Investor
LANSDOWNE PARTNERS (UK) LLP
CIK 0001608485 · filed 2026-05-14 · SEC filing
13F book
$1.87B
Positions
22
2 new · 4 sold
Largest name
24.2%
Taiwan Semiconductor Mfg Ltd
Est. mark
$85.2M
Price effect on 20 names still held. Flow $417.5M.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Taiwan Semiconductor Mfg Ltd | — | 1.34M | $451.4M | 24.2% | $45.1M | Added$48.7M |
| Linde Plc | LIN | 449.2K | $222.7M | 11.9% | $15.8M | Added$125.7M |
| Analog Devices Inc | ADI | 664.1K | $211.3M | 11.3% | $29.8M | Added$39.1M |
| Delta Air Lines Inc Del | DAL | 2.49M | $165.3M | 8.9% | −$7.05M | Added−$2.3M |
| Slb Limited/Nv | SLB | 2.96M | $152M | 8.1% | — | New |
| Arm Holdings Plc | — | 935.5K | $141.5M | 7.6% | $19.8M | Added$89.9M |
| United Airls Hldgs Inc | — | 1.53M | $140.9M | 7.6% | −$24.3M | Added$3.41M |
| Teck Resources Ltd | — | 2.04M | $105.6M | 5.7% | $6.97M | Added$19.2M |
| Smurfit Westrock Plc | SW | 1.87M | $74.5M | 4.0% | $303.5K | Added$64.6M |
| Acushnet Hldgs Corp | — | 522.9K | $48.9M | 2.6% | $7.14M | Cut$6.6M |
| Eaton Corp Plc | ETN | 129.6K | $46.4M | 2.5% | $4.31M | Added$11.3M |
| Ionq Inc | — | 795.6K | $22.9M | 1.2% | −$10.3M | Added−$5.91M |
| Texas Instrs Inc | — | 92K | $17.9M | 1.0% | $1.61M | Added$4.33M |
| Amazon Com Inc | AMZN | 77.9K | $16.2M | 0.9% | −$1.07M | Added$5.27M |
| Barrick Mng Corp | — | 343.4K | $14M | 0.8% | −$733.7K | Added$2.43M |
| Alcon Inc | ALC | 136.5K | $10.1M | 0.5% | −$766.7K | Added−$586.9K |
| Ralliant Corp | RAL | 195.1K | $8.11M | 0.4% | −$932.8K | Added$3.02M |
| Medtronic Plc | MDT | 88.8K | $7.7M | 0.4% | −$295.5K | Added$4.68M |
| Rockwell Automation, Inc | ROK | 14.1K | $5.04M | 0.3% | −$424.4K | Cut−$7.05M |
| Baker Hughes Company | — | 40.3K | $2.46M | 0.1% | — | New |
| Agnico Eagle Mines Ltd | AEM | 4.65K | $943.2K | 0.1% | $152.3K | Added$171.4K |
| Marriott Intl Inc New | — | 1.42K | $462.8K | 0.0% | $21.8K | Added$60.1K |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.