Lansdowne Partners (Uk) LLP
Net seller this quarter
$2.43B
26
-$81.2M
92.5%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 TSM | $705M | 29.00% | 0.01% | +10.5% | Q1 2017 |
 ARM | $380M | 15.64% | 0.10% | +14.6% | Q3 2025 |
 DAL | $231M | 9.52% | 0.38% | -0.6% | Q2 2014 |
 ADI | $228M | 9.39% | 0.12% | -13.5% | Q4 2019 |
 UAL | $211M | 8.67% | 0.48% | +1.2% | Q2 2018 |
 BKR | $138M | 5.69% | 0.25% | +6087.5% | Q3 2017 |
 LIN | $124M | 5.09% | 0.05% | -46.9% | Q1 2023 |
 SLB | $119M | 4.90% | 0.17% | -13.4% | Q2 2014 |
 GOLF | $60.9M | 2.50% | 0.88% | -1.8% | Q4 2022 |
 IONQ | $51.5M | 2.12% | 0.25% | +21.5% | Q4 2021 |
 AMZN | $31.7M | 1.30% | 0.00% | +70.7% | Q2 2014 |
 TXN | $27.6M | 1.14% | 0.01% | +0.6% | Q3 2017 |
 TECK | $18.5M | 0.76% | Not reported | -84.8% | Q3 2025 |
 SW | $16.1M | 0.66% | 0.07% | -81.4% | Q3 2024 |
 B | $15.1M | 0.62% | 0.02% | +19.8% | Q3 2025 |
 RAL | $14.6M | 0.60% | 0.18% | +1.4% | Q2 2025 |
 ETN | $14.4M | 0.59% | 0.01% | -73.9% | Q1 2015 |
 NVT | $12.1M | 0.50% | 0.04% | Not reported | Q2 2021 |
 A | $11.8M | 0.48% | 0.03% | New | Q2 2026 |
 MDT | $6.95M | 0.29% | 0.01% | Not reported | Q4 2025 |
 ST | $6.7M | 0.28% | 0.10% | New | Q2 2026 |
 ROK | $4.53M | 0.19% | 0.01% | -34.9% | Q1 2024 |
 AEM | $721K | 0.03% | 0.00% | Not reported | Q3 2023 |
 MAR | $470K | 0.02% | 0.00% | -10.4% | Q1 2024 |
 LAMR | $285K | 0.01% | Not reported | New | Q2 2026 |
 OUT | $281K | 0.01% | 0.00% | New | Q2 2026 |
| Q1 2026 | |||||
| TSM | $451M | 24.19% | 0.01% | +0.8% | Q1 2017 |
| LIN | $223M | 11.93% | 0.10% | +97.5% | Q1 2023 |
| ADI | $211M | 11.32% | 0.14% | +4.6% | Q4 2019 |
| DAL | $165M | 8.85% | 0.38% | +3.0% | Q2 2014 |
| SLB | $152M | 8.14% | 0.20% | Not reported | Q2 2014 |
| ARM | $142M | 7.58% | 0.09% | +98.2% | Q3 2025 |
| UAL | $141M | 7.55% | 0.47% | +24.5% | Q2 2018 |
| TECK | $106M | 5.66% | Not reported | +13.1% | Q3 2025 |
| SW | $74.5M | 3.99% | 0.36% | +627.1% | Q3 2024 |
| GOLF | $48.9M | 2.62% | 0.89% | -1.3% | Q4 2022 |
| ETN | $46.4M | 2.48% | 0.03% | +17.9% | Q1 2015 |
| IONQ | $22.9M | 1.23% | 0.21% | +23.8% | Q4 2021 |
| TXN | $17.9M | 0.96% | 0.01% | +18.0% | Q3 2017 |
| AMZN | $16.2M | 0.87% | 0.00% | +64.1% | Q2 2014 |
| B | $14M | 0.75% | 0.02% | +29.2% | Q3 2025 |
 ALC | $10.1M | 0.54% | 0.03% | +1.8% | Q4 2025 |
| RAL | $8.11M | 0.43% | 0.17% | +94.9% | Q2 2025 |
| MDT | $7.7M | 0.41% | 0.01% | +182.9% | Q4 2025 |
| ROK | $5.04M | 0.27% | 0.01% | -54.8% | Q1 2024 |
| BKR | $2.46M | 0.13% | 0.00% | Not reported | Q3 2017 |
