Lansdowne Partners (Uk) LLP Top Holdings and 13F Report (2026) About Lansdowne Partners (Uk) LLPInvestment ActivityLansdowne Partners (Uk) LLP has $2.43 billion in total holdings as of June 30, 2026.Lansdowne Partners (Uk) LLP owns shares of 26 different stocks, but just 7 companies or ETFs make up 80% of its holdings.Approximately 12.77% of the portfolio was purchased this quarter.About 16.15% of the portfolio was sold this quarter.This quarter, Lansdowne Partners (Uk) LLP has purchased 22 new stocks and bought additional shares in 9 stocks.Lansdowne Partners (Uk) LLP sold shares of 10 stocks and completely divested from 1 stock this quarter.Largest Holdings Taiwan Semiconductor Manufacturing $704,799,239ARM HOLDINGS PLC $380,273,844Delta Air Lines $231,458,306Analog Devices $228,188,860United Airlines $210,672,852 Largest New Holdings this Quarter G6700G107 - nVent Electric $12,063,002 Holding00846U101 - Agilent Technologies $11,764,620 HoldingG8060N102 - Sensata Technologies $6,697,445 Holding512816109 - Lamar Advertising $285,131 Holding69007J304 - OUTFRONT MEDIA INC $281,114 Holding Largest Purchases this Quarter Baker Hughes 2,453,803 shares (about $136.19M)Taiwan Semiconductor Manufacturing 140,117 shares (about $66.92M)ARM HOLDINGS PLC 136,990 shares (about $48.57M)Amazon.com 55,064 shares (about $13.12M)nVent Electric 71,122 shares (about $12.06M) Largest Sales this Quarter LINDE PLC 210,587 shares (about $109.28M)Teck Resources 1,730,735 shares (about $102.91M)SMURFIT WESTROCK PLC 1,522,424 shares (about $70.43M)Eaton 95,760 shares (about $40.81M)Analog Devices 89,526 shares (about $35.56M) 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$704,799,239$66,915,676 â–²10.5%1,475,80329.0%TechnologyARM HOLDINGS PLC$380,273,844$48,572,544 â–²14.6%1,072,49315.6%SPONSORED ADSDALDelta Air Lines$231,458,306$1,370,995 â–¼-0.6%2,471,2619.5%IndustrialsADIAnalog Devices$228,188,860$35,557,041 â–¼-13.5%574,5379.4%TechnologyUALUnited Airlines$210,672,852$2,488,073 â–²1.2%1,549,1798.7%IndustrialsBKRBaker Hughes$138,423,218$136,186,068 â–²6,087.5%2,494,1125.7%EnergyLINDE PLC$123,828,944$109,282,018 â–¼-46.9%238,6195.1%SHSSLBSLB$119,017,795$18,484,889 â–¼-13.4%2,560,0734.9%EnergyGOLFAcushnet$60,873,689$1,111,100 â–¼-1.8%513,5722.5%Consumer DiscretionaryIONQIonQ$51,472,222$9,099,365 â–²21.5%966,4332.1%TechnologyAMZNAmazon.com$31,691,832$13,123,954 â–²70.7%132,9691.3%Consumer DiscretionaryTXNTexas Instruments$27,594,725$173,477 â–²0.6%92,5781.1%TechnologyTECKTeck Resources$18,466,136$102,909,506 â–¼-84.8%310,5640.8%MaterialsSMURFIT WESTROCK PLC$16,088,997$70,427,336 â–¼-81.4%347,7950.7%SHSBARRICK MNG CORP$15,108,335$2,495,179 â–²19.8%411,3350.6%COM SHSRALLIANT CORP$14,567,622$204,397 â–²1.4%197,8490.6%COMETNEaton$14,430,554$40,805,252 â–¼-73.9%33,8650.6%IndustrialsNVTnVent Electric$12,063,002$12,063,002 â–²New Holding71,1220.5%IndustrialsAAgilent Technologies$11,764,620$11,764,620 â–²New Holding88,5690.5%HealthcareMDTMedtronic$6,949,8750.0%88,8390.3%HealthcareSTSensata Technologies$6,697,445$6,697,445 â–²New Holding140,2900.3%IndustrialsROKRockwell Automation$4,528,001$2,431,338 â–¼-34.9%9,1460.2%IndustrialsAEMAgnico Eagle Mines$720,8890.0%4,6470.0%MaterialsMARMarriott International$469,908$54,477 â–¼-10.4%1,2680.0%Consumer DiscretionaryLAMRLamar Advertising$285,131$285,131 â–²New Holding1,8280.0%Real EstateOUTFRONT MEDIA INC$281,114$281,114 â–²New Holding8,5810.0%COM NEWALCAlcon$0$10,119,340 â–¼-100.0%00.0%HealthcareShowing largest 100 holdings. 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