LANSDOWNE PARTNERS (UK) LLP Q3 2025 Filing
Filed November 14, 2025
Portfolio Value
$1.2T
Holdings
22
Report Date
Q3 2025
Filing Type
13F-HR
All Holdings (22 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 1,419,315 | $396.4B | 32.92% | |
| 2 | LINLINDE PLC | 364,542 | $173.2B | 14.38% | |
| 3 | DALDELTA AIR LINES INC DEL | 2,284,257 | $129.6B | 10.77% | |
| 4 | UALUNITED AIRLS HLDGS INC | 1,100,211 | $106.2B | 8.82% | |
| 5 | RHCRH PLC | 648,129 | $77.7B | 6.45% | |
| 6 | SWSMURFIT WESTROCK PLC | 1,286,111 | $54.7B | 4.55% | |
| 7 | GOLFACUSHNET HLDGS CORP | 530,089 | $41.6B | 3.46% | |
| 8 | IONQIONQ INC | 1,937,031 | $38.6B | 3.20% | |
| 9 | ADIANALOG DEVICES INC | 151,401 | $37.2B | 3.09% | |
| 10 | AMZNAMAZON COM INC | 167,028 | $36.7B | 3.05% | |
| 11 | TECK/BTECK RESOURCES LTD | 722,054 | $31.7B | 2.63% | |
| 12 | 75ZSOHO HOUSE & CO INC | 2,567,413 | $22.7B | 1.89% | |
| 13 | PRTCPURETECH HEALTH PLC | 14,106,660 | $18.8B | 1.56% | |
| 14 | ROKROCKWELL AUTOMATION INC | 29,540 | $10.3B | 0.86% | |
| 15 | BBARRICK MNG CORP | 265,824 | $8.7B | 0.72% | |
| 16 | ARMARM HOLDINGS PLC | 59,975 | $8.5B | 0.70% | |
| 17 | TXNTEXAS INSTRS INC | 36,024 | $6.6B | 0.55% | |
| 18 | FTVFORTIVE CORP | 48,375 | $2.4B | 0.20% | |
| 19 | RALRALLIANT CORP | 17,594 | $769.4M | 0.06% | |
| 20 | AEMAGNICO EAGLE MINES LTD | 4,553 | $767.5M | 0.06% | |
| 21 | FLUTFLUTTER ENTMT PLC | 2,553 | $648.5M | 0.05% | |
| 22 | MARMARRIOTT INTL INC NEW | 1,298 | $338.1M | 0.03% |