13F HOLDINGS REPORT (Amended)
LANSDOWNE PARTNERS (UK) LLP
Quarter ended Q3 2025 · Filed November 19, 2025 · Accession 0000919574-25-007111
Total Value
$1.19B
Positions
54
Other Managers
3
Confidential Omitted
No
Holdings (54)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 631,321 | $176.3M | 14.88% |
| 2 | LINDE PLC | LIN | 364,542 | $173.2M | 14.61% |
| 3 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 460,740 | $128.7M | 10.86% |
| 4 | DELTA AIR LINES INC DEL | DAL | 1,124,187 | $63.8M | 5.38% |
| 5 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 178,338 | $49.8M | 4.20% |
| 6 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 148,916 | $41.6M | 3.51% |
| 7 | UNITED AIRLS HLDGS INC | UNTCW | 422,358 | $40.8M | 3.44% |
| 8 | DELTA AIR LINES INC DEL | DAL | 678,350 | $38.5M | 3.25% |
| 9 | UNITED AIRLS HLDGS INC | UNTCW | 396,374 | $38.3M | 3.23% |
| 10 | CRH PLC | CRH | 263,741 | $31.6M | 2.67% |
| 11 | CRH PLC | CRH | 224,732 | $26.9M | 2.27% |
| 12 | SMURFIT WESTROCK PLC | SW | 584,809 | $24.9M | 2.10% |
| 13 | AMAZON COM INC | AMZN | 88,845 | $19.5M | 1.65% |
| 14 | ANALOG DEVICES INC | ADI | 76,576 | $18.8M | 1.59% |
| 15 | IONQ INC | IONQ-WT | 1,603,060 | $18.0M | 1.52% |
| 16 | SMURFIT WESTROCK PLC | SW | 410,086 | $17.5M | 1.47% |
| 17 | ACUSHNET HLDGS CORP | GOLF | 216,256 | $17.0M | 1.43% |
| 18 | DELTA AIR LINES INC DEL | DAL | 262,515 | $14.9M | 1.26% |
| 19 | UNITED AIRLS HLDGS INC | UNTCW | 153,393 | $14.8M | 1.25% |
| 20 | TECK RESOURCES LTD | TCKRF | 302,354 | $13.3M | 1.12% |
| 21 | ACUSHNET HLDGS CORP | GOLF | 160,262 | $12.6M | 1.06% |
| 22 | DELTA AIR LINES INC DEL | DAL | 219,205 | $12.4M | 1.05% |
| 23 | UNITED AIRLS HLDGS INC | UNTCW | 128,086 | $12.4M | 1.04% |
| 24 | IONQ INC | IONQ-WT | 191,355 | $11.8M | 0.99% |
| 25 | TECK RESOURCES LTD | TCKRF | 245,224 | $10.8M | 0.91% |
| 26 | ANALOG DEVICES INC | ADI | 43,754 | $10.8M | 0.91% |
| 27 | CRH PLC | CRH | 87,005 | $10.4M | 0.88% |
| 28 | ROCKWELL AUTOMATION INC | ROK | 29,540 | $10.3M | 0.87% |
| 29 | AMAZON COM INC | AMZN | 45,796 | $10.1M | 0.85% |
| 30 | SOHO HOUSE & CO INC | 586001109 | 1,025,159 | $9.1M | 0.77% |
| 31 | BARRICK MNG CORP | 06849F108 | 265,824 | $8.7M | 0.73% |
| 32 | CRH PLC | CRH | 72,651 | $8.7M | 0.73% |
| 33 | ARM HOLDINGS PLC | 042068205 | 59,975 | $8.5M | 0.72% |
| 34 | SOHO HOUSE & CO INC | 586001109 | 770,220 | $6.8M | 0.58% |
| 35 | SMURFIT WESTROCK PLC | SW | 158,699 | $6.8M | 0.57% |
| 36 | TEXAS INSTRS INC | 882508104 | 36,024 | $6.6M | 0.56% |
| 37 | ACUSHNET HLDGS CORP | GOLF | 83,689 | $6.6M | 0.55% |
| 38 | SMURFIT WESTROCK PLC | SW | 132,517 | $5.6M | 0.48% |
| 39 | ACUSHNET HLDGS CORP | GOLF | 69,882 | $5.5M | 0.46% |
| 40 | IONQ INC | IONQ-WT | 77,719 | $4.8M | 0.40% |
| 41 | TECK RESOURCES LTD | TCKRF | 95,081 | $4.2M | 0.35% |
| 42 | ANALOG DEVICES INC | ADI | 16,932 | $4.2M | 0.35% |
| 43 | IONQ INC | IONQ-WT | 64,897 | $4.0M | 0.34% |
| 44 | AMAZON COM INC | AMZN | 17,649 | $3.9M | 0.33% |
| 45 | SOHO HOUSE & CO INC | 586001109 | 423,569 | $3.7M | 0.32% |
| 46 | TECK RESOURCES LTD | TCKRF | 79,395 | $3.5M | 0.29% |
| 47 | ANALOG DEVICES INC | ADI | 14,139 | $3.5M | 0.29% |
| 48 | AMAZON COM INC | AMZN | 14,738 | $3.2M | 0.27% |
| 49 | SOHO HOUSE & CO INC | 586001109 | 348,465 | $3.1M | 0.26% |
| 50 | FORTIVE CORP | FTV | 48,375 | $2.4M | 0.20% |
| 51 | RALLIANT CORP | RAL | 17,594 | $769,385 | 0.06% |
| 52 | AGNICO EAGLE MINES LTD | AEM | 4,553 | $767,454 | 0.06% |
| 53 | FLUTTER ENTMT PLC | G3643J108 | 2,553 | $648,462 | 0.05% |
| 54 | MARRIOTT INTL INC NEW | 571903202 | 1,298 | $338,051 | 0.03% |