Filed: 5/14/2026ACC: 0000919574-26-003079
📋 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 $1.87B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
22
Positions
$1.87B
Total AUM (reported)
16.71M
Total Shares
Allocation by class
SPONSORED ADS$592.92M31.8%
COM$472.22M25.3%
SHS$351.29M18.8%
COM NEW$165.26M8.9%
COM STK$152.00M8.1%
CL B$105.64M5.7%
COM SHS$14.01M0.8%
Portfolio Concentration
Top 3$885.36M47.4%
4–10$828.78M44.4%
11–25$152.23M8.2%
Top 3 weight
47.4%
Top 10 weight
91.8%
Voting Authority Distribution
Total shares with voting rights: 16.71M
Sole
Full voting authority
16.71M
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)
Sole8
Shared0
Other14
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings22
Rows:
TAIWAN SEMICONDUCTOR MANUFAC
DFNDShares1.34M
TypeSH
Market value$451.40M
24.19%
Sole
1.34M
Shared
0.00
None
0.00
LINDE PLC
SOLEShares449.21K
TypeSH
Market value$222.70M
11.93%
Sole
449.21K
Shared
0.00
None
0.00
ANALOG DEVICES INC
DFNDShares664.06K
TypeSH
Market value$211.27M
11.32%
Sole
664.06K
Shared
0.00
None
0.00
DELTA AIR LINES INC
DFNDShares2.49M
TypeSH
Market value$165.26M
8.85%
Sole
2.49M
Shared
0.00
None
0.00
SLB LIMITED
DFNDShares2.96M
TypeSH
Market value$152.00M
8.14%
Sole
2.96M
Shared
0.00
None
0.00
ARM HOLDINGS PLC
DFNDShares935.50K
TypeSH
Market value$141.52M
7.58%
Sole
935.50K
Shared
0.00
None
0.00
UNITED AIRLS HLDGS INC
SOLEShares1.53M
TypeSH
Market value$140.95M
7.55%
Sole
1.53M
Shared
0.00
None
0.00
TECK RESOURCES LTD
SOLEShares2.04M
TypeSH
Market value$105.64M
5.66%
Sole
2.04M
Shared
0.00
None
0.00
SMURFIT WESTROCK PLC
SOLEShares1.87M
TypeSH
Market value$74.53M
3.99%
Sole
1.87M
Shared
0.00
None
0.00
ACUSHNET HLDGS CORP
DFNDShares522.95K
TypeSH
Market value$48.88M
2.62%
Sole
522.95K
Shared
0.00
None
0.00
EATON CORP PLC
DFNDShares129.63K
TypeSH
Market value$46.36M
2.48%
Sole
129.63K
Shared
0.00
None
0.00
IONQ INC
DFNDShares795.59K
TypeSH
Market value$22.94M
1.23%
Sole
795.59K
Shared
0.00
None
0.00
TEXAS INSTRS INC
DFNDShares92K
TypeSH
Market value$17.86M
0.96%
Sole
92K
Shared
0.00
None
0.00
AMAZON COM INC
DFNDShares77.91K
TypeSH
Market value$16.23M
0.87%
Sole
77.91K
Shared
0.00
None
0.00
BARRICK MNG CORP
DFNDShares343.40K
TypeSH
Market value$14.01M
0.75%
Sole
343.40K
Shared
0.00
None
0.00
ALCON AG
SOLEShares136.52K
TypeSH
Market value$10.12M
0.54%
Sole
136.52K
Shared
0.00
None
0.00
RALLIANT CORP
DFNDShares195.07K
TypeSH
Market value$8.11M
0.43%
Sole
