Lansdowne Partners – 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
Style:
European Long/Short
HistStockActivityShare change% change to portfolio
Q1 2026filed May 14, 266 new37 added17 reduced4 exited
RALRALLIANT CORPReduce 98.00%−96,0623.63
ADIANALOG DEVICES INCReduce 62.00%−121,3022.68
ADIANALOG DEVICES INCReduce 56.00%−110,7862.50
ADIANALOG DEVICES INCReduce 55.00%−108,6652.47
TSMTAIWAN SEMICONDUCTOR MANUFACReduce 14.00%−21,8171.14
ADIANALOG DEVICES INCReduce 6.00%−11,3340.88
ROKROCKWELL AUTOMATION INCReduce 95.00%−27,1300.79
ETNEATON CORP PLCReduce 78.00%−31,8380.79
ETNEATON CORP PLCReduce 76.00%−30,7100.77
ROKROCKWELL AUTOMATION INCReduce 56.00%−16,0550.58
CRHCRH PLCSell−63,8000.58
ETNEATON CORP PLCReduce 45.00%−18,4940.54
IONQIONQ INCReduce 71.00%−129,9140.52
IONQIONQ INCReduce 47.00%−85,6940.46
ETNEATON CORP PLCReduce 34.00%−13,6490.45
IONQIONQ INCReduce 40.00%−73,2220.44
SOHO HOUSE & CO INCSell−423,5690.28
GOLFACUSHNET HLDGS CORPReduce 15.00%−12,6700.15
AMZNAMAZON COM INCReduce 13.00%−5970.03
FLUTFLUTTER ENTMT PLCSell−1,6450.03
FTVFORTIVE CORPSell−2,0210.01
Q4 2025filed Feb 13, 267 new28 added27 reduced1 exited
TSMTAIWAN SEMICONDUCTOR MFG LTDReduce 79.00%−500,21011.72
TSMTAIWAN SEMICONDUCTOR MFG LTDReduce 75.00%−476,44511.19
TSMTAIWAN SEMICONDUCTOR MFG LTDReduce 69.00%−437,43910.32
LINLINDE PLCReduce 38.00%−137,0857.27
TSMTAIWAN SEMICONDUCTOR MFG LTDReduce 35.00%−223,7915.56
TSMTAIWAN SEMICONDUCTOR MFG LTDReduce 31.00%−193,4364.89
AMZNAMAZON COM INCReduce 95.00%−84,3591.54
SWSMURFIT WESTROCK PLCReduce 56.00%−327,5851.34
IONQIONQ INCReduce 97.00%−1,549,7631.32
IONQIONQ INCReduce 95.00%−1,526,9831.25
IONQIONQ INCReduce 94.00%−1,512,1301.20
IONQIONQ INCReduce 89.00%−1,419,8490.89
AMZNAMAZON COM INCReduce 52.00%−45,8600.89
ROKROCKWELL AUTOMATION INCReduce 92.00%−27,0840.79
IONQIONQ INCReduce 85.00%−1,363,7820.71
CRHCRH PLCReduce 64.00%−55,9090.58
CRHCRH PLCReduce 58.00%−50,2540.53
TXNTEXAS INSTRS INCReduce 86.00%−31,0620.49
ARMARM HOLDINGS PLCReduce 15.00%−9,2930.30
CRHCRH PLCReduce 27.00%−23,2050.28
PTCHFPURETECH HEALTH PLCSell−1,829,0690.20
FTVFORTIVE CORPReduce 96.00%−46,3540.19
CRHCRH PLCReduce 9.00%−7,4610.14
UALUNITED AIRLS HLDGS INCReduce 10.00%−16,0800.10
SOHO HOUSE & CO INCReduce 18.00%−75,1040.08
UALUNITED AIRLS HLDGS INCReduce 8.00%−12,3760.07
RALRALLIANT CORPReduce 88.00%−15,4390.06
FLUTFLUTTER ENTMT PLCReduce 36.00%−9080.03
Q3 2025filed Nov 14, 2510 new19 added21 reduced3 exited
TSMTAIWAN SEMICONDUCTOR MFG LTDReduce 51.00%−151,9545.40
TSMTAIWAN SEMICONDUCTOR MFG LTDReduce 41.00%−122,5324.71
DALDELTA AIR LINES INC DELReduce 65.00%−415,5503.02
SWSMURFIT WESTROCK PLCReduce 78.00%−456,5522.83
DALDELTA AIR LINES INC DELReduce 59.00%−372,2402.82
SWSMURFIT WESTROCK PLCReduce 73.00%−430,3702.74
UALUNITED AIRLS HLDGS INCReduce 61.00%−197,6992.34
UALUNITED AIRLS HLDGS INCReduce 53.00%−172,3922.14
ADIANALOG DEVICES INCReduce 80.00%−55,9681.88
SWSMURFIT WESTROCK PLCReduce 30.00%−178,9831.85
ADIANALOG DEVICES INCReduce 76.00%−53,1751.82
ADIANALOG DEVICES INCReduce 38.00%−26,3531.27
