LANSDOWNE PARTNERS (UK) LLP Q4 2025 Filing
Filed February 13, 2026
Portfolio Value
$1.4B
Holdings
24
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (24 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 1,325,284 | $402.7M | 29.53% | |
| 2 | ADIANALOG DEVICES INC | 634,754 | $172.1M | 12.62% | |
| 3 | DALDELTA AIR LINES INC DEL | 2,414,408 | $167.6M | 12.29% | |
| 4 | UALUNITED AIRLS HLDGS INC | 1,229,971 | $137.5M | 10.08% | |
| 5 | LINLINDE PLC | 227,457 | $97.0M | 7.11% | |
| 6 | TECK/BTECK RESOURCES LTD | 1,805,666 | $86.5M | 6.34% | |
| 7 | ARMARM HOLDINGS PLC | 472,076 | $51.6M | 3.78% | |
| 8 | GOLFACUSHNET HLDGS CORP | 529,718 | $42.3M | 3.10% | |
| 9 | RHCRH PLC | 307,987 | $38.4M | 2.82% | |
| 10 | ETNEATON CORP PLC | 109,955 | $35.0M | 2.57% | |
| 11 | IONQIONQ INC | 642,793 | $28.8M | 2.11% | |
| 12 | 75ZSOHO HOUSE & CO INC | 2,567,413 | $23.0M | 1.69% | |
| 13 | TXNTEXAS INSTRS INC | 77,995 | $13.5M | 0.99% | |
| 14 | ROKROCKWELL AUTOMATION INC | 31,077 | $12.1M | 0.89% | |
| 15 | BBARRICK MNG CORP | 265,824 | $11.6M | 0.85% | |
| 16 | AMZNAMAZON COM INC | 47,471 | $11.0M | 0.80% | |
| 17 | ALCALCON AG | 134,099 | $10.7M | 0.79% | |
| 18 | SWSMURFIT WESTROCK PLC | 257,224 | $9.9M | 0.73% | |
| 19 | RALRALLIANT CORP | 100,085 | $5.1M | 0.37% | |
| 20 | MDTMEDTRONIC PLC | 31,398 | $3.0M | 0.22% | |
| 21 | FTVFORTIVE CORP | 48,375 | $2.7M | 0.20% | |
| 22 | AEMAGNICO EAGLE MINES LTD | 4,553 | $771K | 0.06% | |
| 23 | MARMARRIOTT INTL INC NEW | 1,298 | $402K | 0.03% | |
| 24 | FLUTFLUTTER ENTMT PLC | 1,645 | $353K | 0.03% |