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LANSDOWNE PARTNERS (UK) LLP
Period ended Jun 30, 2026 · Latest filing Aug 14, 2026
These quarterly holdings are delayed and may not include all assets or short positions.
Values are from the reporting date, not current prices or purchase costs.
The same security may appear in multiple rows.
Source: SEC
Reported portfolio value
Quarter-end reported holdings; not current value or investment performance.
View reported values
- Jun 30, 2026: $2,430,717,155
More quarters will appear as history becomes available.
Top holdings
Top 10 at Jun 30, 2026. Matching entries are combined; security classes and options remain separate. Shares exclude principal amounts; option shares reflect the reported underlying amount.
View top holdings values
- TAIWAN SEMICONDUCTOR MANUFAC · SPONSORED ADS · 874039100 · shares: $704,799,239
- ARM HOLDINGS PLC · SPONSORED ADS · 042068205 · shares: $380,273,844
- DELTA AIR LINES INC · COM NEW · 247361702 · shares: $231,458,306
- ANALOG DEVICES INC · COM · 032654105 · shares: $228,188,860
- UNITED AIRLS HLDGS INC · COM · 910047109 · shares: $210,672,852
- BAKER HUGHES COMPANY · CL A · 05722G100 · shares: $138,423,218
- LINDE PLC · SHS · G54950103 · shares: $123,828,944
- SLB LIMITED · COM STK · 806857108 · shares: $119,017,795
- ACUSHNET HLDGS CORP · COM · 005098108 · shares: $60,873,689
- IONQ INC · COM · 46222L108 · shares: $51,472,222
Reported holdings
67 reported entries| Issuer | Class | CUSIP | Type | Shares / principal | Reported value (USD) |
|---|---|---|---|---|---|
| TAIWAN SEMICONDUCTOR MANUFAC | SPONSORED ADS | 874039100 | — | 529,122 shares | $252,692,793 |
| TAIWAN SEMICONDUCTOR MANUFAC | SPONSORED ADS | 874039100 | — | 445,668 shares | $212,837,667 |
| ARM HOLDINGS PLC | SPONSORED ADS | 042068205 | — | 370,013 shares | $131,195,511 |
| LINDE PLC | SHS | G54950103 | — | 238,619 shares | $123,828,944 |
| ARM HOLDINGS PLC | SPONSORED ADS | 042068205 | — | 326,758 shares | $115,858,584 |
| TAIWAN SEMICONDUCTOR MANUFAC | SPONSORED ADS | 874039100 | — | 200,256 shares | $95,636,258 |
| DELTA AIR LINES INC | COM NEW | 247361702 | — | 955,598 shares | $89,501,309 |
| TAIWAN SEMICONDUCTOR MANUFAC | SPONSORED ADS | 874039100 | — | 165,768 shares | $79,165,824 |
| ANALOG DEVICES INC | COM | 032654105 | — | 199,087 shares | $79,071,384 |
| UNITED AIRLS HLDGS INC | COM | 910047109 | — | 537,518 shares | $73,097,073 |
| DELTA AIR LINES INC | COM NEW | 247361702 | — | 764,610 shares | $71,613,373 |
| TAIWAN SEMICONDUCTOR MANUFAC | SPONSORED ADS | 874039100 | — | 134,989 shares | $64,466,697 |
| ANALOG DEVICES INC | COM | 032654105 | — | 160,600 shares | $63,785,502 |
| UNITED AIRLS HLDGS INC | COM | 910047109 | — | 429,554 shares | $58,415,048 |
| ARM HOLDINGS PLC | SPONSORED ADS | 042068205 | — | 155,211 shares | $55,033,164 |
| ARM HOLDINGS PLC | SPONSORED ADS | 042068205 | — | 121,539 shares | $43,094,083 |
| BAKER HUGHES COMPANY | CL A | 05722G100 | — | 735,827 shares | $40,838,399 |
| SLB LIMITED | COM STK | 806857108 | — | 867,120 shares | $40,312,409 |
| BAKER HUGHES COMPANY | CL A | 05722G100 | — | 670,902 shares | $37,235,061 |
| ARM HOLDINGS PLC | SPONSORED ADS | 042068205 | — | 98,972 shares | $35,092,502 |
| BAKER HUGHES COMPANY | CL A | 05722G100 | — | 590,941 shares | $32,797,227 |
| SLB LIMITED | COM STK | 806857108 | — | 691,705 shares | $32,157,366 |
