The Analysis of LANSDOWNE PARTNERS (UK) LLP's Holdings


Currently, LANSDOWNE PARTNERS (UK) LLP holds 24 types of securities in its portfolio with a total value $1.4B. In the most recent quarter, they have increased their positions in ADI (+483.4K shares, valued at $131.1M), TECK (+1.1M shares, valued at $51.9M), ARM (+412.1K shares, valued at $45.0M); decreased their positions in N/A (-137.1K shares, valued at $58.5M), IONQ (-1.3M shares, valued at $58.1M), N/A (-340.1K shares, valued at $42.4M); initiated new positions in N/A (+110.0K shares, valued at $35.0M), ALC (+134.1K shares, valued at $10.7M), N/A (+31.4K shares, valued at $3.0M).


Top Holding Treemap

Stock Holdings
TickerCompany NameSharesShares â–ŗ%Event DateReport DateHistory
TSM TAIWAN SEMICONDUCTOR MFG LTD1.3M shares-6.63%2025-12-312026-02-13history
ADI ANALOG DEVICES INC634.8K shares319.25%2025-12-312026-02-13history
DAL DELTA AIR LINES INC DEL2.4M shares5.70%2025-12-312026-02-13history
UAL UNITED AIRLS HLDGS INC1.2M shares11.79%2025-12-312026-02-13history
LINDE PLC LINDE PLC227.5K shares-37.60%2025-12-312026-02-13history
TECK TECK RESOURCES LTD1.8M shares150.07%2025-12-312026-02-13history
ARM ARM HOLDINGS PLC472.1K shares687.12%2025-12-312026-02-13history
GOLF ACUSHNET HLDGS CORP529.7K shares-0.07%2025-12-312026-02-13history
Sponsored
CRH PLC CRH PLC308.0K shares-52.48%2025-12-312026-02-13history
EATON CORP PLC EATON CORP PLC110.0K sharesnew addition2025-12-312026-02-13history
IONQ IONQ INC642.8K shares-66.82%2025-12-312026-02-13history
SHCO SOHO HOUSE & CO INC2.6M shares0.00%2025-12-312026-02-13history
TXN TEXAS INSTRS INC78.0K shares116.51%2025-12-312026-02-13history
ROK ROCKWELL AUTOMATION INC31.1K shares5.20%2025-12-312026-02-13history
BARRICK MNG CORP BARRICK MNG CORP265.8K shares0.00%2025-12-312026-02-13history
AMZN AMAZON COM INC47.5K shares-71.58%2025-12-312026-02-13history
Sponsored
ALC ALCON AG134.1K sharesnew addition2025-12-312026-02-13history
SW SMURFIT WESTROCK PLC257.2K shares-80.00%2025-12-312026-02-13history
RAL RALLIANT CORP100.1K shares468.86%2025-12-312026-02-13history
MEDTRONIC PLC MEDTRONIC PLC31.4K sharesnew addition2025-12-312026-02-13history
FTV FORTIVE CORP48.4K shares0.00%2025-12-312026-02-13history
AEM AGNICO EAGLE MINES LTD4.6K shares0.00%2025-12-312026-02-13history
MAR MARRIOTT INTL INC NEW1.3K shares0.00%2025-12-312026-02-13history
FLUT FLUTTER ENTMT PLC1.6K shares-35.57%2025-12-312026-02-13history
Sponsored

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available