Filed: 11/14/2025ACC: 0000919574-25-006768
📋 What this filing means
LANSDOWNE PARTNERS (UK) LLP filed this quarterly 13F‑HR report disclosing 22 equity positions with a total reported market value of $1.20B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
22
Positions
$1.20B
Total AUM (reported)
27.75M
Total Shares
Allocation by class
SPONSORED ADS$404.89M33.6%
COM$281.06M23.3%
SHS$228.56M19.0%
COM NEW$129.63M10.8%
ORD$77.71M6.5%
CL B$31.69M2.6%
COM CL A$22.72M1.9%
Portfolio Concentration
Top 3$699.19M58.1%
4–10$392.67M32.6%
11–25$112.21M9.3%
Top 3 weight
58.1%
Top 10 weight
90.7%
Voting Authority Distribution
Total shares with voting rights: 27.75M
Sole
Full voting authority
27.75M
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)
Sole16
Shared0
Other6
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings22
Rows:
TAIWAN SEMICONDUCTOR MFG LTD
DFNDShares1.42M
TypeSH
Market value$396.40M
32.92%
Sole
1.42M
Shared
0.00
None
0.00
LINDE PLC
SOLEShares364.54K
TypeSH
Market value$173.16M
14.38%
Sole
364.54K
Shared
0.00
None
0.00
DELTA AIR LINES INC DEL
DFNDShares2.28M
TypeSH
Market value$129.63M
10.77%
Sole
2.28M
Shared
0.00
None
0.00
UNITED AIRLS HLDGS INC
SOLEShares1.10M
TypeSH
Market value$106.17M
8.82%
Sole
1.10M
Shared
0.00
None
0.00
CRH PLC
SOLEShares648.13K
TypeSH
Market value$77.71M
6.45%
Sole
648.13K
Shared
0.00
None
0.00
SMURFIT WESTROCK PLC
DFNDShares1.29M
TypeSH
Market value$54.75M
4.55%
Sole
1.29M
Shared
0.00
None
0.00
ACUSHNET HLDGS CORP
DFNDShares530.09K
TypeSH
Market value$41.61M
3.46%
Sole
530.09K
Shared
0.00
None
0.00
IONQ INC
DFNDShares1.94M
TypeSH
Market value$38.55M
3.20%
Sole
1.94M
Shared
0.00
None
0.00
ANALOG DEVICES INC
SOLEShares151.40K
TypeSH
Market value$37.20M
3.09%
Sole
151.40K
Shared
0.00
None
0.00
AMAZON COM INC
DFNDShares167.03K
TypeSH
Market value$36.67M
3.05%
Sole
167.03K
Shared
0.00
None
0.00
TECK RESOURCES LTD
SOLEShares722.05K
TypeSH
Market value$31.69M
2.63%
Sole
722.05K
Shared
0.00
None
0.00
SOHO HOUSE & CO INC
SOLEShares2.57M
TypeSH
Market value$22.72M
1.89%
Sole
2.57M
Shared
0.00
None
0.00
PURETECH HEALTH PLC
SOLEShares14.11M
TypeSH
Market value$18.76M
1.56%
Sole
14.11M
Shared
0.00
None
0.00
ROCKWELL AUTOMATION INC
SOLEShares29.54K
TypeSH
Market value$10.33M
0.86%
Sole
29.54K
Shared
0.00
None
0.00
BARRICK MNG CORP
SOLEShares265.82K
TypeSH
Market value$8.71M
0.72%
Sole
265.82K
Shared
0.00
None
0.00
ARM HOLDINGS PLC
SOLEShares59.98K
TypeSH
Market value$8.49M
0.70%
Sole
59.98K
Shared
0.00
None
0.00
