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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
≡LIN – LINDE PLCReduce 46.88%−210,587−6.84
≡TECK – TECK RESOURCES LTDReduce 84.79%−1,730,735−4.90
≡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
≡ALC – ALCON AGSell−136,524−0.54
≡ROK – ROCKWELL AUTOMATION INCReduce 34.94%−4,911−0.08
≡MAR – MARRIOTT INTL INC NEWReduce 10.39%−147−0.01
Q1 2026filed May 14, 262 new13 added1 reduced4 exited
≡CRH – CRH PLCSell−307,987−2.82
≡SOHO HOUSE & CO INCSell−2,567,413−1.69
≡ROK – ROCKWELL AUTOMATION INCReduce 54.77%−17,020−0.62
≡FTV – FORTIVE CORPSell−48,375−0.20
Q4 2025filed Feb 13, 263 new8 added7 reduced1 exited
≡LIN – LINDE PLCReduce 37.60%−137,085−7.27
≡SW – SMURFIT WESTROCK PLCReduce 80.00%−1,028,887−3.82
≡CRH – CRH PLCReduce 52.48%−340,142−3.64
≡TSM – TAIWAN SEMICONDUCTOR MFG LTDReduce 6.63%−94,031
Q3 2025filed Nov 14, 254 new10 added3 reduced3 exited
≡FCX – FREEPORT-MCMORAN INCSell−1,438,082−8.10
≡FLUT – FLUTTER ENTMT PLCReduce 34.96%−1,372−0.09
≡MAR – MARRIOTT INTL INC NEWReduce 36.25%−738−0.04
≡SPOTIFY USA INCSell−401−0.04
Q2 2025filed Aug 14, 253 new7 added7 reduced2 exited
≡LIN – LINDE PLCReduce 30.69%−136,638−10.56
≡CRH – CRH PLCReduce 53.24%−597,903−7.73
≡SW – SMURFIT WESTROCK PLCReduce 32.43%−625,896−5.01
≡DAL – DELTA AIR LINES INC DELReduce 23.26%−471,110
Q1 2025filed May 14, 252 new7 added9 reduced7 exited
≡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%−1,420,448−2.64
≡AMZN – AMAZON COM INCReduce 89.10%−138,352
≡FLUT – FLUTTER ENTMT PLCSell−1,645−0.03
−3.39
≡AMZN – AMAZON COM INCReduce 71.58%−119,557−2.24
≡PRTCY – PURETECH HEALTH PLCSell−14,106,660−1.56
≡IONQ – IONQ INCReduce 66.82%−1,294,238−1.09
≡FLUT – FLUTTER ENTMT PLCReduce 35.57%−908−0.03
≡AEM – AGNICO EAGLE MINES LTDReduce 28.15%−1,784−0.03
≡VMC – VULCAN MATLS COSell−1,002−0.03
−2.58
≡ADI – ANALOG DEVICES INCReduce 25.58%−50,341−1.09
≡BARRICK GOLD CORPSell−100,790−0.28
≡BABA – ALIBABA GROUP HLDG LTDSell−2,955−0.06
≡FLUT – FLUTTER ENTMT PLCReduce 21.64%−1,084−0.01
≡SPOTIFY USA INCReduce 7.60%−330.01
−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
≡MAR – MARRIOTT INTL INC NEWReduce 80.43%−8,366−0.14
≡MRNA – MODERNA INCSell−35,000−0.11
≡AEM – AGNICO EAGLE MINES LTDReduce 5.82%−3340.05
≡BILI – BILIBILI INCSell−33,645−0.04
≡VMC – VULCAN MATLS COSell−1,155−0.02
≡SPOT – SPOTIFY TECHNOLOGY S ASell−527−0.02
≡ZH – ZHIHU INCSell−21,246−0.01