Lansdowne Partners (Uk) Llp
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$1.87B
Q ending 2026-03-31
Prior quarter
$1.36B
Q ending 2025-12-31
Change
+36.9% QoQ · +164.3% YoY
Positions
22
reported holdings
Largest positions
All 22 reported positions, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Taiwan Semiconductor Manufac | TSM | Shares | $451.4M | 1.3M |
| Linde Plc | Shares | $222.7M | 449K | |
| Analog Devices Inc | ADI | Shares | $211.3M | 664K |
| Delta Air Lines Inc | DAL | Shares | $165.3M | 2.5M |
| Slb Limited | SLB | Shares | $152.0M | 3.0M |
| Arm Holdings Plc | ARM | Shares | $141.5M | 936K |
| United Airls Hldgs Inc | UAL | Shares | $140.9M | 1.5M |
| Teck Resources Ltd | TECK | Shares | $105.6M | 2.0M |
| Smurfit Westrock Plc | Shares | $74.5M | 1.9M | |
| Acushnet Hldgs Corp | GOLF | Shares | $48.9M | 523K |
| Eaton Corp Plc | Shares | $46.4M | 130K | |
| Ionq Inc | IONQ | Shares | $22.9M | 796K |
| Texas Instrs Inc | TXN | Shares | $17.9M | 92K |
| Amazon Com Inc | AMZN | Shares | $16.2M | 78K |
| Barrick Mng Corp | B | Shares | $14.0M | 343K |
| Alcon Ag | Shares | $10.1M | 137K | |
| Ralliant Corp | RAL | Shares | $8.1M | 195K |
| Medtronic Plc | Shares | $7.7M | 89K | |
| Rockwell Automation Inc | ROK | Shares | $5.0M | 14K |
| Baker Hughes Company | BKR | Shares | $2.5M | 40K |
| Agnico Eagle Mines Ltd | AEM | Shares | $943K | 5K |
| Marriott Intl Inc New | MAR | Shares | $463K | 1K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.