| AEM | $943K | 0.05% | 0.00% | +2.1% | Q3 2023 |
| MAR | $463K | 0.02% | 0.00% | +9.0% | Q1 2024 |
| Q4 2025 | |||||
| TSM | $403M | 29.53% | 0.01% | -6.6% | Q1 2017 |
| ADI | $172M | 12.62% | 0.13% | +319.3% | Q4 2019 |
| DAL | $168M | 12.29% | 0.37% | +5.7% | Q2 2014 |
| UAL | $138M | 10.09% | 0.38% | +11.8% | Q2 2018 |
| LIN | $97M | 7.11% | 0.05% | -37.6% | Q1 2023 |
| TECK | $86.5M | 6.34% | Not reported | +150.1% | Q3 2025 |
| ARM | $51.6M | 3.78% | 0.04% | +687.1% | Q3 2025 |
| GOLF | $42.3M | 3.10% | 0.90% | -0.1% | Q4 2022 |
 CRH | $38.4M | 2.82% | 0.05% | -52.5% | Q3 2023 |
| ETN | $35M | 2.57% | 0.03% | Not reported | Q1 2015 |
| IONQ | $28.8M | 2.11% | 0.18% | -66.8% | Q4 2021 |
| SHCO | $23M | 1.69% | 1.31% | Not reported | Q4 2021 |
| TXN | $13.5M | 0.99% | 0.01% | +116.5% | Q3 2017 |
| ROK | $12.1M | 0.89% | 0.03% | +5.2% | Q1 2024 |
| B | $11.6M | 0.85% | 0.02% | Not reported | Q3 2025 |
| AMZN | $11M | 0.80% | 0.00% | -71.6% | Q2 2014 |
| ALC | $10.7M | 0.79% | 0.03% | New | Q4 2025 |
| SW | $9.95M | 0.73% | 0.05% | -80.0% | Q3 2024 |
| RAL | $5.1M | 0.37% | 0.09% | +468.9% | Q2 2025 |
| MDT | $3.02M | 0.22% | 0.00% | New | Q4 2025 |
 FTV | $2.67M | 0.20% | 0.02% | Not reported | Q1 2024 |
| AEM | $772K | 0.06% | 0.00% | Not reported | Q3 2023 |
| MAR | $403K | 0.03% | 0.00% | Not reported | Q1 2024 |
 FLUT | $354K | 0.03% | 0.00% | -35.6% | Q2 2024 |
| Q3 2025 | |||||
| TSM | $396M | 33.44% | 0.01% | +92.3% | Q1 2017 |
| LIN | $173M | 14.61% | 0.08% | +18.1% | Q1 2023 |
| DAL | $130M | 10.94% | 0.35% | +47.0% | Q2 2014 |
| UAL | $106M | 8.96% | 0.34% | +28.5% | Q2 2018 |
| CRH | $77.7M | 6.56% | 0.09% | +23.4% | Q3 2023 |
| SW | $54.7M | 4.62% | 0.25% | -1.4% | Q3 2024 |
| GOLF | $41.6M | 3.51% | 0.90% | -1.9% | Q4 2022 |
| IONQ | $38.6M | 3.25% | 0.60% | +286.1% | Q4 2021 |
| ADI | $37.2M | 3.14% | 0.03% | +3.4% | Q4 2019 |
| AMZN | $36.7M | 3.09% | 0.00% | +250.2% | Q2 2014 |
| TECK | $31.7M | 2.67% | Not reported | New | Q3 2025 |
| SHCO | $22.7M | 1.92% | 1.31% | Not reported | Q4 2021 |
| ROK | $10.3M | 0.87% | 0.03% | +10.3% | Q1 2024 |
| B | $8.71M | 0.73% | 0.02% | New | Q3 2025 |
| ARM | $8.49M | 0.72% | 0.01% | New | Q3 2025 |
| TXN | $6.62M | 0.56% | 0.00% | +22.8% | Q3 2017 |
| FTV | $2.37M | 0.20% | 0.02% | -3.5% | Q1 2024 |
| RAL | $769K | 0.06% | 0.02% | +5.3% | Q2 2025 |
| AEM | $767K | 0.06% | 0.00% | -28.2% | Q3 2023 |
| FLUT | $648K | 0.05% | 0.00% | -35.0% | Q2 2024 |
| MAR | $338K | 0.03% | 0.00% | -36.3% | Q1 2024 |