Lansdowne Partners (UK)
$2.4B 13F equity value
27 Holdings
Quarter ended June 30, 2026
The latest 13F on file for Lansdowne Partners (UK) covers the quarter ended June 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | 1,475,803 | $705M | 29.0% |
| ARM | ARM HOLDINGS PLC | 1,072,493 | $380M | 15.6% |
| DAL | DELTA AIR LINES INC | 2,471,261 | $231M | 9.5% |
| ADI | ANALOG DEVICES INC | 574,537 | $228M | 9.4% |
| UAL | UNITED AIRLS HLDGS INC | 1,549,179 | $211M | 8.7% |
| BKR | BAKER HUGHES COMPANY | 2,494,112 | $138M | 5.7% |
| LIN | LINDE PLC | 238,619 | $124M | 5.1% |
| SLB | SLB LIMITED | 2,560,073 | $119M | 4.9% |
| GOLF | ACUSHNET HLDGS CORP | 513,572 | $61M | 2.5% |
| IONQ | IONQ INC | 966,433 | $51M | 2.1% |
Track Lansdowne Partners (UK)'s 13F portfolio: $2.4B in reported holdings, 27 positions. Top holdings and quarterly changes on SentiSense.
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