0000919574-24-004539.txt : 20240814 0000919574-24-004539.hdr.sgml : 20240814 20240813175237 ACCESSION NUMBER: 0000919574-24-004539 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20240630 FILED AS OF DATE: 20240814 DATE AS OF CHANGE: 20240813 EFFECTIVENESS DATE: 20240814 FILER: COMPANY DATA: COMPANY CONFORMED NAME: LANSDOWNE PARTNERS (UK) LLP CENTRAL INDEX KEY: 0001608485 ORGANIZATION NAME: 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: 241203352 BUSINESS ADDRESS: STREET 1: 65 CURZON STREET CITY: LONDON STATE: X0 ZIP: W1J 8PE BUSINESS PHONE: 44 20 7290 5500 MAIL ADDRESS: STREET 1: 65 CURZON STREET CITY: LONDON STATE: X0 ZIP: W1J 8PE 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false true false 0001608485 XXXXXXXX 06-30-2024 06-30-2024 false LANSDOWNE PARTNERS (UK) LLP

65 CURZON STREET London X0 W1J 8PE

13F HOLDINGS REPORT 028-16225 000172244 801-80091 N Hugh Orange 44-20-7290-5500 /s/Hugh Orange LONDON X0 08-13-2024 3 63 1259015003 1 0001598751 028-15855 LANSDOWNE DEVELOPED MARKETS LONG ONLY MASTER FUND LTD 2 0001598759 028-15856 LANSDOWNE DM LONG ONLY CAYMAN MASTER LP 3 0001644532 028-17196 LANSDOWNE DMLO DAVIES STREET LP INFORMATION TABLE 2 infotable.xml ACUSHNET HLDGS CORP COM 005098108 15902785 250527 SH SOLE 250527 0 0 ACUSHNET HLDGS CORP COM 005098108 13925988 219376 SH DFND 1 219376 0 0 ACUSHNET HLDGS CORP COM 005098108 5041328 79416 SH DFND 2 79416 0 0 ACUSHNET HLDGS CORP COM 005098108 6081955 95809 SH DFND 3 95809 0 0 AGNICO EAGLE MINES LTD COM 008474108 806774 12336 SH SOLE 12336 0 0 AMAZON COM INC COM 023135106 35461984 183483 SH SOLE 183483 0 0 AMAZON COM INC COM 023135106 27467396 142134 SH DFND 1 142134 0 0 AMAZON COM INC COM 023135106 9943486 51454 SH DFND 2 51454 0 0 AMAZON COM INC COM 023135106 11995994 62075 SH DFND 3 62075 0 0 ANALOG DEVICES INC COM 032654105 9701196 42503 SH SOLE 42503 0 0 ANALOG DEVICES INC COM 032654105 6728420 29477 SH DFND 1 29477 0 0 ANALOG DEVICES INC COM 032654105 2435762 10671 SH DFND 2 10671 0 0 ANALOG DEVICES INC COM 032654105 2938619 12874 SH DFND 3 12874 0 0 ATRENEW INC SPONSORED ADS 00138L108 29265 12348 SH SOLE 12348 0 0 BARRICK GOLD CORP COM 067901108 642780 38536 SH SOLE 38536 0 0 BILIBILI INC SPONS ADS REP Z 090040106 441769 28612 SH SOLE 28612 0 0 CRH PLC ORD G25508105 105385185 1404787 SH SOLE 1404787 0 0 CRH PLC ORD G25508105 66821726 891194 SH DFND 1 891194 0 0 CRH PLC ORD G25508105 24190198 322622 SH DFND 2 322622 0 0 CRH PLC ORD G25508105 29183266 389214 SH DFND 3 389214 0 0 DELTA AIR LINES INC DEL COM NEW 247361702 55477095 1169416 SH SOLE 1169416 0 0 DELTA AIR LINES INC DEL COM NEW 247361702 45571860 960621 SH DFND 1 960621 0 0 DELTA AIR LINES INC DEL COM NEW 247361702 16497497 347755 SH DFND 2 347755 0 0 DELTA AIR LINES