0000919574-15-001339.txt : 20150213 0000919574-15-001339.hdr.sgml : 20150213 20150213124939 ACCESSION NUMBER: 0000919574-15-001339 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20141231 FILED AS OF DATE: 20150213 DATE AS OF CHANGE: 20150213 EFFECTIVENESS DATE: 20150213 FILER: COMPANY DATA: COMPANY CONFORMED NAME: LANSDOWNE PARTNERS (UK) LLP CENTRAL INDEX KEY: 0001608485 IRS NUMBER: 000000000 STATE OF INCORPORATION: X0 FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-16225 FILM NUMBER: 15611761 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 primary_doc.xml 13F-HR LIVE false false false 0001608485 XXXXXXXX 12-31-2014 12-31-2014 false LANSDOWNE PARTNERS (UK) LLP
15 DAVIES STREET LONDON X0 W1K 3AG
13F HOLDINGS REPORT 028-16225 N
Hugh Orange Chief Compliance Officer 44-20-7290-5500 /s/ Hugh Orange LONDON X0 02-13-2015 5 114 11108701 1 0001583955 028-15584 LANSDOWNE GLOBAL FINANCIALS MASTER FUND LTD. 2 0001469444 028-13736 LANSDOWNE DEVELOPED MARKETS STRATEGIC INVESTMENT MASTER FUND LTD 3 0001548945 028-14977 LANSDOWNE DEVELOPED MARKETS MASTER FUND LTD 4 0001598751 028-15855 LANSDOWNE DEVELOPED MARKETS LONG ONLY MASTER FUND LTD 5 0001598759 028-15856 LANSDOWNE DM LONG ONLY CAYMAN MASTER LP
INFORMATION TABLE 2 infotable.xml ACCENTURE PLC IRELAND SHS CLASS A G1151C101 1231 13782 SH DFND 3 13782 0 0 ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 3043 29270 SH SOLE 17382 0 11888 ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 4737 45572 SH DFND 2 45572 0 0 ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 30369 292181 SH DFND 3 292181 0 0 ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 4225 40649 SH DFND 4 40649 0 0 ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 1535 14766 SH DFND 5 14766 0 0 AMAZON COM INC COM 023135106 57576 185518 SH SOLE 110121 0 75397 AMAZON COM INC COM 023135106 85691 276110 SH DFND 2 276110 0 0 AMAZON COM INC COM 023135106 592560 1909328 SH DFND 3 1909328 0 0 AMAZON COM INC COM 023135106 82876 267041 SH DFND 4 267041 0 0 AMAZON COM INC COM 023135106 30091 96958 SH DFND 5 96958 0 0 AMBAC FINL GROUP INC COM NEW 023139884 7181 293089 SH DFND 1 293089 0 0 AMERICAN AIRLS GROUP INC COM 02376R102 40210 749765 SH DFND 3 749765 0 0 AMERICAN EXPRESS CO COM 025816109 40102 431037 SH SOLE 255723 0 175314 AMERICAN EXPRESS CO COM 025816109 50565 543476 SH DFND 2 543476 0 0 AMERICAN EXPRESS CO COM 025816109 431604 4638906 SH DFND 3 4638906 0 0 AMERICAN EXPRESS CO COM 025816109 63178 679039 SH DFND 4 679039 0 0 AMERICAN EXPRESS CO COM 025816109 22939 246555 SH DFND 5 246555 0 0 BARCLAYS BK PLC IPATH S&P500 VIX 06742E711 1661 52707 SH SOLE 52707 0 0 CITIGROUP INC COM NEW 172967424 43653 806748 SH DFND 1 806748 0 0 CITIZENS FINL GROUP INC COM 174610105 8216 330506 SH DFND 1 330506 0 0 COMCAST CORP NEW CL A 20030N101 99661 1718123 SH SOLE 1018185 0 699938 COMCAST CORP NEW CL A 20030N101 145026 2500021 SH DFND 2 2500021 0 0 COMCAST CORP NEW CL A 20030N101 1004012 17307575 SH DFND 3 17307575 0 0 COMCAST CORP NEW CL A 20030N101 