Filed: 2/13/2025ACC: 0000919574-25-001097
📋 What this filing means
LANSDOWNE PARTNERS (UK) LLP filed this quarterly 13F‑HR report disclosing 25 equity positions with a total reported market value of $1.38B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
25
Positions
$1.38B
Total AUM (reported)
17.05M
Total Shares
Allocation by class
SHS$427.98M31.1%
SPONSORED ADS$328.32M23.9%
COM NEW$208.45M15.1%
COM$184.07M13.4%
ORD$181.64M13.2%
COM CL A$19.17M1.4%
SPONSORED ADR$12.69M0.9%
Portfolio Concentration
Top 3$760.44M55.2%
4–10$560.27M40.7%
11–25$55.73M4.0%
Top 3 weight
55.2%
Top 10 weight
96.0%
Voting Authority Distribution
Total shares with voting rights: 17.05M
Sole
Full voting authority
17.05M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole19
Shared0
Other6
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings25
Rows:
TAIWAN SEMICONDUCTOR MFG LTD
SOLEShares1.66M
TypeSH
Market value$328.24M
23.85%
Sole
1.66M
Shared
0.00
None
0.00
SMURFIT WESTROCK PLC
SOLEShares4.15M
TypeSH
Market value$223.75M
16.26%
Sole
4.15M
Shared
0.00
None
0.00
DELTA AIR LINES INC DEL
SOLEShares3.45M
TypeSH
Market value$208.45M
15.14%
Sole
3.45M
Shared
0.00
None
0.00
CRH PLC
DFNDShares1.96M
TypeSH
Market value$181.64M
13.20%
Sole
1.96M
Shared
0.00
None
0.00
LINDE PLC
SOLEShares419.79K
TypeSH
Market value$175.75M
12.77%
Sole
419.79K
Shared
0.00
None
0.00
ANALOG DEVICES INC
DFNDShares280.46K
TypeSH
Market value$59.59M
4.33%
Sole
280.46K
Shared
0.00
None
0.00
IONQ INC
SOLEShares1M
TypeSH
Market value$41.83M
3.04%
Sole
1M
Shared
0.00
None
0.00
ACUSHNET HLDGS CORP
DFNDShares563.20K
TypeSH
Market value$40.03M
2.91%
Sole
563.20K
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares155.28K
TypeSH
Market value$34.07M
2.48%
Sole
155.28K
Shared
0.00
None
0.00
EATON CORP PLC
DFNDShares82.45K
TypeSH
Market value$27.36M
1.99%
Sole
82.45K
Shared
0.00
None
0.00
SOHO HOUSE & CO INC
DFNDShares2.57M
TypeSH
Market value$19.17M
1.39%
Sole
2.57M
Shared
0.00
None
0.00
RYANAIR HOLDINGS PLC
SOLEShares291.05K
TypeSH
Market value$12.69M
0.92%
Sole
291.05K
Shared
0.00
None
0.00
FREEPORT-MCMORAN INC
DFNDShares278.96K
TypeSH
Market value$10.62M
0.77%
Sole
278.96K
Shared
0.00
None
0.00
TEXAS INSTRS INC
SOLEShares16.47K
TypeSH
Market value$3.09M
0.22%
Sole
16.47K
Shared
0.00
None
0.00
MARRIOTT INTL INC NEW
SOLEShares10.40K
TypeSH
Market value$2.90M
0.21%
Sole
10.40K
Shared
0.00
None
0.00
ROCKWELL AUTOMATION INC
SOLEShares6.13K
TypeSH
Market value$1.75M
0.13%
Sole
6.13K
Shared
0.00
None
0.00
MODERNA INC
SOLEShares35K
TypeSH
Market value$1.46M
0.11%
Sole
35K
Shared
0.00
None
0.00
FORTIVE CORP
SOLEShares12.61K
TypeSH
Market value$945.8K
0.07%
Sole
12.61K
Shared
0.00
None
0.00
FLUTTER ENTMT PLC
SOLEShares3.40K
TypeSH
Market value$879.0K
0.06%
Sole
3.40K
Shared
