Lansdowne Partners (UK) LLP reported 67 holdings worth US$2.43B as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Aug 14, 2026
Lansdowne Partners (UK) LLP reported 67 holdings worth US$2.43B as of Jun 30, 2026. Largest: Taiwan Semiconductor Manufacturing Co., Ltd., Delta Air Lines, Inc. and Analog Devices, Inc. Filed Aug 14, 2026 (Form 13F).
- Holdings
- 67
- Value as reported
- US$2.43B
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|---|---|---|
| Taiwan Semiconductor Manufacturing Co., Ltd. | 1.48M | US$705M | 29.0% |
| Delta Air Lines, Inc. | 2.47M | US$231M | 9.5% |
| Analog Devices, Inc. | 575K | US$228M | 9.4% |
| United Airlines Holdings, Inc. | 1.55M | US$211M | 8.7% |
| Baker Hughes Company | 2.49M | US$138M | 5.7% |
| Acushnet Holdings Corp. | 514K | US$60.9M | 2.5% |
| Ionq, Inc. | 966K | US$51.5M | 2.1% |
| Amazon.com, Inc. | 133K | US$31.7M | 1.3% |
| Texas Instruments Incorporated | 92,578 | US$27.6M | 1.1% |
| Teck Resources Limited Class A | 311K | US$18.5M | 0.76% |
| Barrick Mining Corporation | 411K | US$15.1M | 0.62% |
| Ralliant Corporation | 198K | US$14.6M | 0.60% |
| Agilent Technologies, Inc. | 88,569 | US$11.8M | 0.48% |
| Rockwell Automation, Inc. | 9,146 | US$4.53M | 0.19% |
| Agnico Eagle Mines Limited | 4,647 | US$721K | 0.03% |
| Marriott International | 1,268 | US$470K | 0.02% |
| Lamar Advertising Company | 1,828 | US$285K | 0.01% |
| Outfront Media Inc. | 8,581 | US$281K | 0.01% |