Lansdowne Partners (UK) LLP
26 holdingsFiling period: 2026-06-30Current AUM: $2.17Bestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | TSM | Taiwan Semiconductor Manufac | 1.48M | $704.8M | $648.6M | 29.91% | +140.1K | 2026-06-30 |
| 2 | ARM | Arm Holdings PLC | 1.07M | $380.3M | $253.0M | 11.66% | +137.0K | 2026-06-30 |
| 3 | DAL | Delta Air Lines Inc | 2.47M | $231.5M | $198.6M | 9.15% | -14,638 | 2026-06-30 |
| 4 | ADI | Analog Devices Inc | 574.5K | $228.2M | $246.1M | 11.34% | -89,526 | 2026-06-30 |
| 5 | UAL | United Airls Hldgs Inc | 1.55M | $210.7M | $160.2M | 7.39% | +18.3K | 2026-06-30 |
| 6 | BKR | Baker Hughes Company | 2.49M | $138.4M | $136.3M | 6.29% | +2.45M | 2026-06-30 |
| 7 | — | Linde PLC | 238.6K | $123.8M | $123.8M | 5.71% | -210,587 | 2026-06-30 |
| 8 | SLB | Slb Limited | 2.56M | $119.0M | $137.6M | 6.34% | -397,610 | 2026-06-30 |
| 9 | GOLF | Acushnet Hldgs Corp | 513.6K | $60.9M | $42.8M | 1.97% | -9,374 | 2026-06-30 |
| 10 | IONQ | Ionq Inc | 966.4K | $51.5M | $31.3M | 1.44% | +170.8K | 2026-06-30 |
| 11 | AMZN | Amazon.com Inc | 133.0K | $31.7M | $33.9M | 1.56% | +55.1K | 2026-06-30 |
| 12 | TXN | Texas Instrs Inc | 92.6K | $27.6M | $28.7M | 1.32% | +582 | 2026-06-30 |
| 13 | TECK | Teck Resources Ltd | 310.6K | $18.5M | $19.6M | 0.90% | -1,730,735 | 2026-06-30 |
| 14 | — | Smurfit Westrock PLC | 347.8K | $16.1M | $16.1M | 0.74% | -1,522,424 | 2026-06-30 |
| 15 | B | Barrick Mng Corp | 411.3K | $15.1M | $16.3M | 0.75% | +67.9K | 2026-06-30 |
| 16 | RAL | Ralliant Corp | 197.8K | $14.6M | $13.8M | 0.64% | +2.8K | 2026-06-30 |
| 17 | — | Eaton Corp PLC | 33.9K | $14.4M | $14.4M | 0.67% | -95,760 | 2026-06-30 |
| 18 | — | Nvent Elec PLC | 71.1K | $12.1M | $12.1M | 0.56% | -- | 2026-06-30 |
| 19 | A | Agilent Technologies Inc | 88.6K | $11.8M | $16.1M | 0.74% | -- | 2026-06-30 |
| 20 | — | Medtronic PLC | 88.8K | $6.9M | $6.9M | 0.32% | -- | 2026-06-30 |
| 21 | — | Sensata Technologies Hldg PL | 140.3K | $6.7M | $6.7M | 0.31% | -- | 2026-06-30 |
| 22 | ROK | Rockwell Automation Inc | 9.1K | $4.5M | $4.1M | 0.19% | -4,911 | 2026-06-30 |
| 23 | AEM | Agnico Eagle Mines Ltd | 4.6K | $720K | $850K | 0.04% | -- | 2026-06-30 |
| 24 | MAR | Marriott Intl Inc New | 1.3K | $469K | $499K | 0.02% | -147 | 2026-06-30 |
| 25 | LAMR | Lamar Advertising Co | 1.8K | $285K | $283K | 0.01% | -- | 2026-06-30 |
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