The Analysis of LANSDOWNE PARTNERS (UK) LLP's Holdings


Currently, LANSDOWNE PARTNERS (UK) LLP holds 22 types of securities in its portfolio with a total value $1.2B. In the most recent quarter, they have increased their positions in TSM (+681.1K shares, valued at $190.2M), DAL (+730.4K shares, valued at $41.4M), TECK (+722.1K shares, valued at $31.7M); decreased their positions in GOLF (-10.3K shares, valued at $808.1K), SW (-17.9K shares, valued at $763.9K), FLUT (-1.4K shares, valued at $348.5K); initiated new positions in TECK (+722.1K shares, valued at $31.7M), PRTC (+14.1M shares, valued at $18.8M), B (+265.8K shares, valued at $8.7M).


Top Holding Treemap

Stock Holdings
TickerCompany NameSharesShares â–ŗ%Event DateReport DateHistory
TSM TAIWAN SEMICONDUCTOR MFG LTD1.4M shares92.27%2025-09-302025-11-14history
LIN LINDE PLC364.5K shares18.11%2025-09-302025-11-14history
DAL DELTA AIR LINES INC DEL2.3M shares47.00%2025-09-302025-11-14history
UAL UNITED AIRLS HLDGS INC1.1M shares28.50%2025-09-302025-11-14history
CRH CRH PLC648.1K shares23.40%2025-09-302025-11-14history
SW SMURFIT WESTROCK PLC1.3M shares-1.38%2025-09-302025-11-14history
GOLF ACUSHNET HLDGS CORP530.1K shares-1.91%2025-09-302025-11-14history
IONQ IONQ INC1.9M shares286.14%2025-09-302025-11-14history
Sponsored
ADI ANALOG DEVICES INC151.4K shares3.35%2025-09-302025-11-14history
AMZN AMAZON COM INC167.0K shares250.21%2025-09-302025-11-14history
TECK TECK RESOURCES LTD722.1K sharesnew addition2025-09-302025-11-14history
SHCO SOHO HOUSE & CO INC2.6M shares0.00%2025-09-302025-11-14history
PRTC PURETECH HEALTH PLC14.1M sharesnew addition2025-09-302025-11-14history
ROK ROCKWELL AUTOMATION INC29.5K shares10.33%2025-09-302025-11-14history
B BARRICK MNG CORP265.8K sharesnew addition2025-09-302025-11-14history
ARM ARM HOLDINGS PLC60.0K sharesnew addition2025-09-302025-11-14history
Sponsored
TXN TEXAS INSTRS INC36.0K shares22.79%2025-09-302025-11-14history
FTV FORTIVE CORP48.4K shares-3.53%2025-09-302025-11-14history
RAL RALLIANT CORP17.6K shares5.27%2025-09-302025-11-14history
AEM AGNICO EAGLE MINES LTD4.6K shares-28.15%2025-09-302025-11-14history
FLUT FLUTTER ENTMT PLC2.6K shares-34.96%2025-09-302025-11-14history
MAR MARRIOTT INTL INC NEW1.3K shares-36.25%2025-09-302025-11-14history

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available