LANSDOWNE PARTNERS (UK) LLP: 13F holdings
CIK 16084852026Q2
| Positions | 26 |
|---|
| Reported value | $2.4bn |
|---|
| Filed | 2026-08-14 |
|---|
Change since last quarter
| Positions | 26 (+4 vs prior quarter) |
|---|
| Reported value | $2.4bn (+30.2%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| TSM TAIWAN SEMICONDUCTOR MANUFAC | 1,475,803 | $704.8m | 29.0% |
| ARM ARM HOLDINGS PLC | 1,072,493 | $380.3m | 15.6% |
| DAL DELTA AIR LINES INC | 2,471,261 | $231.5m | 9.5% |
| ADI ANALOG DEVICES INC | 574,537 | $228.2m | 9.4% |
| UAL UNITED AIRLS HLDGS INC | 1,549,179 | $210.7m | 8.7% |
| BKR BAKER HUGHES COMPANY | 2,494,112 | $138.4m | 5.7% |
| LINDE PLC | 238,619 | $123.8m | 5.1% |
| SLB SLB LIMITED | 2,560,073 | $119.0m | 4.9% |
| GOLF ACUSHNET HLDGS CORP | 513,572 | $60.9m | 2.5% |
| IONQ IONQ INC | 966,433 | $51.5m | 2.1% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1608485")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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