LANSDOWNE PARTNERS (UK) LLP
26 holdingsFiling period: 2026-06-30Current AUM: $2.19Bestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | 1.48M | $704.8M | $642.5M | 29.32% | +140.1K | 2026-06-30 |
| 2 | ARM | ARM HOLDINGS PLC | 1.07M | $380.3M | $283.4M | 12.93% | +137.0K | 2026-06-30 |
| 3 | DAL | DELTA AIR LINES INC | 2.47M | $231.5M | $194.6M | 8.88% | -14,638 | 2026-06-30 |
| 4 | ADI | ANALOG DEVICES INC | 574.5K | $228.2M | $209.7M | 9.57% | -89,526 | 2026-06-30 |
| 5 | UAL | UNITED AIRLS HLDGS INC | 1.55M | $210.7M | $165.9M | 7.57% | +18.3K | 2026-06-30 |
| 6 | BKR | BAKER HUGHES COMPANY | 2.49M | $138.4M | $158.7M | 7.24% | +2.45M | 2026-06-30 |
| 7 | — | LINDE PLC | 238.6K | $123.8M | $123.8M | 5.65% | -210,587 | 2026-06-30 |
| 8 | SLB | SLB LIMITED | 2.56M | $119.0M | $146.0M | 6.66% | -397,610 | 2026-06-30 |
| 9 | GOLF | ACUSHNET HLDGS CORP | 513.6K | $60.9M | $43.9M | 2.00% | -9,374 | 2026-06-30 |
| 10 | IONQ | IONQ INC | 966.4K | $51.5M | $36.9M | 1.68% | +170.8K | 2026-06-30 |
| 11 | AMZN | AMAZON COM INC | 133.0K | $31.7M | $33.6M | 1.53% | +55.1K | 2026-06-30 |
| 12 | TXN | TEXAS INSTRS INC | 92.6K | $27.6M | $24.2M | 1.10% | +582 | 2026-06-30 |
| 13 | TECK | TECK RESOURCES LTD | 310.6K | $18.5M | $21.8M | 1.00% | -1,730,735 | 2026-06-30 |
| 14 | — | SMURFIT WESTROCK PLC | 347.8K | $16.1M | $16.1M | 0.73% | -1,522,424 | 2026-06-30 |
| 15 | B | BARRICK MNG CORP | 411.3K | $15.1M | $18.3M | 0.84% | +67.9K | 2026-06-30 |
| 16 | RAL | RALLIANT CORP | 197.8K | $14.6M | $13.3M | 0.60% | +2.8K | 2026-06-30 |
| 17 | — | EATON CORP PLC | 33.9K | $14.4M | $14.4M | 0.66% | -95,760 | 2026-06-30 |
| 18 | — | NVENT ELEC PLC | 71.1K | $12.1M | $12.1M | 0.55% | -- | 2026-06-30 |
| 19 | A | AGILENT TECHNOLOGIES INC | 88.6K | $11.8M | $12.8M | 0.58% | -- | 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 | $3.9M | 0.18% | -4,911 | 2026-06-30 |
| 23 | AEM | AGNICO EAGLE MINES LTD | 4.6K | $720K | $940K | 0.04% | -- | 2026-06-30 |
| 24 | MAR | MARRIOTT INTL INC NEW | 1.3K | $469K | $420K | 0.02% | -147 | 2026-06-30 |
| 25 | LAMR | LAMAR ADVERTISING CO | 1.8K | $285K | $272K | 0.01% | -- | 2026-06-30 |
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