Lansdowne Partners (Uk) Llp Portfolio Stock Holdings
Lansdowne Partners (Uk) Llp disclosed 22 stock positions valued at approximately $1.9 billion in its latest SEC 13F filing. The largest holdings include TAIWAN SEMICONDUCTOR MANUFAC, LINDE PLC, and ANALOG DEVICES INC. The filing reflects positions held as of March 31, 2026 and was filed on May 14, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 22
- Portfolio Value
- $1.9B
Holdings by Sector
Lansdowne Partners (Uk) Llp Portfolio Holdings in Q1 2026
22 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| TAIWAN SEMICONDUCTOR MANUFAC | TSM | Technology | 24.19% | 1,335,686 | +10,402 | +0.78% | $451,395,084 |
| LINDE PLC | LIN | Other | 11.93% | 449,206 | +221,749 | +97.49% | $222,698,366 |
| ANALOG DEVICES INC | ADI | Technology | 11.32% | 664,063 | +29,309 | +4.62% | $211,265,004 |
| DELTA AIR LINES INC | DAL | Industrials | 8.85% | 2,485,899 | +71,491 | +2.96% | $165,262,566 |
| SLB LIMITED | SLB | Energy | 8.14% | 2,957,683 | +2,957,683 | +100.00% | $151,995,329 |
| ARM HOLDINGS PLC | ARM | Technology | 7.58% | 935,503 | +463,427 | +98.17% | $141,522,893 |
| UNITED AIRLS HLDGS INC | UAL | Industrials | 7.55% | 1,530,883 | +300,912 | +24.46% | $140,948,399 |
| TECK RESOURCES LTD | TECK | Basic Materials | 5.66% | 2,041,299 | +235,633 | +13.05% | $105,637,225 |
| SMURFIT WESTROCK PLC | SW | Other | 3.99% | 1,870,219 | +1,612,995 | +627.08% | $74,528,227 |
| ACUSHNET HLDGS CORP | GOLF | Consumer Cyclical | 2.62% | 522,946 | -6,772 | -1.28% | $48,884,992 |
| EATON CORP PLC | ETN | Other | 2.48% | 129,625 | +19,670 | +17.89% | $46,362,974 |
| IONQ INC | IONQ | Technology | 1.23% | 795,585 | +152,792 | +23.77% | $22,936,716 |
| TEXAS INSTRS INC | TXN | Technology | 0.96% | 91,996 | +14,001 | +17.95% | $17,860,104 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 0.87% | 77,905 | +30,434 | +64.11% | $16,225,274 |
| BARRICK MNG CORP | B | Other | 0.75% | 343,402 | +77,578 | +29.18% | $14,007,368 |
| ALCON AG | ALC | Other | 0.54% | 136,524 | +2,425 | +1.81% | $10,119,340 |
| RALLIANT CORP | RAL | Other | 0.43% | 195,073 | +94,988 | +94.91% | $8,113,086 |
| MEDTRONIC PLC | MDT | Other | 0.41% | 88,839 | +57,441 | +182.94% | $7,697,899 |
| ROCKWELL AUTOMATION INC | ROK | Industrials | 0.27% | 14,057 | -17,020 | -54.77% | $5,044,776 |
| BAKER HUGHES COMPANY | BKR | Energy | 0.13% | 40,309 | +40,309 | +100.00% | $2,460,864 |
| AGNICO EAGLE MINES LTD | AEM | Basic Materials | 0.05% | 4,647 | +94 | +2.06% | $943,248 |
| MARRIOTT INTL INC NEW | MAR | Consumer Cyclical | 0.02% | 1,415 | +117 | +9.01% | $462,804 |