Lansdowne Partners (Uk) LLP reported 26 positions worth $2.43B for the quarter ended Jun 30, 2026, up 30.2% on the prior quarter. It opened 5 new positions, added to 9, trimmed 10 and exited 1. Its largest holding is Taiwan Semiconductor Manufacturing Co Ltd at 29% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| BKR Baker Hughes Co | +2.45M | +6,087.5% | $136.19M | 5.69% |
| TSM Taiwan Semiconductor Manufacturing Co Ltd | +140.1K | +10.5% | $66.92M | 29% |
| ARM Arm Holdings Plc | +137.0K | +14.6% | $48.57M | 15.64% |
| AMZN Amazon Com Inc | +55.1K | +70.7% | $13.12M | 1.3% |
| NVT nVent Electric plc | +71.1K | – | $12.06M | 0.496% |
| A Agilent Technologies, Inc. | +88.6K | – | $11.76M | 0.484% |
| IONQ IonQ, Inc. | +170.8K | +21.5% | $9.10M | 2.12% |
| ST Sensata Technologies Holding plc | +140.3K | – | $6.70M | 0.276% |
| B Barrick Mining Corp | +67.9K | +19.8% | $2.50M | 0.622% |
| UAL United Airlines Holdings, Inc. | +18.3K | +1.2% | $2.49M | 8.67% |
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| LIN Linde Plc | -210.6K | -46.9% | $109.28M | 5.09% |
| TECK Teck Resources Ltd | -1.73M | -84.8% | $102.91M | 0.76% |
| SW Smurfit Westrock plc | -1.52M | -81.4% | $70.43M | 0.662% |
| ETN Eaton Corp plc | -95.8K | -73.9% | $40.81M | 0.594% |
| ADI Analog Devices Inc | -89.5K | -13.5% | $35.56M | 9.39% |
| SLB Slb Limited | -397.6K | -13.4% | $18.48M | 4.9% |
| ALC Alcon Inc | -136.5K | -100.0% | $10.12M | Exited |
| ROK Rockwell Automation, Inc | -4,911 | -34.9% | $2.43M | 0.186% |
| DAL Delta Air Lines, Inc. | -14.6K | -0.6% | $1.37M | 9.52% |
| GOLF Acushnet Holdings Corp. | -9,374 | -1.8% | $1.11M | 2.5% |
| Holding | Shares Sold | Trade Value | Prior Weight |
|---|---|---|---|
| ALC Alcon Inc | -136.5K | $10.12M | 0.542% |
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | TSM Taiwan Semiconductor Manufacturing Co Ltd | Technology | 1.48M | $704.80M | 29% | +140.1K | +10.5% | Added | 0.01% |
| 2 | ARM Arm Holdings Plc | Technology | 1.07M | $380.27M | 15.64% | +137.0K | +14.6% | Added | 0.1% |
| 3 | DAL Delta Air Lines, Inc. | Industrials | 2.47M | $231.46M | 9.52% | -14.6K | -0.6% | Reduced | 0.38% |
| 4 | ADI Analog Devices Inc | Technology | 574.5K | $228.19M | 9.39% | -89.5K | -13.5% | Reduced | 0.12% |
| 5 | UAL United Airlines Holdings, Inc. | Industrials | 1.55M | $210.67M | 8.67% | +18.3K | +1.2% | Added | 0.48% |
| 6 | BKR Baker Hughes Co | Energy | 2.49M | $138.42M | 5.69% | +2.45M | +6,087.5% | Added | 0.25% |
| 7 | LIN Linde Plc | Basic Materials | 238.6K | $123.83M | 5.09% | -210.6K | -46.9% | Reduced | 0.05% |
| 8 | SLB Slb Limited | Energy | 2.56M | $119.02M | 4.9% | -397.6K | -13.4% | Reduced | 0.17% |
| 9 | GOLF Acushnet Holdings Corp. | Consumer Discretionary | 513.6K | $60.87M | 2.5% | -9,374 | -1.8% | Reduced | 0.86% |
| 10 | IONQ IonQ, Inc. | Technology | 966.4K | $51.47M | 2.12% | +170.8K | +21.5% | Added | 0.26% |
| 11 | AMZN Amazon Com Inc | Consumer Discretionary | 133.0K | $31.69M | 1.3% | +55.1K | +70.7% | Added | 0% |
| 12 | TXN Texas Instruments Inc | Technology | 92.6K | $27.59M | 1.14% | +582 | +0.6% | Added | 0.01% |
| 13 | TECK Teck Resources Ltd | Basic Materials | 310.6K | $18.47M | 0.76% | -1.73M | -84.8% | Reduced | 0.06% |
| 14 | SW Smurfit Westrock plc | Basic Materials | 347.8K | $16.09M | 0.662% | -1.52M | -81.4% | Reduced | 0.07% |
| 15 | B Barrick Mining Corp | Basic Materials | 411.3K | $15.11M | 0.622% | +67.9K | +19.8% | Added | 0.02% |
Tip. Select a row to see that position’s full history at Lansdowne Partners (Uk) Llp.
As of its Q2 2026 13F filing, Lansdowne Partners (Uk) LLP’s five largest positions were Taiwan Semiconductor Manufacturing Co Ltd (TSM) at 29.0%, Arm Holdings Plc (ARM) at 15.6%, Delta Air Lines, Inc. (DAL) at 9.5%, Analog Devices Inc (ADI) at 9.4%, United Airlines Holdings, Inc. (UAL) at 8.7% of the reported portfolio.
Lansdowne Partners (Uk) LLP reported a 13F portfolio worth $2.43B across 26 positions for Q2 2026. That is up 30.2% from the previous quarter.
Its largest purchases by value were Baker Hughes Co ($136.19M), Taiwan Semiconductor Manufacturing Co Ltd ($66.92M), Arm Holdings Plc ($48.57M). It opened 5 new positions.
Its largest sales by value were Linde Plc ($109.28M), Teck Resources Ltd ($102.91M), Smurfit Westrock plc ($70.43M). It exited 1 positions entirely.
From the Form 13F-HR reports Lansdowne Partners (Uk) LLP files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.