 8,440 36,629
GOOGLE INC CL A 38259P508 537,626 676,951 SH DEFINED 4 676,951
GOOGLE INC CL A 38259P508 11,592 14,596 SH DEFINED 5 14,596
GOOGLE INC CL A 38259P508 50,408 63,471 SH DEFINED 3, 5 63,471
INTEL COM 458140100 451,383 20,667,700 CALL DEFINED 4 20,667,700
JPMORGAN CHASE & CO COM 46625H100 39,277 827,643 SH SOLE 155,117 672,526
JPMORGAN CHASE & CO COM 46625H100 43,813 923,152 SH DEFINED 1 923,152
JPMORGAN CHASE & CO COM 46625H100 4,021 84,731 SH DEFINED 2 84,731
JPMORGAN CHASE & CO COM 46625H100 701,425 14,779,293 SH DEFINED 4 14,779,293
JPMORGAN CHASE & CO COM 46625H100 12,764 268,948 SH DEFINED 5 268,948
JPMORGAN CHASE & CO COM 46625H100 52,806 1,112,650 SH DEFINED 3, 5 1,112,650
KKR & CO L P DEL COM UNITS 48248M102 17,329 896,925 SH DEFINED 1 896,925
KKR & CO L P DEL COM UNITS 48248M102 1,590 82,289 SH DEFINED 2 82,289
LIMITED BRANDS INC COM 532716107 3,808 85,269 SH SOLE 15,984 69,285
LIMITED BRANDS INC COM 532716107 61,632 1,380,021 SH DEFINED 4 1,380,021
LIMITED BRANDS INC COM 532716107 1,237 27,695 SH DEFINED 5 27,695
LIMITED BRANDS INC COM 532716107 5,411 121,168 SH DEFINED 3, 5 121,168
LINKEDIN CORP COM CL A 53578A108 7,171 40,734 SH SOLE 7,629 33,105
LINKEDIN CORP COM CL A 53578A108 84,744 481,335 SH DEFINED 4 481,335
LINKEDIN CORP COM CL A 53578A108 2,326 13,212 SH DEFINED 5 13,212
LINKEDIN CORP COM CL A 53578A108 10,300 58,502 SH DEFINED 3, 5 58,502
MANCHESTER UTD PLC NEW ORD CL A G5784H106 32,184 1,921,434 SH DEFINED 4 1,921,434
MANCHESTER UTD PLC NEW ORD CL A G5784H106 8,375 500,000 SH DEFINED 3, 5 500,000
MGIC INVT CORP WIS COM 552848103 13,601 2,747,700 SH DEFINED 1 2,747,700
MGIC INVT CORP WIS COM 552848103 1,249 252,300 SH DEFINED 2 252,300
MORGAN STANLEY COM NEW 617446448 12,313 560,200 SH SOLE 560,200
MORGAN STANLEY COM NEW 617446448 27,360 1,244,751 SH DEFINED 1 1,244,751
MORGAN STANLEY COM NEW 617446448 2,511 114,249 SH DEFINED 2 114,249
NATIONSTAR MTG HLDGS INC COM 63861C109 12,181 330,106 SH DEFINED 1 330,106
NATIONSTAR MTG HLDGS INC COM 63861C109 1,118 30,291 SH DEFINED 2 30,291
NIKE INC CL B 654106103 38,197 647,310 SH SOLE 121,318 525,992
NIKE INC CL B 654106103 658,363 11,156,801 SH DEFINED 4 11,156,801
NIKE INC CL B 654106103 12,407 210,249 SH DEFINED 5 210,249
NIKE INC CL B 654106103 51,748 876,944 SH DEFINED 3, 5 876,944
PAN AMERICAN SILVER CORP COM 697900108 3,876 236,658 SH SOLE 236,658
PENNYMAC MTG INVT TR COM 70931T103 7,705 297,622 SH DEFINED 1 297,622
PENNYMAC MTG INVT TR COM 70931T103 707 27,317 SH DEFINED 2 27,317
PHH CORP COM NEW 693320202 16,681 759,594 SH DEFINED 1 759,594
PHH CORP COM NEW 693320202 1,531 69,719 SH DEFINED 2 69,719
RESPONSE GENETICS INC COM 76123U105 5,023 3,805,161 SH DEFINED 3, 5 3,805,161
RYANAIR HLDGS PLC SPONSORED ADR 783513104 26,695 638,901 SH SOLE 119,696 519,205
RYANAIR HLDGS PLC SPONSORED ADR 783513104 5,414 129,573 SH DEFINED 5 129,573
RYANAIR HLDGS PLC SPONSORED ADR 783513104 8,671 207,536 SH DEFINED 5 207,536
SILVER BAY RLTY TR CORP COM 82735Q102 9,480 457,966 SH DEFINED 1 457,966
SILVER BAY RLTY TR CORP COM 82735Q102 870 42,034 SH DEFINED 2 42,034
TIME WARNER CABLE INC COM 88732J207 7,695 80,115 SH SOLE 14,987 65,128
TIME WARNER CABLE INC COM 88732J207 217,090 2,259,937 SH DEFINED 4 2,259,937
TIME WARNER CABLE INC COM 88732J207 2,501 26,033 SH DEFINED 5 26,033
TIME WARNER CABLE INC COM 88732J207 13,505 140,593 SH DEFINED 3, 5 140,593
TRI POINTE HOMES INC COM 87265H109 1,846 91,593 SH DEFINED 1 91,593
TRI POINTE HOMES INC COM 87265H109 169 8,407 SH DEFINED 2 8,407
WALTER INVT MGMT CORP COM 93317W102 16,194 434,741 SH DEFINED 1 434,741
WALTER INVT MGMT CORP COM 93317W102 1,486 39,902 SH DEFINED 2 39,902
WELLS FARGO & CO NEW COM 949746101 20,124 544,082 SH SOLE 118,557 425,525
WELLS FARGO & CO NEW COM 949746101 342,351 9,255,244 SH DEFINED 4 9,255,244
WELLS FARGO & CO NEW COM 949746101 6,293 170,133 SH DEFINED 5 170,133
WELLS FARGO & CO NEW COM 949746101 28,528 771,242 SH DEFINED 3, 5 771,242
SK 02575 0001 1375744