Lansdowne Partners (UK) LLP
- Period:
- Q1 2026
- Portfolio date:
- Mar 31, 2026
- No. of stocks:
- 22
- Portfolio value:
- $1,943,983,000
- Filed:
- May 14, 2026
- CIK:
- 1608485
| Stock | Issuer | % of Portfolio | Recent Activity | Shares | Price | Value ▼ |
|---|---|---|---|---|---|---|
| TSMhist | TAIWAN SEMICONDUCTOR MANUFAC | 23.22 | Add 1.00% | 1,335,686 | $337.95 | $451.39M |
| LINhist | LINDE PLC | 11.46 | Add 97.00% | 449,206 | $495.76 | $222.70M |
| ADIhist | ANALOG DEVICES INC | 10.87 | Add 5.00% | 664,063 | $318.14 | $211.26M |
| DALhist | DELTA AIR LINES INC | 8.50 | Add 3.00% | 2,485,899 | $66.48 | $165.26M |
| SLBhist | SLB LIMITED | 7.82 | Buy | 2,957,683 | $51.39 | $151.99M |
| ARMhist | ARM HOLDINGS PLC | 7.28 | Add 98.00% | 935,503 | $151.28 | $141.52M |
| UALhist | UNITED AIRLS HLDGS INC | 7.25 | Add 24.00% | 1,530,883 | $92.07 | $140.95M |
| TECKhist | TECK RESOURCES LTD | 5.43 | Add 13.00% | 2,041,299 | $51.75 | $105.64M |
| RALhist | RALLIANT CORP | 4.41 | Add 95.00% | 195,073 | $439.45 | $85.72M |
| SWhist | SMURFIT WESTROCK PLC | 3.83 | Add 627.00% | 1,870,219 | $39.85 | $74.53M |
| GOLFhist | ACUSHNET HLDGS CORP | 2.51 | Reduce 1.00% | 522,946 | $93.48 | $48.89M |
| ETNhist | EATON CORP PLC | 2.39 | Add 18.00% | 129,625 | $357.68 | $46.36M |
| IONQhist | IONQ INC | 1.18 | Add 24.00% | 795,585 | $28.83 | $22.94M |
| TXNhist | TEXAS INSTRS INC | 0.92 | Add 18.00% | 91,996 | $194.14 | $17.86M |
| AMZNhist | AMAZON COM INC | 0.83 | Add 64.00% | 77,905 | $208.27 | $16.23M |
| Bhist | BARRICK MNG CORP | 0.72 | Add 29.00% | 343,402 | $40.79 | $14.01M |
| ALChist | ALCON AG | 0.52 | Add 2.00% | 136,524 | $74.12 | $10.12M |
| MDThist | MEDTRONIC PLC | 0.40 | Add 183.00% | 88,839 | $86.65 | $7.70M |
| ROKhist | ROCKWELL AUTOMATION INC | 0.26 | Reduce 55.00% | 14,057 | $358.90 | $5.04M |
| BKRhist | BAKER HUGHES COMPANY | 0.13 | Buy | 40,309 | $61.05 | $2.46M |
| AEMhist | AGNICO EAGLE MINES LTD | 0.05 | Add 2.00% | 4,647 | $202.93 | $943K |
| MARhist | MARRIOTT INTL INC NEW | 0.02 | Add 9.00% | 1,415 | $327.21 | $463K |
| CRHhist | CRH PLC | 0.00 | Sell | 0 | — | $0 |
| — | SOHO HOUSE & CO INC | 0.00 | Sell | 0 | — | $0 |
| FTVhist | FORTIVE CORP | 0.00 | Sell | 0 | — | $0 |
| FLUThist | FLUTTER ENTMT PLC | 0.00 | Sell | 0 | — | $0 |