Filed: 8/14/2026ACC: 0000919574-26-005378
📋 What this filing means
LANSDOWNE PARTNERS (UK) LLP filed this quarterly 13F‑HR report disclosing 26 equity positions with a total reported market value of $2.43B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
26
Positions
$2.43B
Total AUM (reported)
15.86M
Total Shares
Allocation by class
SPONSORED ADS$1.09B44.6%
COM$642.08M26.4%
COM NEW$231.74M9.5%
SHS$180.06M7.4%
CL A$139.18M5.7%
COM STK$119.02M4.9%
CL B$18.47M0.8%
Portfolio Concentration
Top 3$1.32B54.2%
4–10$932.48M38.4%
11–25$181.43M7.5%
Rest$281.1K0.0%
Top 3 weight
54.2%
Top 10 weight
92.5%
Voting Authority Distribution
Total shares with voting rights: 15.86M
Sole
Full voting authority
15.86M
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)
Sole10
Shared0
Other16
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings26
Rows:
TAIWAN SEMICONDUCTOR MANUFAC
DFNDShares1.48M
TypeSH
Market value$704.80M
29.00%
Sole
1.48M
Shared
0.00
None
0.00
ARM HOLDINGS PLC
SOLEShares1.07M
TypeSH
Market value$380.27M
15.64%
Sole
1.07M
Shared
0.00
None
0.00
DELTA AIR LINES INC
DFNDShares2.47M
TypeSH
Market value$231.46M
9.52%
Sole
2.47M
Shared
0.00
None
0.00
ANALOG DEVICES INC
DFNDShares574.54K
TypeSH
Market value$228.19M
9.39%
Sole
574.54K
Shared
0.00
None
0.00
UNITED AIRLS HLDGS INC
DFNDShares1.55M
TypeSH
Market value$210.67M
8.67%
Sole
1.55M
Shared
0.00
None
0.00
BAKER HUGHES COMPANY
DFNDShares2.49M
TypeSH
Market value$138.42M
5.69%
Sole
2.49M
Shared
0.00
None
0.00
LINDE PLC
SOLEShares238.62K
TypeSH
Market value$123.83M
5.09%
Sole
238.62K
Shared
0.00
None
0.00
SLB LIMITED
DFNDShares2.56M
TypeSH
Market value$119.02M
4.90%
Sole
2.56M
Shared
0.00
None
0.00
ACUSHNET HLDGS CORP
DFNDShares513.57K
TypeSH
Market value$60.87M
2.50%
Sole
513.57K
Shared
0.00
None
0.00
IONQ INC
DFNDShares966.43K
TypeSH
Market value$51.47M
2.12%
Sole
966.43K
Shared
0.00
None
0.00
AMAZON COM INC
DFNDShares132.97K
TypeSH
Market value$31.69M
1.30%
Sole
132.97K
Shared
0.00
None
0.00
TEXAS INSTRS INC
SOLEShares92.58K
TypeSH
Market value$27.59M
1.14%
Sole
92.58K
Shared
0.00
None
0.00
TECK RESOURCES LTD
SOLEShares310.56K
TypeSH
Market value$18.47M
0.76%
Sole
310.56K
Shared
0.00
None
0.00
SMURFIT WESTROCK PLC
SOLEShares347.80K
TypeSH
Market value$16.09M
0.66%
Sole
347.80K
Shared
0.00
None
0.00
BARRICK MNG CORP
DFNDShares411.33K
TypeSH
Market value$15.11M
0.62%
Sole
411.33K
Shared
0.00
None
0.00
RALLIANT CORP
SOLEShares197.85K
TypeSH
Market value$14.57M
0.60%
Sole
197.85K
Shared
0.00
None
0.00
EATON CORP PLC
DFNDShares33.87K
TypeSH
Market value$14.43M
0.59%
Sole
33.87K
Shared
0.00
None
0.00
NVENT ELEC PLC
DFNDShares71.12K
TypeSH
Market value$12.06M
0.50%
Sole
71.12K
Shared
0.00
None
0.00
AGILENT TECHNOLOGIES INC
DFNDShares88.57K
TypeSH
Market value$11.76M
0.48%
Sole
88.57K
Shared
0.00
None
0.00
MEDTRONIC PLC
DFNDShares88.84K