TEXAS INSTRS INC
SOLEShares36.02K
TypeSH
Market value$6.62M
0.55%
Sole
36.02K
Shared
0.00
None
0.00
FORTIVE CORP
SOLEShares48.38K
TypeSH
Market value$2.37M
0.20%
Sole
48.38K
Shared
0.00
None
0.00
RALLIANT CORP
SOLEShares17.59K
TypeSH
Market value$769.4K
0.06%
Sole
17.59K
Shared
0.00
None
0.00
AGNICO EAGLE MINES LTD
SOLEShares4.55K
TypeSH
Market value$767.5K
0.06%
Sole
4.55K
Shared
0.00
None
0.00
FLUTTER ENTMT PLC
SOLEShares2.55K
TypeSH
Market value$648.5K
0.05%
Sole
2.55K
Shared
0.00
None
0.00
MARRIOTT INTL INC NEW
SOLEShares1.30K
TypeSH
Market value$338.1K
0.03%
Sole
1.30K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
TAIWAN SEMICONDUCTOR MFG LTDDFND | SPONSORED ADS | 1.42M | SH | $396.40M 32.92% | 1.42M | 0.00 | 0.00 |
LINDE PLCSOLE | SHS | 364.54K | SH | $173.16M 14.38% | 364.54K | 0.00 | 0.00 |
DELTA AIR LINES INC DELDFND | COM NEW | 2.28M | SH | $129.63M 10.77% | 2.28M | 0.00 | 0.00 |
UNITED AIRLS HLDGS INCSOLE | COM | 1.10M | SH | $106.17M 8.82% | 1.10M | 0.00 | 0.00 |
CRH PLCSOLE | ORD | 648.13K | SH | $77.71M 6.45% | 648.13K | 0.00 | 0.00 |
SMURFIT WESTROCK PLCDFND | SHS | 1.29M | SH | $54.75M 4.55% | 1.29M | 0.00 | 0.00 |
ACUSHNET HLDGS CORPDFND | COM | 530.09K | SH | $41.61M 3.46% | 530.09K | 0.00 | 0.00 |
IONQ INCDFND | COM | 1.94M | SH | $38.55M 3.20% | 1.94M | 0.00 | 0.00 |
ANALOG DEVICES INCSOLE | COM | 151.40K | SH | $37.20M 3.09% | 151.40K | 0.00 | 0.00 |
AMAZON COM INCDFND | COM | 167.03K | SH | $36.67M 3.05% | 167.03K | 0.00 | 0.00 |
TECK RESOURCES LTDSOLE | CL B | 722.05K | SH | $31.69M 2.63% | 722.05K | 0.00 | 0.00 |
SOHO HOUSE & CO INCSOLE | COM CL A | 2.57M | SH | $22.72M 1.89% | 2.57M | 0.00 | 0.00 |
PURETECH HEALTH PLCSOLE | ADS | 14.11M | SH | $18.76M 1.56% | 14.11M | 0.00 | 0.00 |
ROCKWELL AUTOMATION INCSOLE | COM | 29.54K | SH | $10.33M 0.86% | 29.54K | 0.00 | 0.00 |
BARRICK MNG CORPSOLE | COM SHS | 265.82K | SH | $8.71M 0.72% | 265.82K | 0.00 | 0.00 |
ARM HOLDINGS PLCSOLE | SPONSORED ADS | 59.98K | SH | $8.49M 0.70% | 59.98K | 0.00 | 0.00 |
TEXAS INSTRS INCSOLE | COM | 36.02K | SH | $6.62M 0.55% | 36.02K | 0.00 | 0.00 |
FORTIVE CORPSOLE | COM | 48.38K | SH | $2.37M 0.20% | 48.38K | 0.00 | 0.00 |
RALLIANT CORPSOLE | COM | 17.59K | SH | $769.4K 0.06% | 17.59K | 0.00 | 0.00 |
AGNICO EAGLE MINES LTDSOLE | COM | 4.55K | SH | $767.5K 0.06% | 4.55K | 0.00 | 0.00 |
FLUTTER ENTMT PLCSOLE | SHS | 2.55K | SH | $648.5K 0.05% | 2.55K | 0.00 | 0.00 |
MARRIOTT INTL INC NEWSOLE | CL A | 1.30K | SH | $338.1K 0.03% | 1.30K | 0.00 | 0.00 |