Largest positions
| Issuer | Class | Value | Share |
|---|---|---|---|
| Taiwan Semiconductor ManufacSPONSORED ADS | SPONSORED ADS | $704,799,239 | 29.0% |
| ARM Holdings PLCSPONSORED ADS | SPONSORED ADS | $380,273,844 | 15.6% |
| Delta Air Lines Inc.COM NEW | COM NEW | $231,458,306 | 9.5% |
| Analog Devices Inc.COM | COM | $228,188,860 | 9.4% |
| United Airls Hldgs Inc.COM | COM | $210,672,852 | 8.7% |
| Baker Hughes CompanyCL A | CL A | $138,423,218 | 5.7% |
| Linde PLCSHS | SHS | $123,828,944 | 5.1% |
| Slb LimitedCOM STK | COM STK | $119,017,795 | 4.9% |
| Acushnet Hldgs Corp.COM | COM | $60,873,689 | 2.5% |
| Ionq Inc.COM | COM | $51,472,222 | 2.1% |
| Amazon Com Inc.COM | COM | $31,691,832 | 1.3% |
| Texas Instrs Inc.COM | COM | $27,594,725 | 1.1% |
| Teck Resources LtdCL B | CL B | $18,466,136 | 0.8% |
| Smurfit Westrock PLCSHS | SHS | $16,088,997 | 0.7% |
| Barrick Mng Corp.COM SHS | COM SHS | $15,108,335 | 0.6% |
| Ralliant Corp.COM | COM | $14,567,622 | 0.6% |
| Eaton Corp. PLCSHS | SHS | $14,430,554 | 0.6% |
| Nvent Elec PLCSHS | SHS | $12,063,002 | 0.5% |
| Agilent Technologies Inc.COM | COM | $11,764,620 | 0.5% |
| Medtronic PLCSHS | SHS | $6,949,875 | 0.3% |
| Sensata Technologies Hldg PLSHS | SHS | $6,697,445 | 0.3% |
| Rockwell Automation Inc.COM | COM | $4,528,001 | 0.2% |
| Agnico Eagle Mines LtdCOM | COM | $720,889 | 0.0% |
| Marriott Intl Inc. NewCL A | CL A | $469,908 | 0.0% |
| Lamar Advertising COCL A | CL A | $285,131 | 0.0% |
| Outfront Media Inc.COM NEW | COM NEW | $281,114 | 0.0% |
- Class
- SPONSORED ADS
- Share
- 29.0%
- Class
- SPONSORED ADS
- Share
- 15.6%
- Class
- COM NEW
- Share
- 9.5%
- Class
- COM
- Share
- 9.4%
- Class
- COM
- Share
- 8.7%
- Class
- CL A
- Share
- 5.7%
- Class
- SHS
- Share
- 5.1%
- Class
- COM STK
- Share
- 4.9%
- Class
- COM
- Share
- 2.5%
- Class
- COM
- Share
- 2.1%
- Class
- COM
- Share
- 1.3%
- Class
- COM
- Share
- 1.1%
- Class
- CL B
- Share
- 0.8%
- Class
- SHS
- Share
- 0.7%
- Class
- COM SHS
- Share
- 0.6%
- Class
- COM
- Share
- 0.6%
- Class
- SHS
- Share
- 0.6%
- Class
- SHS
- Share
- 0.5%
- Class
- COM
- Share
- 0.5%
- Class
- SHS
- Share
- 0.3%
- Class
- SHS
- Share
- 0.3%
- Class
- COM
- Share
- 0.2%
- Class
- COM
- Share
- 0.0%
- Class
- CL A
- Share
- 0.0%
- Class
- CL A
- Share
- 0.0%
- Class
- COM NEW
- Share
- 0.0%
The share class is shown on a wider screen.
The 26 largest of 26 positions by value, with holdings of the same security combined. Share counts and quarter-on-quarter changes for each position are on EDGAR. View the full information table on EDGAR
This filing
- Form
- 13F-HR
- CIK
- 1608485
- File number
- 028-16225
- Options
- 0 call, 0 put
- In the 25 largest
- 100.0%
- Prior quarter
- $1,866,372,538 at 31 March 2026
- Positions opened
- 5
- Positions closed
- 1
Common questions
What are Lansdowne Partners (uk)’s 13F holdings worth?
$2,430,717,155 across 26 positions for the quarter ended 30 June 2026.
What is Lansdowne Partners (uk)’s largest 13F holding?
TAIWAN SEMICONDUCTOR MANUFAC (SPONSORED ADS) was the largest position at $704,799,239, or 29.0% of reported 13F value, as of 30 June 2026.
How concentrated is Lansdowne Partners (uk)’s 13F portfolio?
The ten largest positions accounted for 92.5% of reported value and the twenty-five largest for 100.0%, across 26 positions as of 30 June 2026.
Does Form 13F show everything Lansdowne Partners (uk) manages?
No. Form 13F covers only long positions in exchange-traded securities over which the manager has investment discretion, valued at quarter end. It excludes cash, most bonds, private funds, and any assets the firm does not have discretion over, so it is neither the firm's total assets nor any individual client's portfolio.
How often does Lansdowne Partners (uk) file its 13F?
Every quarter. Managers file within 45 days of each quarter's end, so the figures are a snapshot that changes between filings. This page shows the quarter ended 30 June 2026.
Answered from this filing and the prior quarter's.