Universe · entity
LANSDOWNE PARTNERS (UK) LLP
Institutional manager (13F) · CIK 1608485
13F holdings · as of 2026-03-31 · top 22 · reported portfolio $1.9B
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | TAIWAN SEMICONDUCTOR MANUFAC | $451M | 1,335,686 |
| 2 | LINDE PLC | $223M | 449,206 |
| 3 | ANALOG DEVICES INC | $211M | 664,063 |
| 4 | DELTA AIR LINES INC | $165M | 2,485,899 |
| 5 | SLB LIMITED | $152M | 2,957,683 |
| 6 | ARM HOLDINGS PLC | $142M | 935,503 |
| 7 | UNITED AIRLS HLDGS INC | $141M | 1,530,883 |
| 8 | TECK RESOURCES LTD | $106M | 2,041,299 |
| 9 | SMURFIT WESTROCK PLC | $75M | 1,870,219 |
| 10 | ACUSHNET HLDGS CORP | $49M | 522,946 |
| 11 | EATON CORP PLC | $46M | 129,625 |
| 12 | IONQ INC | $23M | 795,585 |
| 13 | TEXAS INSTRS INC | $18M | 91,996 |
| 14 | AMAZON COM INC | $16M | 77,905 |
| 15 | BARRICK MNG CORP | $14M | 343,402 |
| 16 | ALCON AG | $10M | 136,524 |
| 17 | RALLIANT CORP | $8M | 195,073 |
| 18 | MEDTRONIC PLC | $8M | 88,839 |
| 19 | ROCKWELL AUTOMATION INC | $5M | 14,057 |
| 20 | BAKER HUGHES COMPANY | $2M | 40,309 |
| 21 | AGNICO EAGLE MINES LTD | $943k | 4,647 |
| 22 | MARRIOTT INTL INC NEW | $463k | 1,415 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.