| ANALOG DEVICES INC | COM | 032654105 | — | 80,180 shares | $31,845,091 |
| AMAZON COM INC | COM | 023135106 | — | 129,125 shares | $30,775,653 |
| UNITED AIRLS HLDGS INC | COM | 910047109 | — | 219,366 shares | $29,831,582 |
| ANALOG DEVICES INC | COM | 032654105 | — | 74,226 shares | $29,480,340 |
| UNITED AIRLS HLDGS INC | COM | 910047109 | — | 199,932 shares | $27,188,753 |
| DELTA AIR LINES INC | COM NEW | 247361702 | — | 284,400 shares | $26,636,904 |
| TEXAS INSTRS INC | COM | 882508104 | — | 86,909 shares | $25,904,966 |
| ACUSHNET HLDGS CORP | COM | 005098108 | — | 211,663 shares | $25,088,415 |
| ANALOG DEVICES INC | COM | 032654105 | — | 60,444 shares | $24,006,543 |
| UNITED AIRLS HLDGS INC | COM | 910047109 | — | 162,809 shares | $22,140,396 |
| DELTA AIR LINES INC | COM NEW | 247361702 | — | 235,059 shares | $22,015,626 |
| DELTA AIR LINES INC | COM NEW | 247361702 | — | 231,594 shares | $21,691,094 |
| SLB LIMITED | COM STK | 806857108 | — | 416,032 shares | $19,341,328 |
| ACUSHNET HLDGS CORP | COM | 005098108 | — | 159,069 shares | $18,854,449 |
| IONQ INC | COM | 46222L108 | — | 330,199 shares | $17,586,399 |
| TECK RESOURCES LTD | CL B | 878742204 | — | 295,328 shares | $17,560,203 |
| SMURFIT WESTROCK PLC | SHS | G8267P108 | — | 347,795 shares | $16,088,997 |
| BAKER HUGHES COMPANY | CL A | 05722G100 | — | 273,694 shares | $15,190,017 |
| BARRICK MNG CORP | COM SHS | 06849F108 | — | 411,335 shares | $15,108,335 |
| SLB LIMITED | COM STK | 806857108 | — | 322,529 shares | $14,994,373 |
| RALLIANT CORP | COM | 750940108 | — | 195,981 shares | $14,430,081 |
| IONQ INC | COM | 46222L108 | — | 266,519 shares | $14,194,802 |
| EATON CORP PLC | SHS | G29183103 | — | 32,521 shares | $13,857,849 |
| BAKER HUGHES COMPANY | CL A | 05722G100 | — | 222,748 shares | $12,362,514 |
| SLB LIMITED | COM STK | 806857108 | — | 262,687 shares | $12,212,319 |
| NVENT ELEC PLC | SHS | G6700G107 | — | 71,122 shares | $12,063,002 |
| AGILENT TECHNOLOGIES INC | COM | 00846U101 | — | 88,569 shares | $11,764,620 |
| ACUSHNET HLDGS CORP | COM | 005098108 | — | 78,729 shares | $9,331,748 |
| IONQ INC | COM | 46222L108 | — | 146,882 shares | $7,822,935 |
| ACUSHNET HLDGS CORP | COM | 005098108 | — | 64,111 shares | $7,599,077 |
| MEDTRONIC PLC | SHS | G5960L103 | — | 88,839 shares | $6,949,875 |
| SENSATA TECHNOLOGIES HLDG PL | SHS | G8060N102 | — | 140,290 shares | $6,697,445 |
| IONQ INC | COM | 46222L108 | — | 122,819 shares | $6,541,340 |
| IONQ INC | COM | 46222L108 | — | 100,014 shares | $5,326,746 |
| ROCKWELL AUTOMATION INC | COM | 773903109 | — | 7,755 shares | $3,839,345 |
| TEXAS INSTRS INC | COM | 882508104 | — | 5,669 shares | $1,689,759 |
| AMAZON COM INC | COM | 023135106 | — | 3,844 shares | $916,179 |
| TECK RESOURCES LTD | CL B | 878742204 | — | 15,236 shares | $905,933 |
| AGNICO EAGLE MINES LTD | COM | 008474108 | — | 4,647 shares | $720,889 |
| ROCKWELL AUTOMATION INC | COM | 773903109 | — | 1,391 shares | $688,656 |
| EATON CORP PLC | SHS | G29183103 | — | 1,344 shares | $572,705 |
| MARRIOTT INTL INC NEW | CL A | 571903202 | — | 1,268 shares | $469,908 |
| LAMAR ADVERTISING CO | CL A | 512816109 | — | 1,828 shares | $285,131 |
| OUTFRONT MEDIA INC | COM NEW | 69007J304 | — | 8,581 shares | $281,114 |
| RALLIANT CORP | COM | 750940108 | — | 1,868 shares | $137,541 |