Lansdowne Partners (uk) LLP
Lansdowne Partners (uk) LLP reported 26 US-listed holdings worth $2.43 billion in its 13F for the quarter ended 30 June 2026, filed 14 August 2026. Its largest: Taiwan Semiconductor Manufacturing Company Limited (29.0%), Arm Holdings plc (15.6%) and Delta Air Lines, Inc. (9.5%). Against the quarter before, it opened 5 positions, added to 9, trimmed 10 and sold out of 1.
The 14 largest of its 26 positions, each sized by its share of the reported holdings, coloured by the change in shares against Q1 2026.
What the fund reported holding at each quarter's end; hover a bar for the number of positions
What it did on the quarter
Its positions against its 13F for the quarter to 31 March 2026; a change under 0.1% of a position counts as held
Opened 5
- nVent Electric plc NVT$12.1 million
- Agilent Technologies, Inc. A$11.8 million
- Sensata Technologies Holding plc ST$6.7 million
- Lamar Advertising Co. LAMR$285,131
- Outfront Media Inc. OUT$281,114
Added to 9
- Baker Hughes Co. BKR+2.5 million shares · +6087%
- Taiwan Semiconductor Manufacturing Company Limited TSM+140,117 shares · +10%
- Arm Holdings plc ARM+136,990 shares · +15%
- Amazon.com Inc. AMZN+55,064 shares · +71%
- Ionq Inc. Com IONQ+170,848 shares · +21%
- Barrick Mining Corp B+67,933 shares · +20%
- United Airlines Holdings, Inc. UAL+18,296 shares · +1%
- Ralliant Corp. RAL+2,776 shares · +1%
and 1 more in the table below
Trimmed 10
- Linde plc LIN-210,587 shares · -47%
- Teck Resources Ltd TECK-1.7 million shares · -85%
- Smurfit Westrock plc SW-1.5 million shares · -81%
- Eaton Corp. plc ETN-95,760 shares · -74%
- Analog Devices Inc. ADI-89,526 shares · -13%
- SLB Limited SLB-397,610 shares · -13%
- Rockwell Automation, Inc. ROK-4,911 shares · -35%
- Delta Air Lines, Inc. DAL-14,638 shares · -1%
and 2 more in the table below
Sold out of 1
- Alcon AG ALC$10.1 million last quarter
What it holds
| Company | Shares | Value | Of its book | Change in shares |
|---|---|---|---|---|
| Taiwan Semiconductor Manufacturing Company Limited TSM | 1,475,803 | $704.8 million | 29.00% | +140,117 |
| Arm Holdings plc ARM | 1,072,493 | $380.3 million | 15.64% | +136,990 |
| Delta Air Lines, Inc. DAL | 2,471,261 | $231.5 million | 9.52% | -14,638 |
| Analog Devices Inc. ADI | 574,537 | $228.2 million | 9.39% | -89,526 |
| United Airlines Holdings, Inc. UAL | 1,549,179 | $210.7 million | 8.67% | +18,296 |
| Baker Hughes Co. BKR | 2,494,112 | $138.4 million | 5.69% | +2,453,803 |
| Linde plc LIN | 238,619 | $123.8 million | 5.09% | -210,587 |
| SLB Limited SLB | 2,560,073 | $119.0 million | 4.90% | -397,610 |
| Acushnet Holdings Corp. GOLF | 513,572 | $60.9 million | 2.50% | -9,374 |
| Ionq Inc. Com IONQ | 966,433 | $51.5 million | 2.12% | +170,848 |
| Amazon.com Inc. AMZN | 132,969 | $31.7 million | 1.30% | +55,064 |
| Texas Instruments Inc. TXN | 92,578 | $27.6 million | 1.14% | +582 |
| Teck Resources Ltd TECK | 310,564 | $18.5 million | 0.76% | -1,730,735 |
| Smurfit Westrock plc SW | 347,795 | $16.1 million | 0.66% | -1,522,424 |
| Barrick Mining Corp B | 411,335 | $15.1 million | 0.62% | +67,933 |
| Ralliant Corp. RAL | 197,849 | $14.6 million | 0.60% | +2,776 |
| Eaton Corp. plc ETN | 33,865 | $14.4 million | 0.59% | -95,760 |
| nVent Electric plc NVT | 71,122 | $12.1 million | 0.50% | new |
| Agilent Technologies, Inc. A | 88,569 | $11.8 million | 0.48% | new |
| Medtronic plc MDT | 88,839 | $6.9 million | 0.29% | no change |
| Sensata Technologies Holding plc ST | 140,290 | $6.7 million | 0.28% | new |
| Rockwell Automation, Inc. ROK | 9,146 | $4.5 million | 0.19% | -4,911 |
| Agnico Eagle Mines Ltd AEM | 4,647 | $720,889 | 0.03% | no change |
| Marriott International Inc. MAR | 1,268 | $469,908 | 0.02% | -147 |
| Lamar Advertising Co. LAMR | 1,828 | $285,131 | 0.01% | new |
| Outfront Media Inc. OUT | 8,581 | $281,114 | 0.01% | new |