Filed: 2/13/2026ACC: 0000919574-26-000880
📋 What this filing means
LANSDOWNE PARTNERS (UK) LLP filed this quarterly 13F‑HR report disclosing 24 equity positions with a total reported market value of $1.36B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
24
Positions
$1.36B
Total AUM (reported)
13.27M
Total Shares
Allocation by class
SPONSORED ADS$454.34M33.3%
COM$425.92M31.2%
COM NEW$167.56M12.3%
SHS$145.32M10.7%
CL B$86.47M6.3%
ORD$38.44M2.8%
COM CL A$23.00M1.7%
Portfolio Concentration
Top 3$742.45M54.4%
4–10$488.34M35.8%
11–25$132.97M9.8%
Top 3 weight
54.4%
Top 10 weight
90.2%
Voting Authority Distribution
Total shares with voting rights: 13.27M
Sole
Full voting authority
13.27M
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)
Sole11
Shared0
Other13
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings24
Rows:
TAIWAN SEMICONDUCTOR MFG LTD
SOLEShares1.33M
TypeSH
Market value$402.74M
29.53%
Sole
1.33M
Shared
0.00
None
0.00
ANALOG DEVICES INC
DFNDShares634.75K
TypeSH
Market value$172.15M
12.62%
Sole
634.75K
Shared
0.00
None
0.00
DELTA AIR LINES INC DEL
DFNDShares2.41M
TypeSH
Market value$167.56M
12.29%
Sole
2.41M
Shared
0.00
None
0.00
UNITED AIRLS HLDGS INC
SOLEShares1.23M
TypeSH
Market value$137.54M
10.09%
Sole
1.23M
Shared
0.00
None
0.00
LINDE PLC
SOLEShares227.46K
TypeSH
Market value$96.99M
7.11%
Sole
227.46K
Shared
0.00
None
0.00
TECK RESOURCES LTD
SOLEShares1.81M
TypeSH
Market value$86.47M
6.34%
Sole
1.81M
Shared
0.00
None
0.00
ARM HOLDINGS PLC
DFNDShares472.08K
TypeSH
Market value$51.60M
3.78%
Sole
472.08K
Shared
0.00
None
0.00
ACUSHNET HLDGS CORP
DFNDShares529.72K
TypeSH
Market value$42.28M
3.10%
Sole
529.72K
Shared
0.00
None
0.00
CRH PLC
DFNDShares307.99K
TypeSH
Market value$38.44M
2.82%
Sole
307.99K
Shared
0.00
None
0.00
EATON CORP PLC
DFNDShares109.95K
TypeSH
Market value$35.02M
2.57%
Sole
109.95K
Shared
0.00
None
0.00
IONQ INC
DFNDShares642.79K
TypeSH
Market value$28.84M
2.11%
Sole
642.79K
Shared
0.00
None
0.00
SOHO HOUSE & CO INC
DFNDShares2.57M
TypeSH
Market value$23.00M
1.69%
Sole
2.57M
Shared
0.00
None
0.00
TEXAS INSTRS INC
DFNDShares78K
TypeSH
Market value$13.53M
0.99%
Sole
78K
Shared
0.00
None
0.00
ROCKWELL AUTOMATION INC
SOLEShares31.08K
TypeSH
Market value$12.09M
0.89%
Sole
31.08K
Shared
0.00
None
0.00
BARRICK MNG CORP
DFNDShares265.82K
TypeSH
Market value$11.58M
0.85%
Sole
265.82K
Shared
0.00
None
0.00
AMAZON COM INC
DFNDShares47.47K
TypeSH
Market value$10.96M
0.80%
Sole
47.47K
Shared
0.00
None
0.00
ALCON AG
SOLEShares134.10K
TypeSH
Market value$10.71M
0.79%
Sole
134.10K
Shared
0.00
None
0.00
SMURFIT WESTROCK PLC
SOLEShares257.22K
TypeSH
Market value$9.95M
0.73%
Sole
257.22K
Shared
0.00
