LANSDOWNE PARTNERS (UK) LLP
Top Portfolio Positions
22 positions ·
$1,866,540,250 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| TSM |
Taiwan Semiconductor Manufacturing Co Ltd
Technology
|
1,335,686 | $451,395,082 | 24.18% | |
| LIN |
Linde PLC
Basic Materials
|
449,206 | $222,698,366 | 11.93% | |
| ADI |
Analog Devices Inc
Technology
|
664,063 | $211,265,000 | 11.32% | |
| DAL |
Delta Air Lines, Inc.
Industrials
|
2,485,899 | $165,262,563 | 8.85% | |
| SLB |
Slb Limited/Nv
Energy
|
2,957,683 | $151,995,327 | 8.14% | |
| ARM |
Arm Holdings PLC /Uk
Technology
|
935,503 | $141,522,893 | 7.58% | |
| UAL |
United Airlines Holdings, Inc.
Industrials
|
1,530,883 | $140,948,395 | 7.55% | |
| TECK |
Teck Resources Ltd
Basic Materials
|
2,041,299 | $105,637,222 | 5.66% | |
| SW |
Smurfit Westrock plc
Consumer Cyclical
|
1,870,219 | $74,528,227 | 3.99% | |
| GOLF |
Acushnet Holdings Corp.
Consumer Cyclical
|
522,946 | $48,884,989 | 2.62% |
Portfolio Trend
25 quarters · across all stocks
Holdings in ARM
Shares Held
Position Value (USD)
3 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $141,522,893 | 935,503 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $51,602,625 | 472,076 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $8,485,862 | 59,975 | Shares | Sole | 2025-11-19 | |
| No 13F history on record for this holder in this stock. | ||||||