Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
LANSDOWNE PARTNERS (UK) LLP (CIK 1608485) reported $1.87B across 22 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: TSM ($451.4M, 24.19%), LIN ($222.7M, 11.93%), ADI ($211.3M, 11.32%), DAL ($165.3M, 8.85%), SLB ($152.0M, 8.14%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | $451.4M | 24.19% | 1.3M | Added |
| 2 | LIN | LINDE PLC | $222.7M | 11.93% | 449,206 | Added |
| 3 | ADI | ANALOG DEVICES INC | $211.3M | 11.32% | 664,063 | Added |
| 4 | DAL | DELTA AIR LINES INC | $165.3M | 8.85% | 2.5M | Added |
| 5 | SLB | SLB LIMITED | $152.0M | 8.14% | 3.0M | New |
| 6 | ARM | ARM HOLDINGS PLC | $141.5M | 7.58% | 935,503 | Added |
| 7 | UAL | UNITED AIRLS HLDGS INC | $140.9M | 7.55% | 1.5M | Added |
| 8 | TECK | TECK RESOURCES LTD | $105.6M | 5.66% | 2.0M | Added |
| 9 | SW | SMURFIT WESTROCK PLC | $74.5M | 3.99% | 1.9M | Added |
| 10 | GOLF | ACUSHNET HLDGS CORP | $48.9M | 2.62% | 522,946 | Trimmed |
| 11 | ETN | EATON CORP PLC | $46.4M | 2.48% | 129,625 | Added |
| 12 | IONQ | IONQ INC | $22.9M | 1.23% | 795,585 | Added |
| 13 | TXN | TEXAS INSTRS INC | $17.9M | 0.96% | 91,996 | Added |
| 14 | AMZN | AMAZON COM INC | $16.2M | 0.87% | 77,905 | Added |
| 15 | B | BARRICK MNG CORP | $14.0M | 0.75% | 343,402 | Added |
| 16 | ALC | ALCON AG | $10.1M | 0.54% | 136,524 | Added |
| 17 | RAL | RALLIANT CORP | $8.1M | 0.43% | 195,073 | Added |
| 18 | MDT | MEDTRONIC PLC | $7.7M | 0.41% | 88,839 | Added |
| 19 | ROK | ROCKWELL AUTOMATION INC | $5.0M | 0.27% | 14,057 | Trimmed |
| 20 | BKR | BAKER HUGHES COMPANY | $2.5M | 0.13% | 40,309 | New |
| 21 | AEM | AGNICO EAGLE MINES LTD | $943,248 | 0.05% | 4,647 | Added |
| 22 | MAR | MARRIOTT INTL INC NEW | $462,804 | 0.02% | 1,415 | Added |
| 23 | FTV | FORTIVE CORP | $0 | 0.00% | 0 | Exited |
| 24 | SHCO | SOHO HOUSE & CO INC | $0 | 0.00% | 0 | Exited |
| 25 | CRH | CRH PLC | $0 | 0.00% | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-03-31