Lansdowne Partners (Uk) LLP Top Holdings and 13F Report (2025) About Lansdowne Partners (Uk) LLPInvestment ActivityLansdowne Partners (Uk) LLP has $769.94 million in total holdings as of June 30, 2025.Lansdowne Partners (Uk) LLP owns shares of 21 different stocks, but just 7 companies or ETFs make up 80% of its holdings.Approximately 22.90% of the portfolio was purchased this quarter.About 23.90% of the portfolio was sold this quarter.This quarter, Lansdowne Partners (Uk) LLP has purchased 20 new stocks and bought additional shares in 8 stocks.Lansdowne Partners (Uk) LLP sold shares of 8 stocks and completely divested from 2 stocks this quarter.Largest Holdings Taiwan Semiconductor Manufacturing $167,196,050LINDE PLC $144,804,901Delta Air Lines $76,420,260United Airlines $68,177,135Freeport-McMoRan $62,340,854 Largest New Holdings this Quarter 910047109 - United Airlines $68,177,135 Holding750940108 - RALLIANT CORP $810,413 Holding929160109 - Vulcan Materials $261,342 Holding Largest Purchases this Quarter United Airlines 856,174 shares (about $68.18M)Taiwan Semiconductor Manufacturing 240,188 shares (about $54.40M)Freeport-McMoRan 879,792 shares (about $38.14M)Amazon.com 30,763 shares (about $6.75M)Rockwell Automation 11,048 shares (about $3.67M) Largest Sales this Quarter LINDE PLC 136,638 shares (about $64.11M)CRH PLC 597,903 shares (about $54.89M)SMURFIT WESTROCK PLC 625,896 shares (about $27.01M)Delta Air Lines 471,110 shares (about $23.17M)Analog Devices 50,341 shares (about $11.98M) Sector Allocation Over TimeMap of 500 Largest Holdings ofLansdowne Partners (Uk) LLP Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorTSMTaiwan Semiconductor Manufacturing$167,196,050$54,400,180 ▲48.2%738,20521.7%Computer and TechnologyLINDE PLC$144,804,901$64,107,817 ▼-30.7%308,63418.8%SHSDALDelta Air Lines$76,420,260$23,169,189 ▼-23.3%1,553,8899.9%TransportationUALUnited Airlines$68,177,135$68,177,135 ▲New Holding856,1748.9%TransportationFCXFreeport-McMoRan$62,340,854$38,138,983 ▲157.6%1,438,0828.1%Basic MaterialsSMURFIT WESTROCK PLC$56,270,017$27,007,413 ▼-32.4%1,304,0567.3%SHSCRH PLC$48,214,646$54,887,496 ▼-53.2%525,2146.3%ORDGOLFAcushnet$39,350,836$138,285 ▼-0.4%540,3855.1%Consumer DiscretionaryADIAnalog Devices$34,867,075$11,982,165 ▼-25.6%146,4884.5%Computer and TechnologyIONQIonQ$21,555,341$337,400 ▲1.6%501,6372.8%Computer and TechnologySHCOSoho House & Co Inc.$18,870,4850.0%2,567,4132.5%Consumer DiscretionaryAMZNAmazon.com$10,463,367$6,749,094 ▲181.7%47,6931.4%Retail/WholesaleROKRockwell Automation$8,893,852$3,669,814 ▲70.2%26,7751.2%Computer and TechnologyTXNTexas Instruments$6,091,156$2,467,979 ▲68.1%29,3380.8%Computer and TechnologyFTVFortive$2,613,955$1,183,247 ▲82.7%50,1430.3%Computer and TechnologyFLUTTER ENTMT PLC$1,121,608$309,764 ▼-21.6%3,9250.1%SHSRALLIANT CORP$810,413$810,413 ▲New Holding16,7130.1%COMAEMAgnico Eagle Mines$753,659$110,962 ▲17.3%6,3370.1%Basic MaterialsMARMarriott International$556,2560.0%2,0360.1%Consumer DiscretionarySPOTIFY USA INC$307,703$25,322 ▼-7.6%4010.0%NOTE 3/1VMCVulcan Materials$261,342$261,342 ▲New Holding1,0020.0%ConstructionBARRICK GOLD CORP$0$1,959,358 ▼-100.0%00.0%COMBABAAlibaba Group$0$390,740 ▼-100.0%00.0%Retail/WholesaleShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
MarketBeat All Access