Lansdowne Partners Limited Partnership 13F 持仓 · 最近申报 2014年Q1
Lansdowne Partners Limited Partnership 在 2014年Q1（报告期截至 2014-03-31）的 SEC 13F 申报中报告了 51 只证券，申报市值合计 118.96 亿美元。前几大持仓：CMCSA（11.27%）、JPM（10.90%）、DAL（8.49%）。本季前 25 大持仓中：新建仓 5 只、增持 12 只、减持 6 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | CMCSA | COMCAST CORP NEW | $1.34B | 11.27% | 26.8M | 增持 |
| 2 | JPM | JPMORGAN CHASE & CO | $1.30B | 10.90% | 21.4M | 增持 |
| 3 | DAL | DELTA AIR LINES INC DEL | $1.01B | 8.49% | 29.1M | 减持 |
| 4 | WFC | WELLS FARGO & CO NEW | $1.01B | 8.45% | 20.2M | 减持 |
| 5 | AMZN | AMAZON COM INC | $991.7M | 8.34% | 2.9M | 增持 |
| 6 | NKE | NIKE INC | $979.3M | 8.23% | 13.3M | 增持 |
| 7 | GOOGL | GOOGLE INC | $795.5M | 6.69% | 713,751 | 减持 |
| 8 | VZ | VERIZON COMMUNICATIONS INC | $641.0M | 5.39% | 13.5M | 新建仓 |
| 9 | DIS | DISNEY WALT CO | $631.7M | 5.31% | 7.9M | 增持 |
| 10 | BBWI | L BRANDS INC | $496.7M | 4.18% | 8.7M | 增持 |
| 11 | WFM | WHOLE FOODS MKT INC | $437.8M | 3.68% | 8.6M | 增持 |
| 12 | LNKD | LINKEDIN CORP | $370.1M | 3.11% | 2.0M | 增持 |
| 13 | NFLX | NETFLIX INC | $330.7M | 2.78% | 939,318 | 减持 |
| 14 | TWC | TIME WARNER CABLE INC | $235.1M | 1.98% | 1.7M | 减持 |
| 15 | TWTR | TWITTER INC | $180.9M | 1.52% | 3.9M | 增持 |
| 16 | ILMN | ILLUMINA INC | $178.3M | 1.50% | 1.2M | 新建仓 |
| 17 | V | VISA INC | $106.4M | 0.89% | 493,133 | 增持 |
| 18 | TSLA | TESLA MTRS INC | $103.2M | 0.87% | 495,043 | 新建仓 |
| 19 | BAC | BANK OF AMERICA CORPORATION | $90.2M | 0.76% | 5.2M | 增持 |
| 20 | BMY | BRISTOL MYERS SQUIBB CO | $83.4M | 0.70% | 1.6M | 新建仓 |
| 21 | MS | MORGAN STANLEY | $49.0M | 0.41% | 1.6M | 新建仓 |
| 22 | MANU | MANCHESTER UTD PLC NEW | $47.1M | 0.40% | 2.7M | 持平 |
| 23 | DATA | TABLEAU SOFTWARE INC | $45.3M | 0.38% | 595,233 | 减持 |
| 24 | ETFC | E TRADE FINANCIAL CORP | $43.4M | 0.36% | 1.9M | 增持 |
| 25 | CME | CME GROUP INC | $39.4M | 0.33% | 532,430 | 持平 |
来源：SEC 13F 申报文件 · 截至 2014-03-31
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR