Lansdowne Partners Limited Parnership filed its 13F for the quarter ending March 2013 today. The company showed that its long equity portfolio had increased in value to $7,308,642,084 at the end of the month, up from $6,016,467,489 at the end of December 2012. In the three months, the company added 9 new positions, including a really big bet on Intel Corporation (NASDAQ:INTC).
Despite the problems in the PC sector, and by extension the processor sector, Lansdowne Partners bought up 20,667,700 call options on Intel Corporation (NASDAQ:INTC) in the first three months of 2013. The options carry...
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