LANSDOWNE PARTNERS (UK) LLP — 13F Holdings & Portfolio
CIK 1608485 · latest 13F-HR filed 2026-05-14
LANSDOWNE PARTNERS (UK) LLP manages $1.87B in 13F-reported U.S. long-equity assets across 65 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are LIN (11.93%), TSM (8.10%), TSM (7.38%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 2 new positions, exited 4, added to 15, and trimmed 3.
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
$1.87B
Long-equity book
65
Distinct positions
2026-03-31
Filed 2026-05-14
+2 / −4 / ↑15 / ↓3
vs 2025-12-31
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- LINDE PLC$125.7M +129.6%
- ARM HOLDINGS PLC$89.9M +174.3%
- SMURFIT WESTROCK PLC$64.6M +649.3%
- TAIWAN SEMICONDUCTOR MANUFAC$48.7M +12.1%
- ANALOG DEVICES INC$39.1M +22.7%
Top Trims
- ROCKWELL AUTOMATION INC-$7.0M -58.3%
- IONQ INC-$5.9M -20.5%
- ALCON AG-$586.9K -5.5%
Exited Positions
- CRH PLC$38.4M
- SOHO HOUSE & CO INC$23.0M
- FORTIVE CORP$2.7M
- FLUTTER ENTMT PLC$353.7K
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | LINDE PLC | LIN | G54950103 | $222.7M | 11.93% | 449,206 | SH |
| 2 | TAIWAN SEMICONDUCTOR MANUFAC | TSM | 874039100 | $151.2M | 8.10% | 447,312 | SH |
| 3 | TAIWAN SEMICONDUCTOR MANUFAC | TSM | 874039100 | $137.8M | 7.38% | 407,613 | SH |
| 4 | SMURFIT WESTROCK PLC | SW | G8267P108 | $74.5M | 3.99% | 1,870,219 | SH |
| 5 | ANALOG DEVICES INC | ADI | 032654105 | $73.3M | 3.93% | 230,270 | SH |
| 6 | TAIWAN SEMICONDUCTOR MANUFAC | TSM | 874039100 | $66.6M | 3.57% | 196,965 | SH |
| 7 | ANALOG DEVICES INC | ADI | 032654105 | $58.9M | 3.16% | 185,136 | SH |
| 8 | DELTA AIR LINES INC | DAL | 247361702 | $58.3M | 3.13% | 877,339 | SH |
| 9 | DELTA AIR LINES INC | DAL | 247361702 | $51.3M | 2.75% | 771,693 | SH |
| 10 | TAIWAN SEMICONDUCTOR MANUFAC | TSM | 874039100 | $50.9M | 2.73% | 150,737 | SH |
| 11 | SLB LIMITED | SLB | 806857108 | $50.6M | 2.71% | 983,767 | SH |
| 12 | UNITED AIRLS HLDGS INC | UAL | 910047109 | $50.0M | 2.68% | 543,294 | SH |
| 13 | SLB LIMITED | SLB | 806857108 | $48.3M | 2.59% | 939,374 | SH |
| 14 | ARM HOLDINGS PLC | ARM | 042068205 | $45.3M | 2.43% | 299,736 | SH |
| 15 | TAIWAN SEMICONDUCTOR MANUFAC | TSM | 874039100 | $45.0M | 2.41% | 133,059 | SH |
| 16 | ARM HOLDINGS PLC | ARM | 042068205 | $42.8M | 2.30% | 283,193 | SH |
| 17 | UNITED AIRLS HLDGS INC | UAL | 910047109 | $39.8M | 2.13% | 432,471 | SH |
| 18 | TECK RESOURCES LTD | TECK | 878742204 | $36.3M | 1.95% | 702,334 | SH |
| 19 | TECK RESOURCES LTD | TECK | 878742204 | $28.8M | 1.54% | 555,603 | SH |
