EdgeMarket › What Lansdowne Partners (Uk) Llp reported owning
What Lansdowne Partners (Uk) Llp reported owning
As filed on Form 13F for the quarter ending 2026-03-31, up to 45 days after that date. Long-only US-listed equity — shorts, bonds, cash and non-US listings are not on the form, so this is one leg of the book, not the book.
Reported value
1.9BPositions
22Quarter
2026-03-31Shown below
22largest by value
| holding | value | % of book | shares | price | 1y |
|---|---|---|---|---|---|
| TSM TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | 451.4M | 24.2% | 1.3M | 418.95 | +83.3% |
| LIN LINDE PLC | 222.7M | 11.9% | 449.2K | 487.57 | +1.1% |
| ADI ANALOG DEVICES INC | 211.3M | 11.3% | 664.1K | 373.09 | +52.4% |
| DAL DELTA AIR LINES, INC. | 165.3M | 8.9% | 2.5M | 82.41 | +39.6% |
| SLB SLB LIMITED/NV | 152.0M | 8.1% | 3.0M | 53.87 | +61.5% |
| ARM ARM HOLDINGS PLC /UK | 141.5M | 7.6% | 935.5K | 243.32 | +85.5% |
| UAL United Airlines Holdings, Inc. | 140.9M | 7.6% | 1.5M | 113.17 | +13.4% |
| TECK TECK RESOURCES LTD | 105.6M | 5.7% | 2.0M | 69.20 | +121.3% |
| SW Smurfit Westrock plc | 74.5M | 4.0% | 1.9M | 49.39 | +17.7% |
| GOLF Acushnet Holdings Corp. | 48.9M | 2.6% | 522.9K | 88.82 | +13.6% |
| ETN Eaton Corp plc | 46.4M | 2.5% | 129.6K | 419.20 | +21.1% |
| IONQ IonQ, Inc. | 22.9M | 1.2% | 795.6K | 44.86 | +21.9% |
| TXN TEXAS INSTRUMENTS INC | 17.9M | 1.0% | 92.0K | 264.36 | +31.7% |
| AMZN AMAZON COM INC | 16.2M | 0.9% | 77.9K | 258.63 | +15.6% |
| B BARRICK MINING CORP | 14.0M | 0.8% | 343.4K | 47.60 | +91.6% |
| ALC ALCON INC | 10.1M | 0.5% | 136.5K | 73.63 | -9.1% |
| RAL Ralliant Corp | 8.1M | 0.4% | 195.1K | 63.61 | +52.2% |
| MDT Medtronic plc | 7.7M | 0.4% | 88.8K | 93.35 | +0.1% |
| ROK ROCKWELL AUTOMATION, INC | 5.0M | 0.3% | 14.1K | 437.08 | +28.7% |
| BKR Baker Hughes Co | 2.5M | 0.1% | 40.3K | 62.34 | +45.5% |
| AEM AGNICO EAGLE MINES LTD | 943.2K | 0.1% | 4.6K | 216.06 | +60.4% |
| MAR MARRIOTT INTERNATIONAL INC /MD/ | 462.8K | 0.0% | 1.4K | 356.39 | +35.2% |
A position that grew quarter on quarter may simply reflect a higher price: if the stock rose 40% and the manager did nothing, the reported value rose 40%. Reading that as accumulation is reading the price back to yourself. More on that →
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