Institutions / Lansdowne Partners (Uk) LLP
Lansdowne Partners (Uk) LLP
CIK 1608485 · Institution · as of Dec 31, 2025
Portfolio value
$1.36B
Positions
24
As of
Dec 31, 2025
Top holdings
Dec 31, 2025
| Company | Value | % of portfolio |
|---|---|---|
| Taiwan Semiconductor Manufacturing Co LtdTSM | $402.74M | 29.5% |
| Analog Devices Inc | $172.15M | 12.6% |
| Delta Air Lines, Inc. | $167.56M | 12.3% |
| United Airlines Holdings Inc | $137.54M | 10.1% |
| Linde PLC | $96.99M | 7.1% |
| Teck Resources Ltd | $86.47M | 6.3% |
| Arm Holdings PLC /UkARM | $51.60M | 3.8% |
| Acushnet Holdings Corp. | $42.28M | 3.1% |
| Crh Public Ltd Co | $38.44M | 2.8% |
| Eaton Corp plc | $35.02M | 2.6% |
| IonQ, Inc. | $28.84M | 2.1% |
| Soho House & Co Inc | $23.00M | 1.7% |
| Texas Instruments Inc | $13.53M | 1.0% |
| Rockwell Automation Inc | $12.09M | 0.9% |
| Barrick Mng Corp | $11.58M | 0.8% |
| Amazon.com Inc | $10.96M | 0.8% |
| Alcon AG | $10.71M | 0.8% |
| Smurfit Westrock plc | $9.95M | 0.7% |
| Ralliant Corp | $5.10M | 0.4% |
| Medtronic plc | $3.02M | 0.2% |
| Fortive Corp | $2.67M | 0.2% |
| Agnico Eagle Mines Ltd | $771.9K | 0.1% |
| Marriott International Inc/MD | $402.7K | 0.0% |
| Flutter Entertainment plc | $353.7K | 0.0% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.