Filed: 8/14/2025ACC: 0000919574-25-004687
📋 What this filing means
LANSDOWNE PARTNERS (UK) LLP filed this quarterly 13F‑HR report disclosing 21 equity positions with a total reported market value of $769.94M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
21
Positions
$769.94M
Total AUM (reported)
10.66M
Total Shares
Allocation by class
SHS$202.20M26.3%
COM$193.84M25.2%
SPONSORED ADS$167.20M21.7%
COM NEW$76.42M9.9%
CL B$62.34M8.1%
ORD$48.21M6.3%
COM CL A$18.87M2.5%
Portfolio Concentration
Top 3$388.42M50.4%
4–10$330.78M43.0%
11–25$50.74M6.6%
Top 3 weight
50.4%
Top 10 weight
93.4%
Voting Authority Distribution
Total shares with voting rights: 10.66M
Sole
Full voting authority
10.66M
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)
Sole14
Shared0
Other7
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings21
Rows:
TAIWAN SEMICONDUCTOR MFG LTD
DFNDShares738.21K
TypeSH
Market value$167.20M
21.72%
Sole
738.21K
Shared
0.00
None
0.00
LINDE PLC
SOLEShares308.63K
TypeSH
Market value$144.80M
18.81%
Sole
308.63K
Shared
0.00
None
0.00
DELTA AIR LINES INC DEL
DFNDShares1.55M
TypeSH
Market value$76.42M
9.93%
Sole
1.55M
Shared
0.00
None
0.00
UNITED AIRLS HLDGS INC
DFNDShares856.17K
TypeSH
Market value$68.18M
8.85%
Sole
856.17K
Shared
0.00
None
0.00
FREEPORT-MCMORAN INC
DFNDShares1.44M
TypeSH
Market value$62.34M
8.10%
Sole
1.44M
Shared
0.00
None
0.00
SMURFIT WESTROCK PLC
DFNDShares1.30M
TypeSH
Market value$56.27M
7.31%
Sole
1.30M
Shared
0.00
None
0.00
CRH PLC
SOLEShares525.21K
TypeSH
Market value$48.21M
6.26%
Sole
525.21K
Shared
0.00
None
0.00
ACUSHNET HLDGS CORP
DFNDShares540.38K
TypeSH
Market value$39.35M
5.11%
Sole
540.38K
Shared
0.00
None
0.00
ANALOG DEVICES INC
DFNDShares146.49K
TypeSH
Market value$34.87M
4.53%
Sole
146.49K
Shared
0.00
None
0.00
IONQ INC
SOLEShares501.64K
TypeSH
Market value$21.56M
2.80%
Sole
501.64K
Shared
0.00
None
0.00
SOHO HOUSE & CO INC
SOLEShares2.57M
TypeSH
Market value$18.87M
2.45%
Sole
2.57M
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares47.69K
TypeSH
Market value$10.46M
1.36%
Sole
47.69K
Shared
0.00
None
0.00
ROCKWELL AUTOMATION INC
SOLEShares26.77K
TypeSH
Market value$8.89M
1.16%
Sole
26.77K
Shared
0.00
None
0.00
TEXAS INSTRS INC
SOLEShares29.34K
TypeSH
Market value$6.09M
0.79%
Sole
29.34K
Shared
0.00
None
0.00
FORTIVE CORP
SOLEShares50.14K
TypeSH
Market value$2.61M
0.34%
Sole
50.14K
Shared
0.00
None
0.00
FLUTTER ENTMT PLC
SOLEShares3.92K
TypeSH
Market value$1.12M
0.15%
Sole
3.92K
Shared
0.00
None
0.00
RALLIANT CORP
SOLEShares16.71K
TypeSH
Market value$810.4K
0.11%
Sole
16.71K
Shared
0.00
None
0.00
AGNICO EAGLE MINES LTD
SOLEShares6.34K
TypeSH
Market value$753.7K
0.10%
Sole
6.34K
Shared
0.00
None
0.00
MARRIOTT INTL INC NEW
SOLEShares2.04K
TypeSH
Market value$556.3K
0.07%
Sole
2.04K
Shared
0.00
None
0.00
SPOTIFY USA INC
SOLEShares401.00
TypeSH
Market value$307.7K
0.04%
Sole
401.00
Shared
0.00
None
0.00
VULCAN MATLS CO
SOLEShares1K
TypeSH
Market value$261.3K
0.03%
Sole
1K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
TAIWAN SEMICONDUCTOR MFG LTDDFND | SPONSORED ADS | 738.21K | SH | $167.20M 21.72% | 738.21K | 0.00 | 0.00 |
LINDE PLCSOLE | SHS | 308.63K | SH | $144.80M 18.81% | 308.63K | 0.00 | 0.00 |
DELTA AIR LINES INC DELDFND | COM NEW | 1.55M | SH | $76.42M 9.93% | 1.55M | 0.00 | 0.00 |
UNITED AIRLS HLDGS INCDFND | COM | 856.17K | SH | $68.18M 8.85% | 856.17K | 0.00 | 0.00 |
FREEPORT-MCMORAN INCDFND | CL B | 1.44M | SH | $62.34M 8.10% | 1.44M | 0.00 | 0.00 |
SMURFIT WESTROCK PLCDFND | SHS | 1.30M | SH | $56.27M 7.31% | 1.30M | 0.00 | 0.00 |
CRH PLCSOLE | ORD | 525.21K | SH | $48.21M 6.26% | 525.21K | 0.00 | 0.00 |
ACUSHNET HLDGS CORPDFND | COM | 540.38K | SH | $39.35M 5.11% | 540.38K | 0.00 | 0.00 |
ANALOG DEVICES INCDFND | COM | 146.49K | SH | $34.87M 4.53% | 146.49K | 0.00 | 0.00 |
IONQ INCSOLE | COM | 501.64K | SH | $21.56M 2.80% | 501.64K | 0.00 | 0.00 |
SOHO HOUSE & CO INCSOLE | COM CL A | 2.57M | SH | $18.87M 2.45% | 2.57M | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 47.69K | SH | $10.46M 1.36% | 47.69K | 0.00 | 0.00 |
ROCKWELL AUTOMATION INCSOLE | COM | 26.77K | SH | $8.89M 1.16% | 26.77K | 0.00 | 0.00 |
TEXAS INSTRS INCSOLE | COM | 29.34K | SH | $6.09M 0.79% | 29.34K | 0.00 | 0.00 |
FORTIVE CORPSOLE | COM | 50.14K | SH | $2.61M 0.34% | 50.14K | 0.00 | 0.00 |
FLUTTER ENTMT PLCSOLE | SHS | 3.92K | SH | $1.12M 0.15% | 3.92K | 0.00 | 0.00 |
RALLIANT CORPSOLE | COM | 16.71K | SH | $810.4K 0.11% | 16.71K | 0.00 | 0.00 |
AGNICO EAGLE MINES LTDSOLE | COM | 6.34K | SH | $753.7K 0.10% | 6.34K | 0.00 | 0.00 |
MARRIOTT INTL INC NEWSOLE | CL A | 2.04K | SH | $556.3K 0.07% | 2.04K | 0.00 | 0.00 |
SPOTIFY USA INCSOLE | NOTE 3/1 | 401.00 | SH | $307.7K 0.04% | 401.00 | 0.00 | 0.00 |
VULCAN MATLS COSOLE | COM | 1K | SH | $261.3K 0.03% | 1K | 0.00 | 0.00 |