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LANSDOWNE PARTNERS (UK) LLP

Q1 2026 13F Holdings

  • Location
    london, X0
  • Num holdings

    22

  • Value ($000)

    $1,866,373

  • Date Filed
    05/14/2026
  • Form type
    13F-HR
  • CIK
    0001608485
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2026 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
T
TSM

TAIWAN SEMICONDUCTOR MANUFAC

SPONSORED ADS
874039100
$451.4M
24 %

1,335,686

L
LIN

LINDE PLC

SHS
G54950103
$222.7M
12 %

449,206

A
ADI

ANALOG DEVICES INC

COM
032654105
$211.27M
11 %

664,063

D
DAL

DELTA AIR LINES INC

COM NEW
247361702
$165.26M
9 %

2,485,899

S
SLB

SLB LIMITED

COM STK
806857108
$152M
8 %

2,957,683

A
ARM

ARM HOLDINGS PLC

SPONSORED ADS
042068205
$141.52M
8 %

935,503

U
UAL

UNITED AIRLS HLDGS INC

COM
910047109
$140.95M
8 %

1,530,883

T
TECK/B

TECK RESOURCES LTD

CL B
878742204
$105.64M
6 %

2,041,299

---

SMURFIT WESTROCK PLC

SHS
G8267P108
$74.53M
4 %

1,870,219

G
GOLF

ACUSHNET HLDGS CORP

COM
005098108
$48.88M
3 %

522,946

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