13F HOLDINGS REPORT
LANSDOWNE PARTNERS (UK) LLP
Quarter ended Q2 2025 · Filed August 14, 2025 · Accession 0000919574-25-004687
Total Value
$769.9M
Positions
51
Other Managers
3
Confidential Omitted
No
Holdings (51)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | LINDE PLC | LIN | 308,634 | $144.8M | 18.81% |
| 2 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 300,870 | $68.1M | 8.85% |
| 3 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 252,213 | $57.1M | 7.42% |
| 4 | DELTA AIR LINES INC DEL | DAL | 634,755 | $31.2M | 4.05% |
| 5 | FREEPORT-MCMORAN INC | FCX | 601,202 | $26.1M | 3.38% |
| 6 | DELTA AIR LINES INC DEL | DAL | 529,703 | $26.1M | 3.38% |
| 7 | UNITED AIRLS HLDGS INC | UNTCW | 325,785 | $25.9M | 3.37% |
| 8 | SMURFIT WESTROCK PLC | SW | 589,069 | $25.4M | 3.30% |
| 9 | UNITED AIRLS HLDGS INC | UNTCW | 305,726 | $24.3M | 3.16% |
| 10 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 99,678 | $22.6M | 2.93% |
| 11 | FREEPORT-MCMORAN INC | FCX | 482,278 | $20.9M | 2.72% |
| 12 | CRH PLC | CRH | 213,853 | $19.6M | 2.55% |
| 13 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 85,444 | $19.4M | 2.51% |
| 14 | SMURFIT WESTROCK PLC | SW | 412,434 | $17.8M | 2.31% |
| 15 | ANALOG DEVICES INC | ADI | 70,107 | $16.7M | 2.17% |
| 16 | CRH PLC | CRH | 179,571 | $16.5M | 2.14% |
| 17 | ACUSHNET HLDGS CORP | GOLF | 217,494 | $15.8M | 2.06% |
| 18 | ACUSHNET HLDGS CORP | GOLF | 163,324 | $11.9M | 1.54% |
| 19 | ANALOG DEVICES INC | ADI | 44,007 | $10.5M | 1.36% |
| 20 | AMAZON COM INC | AMZN | 47,693 | $10.5M | 1.36% |
| 21 | DELTA AIR LINES INC DEL | DAL | 209,347 | $10.3M | 1.34% |
| 22 | UNITED AIRLS HLDGS INC | UNTCW | 120,828 | $9.6M | 1.25% |
| 23 | ROCKWELL AUTOMATION INC | ROK | 26,775 | $8.9M | 1.16% |
| 24 | DELTA AIR LINES INC DEL | DAL | 180,084 | $8.9M | 1.15% |
| 25 | UNITED AIRLS HLDGS INC | UNTCW | 103,835 | $8.3M | 1.07% |
| 26 | FREEPORT-MCMORAN INC | FCX | 190,604 | $8.3M | 1.07% |
| 27 | IONQ INC | IONQ-WT | 191,355 | $8.2M | 1.07% |
| 28 | SOHO HOUSE & CO INC | 586001109 | 1,025,159 | $7.5M | 0.98% |
| 29 | IONQ INC | IONQ-WT | 166,327 | $7.1M | 0.93% |
| 30 | FREEPORT-MCMORAN INC | FCX | 163,998 | $7.1M | 0.92% |
| 31 | SMURFIT WESTROCK PLC | SW | 163,000 | $7.0M | 0.91% |
| 32 | CRH PLC | CRH | 70,969 | $6.5M | 0.85% |
| 33 | ACUSHNET HLDGS CORP | GOLF | 85,957 | $6.3M | 0.81% |
| 34 | TEXAS INSTRS INC | 882508104 | 29,338 | $6.1M | 0.79% |
| 35 | SMURFIT WESTROCK PLC | SW | 139,553 | $6.0M | 0.78% |
| 36 | SOHO HOUSE & CO INC | 586001109 | 770,220 | $5.7M | 0.74% |
| 37 | CRH PLC | CRH | 60,821 | $5.6M | 0.73% |
| 38 | ACUSHNET HLDGS CORP | GOLF | 73,610 | $5.4M | 0.70% |
| 39 | ANALOG DEVICES INC | ADI | 17,392 | $4.1M | 0.54% |
| 40 | ANALOG DEVICES INC | ADI | 14,982 | $3.6M | 0.46% |
| 41 | IONQ INC | IONQ-WT | 79,058 | $3.4M | 0.44% |
| 42 | SOHO HOUSE & CO INC | 586001109 | 423,569 | $3.1M | 0.40% |
| 43 | IONQ INC | IONQ-WT | 64,897 | $2.8M | 0.36% |
| 44 | FORTIVE CORP | FTV | 50,143 | $2.6M | 0.34% |
| 45 | SOHO HOUSE & CO INC | 586001109 | 348,465 | $2.6M | 0.33% |
| 46 | FLUTTER ENTMT PLC | G3643J108 | 3,925 | $1.1M | 0.15% |
| 47 | RALLIANT CORP | RAL | 16,713 | $810,413 | 0.11% |
| 48 | AGNICO EAGLE MINES LTD | AEM | 6,337 | $753,659 | 0.10% |
| 49 | MARRIOTT INTL INC NEW | 571903202 | 2,036 | $556,256 | 0.07% |
| 50 | SPOTIFY USA INC | 84921RAB6 | 401 | $307,703 | 0.04% |
| 51 | VULCAN MATLS CO | 929160109 | 1,002 | $261,342 | 0.03% |