Lansdowne Partners Holdings in 3rd Quarter: 13F Alert

The following is an analysis of Lansdowne Partners Limited Partnership as of Sept. 30, according to a filing with the U.S. Securities and Exchange Commission on Nov 14.

Top Positions by Market Value 
Company Name                 Ticker      Market Value      Current     Change
                                            (USD $)       Position  In Position
JPMorgan Chase & Co          JPM US       744,005,722   18,379,588       74,598
Google Inc-Cl A              GOOG US      629,176,041      833,898      -84,490
NIKE Inc -Cl B               NKE US       521,421,968    5,493,857      399,605
Wells Fargo & Co             WFC US       517,355,635   14,982,787   -2,120,277
Accenture Plc-Cl A           ACN US       467,940,600    6,682,002   -2,583,303
Colgate-Palmolive Co         CL US        324,665,162    3,028,028    1,502,770
Amazon.com Inc               AMZN US      317,994,861    1,250,373      247,239
Delta Air Lines Inc          DAL US       315,292,174   34,420,543   11,912,810
Coca-Cola Co/The             KO US        163,465,631    4,309,666      161,342
Intel Corp                   INTC US      160,797,850    7,097,676  -13,123,181
 
 
Top New Buys by Market Value 
Company Name                 Ticker      Market Value      Current     Change
                                            (USD $)       Position  In Position
Comcast Corp-Class A         CMCSA US     111,130,848    3,108,990    3,108,990
Morgan Stanley               MS US         63,226,980    3,777,000    3,777,000
iShares MSCI Emerging Mkt In EEM US        43,742,512    1,058,500    1,058,500
Time Warner Cable            TWC US        28,032,338      294,891      294,891
Manchester United Plc-Cl A   MANU US       25,097,220    1,971,502    1,971,502
 
 
Top Sell Outs by Market Value 
Company Name                 Ticker         MV Change      Current     Change
                                            (USD $)       Position  In Position
Dow Chemical Co/The          DOW US      -183,571,479            0   -5,827,666
Medivation Inc               MDVN US     -154,989,539            0   -3,391,456
TIBCO Software Inc           TIBX US     -130,964,059            0   -4,377,141
American Capital Agency Corp AGNC US      -51,079,571            0   -1,519,773
Elan Corp Plc -Spons ADR     ELN US       -46,709,433            0   -3,201,469
 
 
Top Position Increases by Market Value 
Company Name                 Ticker         MV Change      Current     Change
                                            (USD $)       Position  In Position
Colgate-Palmolive Co         CL US        165,885,804    3,028,028    1,502,770
JPMorgan Chase & Co          JPM US        89,968,429   18,379,588       74,598
Amazon.com Inc               AMZN US       88,929,212    1,250,373      247,239
NIKE Inc -Cl B               NKE US        74,248,527    5,493,857      399,605
Delta Air Lines Inc          DAL US        68,832,498   34,420,543   11,912,810
 
 
Top Position Decreases By Market Value 
Company Name                 Ticker         MV Change      Current     Change
                                            (USD $)       Position  In Position
Intel Corp                   INTC US     -378,087,989    7,097,676  -13,123,181
Accenture Plc-Cl A           ACN US       -88,811,577    6,682,002   -2,583,303
Wells Fargo & Co             WFC US       -54,570,825   14,982,787   -2,120,277
Market Vectors Gold Miners   GDX US       -47,969,156      465,339   -1,164,172
Xerox Corp                   XRX US       -36,651,246    3,526,078   -4,419,622
 
 
SOURCE: SEC 13F-HR 
FILER: Lansdowne Partners Limited Partnership 
QUARTER ENDED: 09/30/2012 
SEC RECEIVED: 11/14/2012 

To contact the reporter on this story: Julie Sinatra in Princeton at jshuwall@bloomberg.net.

To contact the editor responsible for this story: Rodney Yap at ryap@bloomberg.net.