{"url":"https://nivawealth.com/firms/lansdowne-partners-uk-172244","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/172244","regulatoryAum":10295290079,"crd":"172244","secFileNumber":"801-80091","legalName":"Lansdowne Partners (uk) LLP","displayName":"Lansdowne Partners (uk)","website":"https://www.lansdownepartners.com","linkedinUrl":"https://www.linkedin.com/company/lansdowne-partners/","founded":null,"organization":"limited liability partnership organized in United Kingdom","fiscalYearEnd":"March","headquarters":{"street":"65 Curzon Street","city":"London","state":"","stateName":"","country":"United Kingdom","postalCode":"W1J 8PE"},"tradeNames":[],"registration":{"secApproved":"1 August 2014","noticeFilings":null,"latestNoticeFiling":null},"staff":{"employees":53,"advisory":14,"brokerDealerReps":0,"insuranceAgents":0,"promoters":1},"aum":{"discretionary":10295290079,"discretionaryAccounts":35,"nonDiscretionary":0,"nonDiscretionaryAccounts":0,"wrapProgram":null,"nonUsClientsPct":83,"nonAumClients":0},"clientTypes":[{"label":"Pooled investment vehicles","clients":33,"regulatoryAum":8868592424},{"label":"State or municipal government entities","clients":1,"regulatoryAum":997927880},{"label":"Sovereign wealth funds and foreign official institutions","clients":1,"regulatoryAum":428769775}],"fees":[],"feeNotes":[],"custodians":[{"name":"The Northern Trust Company","shortName":"The Northern Trust","location":"London","smaAssets":428769775},{"name":"The Bank of New York Mellon","shortName":"The Bank of New York Mellon","location":"New York, NY","smaAssets":997927880}],"custodyNote":"Lansdowne Partners (uk) has custody of client assets.","otherCustodians":[],"leadership":[{"name":"Andrew Ryder","title":"Member / Chief Operating Officer / Chief Risk Officer","crd":"8306379"},{"name":"Daniel Jordan","title":"Member / Chief Compliance Officer / General Counsel","crd":"8104769"},{"name":"Peter Davies","title":"Member / Head of Developed Markets Strategy","crd":"4777993"}],"ownership":[{"label":"Lansdowne Partners Limited","detail":"First corporate member in the 50% to 75% ownership band and a control person, since July 2014."},{"label":"Peter Davies","detail":"Member / head of developed markets strategy in the 25% to 50% ownership band and a control person, since July 2014."},{"label":"Paul Ruddock","detail":"Indirect owner: a shareholder of Lansdowne Partners International Limited in the 50% to 75% band and a control person, since April 1998.","parent":"Lansdowne Partners International Limited"},{"label":"Steven Heinz","detail":"Indirect owner: a shareholder of Lansdowne Partners International Limited in the 50% to 75% band and a control person, since April 2005.","parent":"Lansdowne Partners International Limited"},{"label":"Lansdowne Partners International Limited","detail":"Indirect owner: a shareholder of Lansdowne Partners Limited in the 75% or more band and a control person, since July 1998.","parent":"Lansdowne Partners Limited"}],"branchOffices":null,"filedOffices":{"otherThanPrincipal":0,"privateResidences":0},"listedOfficeAddresses":1,"officesByState":[],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"442072905500","stateRegisteredReps":0,"otherAdviserReps":0,"compensation":["A percentage of assets under management","Performance-based fees"],"activities":["Portfolio management for pooled investment vehicles (other than investment companies)","Portfolio management for businesses (other than small businesses) or institutional clients"],"financialPlanningClients":null,"assetMix":[{"label":"Exchange-traded equity securities","percent":98},{"label":"Cash and cash equivalents","percent":2}],"privateFunds":7},"sources":{"adv1FilingDate":"27 July 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/172244/PDF/172244.pdf","brochureDate":null,"brochureUrl":null,"iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does Lansdowne Partners (uk) have?","answer":"Lansdowne Partners (uk) has 35 clients and manages $10.3 billion for them, as of July 2026. They include 33 pooled investment vehicles, 1 state or municipal government entities and 1 sovereign wealth funds and foreign official institutions.