LANSDOWNE PARTNERS (UK) LLP 13F Holdings

CIK 0001608485 · LONDON, X0

As of Sep 30, 2025, LANSDOWNE PARTNERS (UK) LLP reported 22 positions worth $2.4B in its SEC Form 13F filing.

Top 22 holdings

SecurityTickerSectorSharesValue% of portfolio
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTDTSMTechnology2,838,630$792.8M33.18%
LINDE PLCLINBasic Materials729,084$346.3M14.49%
DELTA AIR LINES INCDALIndustrials4,568,514$259.3M10.85%
UNITED AIRLINES HOLDINGS INCUALIndustrials2,200,422$212.3M8.89%
CRH PUBLIC LTD COCRHBasic Materials1,296,258 55.4M6.50%
SMURFIT WESTROCK PLCSWConsumer Cyclical2,572,222 09.5M4.58%
ACUSHNET HOLDINGS CORPGOLFConsumer Cyclical1,060,178$83.2M3.48%
IONQ INCIONQTechnology3,874,062$77.1M3.23%
ANALOG DEVICES INCADITechnology302,802$74.4M3.11%
AMAZON.COM INCAMZNEquity334,056$73.3M3.07%
TECK RESOURCES LTDTECKBasic Materials1,444,108$63.4M2.65%
SOHO HOUSE & CO INCSHCOConsumer Cyclical5,134,826$45.4M1.90%
ROCKWELL AUTOMATION INCROKIndustrials59,080$20.7M0.86%
PURETECH HEALTH PLCPRTCY—14,106,660 8.8M0.79%
BARRICK MINING CORPBBasic Materials531,648 7.4M0.73%
ARM HOLDINGS PLCARMTechnology119,950 7.0M0.71%
TEXAS INSTRUMENTS INCTXNTechnology72,048 3.2M0.55%
FORTIVE CORPFTVTechnology96,750$4.7M0.20%
RALLIANT CORPRALTechnology35,188 .5M0.06%
AGNICO EAGLE MINES LTDAEMBasic Materials9,106 .5M0.06%
FLUTTER ENTERTAINMENT PLCFLUTConsumer Cyclical5,106 .3M0.05%
MARRIOTT INTERNATIONAL INCMARConsumer Cyclical2,596$676.1K0.03%