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Biggest New Positions
EntityShares/Amount
Change		Position Value
Change
MSFT +4,662+$1,753
EPAM +2,919+$868
BILI +30,124+$367
SE +5,861+$237
NIU +30,248+$66
Biggest Exited Positions
EntityShares/Amount
Change		Position Value
Change
SCHW -70,000-$3,843
RGTI -202,298-$269
Biggest Position Increases
EntityShares/Amount
Change		Position Value
Change
ZH +836,801+$781
RERE +515,046+$804
CRH +507,387+$73,570
DADA +471,280+$823
HUYA +346,585+$1,718
TSM +270,609+$59,085
EH +238,451+$3,952
MNSO +156,801+$2,430
IONQ +136,100-$95
HSAI +87,002+$680
Biggest Position Decreases
EntityShares/Amount
Change		Position Value
Change
LU -1,270,784+$153
YSG -714,123-$849
RYAAY -226,416+$45,038
BNR -55,001-$56
IQ -52,722-$220
ETN -44,388-$4,861
GOLD -42,823+$983
LIN -36,874+$6,491
DAL -24,869+$2,381
Lansdowne Partners UK LLP Info
Size ($ in 1000's)
At 12/31/2023: $1,338,693
At 09/30/2023: $1,093,132

Combined Holding Report Includes:
LANSDOWNE PARTNERS UK LLP
LANSDOWNE DEVELOPED MARKETS LONG ONLY MASTER FUND LTD
LANSDOWNE DM LONG ONLY CAYMAN MASTER LP
LANSDOWNE DMLO DAVIES STREET LP

Lansdowne Partners UK LLP holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Lansdowne Partners UK LLP 13F filings. Link to 13F filings: SEC filings

All Stocks Held By Lansdowne Partners UK LLP
As of  12/31/2023, we find all stocks held by Lansdowne Partners UK LLP to be as follows, presented in the table below with each row detailing each Lansdowne Partners UK LLP position, ordered by largest to smallest position size. The all-stocks-held-by-Lansdowne Partners UK LLP table shows the entity held in the first column (click any entity to explore other funds holding positions), the share amount held, the share count change between the last two reporting periods, and finally the position size for all stocks held by Lansdowne Partners UK LLP as of the latest filing.

   EntityAmountChange
 09/30/2023 to 12/31/2023		 Position Size
($ in 1000's)
RYANAIR HOLDINGS PLC 1,854,669 -226,416 $247,339
     RYAAY1,854,669-226,416$247,339
CRH PLC 3,174,043 +507,387 $219,508
     CRH3,174,043+507,387$219,508
LINDE PLC 527,144 -36,874 $216,503
     LIN527,144-36,874$216,503
TAIWAN SEMICONDUCTOR MFG LTD 2,080,157 +270,609 $216,326
     TSM2,080,157+270,609$216,326
AMAZON COM INC 465,753 -11,461 $70,767
     AMZN465,753-11,461$70,767
FREEPORT MCMORAN INC 1,411,111 +75,601 $60,067
     FCX1,411,111+75,601$60,067
ACUSHNET HLDGS CORP 914,791 -17,140 $57,787
     GOLF914,791-17,140$57,787
ANALOG DEVICES INC 249,468 -6,057 $49,534
     ADI249,468-6,057$49,534
DELTA AIR LINES INC DEL 1,022,348 -24,869 $41,130
     DAL1,022,348-24,869$41,130
EATON CORP PLC 167,238 -44,388 $40,275
     ETN167,238-44,388$40,275
ELI LILLY & CO 47,839 +14,988 $27,888
     LLY47,839+14,988$27,888
SOHO HOUSE & CO INC 2,619,141 +4,459 $18,648
     SHCO2,619,141+4,459$18,648
IONQ INC 851,175 +136,100 $10,545
     IONQ851,175+136,100$10,545
BAIDU INC 72,928 +43,140 $8,685
     BIDU72,928+43,140$8,685
BARRICK GOLD CORP 453,761 -42,823 $8,208
     GOLD453,761-42,823$8,208
MODERNA INC 69,000 +11,000 $6,862
     MRNA69,000+11,000$6,862
MINISO GROUP HLDG LTD 296,583 +156,801 $6,050
     MNSO296,583+156,801$6,050
LI AUTO INC 154,388 +77,194 $5,779
     LI154,388+77,194$5,779
EHANG HLDGS LTD 282,839 +238,451 $4,752
     EH282,839+238,451$4,752
DADA NEXUS LTD 1,127,531 +471,280 $3,743
     DADA1,127,531+471,280$3,743
HUYA INC 895,749 +346,585 $3,278
     HUYA895,749+346,585$3,278
LUFAX HOLDING LTD 746,278 -1,270,784 $2,291
     LU746,278-1,270,784$2,291
ATRENEW INC 1,030,092 +515,046 $1,978
     RERE1,030,092+515,046$1,978
MICROSOFT CORP 4,662 +4,662 $1,753
     MSFT4,662+4,662$1,753
HESAI GROUP 174,004 +87,002 $1,550
     HSAI174,004+87,002$1,550
IQIYI INC 216,026 -52,722 $1,054
     IQ216,026-52,722$1,054
ZAI LAB LTD 35,142 UNCH $960
     ZLAB35,142UNCH$960
EPAM SYS INC 2,919 +2,919 $868
     EPAM2,919+2,919$868
ZHIHU INC 858,047 +836,801 $803
     ZH858,047+836,801$803
AGNICO EAGLE MINES LTD 12,004 +1,553 $658
     AEM12,004+1,553$658
SPOTIFY TECHNOLOGY S A 3,370 +1,193 $633
     SPOT3,370+1,193$633
VULCAN MATLS CO 2,072 -307 $470
     VMC2,072-307$470
ROBLOX CORP 10,141 +1,600 $464
     RBLX10,141+1,600$464
SYSCO CORP 5,968 -2,049 $436
     SYY5,968-2,049$436
YATSEN HLDG LTD 502,770 -714,123 $368
     YSG502,770-714,123$368
BILIBILI INC 30,124 +30,124 $367
     BILI30,124+30,124$367
SEA LTD 5,861 +5,861 $237
     SE5,861+5,861$237
NIU TECHNOLOGIES 30,248 +30,248 $66
     NIU30,248+30,248$66
BURNING ROCK BIOTECH LTD 67,592 -55,001 $63
     BNR67,592-55,001$63
RIGETTI COMPUTING INC $0 (exited)
     RGTI0-202,298$0
SCHWAB CHARLES CORP 0 -70,000 $0 (exited)
     SCHW0-70,000$0

See Summary: Lansdowne Partners UK LLP Top Holdings
See Details: Top 10 Stocks Held By Lansdowne Partners UK LLP

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