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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
≡BKR – BAKER HUGHES COMPANYAdd 6087.48%2,453,8035.56
≡TSM – TAIWAN SEMICONDUCTOR MANUFACAdd 10.49%140,1174.81
≡IONQ – IONQ INCAdd 21.47%170,8480.89
≡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
≡LAMR – LAMAR ADVERTISING COBuy1,8280.01
≡OUT – OUTFRONT MEDIA INCBuy8,5810.01
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
≡TECK – TECK RESOURCES LTDAdd 150.07%1,083,6123.71
≡ARM – ARM HOLDINGS PLCAdd 687.12%412,1013.08
≡ETN – EATON CORP PLCBuy109,955
Q3 2025filed Nov 14, 254 new10 added3 reduced3 exited
≡TSM – TAIWAN SEMICONDUCTOR MFG LTDAdd 92.27%681,11011.21
≡LIN – LINDE PLCAdd 18.11%55,908−4.43
≡TECK – TECK RESOURCES LTDBuy722,0542.63
≡AMZN – AMAZON COM INCAdd 250.21%119,335
Q2 2025filed Aug 14, 253 new7 added7 reduced2 exited
≡TSM – TAIWAN SEMICONDUCTOR MFG LTDAdd 48.23%240,18810.01
≡UAL – UNITED AIRLS HLDGS INCBuy856,1748.85
≡FCX – FREEPORT-MCMORAN INCAdd 157.59%879,7925.10
≡AMZN – AMAZON COM INCAdd 181.71%
Q1 2025filed May 14, 252 new7 added9 reduced7 exited
≡LIN – LINDE PLCAdd 6.07%25,48616.60
≡FCX – FREEPORT-MCMORAN INCAdd 100.13%279,3282.22
≡ROK – ROCKWELL AUTOMATION INCAdd 156.60%9,5980.45
≡BARRICK GOLD CORPAdd 179.03%64,6680.24
3.26
≡UAL – UNITED AIRLS HLDGS INCAdd 24.46%300,912−2.53
≡IONQ – IONQ INCAdd 23.77%152,792−0.89
≡TECK – TECK RESOURCES LTDAdd 13.05%235,633−0.68
≡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
≡MAR – MARRIOTT INTL INC NEWAdd 9.01%117−0.00
2.57
≡DAL – DELTA AIR LINES INC DELAdd 5.70%130,1511.52
≡UAL – UNITED AIRLS HLDGS INCAdd 11.79%129,7601.27
≡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
1.69
≡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
≡RAL – RALLIANT CORPAdd 5.27%881−0.04
≡UAL – UNITED AIRLS HLDGS INCAdd 28.50%244,037−0.04
30,763
0.90
≡ROK – ROCKWELL AUTOMATION INCAdd 70.25%11,0480.58
≡TXN – TEXAS INSTRS INCAdd 68.12%11,8870.35
≡RAL – RALLIANT CORPBuy16,7130.11
≡FTV – FORTIVE CORPAdd 82.70%22,6980.06
≡VMC – VULCAN MATLS COBuy1,0020.03
≡AEM – AGNICO EAGLE MINES LTDAdd 17.26%9330.01
≡TXN – TEXAS INSTRS INCAdd 5.96%9820.22
≡FTV – FORTIVE CORPAdd 117.64%14,8350.22
≡FLUT – FLUTTER ENTMT PLCAdd 47.28%1,6080.09
≡BABA – ALIBABA GROUP HLDG LTDBuy2,9550.06
≡SPOTIFY USA INCBuy4340.03