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 27 July 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Lansdowne Partners (uk) offer?","answer":"Lansdowne Partners (uk) provides portfolio management for pooled vehicles and portfolio management for institutions.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Which custodians does Lansdowne Partners (uk) use?","answer":"Lansdowne Partners (uk)’s separately managed account assets are held at The Bank of New York Mellon (New York, NY), with $997,927,880 and The Northern Trust Company (London), with $428,769,775. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 27 July 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Lansdowne Partners (uk) have?","answer":"Lansdowne Partners (uk) has 0 investment adviser representatives registered with state securities authorities, out of 53 employees, and 14 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Lansdowne Partners (uk) invest in?","answer":"At the end of its last fiscal year, Lansdowne Partners (uk)’s separately managed accounts held 98% exchange-traded equities and 2% cash and equivalents. It advises 7 private funds.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Lansdowne Partners (uk)?","answer":"Lansdowne Partners (uk) is owned through a chain of holding companies by Paul Ruddock and Steven Heinz. Its direct owners are Lansdowne Partners Limited (50% to 75%) and Peter Davies (25% to 50%).","source":"Form ADV Part 1A, Schedules A and B, filed 27 July 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Lansdowne Partners (uk) get paid?","answer":"Lansdowne Partners (uk) is paid through a percentage of assets under management and performance-based fees. Its Form ADV lists no commissions among how it is paid.","source":"Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}}],"holdings":{"url":"https://nivawealth.com/firms/lansdowne-partners-uk-172244/holdings","form":"13F-HR","periodOfReport":"2026-06-30","filedOn":"2026-08-14","filingIndexUrl":"https://www.sec.gov/Archives/edgar/data/1608485/000091957426005378/0000919574-26-005378-index.html","totalValue":2430717155,"positionCount":26,"top10Share":0.9252450308230123,"top10":[{"issuer":"TAIWAN SEMICONDUCTOR MANUFAC","titleOfClass":"SPONSORED ADS","cusip":"874039100","value":704799239,"shares":1475803,"shareType":"SH","priorValue":451395084,"priorShares":1335686},{"issuer":"ARM HOLDINGS PLC","titleOfClass":"SPONSORED ADS","cusip":"042068205","value":380273844,"shares":1072493,"shareType":"SH","priorValue":141522893,"priorShares":935503},{"issuer":"DELTA AIR LINES INC","titleOfClass":"COM NEW","cusip":"247361702","value":231458306,"shares":2471261,"shareType":"SH","priorValue":165262566,"priorShares":2485899},{"issuer":"ANALOG DEVICES INC","titleOfClass":"COM","cusip":"032654105","value":228188860,"shares":574537,"shareType":"SH","priorValue":211265004,"priorShares":664063},{"issuer":"UNITED AIRLS HLDGS INC","titleOfClass":"COM","cusip":"910047109","value":210672852,"shares":1549179,"shareType":"SH","priorValue":140948399,"priorShares":1530883},{"issuer":"BAKER HUGHES COMPANY","titleOfClass":"CL A","cusip":"05722G100","value":138423218,"shares":2494112,"shareType":"SH","priorValue":2460864,"priorShares":40309},{"issuer":"LINDE PLC","titleOfClass":"SHS","cusip":"G54950103","value":123828944,"shares":238619,"shareType":"SH","priorValue":222698366,"priorShares":449206},{"issuer":"SLB LIMITED","titleOfClass":"COM STK","cusip":"806857108","value":119017795,"shares":2560073,"shareType":"SH","priorValue":151995329,"priorShares":2957683},{"issuer":"ACUSHNET HLDGS CORP","titleOfClass":"COM","cusip":"005098108","value":60873689,"shares":513572,"shareType":"SH","priorValue":48884992,"priorShares":522946},{"issuer":"IONQ INC","titleOfClass":"COM","cusip":"46222L108","value":51472222,"shares":966433,"shareType":"SH","priorValue":22936716,"priorShares":795585}],"positionsListed":26,"positions":[{"issuer":"TAIWAN SEMICONDUCTOR MANUFAC","titleOfClass":"SPONSORED