Lansdowne Partners (UK)
$1.9B Assets Reported
26 Holdings
Latest filing 2026-03-31
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | 1,335,686 | $451M | 24.2% |
| LIN | LINDE PLC | 449,206 | $223M | 11.9% |
| ADI | ANALOG DEVICES INC | 664,063 | $211M | 11.3% |
| DAL | DELTA AIR LINES INC | 2,485,899 | $165M | 8.9% |
| SLB | SLB LIMITED | 2,957,683 | $152M | 8.1% |
| ARM | ARM HOLDINGS PLC | 935,503 | $142M | 7.6% |
| UAL | UNITED AIRLS HLDGS INC | 1,530,883 | $141M | 7.6% |
| TECK | TECK RESOURCES LTD | 2,041,299 | $106M | 5.7% |
| SW | SMURFIT WESTROCK PLC | 1,870,219 | $75M | 4.0% |
| GOLF | ACUSHNET HLDGS CORP | 522,946 | $49M | 2.6% |
Track Lansdowne Partners (UK)'s 13F portfolio: $1.9B in reported holdings, 26 positions. Top holdings, AUM, and quarterly changes on SentiSense.