AMZNAMAZON COM INCReduce 69.00%−32,9551.09
GOLFACUSHNET HLDGS CORPReduce 57.00%−93,4421.09
FCXFREEPORT-MCMORAN INCSell−190,6041.07
AMZNAMAZON COM INCReduce 63.00%−30,0441.04
GOLFACUSHNET HLDGS CORPReduce 49.00%−79,6351.00
SOHO HOUSE & CO INCReduce 18.00%−75,1040.15
IONQIONQ INCReduce 18.00%−14,1610.11
FLUTFLUTTER ENTMT PLCReduce 35.00%−1,3720.09
MARMARRIOTT INTL INC NEWReduce 36.00%−7380.04
SPOTIFY USA INCSell−4010.04
AEMAGNICO EAGLE MINES LTDReduce 28.00%−1,7840.03
VMCVULCAN MATLS COSell−1,0020.03
Q2 2025filed Aug 14, 256 new20 added20 reduced2 exited
LINLINDE PLCReduce 31.00%−136,63810.56
CRHCRH PLCReduce 84.00%−330,7004.15
CRHCRH PLCReduce 82.00%−320,5524.03
CRHCRH PLCReduce 54.00%−211,9502.74
CRHCRH PLCReduce 45.00%−177,6682.33
ADIANALOG DEVICES INCReduce 79.00%−58,0681.62
ADIANALOG DEVICES INCReduce 76.00%−55,6581.55
SWSMURFIT WESTROCK PLCReduce 48.00%−128,2070.93
GOLFACUSHNET HLDGS CORPReduce 54.00%−87,9190.87
SWSMURFIT WESTROCK PLCReduce 39.00%−104,7600.80
GOLFACUSHNET HLDGS CORPReduce 47.00%−75,5720.76
ADIANALOG DEVICES INCReduce 40.00%−29,0430.73
DALDELTA AIR LINES INC DELReduce 40.00%−121,2530.71
DALDELTA AIR LINES INC DELReduce 31.00%−91,9900.52
SOHO HOUSE & CO INCReduce 55.00%−421,7550.34
ABXBARRICK GOLD CORPSell−100,7900.28
SOHO HOUSE & CO INCReduce 45.00%−346,6510.27
IONQIONQ INCReduce 59.00%−93,5780.13
BABAALIBABA GROUP HLDG LTDSell−2,9550.06
IONQIONQ INCReduce 50.00%−79,4170.05
FLUTFLUTTER ENTMT PLCReduce 22.00%−1,0840.01
SPOTIFY USA INCReduce 8.00%−330.01
Q1 2025filed May 14, 252 new17 added27 reduced7 exited
ZHZHIHU INCSell−21,2465.18
TSMTAIWAN SEMICONDUCTOR MFG LTDReduce 72.00%−162,9751.59
TSMTAIWAN SEMICONDUCTOR MFG LTDReduce 18.00%−40,2401.29
TSMTAIWAN SEMICONDUCTOR MFG LTDReduce 66.00%−149,3591.27
TSMTAIWAN SEMICONDUCTOR MFG LTDReduce 24.00%−54,1690.97
RYAAYRYANAIR HOLDINGS PLCSell−291,0530.87
ADIANALOG DEVICES INCReduce 77.00%−80,7710.85
ETNEATON CORP PLCSell−31,7890.73
ADIANALOG DEVICES INCReduce 72.00%−75,5850.70
GOLFACUSHNET HLDGS CORPReduce 10.00%−18,3510.69
SWSMURFIT WESTROCK PLCReduce 59.00%−315,4260.58
ADIANALOG DEVICES INCReduce 30.00%−31,6790.55
CRHCRH PLCReduce 33.00%−86,0260.50
ADIANALOG DEVICES INCReduce 33.00%−34,0520.49
DALDELTA AIR LINES INC DELReduce 48.00%−232,6100.47
SWSMURFIT WESTROCK PLCReduce 50.00%−267,8950.28
IONQIONQ INCReduce 59.00%−94,3170.26
SOHO HOUSE & CO INCReduce 6.00%−52,6280.25
IONQIONQ INCReduce 50.00%−80,1560.21
GOLFACUSHNET HLDGS CORPReduce 59.00%−106,2700.17
DALDELTA AIR LINES INC DELReduce 37.00%−179,0220.14
AMZNAMAZON COM INCReduce 20.00%−4,2920.14
MARMARRIOTT INTL INC NEWReduce 80.00%−8,3660.13
CRHCRH PLCReduce 45.00%−116,5730.12
SOHO HOUSE & CO INCReduce 58.00%−474,3830.12
MRNAMODERNA INCSell−35,0000.10
AEMAGNICO EAGLE MINES LTDReduce 6.00%−3340.05
SOHO HOUSE & CO INCReduce 49.00%−399,2790.05
FCXFREEPORT-MCMORAN INCReduce 44.00%−60,4460.05
BILIBILIBILI INCSell−33,6450.04
FCXFREEPORT-MCMORAN INCReduce 54.00%−74,2870.02
VMCVULCAN MATLS COSell−1,1550.02
SPOTSPOTIFY TECHNOLOGY S ASell−5270.02
GOLFACUSHNET HLDGS CORPReduce 50.00%−90,2290.01