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
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