LANSDOWNE PARTNERS (UK) LLP
22 holdingsFiling period: 2026-03-31Current AUM: $2.21Bestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | 1.34M | $451.4M | $539.9M | 24.47% | +10.4K | 2026-03-31 |
| 2 | — | LINDE PLC | 449.2K | $222.7M | $222.7M | 10.09% | +221.7K | 2026-03-31 |
| 3 | ADI | ANALOG DEVICES INC | 664.1K | $211.3M | $244.0M | 11.06% | +29.3K | 2026-03-31 |
| 4 | DAL | DELTA AIR LINES INC | 2.49M | $165.3M | $217.4M | 9.85% | +71.5K | 2026-03-31 |
| 5 | SLB | SLB LIMITED | 2.96M | $152.0M | $146.7M | 6.65% | -- | 2026-03-31 |
| 6 | ARM | ARM HOLDINGS PLC | 935.5K | $141.5M | $224.2M | 10.16% | +463.4K | 2026-03-31 |
| 7 | UAL | UNITED AIRLS HLDGS INC | 1.53M | $140.9M | $185.7M | 8.42% | +300.9K | 2026-03-31 |
| 8 | TECK | TECK RESOURCES LTD | 2.04M | $105.6M | $123.0M | 5.57% | +235.6K | 2026-03-31 |
| 9 | — | SMURFIT WESTROCK PLC | 1.87M | $74.5M | $74.5M | 3.38% | +1.61M | 2026-03-31 |
| 10 | GOLF | ACUSHNET HLDGS CORP | 522.9K | $48.9M | $53.0M | 2.40% | -6,772 | 2026-03-31 |
| 11 | — | EATON CORP PLC | 129.6K | $46.4M | $46.4M | 2.10% | +19.7K | 2026-03-31 |
| 12 | IONQ | IONQ INC | 795.6K | $22.9M | $29.0M | 1.31% | +152.8K | 2026-03-31 |
| 13 | TXN | TEXAS INSTRS INC | 92.0K | $17.9M | $25.4M | 1.15% | +14.0K | 2026-03-31 |
| 14 | AMZN | AMAZON COM INC | 77.9K | $16.2M | $21.2M | 0.96% | +30.4K | 2026-03-31 |
| 15 | B | BARRICK MNG CORP | 343.4K | $14.0M | $12.6M | 0.57% | +77.6K | 2026-03-31 |
| 16 | — | ALCON AG | 136.5K | $10.1M | $10.1M | 0.46% | +2.4K | 2026-03-31 |
| 17 | RAL | RALLIANT CORP | 195.1K | $8.1M | $12.8M | 0.58% | +95.0K | 2026-03-31 |
| 18 | — | MEDTRONIC PLC | 88.8K | $7.7M | $7.7M | 0.35% | +57.4K | 2026-03-31 |
| 19 | ROK | ROCKWELL AUTOMATION INC | 14.1K | $5.0M | $6.7M | 0.31% | -17,020 | 2026-03-31 |
| 20 | BKR | BAKER HUGHES COMPANY | 40.3K | $2.5M | $2.4M | 0.11% | -- | 2026-03-31 |
| 21 | AEM | AGNICO EAGLE MINES LTD | 4.6K | $943K | $675K | 0.03% | +94 | 2026-03-31 |
| 22 | MAR | MARRIOTT INTL INC NEW | 1.4K | $462K | $527K | 0.02% | +117 | 2026-03-31 |
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