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Data sourced from SEC EDGAR 13F filings

PricingTermsPrivacy© 2026 Super Investor · Not financial advice

Lansdowne Partners – Lansdowne Partners (UK) LLP

Period:
Q2 2026
Portfolio date:
Jun 30, 2026
No. of stocks:
26
Portfolio value:
$2,430,717,000
Filed:
Aug 14, 2026
Style:
European Long/Short
HistStockActivityShare change% change to portfolio
Q2 2026filed Aug 14, 265 new6 added8 reduced1 exited
≡ARM – ARM HOLDINGS PLCAdd 14.64%136,9908.06
≡LIN – LINDE PLCReduce 46.88%−210,587−6.84
≡BKR – BAKER HUGHES COMPANYAdd 6087.48%2,453,8035.56
≡TECK – TECK RESOURCES LTDReduce 84.79%−1,730,735−4.90
≡TSM – TAIWAN SEMICONDUCTOR MANUFACAdd 10.49%140,1174.81
≡SW – SMURFIT WESTROCK PLCReduce 81.40%−1,522,424−3.33
≡SLB – SLB LIMITEDReduce 13.44%−397,610−3.25
≡ADI – ANALOG DEVICES INCReduce 13.48%−89,526−1.93
≡ETN – EATON CORP PLCReduce 73.87%−95,760−1.89
≡IONQ – IONQ INCAdd 21.47%170,8480.89
≡ALC – ALCON AGSell−136,524−0.54
≡NVT – NVENT ELEC PLCBuy71,1220.50
≡A – AGILENT TECHNOLOGIES INCBuy88,5690.48
≡AMZN – AMAZON COM INCAdd 70.68%55,0640.43
≡ST – SENSATA TECHNOLOGIES HLDG PLBuy140,2900.28
≡B – BARRICK MNG CORPAdd 19.78%67,933−0.13
≡ROK – ROCKWELL AUTOMATION INCReduce 34.94%−4,911−0.08
≡LAMR – LAMAR ADVERTISING COBuy1,8280.01
≡OUT – OUTFRONT MEDIA INCBuy8,5810.01
≡MAR – MARRIOTT INTL INC NEWReduce 10.39%−147−0.01
Q1 2026filed May 14, 262 new13 added1 reduced4 exited
≡SLB – SLB LIMITEDBuy2,957,6838.14
≡LIN – LINDE PLCAdd 97.49%221,7494.82
≡ARM – ARM HOLDINGS PLCAdd 98.17%463,4273.80
≡SW – SMURFIT WESTROCK PLCAdd 627.08%1,612,995
Q4 2025filed Feb 13, 263 new8 added7 reduced1 exited
≡ADI – ANALOG DEVICES INCAdd 319.25%483,3539.53
≡LIN – LINDE PLCReduce 37.60%−137,085−7.27
≡SW – SMURFIT WESTROCK PLCReduce 80.00%−1,028,887−3.82
≡TECK – TECK RESOURCES LTDAdd 150.07%1,083,612
Q3 2025filed Nov 14, 254 new10 added3 reduced3 exited
≡TSM – TAIWAN SEMICONDUCTOR MFG LTDAdd 92.27%681,11011.21
≡FCX – FREEPORT-MCMORAN INCSell−1,438,082−8.10
≡LIN – LINDE PLCAdd 18.11%55,908−4.43
≡TECK – TECK RESOURCES LTDBuy722,054
Q2 2025filed Aug 14, 253 new7 added7 reduced2 exited
≡LIN – LINDE PLCReduce 30.69%−136,638−10.56
≡TSM – TAIWAN SEMICONDUCTOR MFG LTDAdd 48.23%240,18810.01
≡UAL – UNITED AIRLS HLDGS INCBuy856,1748.85
≡CRH – CRH PLCReduce 53.24%−597,903
Q1 2025filed May 14, 252 new7 added9 reduced7 exited
≡LIN – LINDE PLCAdd 6.07%25,48616.60
≡TSM – TAIWAN SEMICONDUCTOR MFG LTDReduce 70.04%−1,164,060−12.14
≡SW – SMURFIT WESTROCK PLCReduce 53.54%−2,224,279−3.94
≡DAL – DELTA AIR LINES INC DELReduce 41.23%−1,420,448
3.26
≡CRH – CRH PLCSell−307,987−2.82
≡UAL – UNITED AIRLS HLDGS INCAdd 24.46%300,912−2.53
≡SOHO HOUSE & CO INCSell−2,567,413−1.69
≡IONQ – IONQ INCAdd 23.77%152,792−0.89
≡TECK – TECK RESOURCES LTDAdd 13.05%235,633−0.68
≡ROK – ROCKWELL AUTOMATION INCReduce 54.77%−17,020−0.62
≡FTV – FORTIVE CORPSell−48,375−0.20
≡MDT – MEDTRONIC PLCAdd 182.94%57,4410.19
≡BKR – BAKER HUGHES COMPANYBuy40,3090.13
≡B – BARRICK MNG CORPAdd 29.18%77,578−0.10
≡ETN – EATON CORP PLCAdd 17.89%19,670−0.08
≡AMZN – AMAZON COM INCAdd 64.11%30,4340.07
≡RAL – RALLIANT CORPAdd 94.91%94,9880.06
