Lansdowne Partners (Uk) LLP Top Holdings and 13F Report (2025) About Lansdowne Partners (Uk) LLPInvestment ActivityLansdowne Partners (Uk) LLP has $706.09 million in total holdings as of December 31, 2024.Lansdowne Partners (Uk) LLP owns shares of 20 different stocks, but just 6 companies or ETFs make up 80% of its holdings.Approximately 4.01% of the portfolio was purchased this quarter.About 75.04% of the portfolio was sold this quarter.This quarter, Lansdowne Partners (Uk) LLP has purchased 24 new stocks and bought additional shares in 7 stocks.Lansdowne Partners (Uk) LLP sold shares of 11 stocks and completely divested from 6 stocks this quarter.Largest Holdings LINDE PLC $207,336,454CRH PLC $98,800,602Delta Air Lines $88,289,956SMURFIT WESTROCK PLC $86,963,638Taiwan Semiconductor Manufacturing $82,670,822 Largest New Holdings this Quarter 01609W102 - Alibaba Group $390,740 Holding84921RAB6 - SPOTIFY USA INC $238,713 Holding Largest Purchases this Quarter LINDE PLC 25,486 shares (about $11.87M)Freeport-McMoRan 279,328 shares (about $10.58M)Rockwell Automation 9,598 shares (about $2.48M)BARRICK GOLD CORP 64,668 shares (about $1.26M)Fortive 13,076 shares (about $956.90K) Largest Sales this Quarter Taiwan Semiconductor Manufacturing 1,164,060 shares (about $193.23M)SMURFIT WESTROCK PLC 2,224,279 shares (about $100.23M)CRH PLC 840,126 shares (about $73.91M)Delta Air Lines 1,420,448 shares (about $61.93M)Amazon.com 138,352 shares (about $26.32M) 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 PortfolioSectorLINDE PLC$207,336,454$11,867,301 ▲6.1%445,27229.4%SHSCRH PLC$98,800,602$73,905,884 ▼-42.8%1,123,11714.0%ORDDALDelta Air Lines$88,289,956$61,931,533 ▼-41.2%2,024,99912.5%TransportationSMURFIT WESTROCK PLC$86,963,638$100,226,013 ▼-53.5%1,929,95212.3%SHSTSMTaiwan Semiconductor Manufacturing$82,670,822$193,233,960 ▼-70.0%498,01711.7%Computer and TechnologyADIAnalog Devices$39,694,504$16,865,864 ▼-29.8%196,8295.6%Computer and TechnologyGOLFAcushnet$37,233,220$1,435,818 ▼-3.7%542,2845.3%Consumer DiscretionaryFCXFreeport-McMoRan$21,136,862$10,575,359 ▲100.1%558,2903.0%Basic MaterialsSHCOSoho House & Co Inc.$15,866,613$39,410 ▼-0.2%2,567,4132.2%Computer and TechnologyIONQIonQ$10,897,836$11,205,558 ▼-50.7%493,7851.5%Computer and TechnologyROKRockwell Automation$4,063,542$2,479,931 ▲156.6%15,7270.6%Computer and TechnologyAMZNAmazon.com$3,221,102$26,322,853 ▼-89.1%16,9300.5%Retail/WholesaleTXNTexas Instruments$3,135,945$176,465 ▲6.0%17,4510.4%Computer and TechnologyFTVFortive$2,008,425$956,902 ▲91.0%27,4450.3%Computer and TechnologyBARRICK GOLD CORP$1,959,358$1,257,146 ▲179.0%100,7900.3%COMFLUTTER ENTMT PLC$1,109,744$356,252 ▲47.3%5,0090.2%SHSAEMAgnico Eagle Mines$585,848$36,209 ▼-5.8%5,4040.1%Basic MaterialsMARMarriott International$484,975$1,992,780 ▼-80.4%2,0360.1%Consumer DiscretionaryBABAAlibaba Group$390,740$390,740 ▲New Holding2,9550.1%Retail/WholesaleSPOTIFY USA INC$238,713$238,713 ▲New Holding4340.0%NOTE 3/1ETNEaton$0$27,364,010 ▼-100.0%00.0%IndustrialsRYAAYRyanair$0$12,687,001 ▼-100.0%00.0%TransportationMRNAModerna$0$1,455,300 ▼-100.0%00.0%MedicalBILIBilibili$0$609,311 ▼-100.0%00.0%Consumer DiscretionaryVMCVulcan Materials$0$297,101 ▼-100.0%00.0%ConstructionSPOTSpotify Technology$0$235,769 ▼-100.0%00.0%Business ServicesShowing 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. 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