Lansdowne Partners (Uk) LLP Top Holdings and 13F Report (2026) About Lansdowne Partners (Uk) LLPInvestment ActivityLansdowne Partners (Uk) LLP has $1.87 billion in total holdings as of March 31, 2026.Lansdowne Partners (Uk) LLP owns shares of 22 different stocks, but just 8 companies or ETFs make up 80% of its holdings.Approximately 26.21% of the portfolio was purchased this quarter.About 3.82% of the portfolio was sold this quarter.This quarter, Lansdowne Partners (Uk) LLP has purchased 24 new stocks and bought additional shares in 18 stocks.Lansdowne Partners (Uk) LLP sold shares of 2 stocks and completely divested from 4 stocks this quarter.Largest Holdings Taiwan Semiconductor Manufacturing $451,395,084LINDE PLC $222,698,366Analog Devices $211,265,004Delta Air Lines $165,262,566SLB $151,995,329 Largest New Holdings this Quarter 806857108 - SLB $151,995,329 Holding05722G100 - Baker Hughes $2,460,864 Holding Largest Purchases this Quarter SLB 2,957,683 shares (about $152.00M)LINDE PLC 221,749 shares (about $109.93M)ARM HOLDINGS PLC 463,427 shares (about $70.11M)SMURFIT WESTROCK PLC 1,612,995 shares (about $64.28M)United Airlines 300,912 shares (about $27.70M) Largest Sales this Quarter Rockwell Automation 17,020 shares (about $6.11M)Acushnet 6,772 shares (about $633.05K) 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$451,395,084$3,515,356 â–²0.8%1,335,68624.2%Computer and TechnologyLINDE PLC$222,698,366$109,934,284 â–²97.5%449,20611.9%SHSADIAnalog Devices$211,265,004$9,324,365 â–²4.6%664,06311.3%Computer and TechnologyDALDelta Air Lines$165,262,566$4,752,722 â–²3.0%2,485,8998.9%TransportationSLBSLB$151,995,329$151,995,329 â–²New Holding2,957,6838.1%EnergyARM HOLDINGS PLC$141,522,893$70,107,236 â–²98.2%935,5037.6%SPONSORED ADSUALUnited Airlines$140,948,399$27,704,968 â–²24.5%1,530,8837.6%TransportationTECKTeck Resources$105,637,225$12,194,008 â–²13.0%2,041,2995.7%Basic MaterialsSMURFIT WESTROCK PLC$74,528,227$64,277,851 â–²627.1%1,870,2194.0%SHSGOLFAcushnet$48,884,992$633,047 â–¼-1.3%522,9462.6%Consumer DiscretionaryETNEaton$46,362,974$7,035,369 â–²17.9%129,6252.5%IndustrialsIONQIonQ$22,936,716$4,404,993 â–²23.8%795,5851.2%Computer and TechnologyTXNTexas Instruments$17,860,104$2,718,154 â–²18.0%91,9961.0%Computer and TechnologyAMZNAmazon.com$16,225,274$6,338,489 â–²64.1%77,9050.9%Retail/WholesaleBARRICK MNG CORP$14,007,368$3,164,407 â–²29.2%343,4020.8%COM SHSALCAlcon$10,119,340$179,744 â–²1.8%136,5240.5%MedicalRALLIANT CORP$8,113,086$3,950,551 â–²94.9%195,0730.4%COMMDTMedtronic$7,697,899$4,977,262 â–²182.9%88,8390.4%MedicalROKRockwell Automation$5,044,776$6,108,137 â–¼-54.8%14,0570.3%Computer and TechnologyBKRBaker Hughes$2,460,864$2,460,864 â–²New Holding40,3090.1%EnergyAEMAgnico Eagle Mines$943,248$19,080 â–²2.1%4,6470.1%Basic MaterialsMARMarriott International$462,804$38,267 â–²9.0%1,4150.0%Consumer DiscretionaryCRH PLC$0$38,436,779 â–¼-100.0%00.0%ORDSHCOSoho House & Co Inc.$0$23,004,021 â–¼-100.0%00.0%Consumer DiscretionaryFTVFortive$0$2,670,783 â–¼-100.0%00.0%Computer and TechnologyFLUTTER ENTMT PLC$0$353,741 â–¼-100.0%00.0%SHSShowing 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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