ADS","cusip":"874039100","value":704799239,"shares":1475803,"shareType":"SH","priorValue":451395084,"priorShares":1335686},{"issuer":"ARM HOLDINGS PLC","titleOfClass":"SPONSORED ADS","cusip":"042068205","value":380273844,"shares":1072493,"shareType":"SH","priorValue":141522893,"priorShares":935503},{"issuer":"DELTA AIR LINES INC","titleOfClass":"COM NEW","cusip":"247361702","value":231458306,"shares":2471261,"shareType":"SH","priorValue":165262566,"priorShares":2485899},{"issuer":"ANALOG DEVICES INC","titleOfClass":"COM","cusip":"032654105","value":228188860,"shares":574537,"shareType":"SH","priorValue":211265004,"priorShares":664063},{"issuer":"UNITED AIRLS HLDGS INC","titleOfClass":"COM","cusip":"910047109","value":210672852,"shares":1549179,"shareType":"SH","priorValue":140948399,"priorShares":1530883},{"issuer":"BAKER HUGHES COMPANY","titleOfClass":"CL A","cusip":"05722G100","value":138423218,"shares":2494112,"shareType":"SH","priorValue":2460864,"priorShares":40309},{"issuer":"LINDE PLC","titleOfClass":"SHS","cusip":"G54950103","value":123828944,"shares":238619,"shareType":"SH","priorValue":222698366,"priorShares":449206},{"issuer":"SLB LIMITED","titleOfClass":"COM STK","cusip":"806857108","value":119017795,"shares":2560073,"shareType":"SH","priorValue":151995329,"priorShares":2957683},{"issuer":"ACUSHNET HLDGS CORP","titleOfClass":"COM","cusip":"005098108","value":60873689,"shares":513572,"shareType":"SH","priorValue":48884992,"priorShares":522946},{"issuer":"IONQ INC","titleOfClass":"COM","cusip":"46222L108","value":51472222,"shares":966433,"shareType":"SH","priorValue":22936716,"priorShares":795585},{"issuer":"AMAZON COM INC","titleOfClass":"COM","cusip":"023135106","value":31691832,"shares":132969,"shareType":"SH","priorValue":16225274,"priorShares":77905},{"issuer":"TEXAS INSTRS INC","titleOfClass":"COM","cusip":"882508104","value":27594725,"shares":92578,"shareType":"SH","priorValue":17860104,"priorShares":91996},{"issuer":"TECK RESOURCES LTD","titleOfClass":"CL B","cusip":"878742204","value":18466136,"shares":310564,"shareType":"SH","priorValue":105637225,"priorShares":2041299},{"issuer":"SMURFIT WESTROCK PLC","titleOfClass":"SHS","cusip":"G8267P108","value":16088997,"shares":347795,"shareType":"SH","priorValue":74528227,"priorShares":1870219},{"issuer":"BARRICK MNG CORP","titleOfClass":"COM SHS","cusip":"06849F108","value":15108335,"shares":411335,"shareType":"SH","priorValue":14007368,"priorShares":343402},{"issuer":"RALLIANT CORP","titleOfClass":"COM","cusip":"750940108","value":14567622,"shares":197849,"shareType":"SH","priorValue":8113086,"priorShares":195073},{"issuer":"EATON CORP PLC","titleOfClass":"SHS","cusip":"G29183103","value":14430554,"shares":33865,"shareType":"SH","priorValue":46362974,"priorShares":129625},{"issuer":"NVENT ELEC PLC","titleOfClass":"SHS","cusip":"G6700G107","value":12063002,"shares":71122,"shareType":"SH"},{"issuer":"AGILENT TECHNOLOGIES INC","titleOfClass":"COM","cusip":"00846U101","value":11764620,"shares":88569,"shareType":"SH"},{"issuer":"MEDTRONIC PLC","titleOfClass":"SHS","cusip":"G5960L103","value":6949875,"shares":88839,"shareType":"SH","priorValue":7697899,"priorShares":88839},{"issuer":"SENSATA TECHNOLOGIES HLDG PL","titleOfClass":"SHS","cusip":"G8060N102","value":6697445,"shares":140290,"shareType":"SH"},{"issuer":"ROCKWELL AUTOMATION INC","titleOfClass":"COM","cusip":"773903109","value":4528001,"shares":9146,"shareType":"SH","priorValue":5044776,"priorShares":14057},{"issuer":"AGNICO EAGLE MINES LTD","titleOfClass":"COM","cusip":"008474108","value":720889,"shares":4647,"shareType":"SH","priorValue":943248,"priorShares":4647},{"issuer":"MARRIOTT INTL INC NEW","titleOfClass":"CL A","cusip":"571903202","value":469908,"shares":1268,"shareType":"SH","priorValue":462804,"priorShares":1415},{"issuer":"LAMAR ADVERTISING CO","titleOfClass":"CL A","cusip":"512816109","value":285131,"shares":1828,"shareType":"SH"},{"issuer":"OUTFRONT MEDIA INC","titleOfClass":"COM NEW","cusip":"69007J304","value":281114,"shares":8581,"shareType":"SH"}]},"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva Wealth is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}