195.07K
Shared
0.00
None
0.00
MEDTRONIC PLC
DFNDShares88.84K
TypeSH
Market value$7.70M
0.41%
Sole
88.84K
Shared
0.00
None
0.00
ROCKWELL AUTOMATION INC
SOLEShares14.06K
TypeSH
Market value$5.04M
0.27%
Sole
14.06K
Shared
0.00
None
0.00
BAKER HUGHES COMPANY
DFNDShares40.31K
TypeSH
Market value$2.46M
0.13%
Sole
40.31K
Shared
0.00
None
0.00
AGNICO EAGLE MINES LTD
SOLEShares4.65K
TypeSH
Market value$943.2K
0.05%
Sole
4.65K
Shared
0.00
None
0.00
MARRIOTT INTL INC NEW
SOLEShares1.42K
TypeSH
Market value$462.8K
0.02%
Sole
1.42K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
TAIWAN SEMICONDUCTOR MANUFACDFND | SPONSORED ADS | 1.34M | SH | $451.40M 24.19% | 1.34M | 0.00 | 0.00 |
LINDE PLCSOLE | SHS | 449.21K | SH | $222.70M 11.93% | 449.21K | 0.00 | 0.00 |
ANALOG DEVICES INCDFND | COM | 664.06K | SH | $211.27M 11.32% | 664.06K | 0.00 | 0.00 |
DELTA AIR LINES INCDFND | COM NEW | 2.49M | SH | $165.26M 8.85% | 2.49M | 0.00 | 0.00 |
SLB LIMITEDDFND | COM STK | 2.96M | SH | $152.00M 8.14% | 2.96M | 0.00 | 0.00 |
ARM HOLDINGS PLCDFND | SPONSORED ADS | 935.50K | SH | $141.52M 7.58% | 935.50K | 0.00 | 0.00 |
UNITED AIRLS HLDGS INCSOLE | COM | 1.53M | SH | $140.95M 7.55% | 1.53M | 0.00 | 0.00 |
TECK RESOURCES LTDSOLE | CL B | 2.04M | SH | $105.64M 5.66% | 2.04M | 0.00 | 0.00 |
SMURFIT WESTROCK PLCSOLE | SHS | 1.87M | SH | $74.53M 3.99% | 1.87M | 0.00 | 0.00 |
ACUSHNET HLDGS CORPDFND | COM | 522.95K | SH | $48.88M 2.62% | 522.95K | 0.00 | 0.00 |
EATON CORP PLCDFND | SHS | 129.63K | SH | $46.36M 2.48% | 129.63K | 0.00 | 0.00 |
IONQ INCDFND | COM | 795.59K | SH | $22.94M 1.23% | 795.59K | 0.00 | 0.00 |
TEXAS INSTRS INCDFND | COM | 92K | SH | $17.86M 0.96% | 92K | 0.00 | 0.00 |
AMAZON COM INCDFND | COM | 77.91K | SH | $16.23M 0.87% | 77.91K | 0.00 | 0.00 |
BARRICK MNG CORPDFND | COM SHS | 343.40K | SH | $14.01M 0.75% | 343.40K | 0.00 | 0.00 |
ALCON AGSOLE | ORD SHS | 136.52K | SH | $10.12M 0.54% | 136.52K | 0.00 | 0.00 |
RALLIANT CORPDFND | COM | 195.07K | SH | $8.11M 0.43% | 195.07K | 0.00 | 0.00 |
MEDTRONIC PLCDFND | SHS | 88.84K | SH | $7.70M 0.41% | 88.84K | 0.00 | 0.00 |
ROCKWELL AUTOMATION INCSOLE | COM | 14.06K | SH | $5.04M 0.27% | 14.06K | 0.00 | 0.00 |
BAKER HUGHES COMPANYDFND | CL A | 40.31K | SH | $2.46M 0.13% | 40.31K | 0.00 | 0.00 |
AGNICO EAGLE MINES LTDSOLE | COM | 4.65K | SH | $943.2K 0.05% | 4.65K | 0.00 | 0.00 |
MARRIOTT INTL INC NEWSOLE | CL A | 1.42K | SH | $462.8K 0.02% | 1.42K | 0.00 | 0.00 |