Lansdowne Partners (UK)
Long Only- Manager
- Lansdowne Partners (UK)
- Quarter
- Q2 2026
- Filed
- 2026-08-14
- 13F value
- $2.43B
- Positions
- 26
- CIK
- 0001608485
| # | # Shares | Source | ||||||
|---|---|---|---|---|---|---|---|---|
| 1 | Taiwan Semiconductor ManufacTSMHISTORY | 29.00% | +10.5% | $704.8M | 1,475,803 | +140,117 | 0.01% | 13F |
| 2 | Arm Holdings PLCARMHISTORY | 15.64% | +14.6% | $380.3M | 1,072,493 | +136,990 | 0.10% | 13F |
| 3 | Delta Air Lines IncDALHISTORY | 9.52% | (0.6%) | $231.5M | 2,471,261 | (14,638) | 0.38% | 13F |
| 4 | Analog Devices IncADIHISTORY | 9.39% | (13.5%) | $228.2M | 574,537 | (89,526) | 0.12% | 13F |
| 5 | United Airls Hldgs IncUALHISTORY | 8.67% | +1.2% | $210.7M | 1,549,179 | +18,296 | — | 13F |
| 6 | Baker Hughes CompanyBKRHISTORY | 5.69% | +6,087.5% | $138.4M | 2,494,112 | +2,453,803 | 0.25% | 13F |
| 7 | Linde PLCLINHISTORY | 5.09% | (46.9%) | $123.8M | 238,619 | (210,587) | 0.05% | 13F |
| 8 | SLB LimitedSLBHISTORY | 4.90% | (13.4%) | $119.0M | 2,560,073 | (397,610) | 0.17% | 13F |
| 9 | Acushnet Hldgs CorpGOLFHISTORY | 2.50% | (1.8%) | $60.9M | 513,572 | (9,374) | 0.88% | 13F |
| 10 | Ionq IncIONQHISTORY | 2.12% | +21.5% | $51.5M | 966,433 | +170,848 | 0.25% | 13F |
| 11 | Amazon Com IncAMZNHISTORY | 1.30% | +70.7% | $31.7M | 132,969 | +55,064 | 0.00% | 13F |
| 12 | Texas Instrs IncTXNHISTORY | 1.14% | +0.6% | $27.6M | 92,578 | +582 | 0.01% | 13F |
| 13 | Teck Resources LTDTECKHISTORY | 0.76% | (84.8%) | $18.5M | 310,564 | (1,730,735) | — | 13F |
| 14 | Smurfit Westrock PLCSWHISTORY | 0.66% | (81.4%) | $16.1M | 347,795 | (1,522,424) | 0.07% | 13F |
| 15 | Barrick MNG CorpBHISTORY | 0.62% | +19.8% | $15.1M | 411,335 | +67,933 | 0.02% | 13F |
| 16 | Ralliant CorpRALHISTORY | 0.60% | +1.4% | $14.6M | 197,849 | +2,776 | 0.18% | 13F |
| 17 | Eaton Corp PLCETNHISTORY | 0.59% | (73.9%) | $14.4M | 33,865 | (95,760) | — | 13F |
| 18 | Nvent Elec PLCNVTHISTORY | 0.50% | NEW | $12.1M | 71,122 | +71,122 | 0.04% | 13F |
| 19 | Agilent Technologies IncAHISTORY | 0.48% | NEW | $11.8M | 88,569 | +88,569 | 0.03% | 13F |
| 20 | Medtronic PLCMDTHISTORY | 0.29% | — | $6.9M | 88,839 | — | 0.01% | 13F |
| 21 | Sensata Technologies Hldg PLSTHISTORY | 0.28% | NEW | $6.7M | 140,290 | +140,290 | 0.10% | 13F |
| 22 | Rockwell Automation IncROKHISTORY | 0.19% | (34.9%) | $4.5M | 9,146 | (4,911) | 0.01% | 13F |
| 23 | Agnico Eagle Mines LTDAEMHISTORY | 0.03% | — | $0.7M | 4,647 | — | 0.00% | 13F |
| 24 | Marriott Intl Inc NewMARHISTORY | 0.02% | (10.4%) | $0.5M | 1,268 | (147) | 0.00% | 13F |
| 25 | Lamar Advertising CoLAMRHISTORY | 0.01% | NEW | $0.3M | 1,828 | +1,828 | 0.00% | 13F |
| 26 | Outfront Media IncOUTHISTORY | 0.01% | NEW | $0.3M | 8,581 | +8,581 | 0.00% | 13F |
Positions are from the latest 13F-HR (period end 2026-06-30). Weights are calculated: position value ÷ the 13F book. Schedule 13D/13G stakes are merged in when present (shares and percent of class, no dollar value). Chg Shares and % Chg compare with the adjacent prior quarter's 13F only. % Out is either calculated (position shares ÷ issuer shares outstanding from the issuer's XBRL cover page; weighted-average basic shares as a fallback) or reported (percent of class on a Schedule 13D/13G newer than the 13F period) — hover a value for its source and date. Unavailable figures show “—”, never an estimate. Methodology