INC DEL COM NEW 247361702 19902740 419535 SH DFND 3 419535 0 0 EATON CORP PLC SHS G29183103 11818942 37701 SH SOLE 37701 0 0 EATON CORP PLC SHS G29183103 9093264 29001 SH DFND 1 29001 0 0 EATON CORP PLC SHS G29183103 3291648 10498 SH DFND 2 10498 0 0 EATON CORP PLC SHS G29183103 3971424 12666 SH DFND 3 12666 0 0 FORTIVE CORP COM 34959J108 436597 5892 SH SOLE 5892 0 0 FREEPORT-MCMORAN INC CL B 35671D857 17956145 369468 SH SOLE 369468 0 0 FREEPORT-MCMORAN INC CL B 35671D857 13798269 283915 SH DFND 1 283915 0 0 FREEPORT-MCMORAN INC CL B 35671D857 4995108 102780 SH DFND 2 102780 0 0 FREEPORT-MCMORAN INC CL B 35671D857 6026157 123995 SH DFND 3 123995 0 0 HUYA INC ADS REP SHS A 44852D108 39828 10083 SH SOLE 10083 0 0 IONQ INC COM 46222L108 3632366 516891 SH SOLE 516891 0 0 IONQ INC COM 46222L108 3181982 452629 SH DFND 1 452629 0 0 IONQ INC COM 46222L108 1151908 163856 SH DFND 2 163856 0 0 IONQ INC COM 46222L108 1389676 197678 SH DFND 3 197678 0 0 IQIYI INC SPONSORED ADS 46267X108 563279 153482 SH SOLE 153482 0 0 LILLY ELI & CO COM 532457108 5990745 6616 SH SOLE 6616 0 0 LILLY ELI & CO COM 532457108 4470766 4938 SH DFND 1 4938 0 0 LILLY ELI & CO COM 532457108 1617914 1787 SH DFND 2 1787 0 0 LILLY ELI & CO COM 532457108 1952905 2157 SH DFND 3 2157 0 0 LINDE PLC SHS G54950103 175127315 399096 SH SOLE 399096 0 0 MARRIOTT INTL INC NEW CL A 571903202 1533548 6343 SH SOLE 6343 0 0 MICROSOFT CORP COM 594918104 2048819 4584 SH SOLE 4584 0 0 MODERNA INC COM 60770K107 2434375 20500 SH SOLE 20500 0 0 ROCKWELL AUTOMATION INC COM 773903109 356488 1295 SH SOLE 1295 0 0 RYANAIR HOLDINGS PLC SPONSORED ADS 783513203 26141595 224507 SH SOLE 224507 0 0 RYANAIR HOLDINGS PLC SPONSORED ADS 783513203 26064861 223848 SH DFND 1 223848 0 0 RYANAIR HOLDINGS PLC SPONSORED ADS 783513203 9435715 81035 SH DFND 2 81035 0 0 RYANAIR HOLDINGS PLC SPONSORED ADS 783513203 11383407 97762 SH DFND 3 97762 0 0 SOHO HOUSE & CO INC COM CL A 586001109 5411169 1020073 SH SOLE 1020073 0 0 SOHO HOUSE & CO INC COM CL A 586001109 4722364 889334 SH DFND 1 889334 0 0 SOHO HOUSE & CO INC COM CL A 586001109 1709321 321906 SH DFND 2 321906 0 0 SOHO HOUSE & CO INC COM CL A 586001109 2063710 388646 SH DFND 3 388646 0 0 SPOTIFY TECHNOLOGY S A SHS L8681T102 791692 2523 SH SOLE 2523 0 0 TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 170980780 983699 SH SOLE 983699 0 0 TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 115809951 666302 SH DFND 1 666302 0 0 TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 41924362 241208 SH DFND 2 241208 0 0 TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 50578015 290996 SH DFND 3 290996 0 0 TEXAS INSTRS INC COM 882508104 2256548 11600 SH SOLE 11600 0 0 VULCAN MATLS CO COM 929160109 286977 1154 SH SOLE 1154 0 0