Lansdowne Partners, one of London's leading hedge funds, just filed its 13f for first quarter of 2014. The long/short equity hedge fund added 19 new stocks to its portfolio in the period, including names like Verizon Communications Inc. (NYSE:VZ), Tesla Motors Inc (NASDAQ:TSLA), Morgan Stanley (NYSE:MS) and Illumina, Inc. (NASDAQ:ILMN).
The fund's largest positions are in Comcast Corporation (NASDAQ:CMCSA), JPMorgan Chase & Co. (NYSE:JPM), Delta Air Lines, Inc. (NYSE:DAL), Wells Fargo & Co (NYSE:WFC) and Amazon.com, Inc. (NASDAQ:AMZN).
Tech stocks bring trouble to Lansdowne's returns
Lansdowne has been doing poorly in 2014, its flagship Developed Markets Fund was down 5.26% for the year through April 18 after incurring a loss...
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