LANSDOWNE PARTNERS (UK) LLP
Q2 2025 13F Holdings
- Locationlondon, X0
- Num holdings
21
- Value ($000)
$769,941
- Date Filed08/13/2025
- Form type13F-HR
- CIK0001608485
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q2 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
TSM TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADS | 874039100 | $167.20M | 22 % | 738,205 | ||
LIN LINDE PLC | SHS | G54950103 | $144.80M | 19 % | 308,634 | ||
DAL DELTA AIR LINES INC DEL | COM NEW | 247361702 | $76.42M | 10 % | 1,553,889 | ||
UAL UNITED AIRLS HLDGS INC | COM | 910047109 | $68.18M | 9 % | 856,174 | ||
FCX FREEPORT-MCMORAN INC | CL B | 35671D857 | $62.34M | 8 % | 1,438,082 | ||
SMURFIT WESTROCK PLC | SHS | G8267P108 | $56.27M | 7 % | 1,304,056 | ||
CRH PLC | ORD | G25508105 | $48.21M | 6 % | 525,214 | ||
GOLF ACUSHNET HLDGS CORP | COM | 005098108 | $39.35M | 5 % | 540,385 | ||
ADI ANALOG DEVICES INC | COM | 032654105 | $34.87M | 5 % | 146,488 | ||
IONQ IONQ INC | COM | 46222L108 | $21.56M | 3 % | 501,637 |
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