≡TXN – TEXAS INSTRS INCAdd 17.95%14,001−0.04
≡FLUT – FLUTTER ENTMT PLCSell−1,645−0.03
≡MAR – MARRIOTT INTL INC NEWAdd 9.01%117−0.00
3.71
≡CRH – CRH PLCReduce 52.48%−340,142−3.64
≡TSM – TAIWAN SEMICONDUCTOR MFG LTDReduce 6.63%−94,031−3.39
≡ARM – ARM HOLDINGS PLCAdd 687.12%412,1013.08
≡ETN – EATON CORP PLCBuy109,9552.57
≡AMZN – AMAZON COM INCReduce 71.58%−119,557−2.24
≡PRTCY – PURETECH HEALTH PLCSell−14,106,660−1.56
≡DAL – DELTA AIR LINES INC DELAdd 5.70%130,1511.52
≡UAL – UNITED AIRLS HLDGS INCAdd 11.79%129,7601.27
≡IONQ – IONQ INCReduce 66.82%−1,294,238−1.09
≡ALC – ALCON AGBuy134,0990.79
≡TXN – TEXAS INSTRS INCAdd 116.51%41,9710.44
≡RAL – RALLIANT CORPAdd 468.86%82,4910.31
≡MDT – MEDTRONIC PLCBuy31,3980.22
≡ROK – ROCKWELL AUTOMATION INCAdd 5.20%1,5370.03
≡FLUT – FLUTTER ENTMT PLCReduce 35.57%−908−0.03
2.63
≡AMZN – AMAZON COM INCAdd 250.21%119,3351.69
≡PRTCY – PURETECH HEALTH PLCBuy14,106,6601.56
≡DAL – DELTA AIR LINES INC DELAdd 47.00%730,3680.84
≡B – BARRICK MNG CORPBuy265,8240.72
≡ARM – ARM HOLDINGS PLCBuy59,9750.70
≡IONQ – IONQ INCAdd 286.14%1,435,3940.40
≡ROK – ROCKWELL AUTOMATION INCAdd 10.33%2,765−0.30
≡TXN – TEXAS INSTRS INCAdd 22.79%6,686−0.24
≡CRH – CRH PLCAdd 23.40%122,9150.19
≡FLUT – FLUTTER ENTMT PLCReduce 34.96%−1,372−0.09
≡MAR – MARRIOTT INTL INC NEWReduce 36.25%−738−0.04
≡RAL – RALLIANT CORPAdd 5.27%881−0.04
≡SPOTIFY USA INCSell−401−0.04
≡UAL – UNITED AIRLS HLDGS INCAdd 28.50%244,037−0.04
≡AEM – AGNICO EAGLE MINES LTDReduce 28.15%−1,784−0.03
≡VMC – VULCAN MATLS COSell−1,002−0.03
−7.73
≡FCX – FREEPORT-MCMORAN INCAdd 157.59%879,7925.10
≡SW – SMURFIT WESTROCK PLCReduce 32.43%−625,896−5.01
≡DAL – DELTA AIR LINES INC DELReduce 23.26%−471,110−2.58
≡ADI – ANALOG DEVICES INCReduce 25.58%−50,341−1.09
≡AMZN – AMAZON COM INCAdd 181.71%30,7630.90
≡ROK – ROCKWELL AUTOMATION INCAdd 70.25%11,0480.58
≡TXN – TEXAS INSTRS INCAdd 68.12%11,8870.35
≡BARRICK GOLD CORPSell−100,790−0.28
≡RAL – RALLIANT CORPBuy16,7130.11
≡BABA – ALIBABA GROUP HLDG LTDSell−2,955−0.06
≡FTV – FORTIVE CORPAdd 82.70%22,6980.06
≡VMC – VULCAN MATLS COBuy1,0020.03
≡AEM – AGNICO EAGLE MINES LTDAdd 17.26%9330.01
≡FLUT – FLUTTER ENTMT PLCReduce 21.64%−1,084−0.01
≡SPOTIFY USA INCReduce 7.60%−330.01
−2.64
≡FCX – FREEPORT-MCMORAN INCAdd 100.13%279,3282.22
≡AMZN – AMAZON COM INCReduce 89.10%−138,352−2.02
≡ETN – EATON CORP PLCSell−82,454−1.99
≡IONQ – IONQ INCReduce 50.70%−507,728−1.50
≡ADI – ANALOG DEVICES INCReduce 29.82%−83,6311.29
≡RYAAY – RYANAIR HOLDINGS PLCSell−291,053−0.92
≡CRH – CRH PLCReduce 42.79%−840,1260.80
≡ROK – ROCKWELL AUTOMATION INCAdd 156.60%9,5980.45
≡BARRICK GOLD CORPAdd 179.03%64,6680.24
≡TXN – TEXAS INSTRS INCAdd 5.96%9820.22
≡FTV – FORTIVE CORPAdd 117.64%14,8350.22
≡MAR – MARRIOTT INTL INC NEWReduce 80.43%−8,366−0.14
≡MRNA – MODERNA INCSell−35,000−0.11
≡FLUT – FLUTTER ENTMT PLCAdd 47.28%1,6080.09
≡BABA – ALIBABA GROUP HLDG LTDBuy2,9550.06
≡AEM – AGNICO EAGLE MINES LTDReduce 5.82%−3340.05
≡BILI – BILIBILI INCSell−33,645−0.04
≡SPOTIFY USA INCBuy4340.03
≡VMC – VULCAN MATLS COSell−1,155−0.02
≡SPOT – SPOTIFY TECHNOLOGY S ASell−527−0.02
≡ZH – ZHIHU INCSell−21,246−0.01