None
0.00
RALLIANT CORP
SOLEShares100.08K
TypeSH
Market value$5.10M
0.37%
Sole
100.08K
Shared
0.00
None
0.00
MEDTRONIC PLC
DFNDShares31.40K
TypeSH
Market value$3.02M
0.22%
Sole
31.40K
Shared
0.00
None
0.00
FORTIVE CORP
DFNDShares48.38K
TypeSH
Market value$2.67M
0.20%
Sole
48.38K
Shared
0.00
None
0.00
AGNICO EAGLE MINES LTD
SOLEShares4.55K
TypeSH
Market value$771.9K
0.06%
Sole
4.55K
Shared
0.00
None
0.00
MARRIOTT INTL INC NEW
SOLEShares1.30K
TypeSH
Market value$402.7K
0.03%
Sole
1.30K
Shared
0.00
None
0.00
FLUTTER ENTMT PLC
SOLEShares1.65K
TypeSH
Market value$353.7K
0.03%
Sole
1.65K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
TAIWAN SEMICONDUCTOR MFG LTDSOLE | SPONSORED ADS | 1.33M | SH | $402.74M 29.53% | 1.33M | 0.00 | 0.00 |
ANALOG DEVICES INCDFND | COM | 634.75K | SH | $172.15M 12.62% | 634.75K | 0.00 | 0.00 |
DELTA AIR LINES INC DELDFND | COM NEW | 2.41M | SH | $167.56M 12.29% | 2.41M | 0.00 | 0.00 |
UNITED AIRLS HLDGS INCSOLE | COM | 1.23M | SH | $137.54M 10.09% | 1.23M | 0.00 | 0.00 |
LINDE PLCSOLE | SHS | 227.46K | SH | $96.99M 7.11% | 227.46K | 0.00 | 0.00 |
TECK RESOURCES LTDSOLE | CL B | 1.81M | SH | $86.47M 6.34% | 1.81M | 0.00 | 0.00 |
ARM HOLDINGS PLCDFND | SPONSORED ADS | 472.08K | SH | $51.60M 3.78% | 472.08K | 0.00 | 0.00 |
ACUSHNET HLDGS CORPDFND | COM | 529.72K | SH | $42.28M 3.10% | 529.72K | 0.00 | 0.00 |
CRH PLCDFND | ORD | 307.99K | SH | $38.44M 2.82% | 307.99K | 0.00 | 0.00 |
EATON CORP PLCDFND | SHS | 109.95K | SH | $35.02M 2.57% | 109.95K | 0.00 | 0.00 |
IONQ INCDFND | COM | 642.79K | SH | $28.84M 2.11% | 642.79K | 0.00 | 0.00 |
SOHO HOUSE & CO INCDFND | COM CL A | 2.57M | SH | $23.00M 1.69% | 2.57M | 0.00 | 0.00 |
TEXAS INSTRS INCDFND | COM | 78K | SH | $13.53M 0.99% | 78K | 0.00 | 0.00 |
ROCKWELL AUTOMATION INCSOLE | COM | 31.08K | SH | $12.09M 0.89% | 31.08K | 0.00 | 0.00 |
BARRICK MNG CORPDFND | COM SHS | 265.82K | SH | $11.58M 0.85% | 265.82K | 0.00 | 0.00 |
AMAZON COM INCDFND | COM | 47.47K | SH | $10.96M 0.80% | 47.47K | 0.00 | 0.00 |
ALCON AGSOLE | ORD SHS | 134.10K | SH | $10.71M 0.79% | 134.10K | 0.00 | 0.00 |
SMURFIT WESTROCK PLCSOLE | SHS | 257.22K | SH | $9.95M 0.73% | 257.22K | 0.00 | 0.00 |
RALLIANT CORPSOLE | COM | 100.08K | SH | $5.10M 0.37% | 100.08K | 0.00 | 0.00 |
MEDTRONIC PLCDFND | SHS | 31.40K | SH | $3.02M 0.22% | 31.40K | 0.00 | 0.00 |
FORTIVE CORPDFND | COM | 48.38K | SH | $2.67M 0.20% | 48.38K | 0.00 | 0.00 |
AGNICO EAGLE MINES LTDSOLE | COM | 4.55K | SH | $771.9K 0.06% | 4.55K | 0.00 | 0.00 |
MARRIOTT INTL INC NEWSOLE | CL A | 1.30K | SH | $402.7K 0.03% | 1.30K | 0.00 | 0.00 |
FLUTTER ENTMT PLCSOLE | SHS | 1.65K | SH | $353.7K 0.03% | 1.65K | 0.00 | 0.00 |