TypeSH
Market value$6.95M
0.29%
Sole
88.84K
Shared
0.00
None
0.00
SENSATA TECHNOLOGIES HLDG PL
DFNDShares140.29K
TypeSH
Market value$6.70M
0.28%
Sole
140.29K
Shared
0.00
None
0.00
ROCKWELL AUTOMATION INC
DFNDShares9.15K
TypeSH
Market value$4.53M
0.19%
Sole
9.15K
Shared
0.00
None
0.00
AGNICO EAGLE MINES LTD
SOLEShares4.65K
TypeSH
Market value$720.9K
0.03%
Sole
4.65K
Shared
0.00
None
0.00
MARRIOTT INTL INC NEW
SOLEShares1.27K
TypeSH
Market value$469.9K
0.02%
Sole
1.27K
Shared
0.00
None
0.00
LAMAR ADVERTISING CO
SOLEShares1.83K
TypeSH
Market value$285.1K
0.01%
Sole
1.83K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
TAIWAN SEMICONDUCTOR MANUFACDFND | SPONSORED ADS | 1.48M | SH | $704.80M 29.00% | 1.48M | 0.00 | 0.00 |
ARM HOLDINGS PLCSOLE | SPONSORED ADS | 1.07M | SH | $380.27M 15.64% | 1.07M | 0.00 | 0.00 |
DELTA AIR LINES INCDFND | COM NEW | 2.47M | SH | $231.46M 9.52% | 2.47M | 0.00 | 0.00 |
ANALOG DEVICES INCDFND | COM | 574.54K | SH | $228.19M 9.39% | 574.54K | 0.00 | 0.00 |
UNITED AIRLS HLDGS INCDFND | COM | 1.55M | SH | $210.67M 8.67% | 1.55M | 0.00 | 0.00 |
BAKER HUGHES COMPANYDFND | CL A | 2.49M | SH | $138.42M 5.69% | 2.49M | 0.00 | 0.00 |
LINDE PLCSOLE | SHS | 238.62K | SH | $123.83M 5.09% | 238.62K | 0.00 | 0.00 |
SLB LIMITEDDFND | COM STK | 2.56M | SH | $119.02M 4.90% | 2.56M | 0.00 | 0.00 |
ACUSHNET HLDGS CORPDFND | COM | 513.57K | SH | $60.87M 2.50% | 513.57K | 0.00 | 0.00 |
IONQ INCDFND | COM | 966.43K | SH | $51.47M 2.12% | 966.43K | 0.00 | 0.00 |
AMAZON COM INCDFND | COM | 132.97K | SH | $31.69M 1.30% | 132.97K | 0.00 | 0.00 |
TEXAS INSTRS INCSOLE | COM | 92.58K | SH | $27.59M 1.14% | 92.58K | 0.00 | 0.00 |
TECK RESOURCES LTDSOLE | CL B | 310.56K | SH | $18.47M 0.76% | 310.56K | 0.00 | 0.00 |
SMURFIT WESTROCK PLCSOLE | SHS | 347.80K | SH | $16.09M 0.66% | 347.80K | 0.00 | 0.00 |
BARRICK MNG CORPDFND | COM SHS | 411.33K | SH | $15.11M 0.62% | 411.33K | 0.00 | 0.00 |
RALLIANT CORPSOLE | COM | 197.85K | SH | $14.57M 0.60% | 197.85K | 0.00 | 0.00 |
EATON CORP PLCDFND | SHS | 33.87K | SH | $14.43M 0.59% | 33.87K | 0.00 | 0.00 |
NVENT ELEC PLCDFND | SHS | 71.12K | SH | $12.06M 0.50% | 71.12K | 0.00 | 0.00 |
AGILENT TECHNOLOGIES INCDFND | COM | 88.57K | SH | $11.76M 0.48% | 88.57K | 0.00 | 0.00 |
MEDTRONIC PLCDFND | SHS | 88.84K | SH | $6.95M 0.29% | 88.84K | 0.00 | 0.00 |
SENSATA TECHNOLOGIES HLDG PLDFND | SHS | 140.29K | SH | $6.70M 0.28% | 140.29K | 0.00 | 0.00 |
ROCKWELL AUTOMATION INCDFND | COM | 9.15K | SH | $4.53M 0.19% | 9.15K | 0.00 | 0.00 |
AGNICO EAGLE MINES LTDSOLE | COM | 4.65K | SH | $720.9K 0.03% | 4.65K | 0.00 | 0.00 |
MARRIOTT INTL INC NEWSOLE | CL A | 1.27K | SH | $469.9K 0.02% | 1.27K | 0.00 | 0.00 |
LAMAR ADVERTISING COSOLE | CL A | 1.83K | SH | $285.1K 0.01% | 1.83K | 0.00 | 0.00 |
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