Holders — by stockHoldings — by fund
LANSDOWNE PARTNERS (UK) LLP
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0001608485
$2.43B
disclosed book value
26
positions
29%
largest position share
Positions, as of 2026-06-30
top 26 of 26 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | TSMTAIWAN SEMICONDUCTOR MANUFAC | 1.5M | $704.8M | 29% |
| 2 | ARMARM HOLDINGS PLC | 1.1M | $380.3M | 15.6% |
| 3 | DALDELTA AIR LINES INC | 2.5M | $231.5M | 9.5% |
| 4 | ADIANALOG DEVICES INC | 574,537 | $228.2M | 9.4% |
| 5 | UALUNITED AIRLS HLDGS INC | 1.5M | $210.7M | 8.7% |
| 6 | BKRBAKER HUGHES COMPANY | 2.5M | $138.4M | 5.7% |
| 7 | LINLINDE PLC | 238,619 | $123.8M | 5.1% |
| 8 | SLBSLB LIMITED | 2.6M | $119.0M | 4.9% |
| 9 | GOLFACUSHNET HLDGS CORP | 513,572 | $60.9M | 2.5% |
| 10 | IONQIONQ INC | 966,433 | $51.5M | 2.1% |
| 11 | AMZNAMAZON COM INC | 132,969 | $31.7M | 1.3% |
| 12 | TXNTEXAS INSTRS INC | 92,578 | $27.6M | 1.1% |
| 13 | TECKTECK RESOURCES LTD | 310,564 | $18.5M | 0.8% |
| 14 | SWSMURFIT WESTROCK PLC | 347,795 | $16.1M | 0.7% |
| 15 | BBARRICK MNG CORP | 411,335 | $15.1M | 0.6% |
| 16 | RALRALLIANT CORP | 197,849 | $14.6M | 0.6% |
| 17 | ETNEATON CORP PLC | 33,865 | $14.4M | 0.6% |
| 18 | NVTNVENT ELEC PLC | 71,122 | $12.1M | 0.5% |
| 19 | AAGILENT TECHNOLOGIES INC | 88,569 | $11.8M | 0.5% |
| 20 | MDTMEDTRONIC PLC | 88,839 | $6.9M | 0.3% |
| 21 | STSENSATA TECHNOLOGIES HLDG PL | 140,290 | $6.7M | 0.3% |
| 22 | ROKROCKWELL AUTOMATION INC | 9,146 | $4.5M | 0.2% |
| 23 | AEMAGNICO EAGLE MINES LTD | 4,647 | $720,889 | 0% |
| 24 | MARMARRIOTT INTL INC NEW | 1,268 | $469,908 | 0% |
| 25 | LAMRLAMAR ADVERTISING CO | 1,828 | $285,131 | 0% |
| 26 | OUTOUTFRONT MEDIA INC | 8,581 | $281,114 | 0% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.