Institutional Fund
Lansdowne Partners (Uk) LLP
London, United KingdomCIK 160848511 filings on record
Portfolio Value
$1.87B
Q1 2026
Holdings
22
Reported positions
New Buys
2
Opened this quarter
QoQ Change
+36.9%
from $1.36B
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Taiwan Semiconductor Mfg Ltd24.2%
- Linde PLC11.9%
- Analog Devices Inc11.3%
- Delta Air Lines Inc Del8.9%
- Schlumberger Ltd8.1%
- Arm Holdings PLC7.6%
- Other28.0%
Portfolio Holdings
22 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Taiwan Semiconductor Mfg Ltd | 1.34M | $451.40M | 24.2% | +10.4K | Added |
| 2 | Linde PLC | 449.2K | $222.70M | 11.9% | +221.7K | Added |
| 3 | Analog Devices Inc | 664.1K | $211.27M | 11.3% | +29.3K | Added |
| 4 | Delta Air Lines Inc Del | 2.49M | $165.26M | 8.9% | +71.5K | Added |
| 5 | Schlumberger Ltd | 2.96M | $152.00M | 8.1% | +2.96M | New |
| 6 | Arm Holdings PLC | 935.5K | $141.52M | 7.6% | +463.4K | Added |
| 7 | United Airls Hldgs Inc | 1.53M | $140.95M | 7.6% | +300.9K | Added |
| 8 | Teck Resources Ltd | 2.04M | $105.64M | 5.7% | +235.6K | Added |
| 9 | Smurfit Westrock PLC | 1.87M | $74.53M | 4.0% | +1.61M | Added |
| 10 | Acushnet Hldgs Corp | 522.9K | $48.88M | 2.6% | −6.8K | Reduced |
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