137983 2378614 SH DFND 4 2378614 0 0 COMCAST CORP NEW CL A 20030N101 50075 863214 SH DFND 5 863214 0 0 CYTOKINETICS INC COM NEW 23282W605 2741 342224 SH DFND 2 342224 0 0 CYTOKINETICS INC COM NEW 23282W605 15857 1979641 SH DFND 3 1979641 0 0 DELTA AIR LINES INC DEL COM NEW 247361702 78341 1592757 SH SOLE 943877 0 648880 DELTA AIR LINES INC DEL COM NEW 247361702 121173 2463371 SH DFND 2 2463371 0 0 DELTA AIR LINES INC DEL COM NEW 247361702 789680 16053666 SH DFND 3 16053666 0 0 DELTA AIR LINES INC DEL COM NEW 247361702 108462 2204960 SH DFND 4 2204960 0 0 DELTA AIR LINES INC DEL COM NEW 247361702 39361 800186 SH DFND 5 800186 0 0 DISNEY WALT CO COM DISNEY 254687106 54982 583780 SH SOLE 346625 0 237155 DISNEY WALT CO COM DISNEY 254687106 79705 846212 SH DFND 2 846212 0 0 DISNEY WALT CO COM DISNEY 254687106 525411 5578203 SH DFND 3 5578203 0 0 DISNEY WALT CO COM DISNEY 254687106 76472 811894 SH DFND 4 811894 0 0 DISNEY WALT CO COM DISNEY 254687106 27767 294794 SH DFND 5 294794 0 0 E TRADE FINANCIAL CORP COM NEW 269246401 35639 1469331 SH DFND 1 1469331 0 0 ESSENT GROUP LTD COM G3198U102 19907 774303 SH DFND 1 774303 0 0 GOLDMAN SACHS GROUP INC COM 38141G104 77333 398922 SH SOLE 236756 0 162166 GOLDMAN SACHS GROUP INC COM 38141G104 96038 495474 SH DFND 2 495474 0 0 GOLDMAN SACHS GROUP INC COM 38141G104 763908 3941126 SH DFND 3 3941126 0 0 GOLDMAN SACHS GROUP INC COM 38141G104 106866 551341 SH DFND 4 551341 0 0 GOLDMAN SACHS GROUP INC COM 38141G104 38803 200189 SH DFND 5 200189 0 0 GOOGLE INC CL A 38259P508 4288 8080 SH DFND 3 8080 0 0 HORTONWORKS INC COM 440894103 450 16666 SH DFND 3 16666 0 0 ICICI BK LTD ADR 45104G104 14815 1282670 SH DFND 1 1282670 0 0 JD COM INC SPON ADR CL A 47215P106 479 20700 SH DFND 3 20700 0 0 JPMORGAN CHASE & CO COM 46625H100 79911 1276806 SH SOLE 757257 0 519549 JPMORGAN CHASE & CO COM 46625H100 33744 539215 SH DFND 1 539215 0 0 JPMORGAN CHASE & CO COM 46625H100 122477 1957126 SH DFND 2 1957126 0 0 JPMORGAN CHASE & CO COM 46625H100 798442 12758747 SH DFND 3 12758747 0 0 JPMORGAN CHASE & CO COM 46625H100 110832 1771045 SH DFND 4 1771045 0 0 JPMORGAN CHASE & CO COM 46625H100 40204 642439 SH DFND 5 642439 0 0 KENNEDY-WILSON HLDGS INC COM 489398107 13806 545709 SH DFND 1 545709 0 0 KING DIGITAL ENTMT PLC ORD SHS G5258J109 821 53462 SH DFND 3 53462 0 0 L BRANDS INC COM 501797104 45633 527293 SH SOLE 312773 0 214520 L BRANDS INC COM 501797104 58881 680313 SH DFND 2 680313 0 0 L BRANDS INC COM 501797104 376817 4353751 SH DFND 3 4353751 0 0 L BRANDS INC COM 501797104 63260 730905 SH DFND 4 730905 0 0 L BRANDS INC COM 501797104 22969 265388 SH DFND 5 265388 0 0 LAZARD LTD SHS A G54050102 21906 437865 SH DFND 1 437865 0 0 LENDINGCLUB CORP COM 52603A109 4466 176535 SH DFND 3 176535 0 0 LINKEDIN CORP COM CL A 53578A108 27033 117691 SH SOLE 69743 0 47948 LINKEDIN CORP COM CL A 53578A108 41724 181636 SH DFND 2 181636 0 0 LINKEDIN CORP COM CL A 53578A108 271646 1182560 SH DFND 3 1182560 0 0 LINKEDIN CORP COM CL A 53578A108 37433 162958 SH DFND 4 162958 0 0 