Holdings
Lansdowne Partners (UK) LLP
As of Jun 30, 2026, Lansdowne Partners (UK) LLP reported 18 positions worth US$1.75B. Largest: Taiwan Semiconductor Manufacturing Co., Ltd., Delta Air Lines, Inc. and Analog Devices, Inc. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Taiwan Semiconductor Manufacturing Co., Ltd. | 1.48M | US$705M | +140K | Jun 30, 2026 |
| Delta Air Lines, Inc. | 2.47M | US$231M | −14,638 | Jun 30, 2026 |
| Analog Devices, Inc. | 575K | US$228M | −89,526 | Jun 30, 2026 |
| United Airlines Holdings, Inc. | 1.55M | US$211M | +18,296 | Jun 30, 2026 |
| Baker Hughes Company | 2.49M | US$138M | +2.45M | Jun 30, 2026 |
| Acushnet Holdings Corp. | 514K | US$60.9M | −9,374 | Jun 30, 2026 |
| Ionq, Inc. | 966K | US$51.5M | +171K | Jun 30, 2026 |
| Amazon.com, Inc. | 133K | US$31.7M | +55,064 | Jun 30, 2026 |
| Texas Instruments Incorporated | 92,578 | US$27.6M | +582 | Jun 30, 2026 |
| Teck Resources Limited Class A | 311K | US$18.5M | −1.73M | Jun 30, 2026 |