0.00
None
0.00
BILIBILI INC
SOLEShares33.65K
TypeSH
Market value$609.3K
0.04%
Sole
33.65K
Shared
0.00
None
0.00
BARRICK GOLD CORP
SOLEShares36.12K
TypeSH
Market value$559.9K
0.04%
Sole
36.12K
Shared
0.00
None
0.00
AGNICO EAGLE MINES LTD
SOLEShares5.74K
TypeSH
Market value$448.8K
0.03%
Sole
5.74K
Shared
0.00
None
0.00
VULCAN MATLS CO
SOLEShares1.16K
TypeSH
Market value$297.1K
0.02%
Sole
1.16K
Shared
0.00
None
0.00
SPOTIFY TECHNOLOGY S A
SOLEShares527.00
TypeSH
Market value$235.8K
0.02%
Sole
527.00
Shared
0.00
None
0.00
ZHIHU INC
SOLEShares21.25K
TypeSH
Market value$75.2K
<0.01%
Sole
21.25K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
TAIWAN SEMICONDUCTOR MFG LTDSOLE | SPONSORED ADS | 1.66M | SH | $328.24M 23.85% | 1.66M | 0.00 | 0.00 |
SMURFIT WESTROCK PLCSOLE | SHS | 4.15M | SH | $223.75M 16.26% | 4.15M | 0.00 | 0.00 |
DELTA AIR LINES INC DELSOLE | COM NEW | 3.45M | SH | $208.45M 15.14% | 3.45M | 0.00 | 0.00 |
CRH PLCDFND | ORD | 1.96M | SH | $181.64M 13.20% | 1.96M | 0.00 | 0.00 |
LINDE PLCSOLE | SHS | 419.79K | SH | $175.75M 12.77% | 419.79K | 0.00 | 0.00 |
ANALOG DEVICES INCDFND | COM | 280.46K | SH | $59.59M 4.33% | 280.46K | 0.00 | 0.00 |
IONQ INCSOLE | COM | 1M | SH | $41.83M 3.04% | 1M | 0.00 | 0.00 |
ACUSHNET HLDGS CORPDFND | COM | 563.20K | SH | $40.03M 2.91% | 563.20K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 155.28K | SH | $34.07M 2.48% | 155.28K | 0.00 | 0.00 |
EATON CORP PLCDFND | SHS | 82.45K | SH | $27.36M 1.99% | 82.45K | 0.00 | 0.00 |
SOHO HOUSE & CO INCDFND | COM CL A | 2.57M | SH | $19.17M 1.39% | 2.57M | 0.00 | 0.00 |
RYANAIR HOLDINGS PLCSOLE | SPONSORED ADR | 291.05K | SH | $12.69M 0.92% | 291.05K | 0.00 | 0.00 |
FREEPORT-MCMORAN INCDFND | CL B | 278.96K | SH | $10.62M 0.77% | 278.96K | 0.00 | 0.00 |
TEXAS INSTRS INCSOLE | COM | 16.47K | SH | $3.09M 0.22% | 16.47K | 0.00 | 0.00 |
MARRIOTT INTL INC NEWSOLE | CL A | 10.40K | SH | $2.90M 0.21% | 10.40K | 0.00 | 0.00 |
ROCKWELL AUTOMATION INCSOLE | COM | 6.13K | SH | $1.75M 0.13% | 6.13K | 0.00 | 0.00 |
MODERNA INCSOLE | COM | 35K | SH | $1.46M 0.11% | 35K | 0.00 | 0.00 |
FORTIVE CORPSOLE | COM | 12.61K | SH | $945.8K 0.07% | 12.61K | 0.00 | 0.00 |
FLUTTER ENTMT PLCSOLE | SHS | 3.40K | SH | $879.0K 0.06% | 3.40K | 0.00 | 0.00 |
BILIBILI INCSOLE | SPONS ADS REP Z | 33.65K | SH | $609.3K 0.04% | 33.65K | 0.00 | 0.00 |
BARRICK GOLD CORPSOLE | COM | 36.12K | SH | $559.9K 0.04% | 36.12K | 0.00 | 0.00 |
AGNICO EAGLE MINES LTDSOLE | COM | 5.74K | SH | $448.8K 0.03% | 5.74K | 0.00 | 0.00 |
VULCAN MATLS COSOLE | COM | 1.16K | SH | $297.1K 0.02% | 1.16K | 0.00 | 0.00 |
SPOTIFY TECHNOLOGY S ASOLE | SHS | 527.00 | SH | $235.8K 0.02% | 527.00 | 0.00 | 0.00 |
ZHIHU INCSOLE | SPONSORED ADS | 21.25K | SH | $75.2K <0.01% | 21.25K | 0.00 | 0.00 |