LINKEDIN CORP COM CL A 53578A108 13582 59127 SH DFND 5 59127 0 0 MADISON SQUARE GARDEN CO CL A 55826P100 6895 91612 SH DFND 3 91612 0 0 MANCHESTER UTD PLC NEW ORD CL A G5784H106 17594 1106561 SH DFND 2 1106561 0 0 MANCHESTER UTD PLC NEW ORD CL A G5784H106 44916 2824884 SH DFND 3 2824884 0 0 MGIC INVT CORP WIS COM 552848103 18220 1954953 SH DFND 1 1954953 0 0 NETFLIX INC COM 64110L106 14312 41896 SH SOLE 24878 0 17018 NETFLIX INC COM 64110L106 25610 74969 SH DFND 2 74969 0 0 NETFLIX INC COM 64110L106 155891 456341 SH DFND 3 456341 0 0 NETFLIX INC COM 64110L106 19903 58261 SH DFND 4 58261 0 0 NETFLIX INC COM 64110L106 7226 21154 SH DFND 5 21154 0 0 NEW RELIC INC COM 64829B100 465 13334 SH DFND 3 13334 0 0 NIKE INC CL B 654106103 60594 630258 SH SOLE 374103 0 256155 NIKE INC CL B 654106103 89096 926632 SH DFND 2 926632 0 0 NIKE INC CL B 654106103 623548 6485154 SH DFND 3 6485154 0 0 NIKE INC CL B 654106103 84309 876853 SH DFND 4 876853 0 0 NIKE INC CL B 654106103 30612 318381 SH DFND 5 318381 0 0 OXFORD IMMUNOTEC GLOBAL PLC ORD SHS G6855A103 7114 522354 SH DFND 2 522354 0 0 RALPH LAUREN CORP CL A 751212101 10184 55000 SH DFND 3 55000 0 0 RESPONSE GENETICS INC COM 76123U105 1205 3805161 SH DFND 2 3805161 0 0 TRAVELPORT WORLDWIDE LTD SHS G9019D104 283 15700 SH DFND 3 15700 0 0 TRIMBLE NAVIGATION LTD COM 896239100 972 36627 SH DFND 3 36627 0 0 TWITTER INC COM 90184L102 2348 65467 SH SOLE 38875 0 26592 TWITTER INC COM 90184L102 3747 104465 SH DFND 2 104465 0 0 TWITTER INC COM 90184L102 23422 652965 SH DFND 3 652965 0 0 TWITTER INC COM 90184L102 3266 91038 SH DFND 4 91038 0 0 TWITTER INC COM 90184L102 1186 33055 SH DFND 5 33055 0 0 UNITED PARCEL SERVICE INC CL B 911312106 3836 34507 SH DFND 3 34507 0 0 VERIZON COMMUNICATIONS INC COM 92343V104 21154 452241 SH SOLE 268241 0 184000 VERIZON COMMUNICATIONS INC COM 92343V104 330776 7070882 SH DFND 3 7070882 0 0 VERIZON COMMUNICATIONS INC COM 92343V104 34982 747805 SH DFND 4 747805 0 0 VERIZON COMMUNICATIONS INC COM 92343V104 12702 271524 SH DFND 5 271524 0 0 VISA INC COM CL A 92826C839 21984 83846 SH SOLE 49723 0 34123 VISA INC COM CL A 92826C839 28477 108607 SH DFND 1 108607 0 0 VISA INC COM CL A 92826C839 12647 48234 SH DFND 2 48234 0 0 VISA INC COM CL A 92826C839 219773 838187 SH DFND 3 838187 0 0 VISA INC COM CL A 92826C839 30490 116284 SH DFND 4 116284 0 0 VISA INC COM CL A 92826C839 11060 42183 SH DFND 5 42183 0 0 WELLS FARGO & CO NEW COM 949746101 51981 948168 SH SOLE 561600 0 386568 WELLS FARGO & CO NEW COM 949746101 80353 1465766 SH DFND 2 1465766 0 0 WELLS FARGO & CO NEW COM 949746101 525137 9579300 SH DFND 3 9579300 0 0 WELLS FARGO & CO NEW COM 949746101 72021 1313781 SH DFND 4 1313781 0 0 WELLS FARGO & CO NEW COM 949746101 26137 476786 SH DFND 5 476786 0 0 WHOLE FOODS MKT INC COM 966837106 5810 115223 SH SOLE 68396 0 46827 WHOLE FOODS MKT INC COM 966837106 51373 1018894 SH DFND 3 1018894 0 0 WHOLE FOODS MKT INC COM 966837106 8088 160407 SH DFND 4 160407 0 0 WHOLE FOODS MKT INC COM 966837106 2937 58243 SH DFND 5 58243 0 0