13F HOLDINGS REPORT
LANSDOWNE PARTNERS (UK) LLP
Quarter ended Q3 2025 · Filed November 14, 2025 · Accession 0000919574-25-006768
Total Value
$1.20B
Positions
58
Other Managers
3
Confidential Omitted
No
Holdings (58)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 631,321 | $176.3M | 14.64% |
| 2 | LINDE PLC | LIN | 364,542 | $173.2M | 14.38% |
| 3 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 460,740 | $128.7M | 10.69% |
| 4 | DELTA AIR LINES INC DEL | DAL | 1,124,187 | $63.8M | 5.30% |
| 5 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 178,338 | $49.8M | 4.14% |
| 6 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 148,916 | $41.6M | 3.45% |
| 7 | UNITED AIRLS HLDGS INC | UNTCW | 422,358 | $40.8M | 3.39% |
| 8 | DELTA AIR LINES INC DEL | DAL | 678,350 | $38.5M | 3.20% |
| 9 | UNITED AIRLS HLDGS INC | UNTCW | 396,374 | $38.3M | 3.18% |
| 10 | CRH PLC | CRH | 263,741 | $31.6M | 2.63% |
| 11 | CRH PLC | CRH | 224,732 | $26.9M | 2.24% |
| 12 | SMURFIT WESTROCK PLC | SW | 584,809 | $24.9M | 2.07% |
| 13 | AMAZON COM INC | AMZN | 88,845 | $19.5M | 1.62% |
| 14 | ANALOG DEVICES INC | ADI | 76,576 | $18.8M | 1.56% |
| 15 | IONQ INC | IONQ-WT | 1,603,060 | $18.0M | 1.50% |
| 16 | SMURFIT WESTROCK PLC | SW | 410,086 | $17.5M | 1.45% |
| 17 | ACUSHNET HLDGS CORP | GOLF | 216,256 | $17.0M | 1.41% |
| 18 | DELTA AIR LINES INC DEL | DAL | 262,515 | $14.9M | 1.24% |
| 19 | UNITED AIRLS HLDGS INC | UNTCW | 153,393 | $14.8M | 1.23% |
| 20 | TECK RESOURCES LTD | TCKRF | 302,354 | $13.3M | 1.10% |
| 21 | ACUSHNET HLDGS CORP | GOLF | 160,262 | $12.6M | 1.04% |
| 22 | DELTA AIR LINES INC DEL | DAL | 219,205 | $12.4M | 1.03% |
| 23 | UNITED AIRLS HLDGS INC | UNTCW | 128,086 | $12.4M | 1.03% |
| 24 | IONQ INC | IONQ-WT | 191,355 | $11.8M | 0.98% |
| 25 | TECK RESOURCES LTD | TCKRF | 245,224 | $10.8M | 0.89% |
| 26 | ANALOG DEVICES INC | ADI | 43,754 | $10.8M | 0.89% |
| 27 | CRH PLC | CRH | 87,005 | $10.4M | 0.87% |
| 28 | ROCKWELL AUTOMATION INC | ROK | 29,540 | $10.3M | 0.86% |
| 29 | AMAZON COM INC | AMZN | 45,796 | $10.1M | 0.84% |
| 30 | SOHO HOUSE & CO INC | 586001109 | 1,025,159 | $9.1M | 0.75% |
| 31 | BARRICK MNG CORP | 06849F108 | 265,824 | $8.7M | 0.72% |
| 32 | CRH PLC | CRH | 72,651 | $8.7M | 0.72% |
| 33 | ARM HOLDINGS PLC | 042068205 | 59,975 | $8.5M | 0.70% |
| 34 | PURETECH HEALTH PLC | PTCHF | 5,679,997 | $7.6M | 0.63% |
| 35 | SOHO HOUSE & CO INC | 586001109 | 770,220 | $6.8M | 0.57% |
| 36 | SMURFIT WESTROCK PLC | SW | 158,699 | $6.8M | 0.56% |
| 37 | TEXAS INSTRS INC | 882508104 | 36,024 | $6.6M | 0.55% |
| 38 | ACUSHNET HLDGS CORP | GOLF | 83,689 | $6.6M | 0.55% |
| 39 | PURETECH HEALTH PLC | PTCHF | 4,407,137 | $5.9M | 0.49% |
| 40 | SMURFIT WESTROCK PLC | SW | 132,517 | $5.6M | 0.47% |
| 41 | ACUSHNET HLDGS CORP | GOLF | 69,882 | $5.5M | 0.46% |
| 42 | IONQ INC | IONQ-WT | 77,719 | $4.8M | 0.40% |
| 43 | TECK RESOURCES LTD | TCKRF | 95,081 | $4.2M | 0.35% |
| 44 | ANALOG DEVICES INC | ADI | 16,932 | $4.2M | 0.35% |
| 45 | IONQ INC | IONQ-WT | 64,897 | $4.0M | 0.33% |
| 46 | AMAZON COM INC | AMZN | 17,649 | $3.9M | 0.32% |
| 47 | SOHO HOUSE & CO INC | 586001109 | 423,569 | $3.7M | 0.31% |
| 48 | TECK RESOURCES LTD | TCKRF | 79,395 | $3.5M | 0.29% |
| 49 | ANALOG DEVICES INC | ADI | 14,139 | $3.5M | 0.29% |
| 50 | AMAZON COM INC | AMZN | 14,738 | $3.2M | 0.27% |
| 51 | SOHO HOUSE & CO INC | 586001109 | 348,465 | $3.1M | 0.26% |
| 52 | PURETECH HEALTH PLC | PTCHF | 2,190,457 | $2.9M | 0.24% |
| 53 | PURETECH HEALTH PLC | PTCHF | 1,829,069 | $2.4M | 0.20% |
| 54 | FORTIVE CORP | FTV | 48,375 | $2.4M | 0.20% |
| 55 | RALLIANT CORP | RAL | 17,594 | $769,385 | 0.06% |
| 56 | AGNICO EAGLE MINES LTD | AEM | 4,553 | $767,454 | 0.06% |
| 57 | FLUTTER ENTMT PLC | G3643J108 | 2,553 | $648,462 | 0.05% |
| 58 | MARRIOTT INTL INC NEW | 571903202 | 1,298 | $338,051 | 0.03% |