13F HOLDINGS REPORT
LANSDOWNE PARTNERS (UK) LLP
Quarter ended Q4 2025 · Filed February 13, 2026 · Accession 0000919574-26-000880
Total Value
$1.36B
Positions
71
Other Managers
4
Confidential Omitted
No
Holdings (71)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 437,885 | $133.1M | 9.76% |
| 2 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 407,530 | $123.8M | 9.08% |
| 3 | LINDE PLC | LIN | 227,457 | $97.0M | 7.11% |
| 4 | DELTA AIR LINES INC DEL | DAL | 854,411 | $59.3M | 4.35% |
| 5 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 193,882 | $58.9M | 4.32% |
| 6 | ANALOG DEVICES INC | ADI | 215,463 | $58.4M | 4.28% |
| 7 | ANALOG DEVICES INC | ADI | 196,470 | $53.3M | 3.91% |
| 8 | DELTA AIR LINES INC DEL | DAL | 716,517 | $49.7M | 3.65% |
| 9 | UNITED AIRLS HLDGS INC | UNTCW | 438,335 | $49.0M | 3.59% |
| 10 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 154,876 | $47.1M | 3.45% |
| 11 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 131,111 | $39.8M | 2.92% |
| 12 | UNITED AIRLS HLDGS INC | UNTCW | 346,731 | $38.8M | 2.84% |
| 13 | TECK RESOURCES LTD | TCKRF | 649,049 | $31.1M | 2.28% |
| 14 | TECK RESOURCES LTD | TCKRF | 520,514 | $24.9M | 1.83% |
| 15 | DELTA AIR LINES INC DEL | DAL | 340,690 | $23.6M | 1.73% |
| 16 | ANALOG DEVICES INC | ADI | 85,122 | $23.1M | 1.69% |
| 17 | ANALOG DEVICES INC | ADI | 74,576 | $20.2M | 1.48% |
| 18 | DELTA AIR LINES INC DEL | DAL | 272,289 | $18.9M | 1.39% |
| 19 | UNITED AIRLS HLDGS INC | UNTCW | 166,575 | $18.6M | 1.37% |
| 20 | ACUSHNET HLDGS CORP | GOLF | 217,232 | $17.3M | 1.27% |
| 21 | ARM HOLDINGS PLC | 042068205 | 157,540 | $17.2M | 1.26% |
| 22 | ANALOG DEVICES INC | ADI | 63,123 | $17.1M | 1.26% |
| 23 | DELTA AIR LINES INC DEL | DAL | 230,501 | $16.0M | 1.17% |
| 24 | UNITED AIRLS HLDGS INC | UNTCW | 141,017 | $15.8M | 1.16% |
| 25 | UNITED AIRLS HLDGS INC | UNTCW | 137,313 | $15.4M | 1.13% |
| 26 | ARM HOLDINGS PLC | 042068205 | 128,354 | $14.0M | 1.03% |
| 27 | EATON CORP PLC | ETN | 40,653 | $12.9M | 0.95% |
| 28 | ACUSHNET HLDGS CORP | GOLF | 160,052 | $12.8M | 0.94% |
| 29 | TEXAS INSTRS INC | 882508104 | 73,033 | $12.7M | 0.93% |
| 30 | CRH PLC | CRH | 96,796 | $12.1M | 0.89% |
| 31 | TECK RESOURCES LTD | TCKRF | 246,523 | $11.8M | 0.87% |
| 32 | BARRICK MNG CORP | 06849F108 | 265,824 | $11.6M | 0.85% |
| 33 | ROCKWELL AUTOMATION INC | ROK | 28,621 | $11.1M | 0.82% |
| 34 | IONQ INC | IONQ-WT | 239,278 | $10.7M | 0.79% |
| 35 | ALCON AG | ALC | 134,099 | $10.7M | 0.79% |
| 36 | TECK RESOURCES LTD | TCKRF | 208,707 | $10.0M | 0.73% |
| 37 | SMURFIT WESTROCK PLC | SW | 257,224 | $9.9M | 0.73% |
| 38 | CRH PLC | CRH | 79,544 | $9.9M | 0.73% |
| 39 | AMAZON COM INC | AMZN | 42,985 | $9.9M | 0.73% |
| 40 | SOHO HOUSE & CO INC | 586001109 | 1,025,159 | $9.2M | 0.67% |
| 41 | EATON CORP PLC | ETN | 27,382 | $8.7M | 0.64% |
| 42 | TECK RESOURCES LTD | TCKRF | 180,873 | $8.7M | 0.64% |
| 43 | ARM HOLDINGS PLC | 042068205 | 75,638 | $8.3M | 0.61% |
| 44 | IONQ INC | IONQ-WT | 183,211 | $8.2M | 0.60% |
| 45 | CRH PLC | CRH | 63,800 | $8.0M | 0.58% |
| 46 | EATON CORP PLC | ETN | 22,699 | $7.2M | 0.53% |
| 47 | SOHO HOUSE & CO INC | 586001109 | 770,220 | $6.9M | 0.51% |
| 48 | ACUSHNET HLDGS CORP | GOLF | 82,552 | $6.6M | 0.48% |
| 49 | ARM HOLDINGS PLC | 042068205 | 59,862 | $6.5M | 0.48% |
| 50 | ACUSHNET HLDGS CORP | GOLF | 69,882 | $5.6M | 0.41% |
| 51 | ARM HOLDINGS PLC | 042068205 | 50,682 | $5.5M | 0.41% |
| 52 | RALLIANT CORP | RAL | 97,930 | $5.0M | 0.37% |
| 53 | CRH PLC | CRH | 36,751 | $4.6M | 0.34% |
| 54 | IONQ INC | IONQ-WT | 90,930 | $4.1M | 0.30% |
| 55 | CRH PLC | CRH | 31,096 | $3.9M | 0.28% |
| 56 | SOHO HOUSE & CO INC | 586001109 | 423,569 | $3.8M | 0.28% |
| 57 | IONQ INC | IONQ-WT | 76,077 | $3.4M | 0.25% |
| 58 | EATON CORP PLC | ETN | 10,406 | $3.3M | 0.24% |
| 59 | SOHO HOUSE & CO INC | 586001109 | 348,465 | $3.1M | 0.23% |
| 60 | MEDTRONIC PLC | MDT | 31,398 | $3.0M | 0.22% |
| 61 | EATON CORP PLC | ETN | 8,815 | $2.8M | 0.21% |
| 62 | FORTIVE CORP | FTV | 46,354 | $2.6M | 0.19% |
| 63 | IONQ INC | IONQ-WT | 53,297 | $2.4M | 0.18% |
| 64 | AMAZON COM INC | AMZN | 4,486 | $1.0M | 0.08% |
| 65 | ROCKWELL AUTOMATION INC | ROK | 2,456 | $955,556 | 0.07% |
| 66 | TEXAS INSTRS INC | 882508104 | 4,962 | $860,857 | 0.06% |
| 67 | AGNICO EAGLE MINES LTD | AEM | 4,553 | $771,870 | 0.06% |
| 68 | MARRIOTT INTL INC NEW | 571903202 | 1,298 | $402,692 | 0.03% |
| 69 | FLUTTER ENTMT PLC | G3643J108 | 1,645 | $353,741 | 0.03% |
| 70 | FORTIVE CORP | FTV | 2,021 | $111,579 | 0.01% |
| 71 | RALLIANT CORP | RAL | 2,155 | $109,711 | 0.01% |