| 20 | ANALOG DEVICES INC | ADI | 032654105 | $27.9M | 1.50% | 87,805 | SH |
| 21 | ANALOG DEVICES INC | ADI | 032654105 | $27.3M | 1.46% | 85,684 | SH |
| 22 | ANALOG DEVICES INC | ADI | 032654105 | $23.9M | 1.28% | 75,168 | SH |
| 23 | ARM HOLDINGS PLC | ARM | 042068205 | $23.5M | 1.26% | 155,211 | SH |
| 24 | EATON CORP PLC | ETN | G29183103 | $22.1M | 1.18% | 61,704 | SH |
| 25 | ACUSHNET HLDGS CORP | GOLF | 005098108 | $20.0M | 1.07% | 214,077 | SH |
| 26 | DELTA AIR LINES INC | DAL | 247361702 | $20.0M | 1.07% | 300,560 | SH |
| 27 | SLB LIMITED | SLB | 806857108 | $19.6M | 1.05% | 381,869 | SH |
| 28 | DELTA AIR LINES INC | DAL | 247361702 | $18.9M | 1.01% | 284,400 | SH |
| 29 | UNITED AIRLS HLDGS INC | UAL | 910047109 | $18.4M | 0.99% | 199,932 | SH |
| 30 | SLB LIMITED | SLB | 806857108 | $17.8M | 0.95% | 346,029 | SH |
| 31 | TEXAS INSTRS INC | TXN | 882508104 | $16.9M | 0.90% | 86,961 | SH |
| 32 | DELTA AIR LINES INC | DAL | 247361702 | $16.7M | 0.90% | 251,907 | SH |
| 33 | UNITED AIRLS HLDGS INC | UAL | 910047109 | $16.4M | 0.88% | 177,836 | SH |
| 34 | UNITED AIRLS HLDGS INC | UAL | 910047109 | $16.3M | 0.87% | 177,350 | SH |
| 35 | ARM HOLDINGS PLC | ARM | 042068205 | $15.9M | 0.85% | 104,919 | SH |
| 36 | SLB LIMITED | SLB | 806857108 | $15.8M | 0.84% | 306,644 | SH |
| 37 | AMAZON COM INC | AMZN | 023135106 | $15.4M | 0.83% | 74,016 | SH |
| 38 | TECK RESOURCES LTD | TECK | 878742204 | $15.3M | 0.82% | 295,328 | SH |
| 39 | ACUSHNET HLDGS CORP | GOLF | 005098108 | $15.0M | 0.80% | 160,258 | SH |
| 40 | BARRICK MNG CORP | B | 06849F108 | $14.0M | 0.75% | 343,402 | SH |
| 41 | ARM HOLDINGS PLC | ARM | 042068205 | $14.0M | 0.75% | 92,444 | SH |
| 42 | TECK RESOURCES LTD | TECK | 878742204 | $13.4M | 0.72% | 258,768 | SH |
| 43 | TECK RESOURCES LTD | TECK | 878742204 | $11.9M | 0.64% | 229,266 | SH |
| 44 | ALCON AG | ALC | H01301128 | $10.1M | 0.54% | 136,524 | SH |
| 45 | EATON CORP PLC | ETN | G29183103 | $9.7M | 0.52% | 27,004 | SH |
| 46 | IONQ INC | IONQ | 46222L108 | $8.6M | 0.46% | 298,734 | SH |
| 47 | RALLIANT CORP | RAL | 750940108 | $8.0M | 0.43% | 193,205 | SH |
| 48 | EATON CORP PLC | ETN | G29183103 | $7.9M | 0.42% | 22,159 | SH |
| 49 | MEDTRONIC PLC | MDT | G5960L103 | $7.7M | 0.41% | 88,839 | SH |
| 50 | ACUSHNET HLDGS CORP | GOLF | 005098108 | $7.4M | 0.39% | 78,729 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-03-31 | 2026-05-14 | $1.87B | 65 | 0000919574-26-003079 |
| 2025-12-31 | 2026-02-13 | $1.36B | 71 | 0000919574-26-000880 |
| 2025-09-30 | 2025-11-19 | $1.19B | 54 | 0000919574-25-007111 |