Stock Taper 
LANSDOWNE PARTNERS (UK) LLP
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Slb N.V. | SLB | 2.56M | $119.02M |
 Baker Hughes Company | BKR | 2.49M | $138.42M |
 Delta Air Lines, Inc. | DAL | 2.47M | $231.46M |
 United Airlines Holdings, Inc. | UAL | 1.55M | $210.67M |
 Taiwan Semiconductor Manufacturing Company Limited | TSM | 1.48M | $704.8M |
 Arm Holdings plc American Depositary Shares | ARM | 1.07M | $380.27M |
 IonQ, Inc. | IONQ | 966.43K | $51.47M |
 Analog Devices, Inc. | ADI | 574.54K | $228.19M |
 Acushnet Holdings Corp. | GOLF | 513.57K | $60.87M |
 Barrick Mining Corporation | B | 411.33K | $15.11M |
 Smurfit Westrock plc | SW | 347.8K | $16.09M |
 Teck Resources Limited | TECK | 310.56K | $18.47M |
 Linde plc | LIN | 238.62K | $123.83M |
 Ralliant Corp | RAL | 197.85K | $14.57M |
 Sensata Technologies Holding plc | ST | 140.29K | $6.7M |
 Amazon.com, Inc. | AMZN | 132.97K | $31.69M |
 Texas Instruments Incorporated | TXN | 92.58K | $27.59M |
 Medtronic plc | MDT | 88.84K | $6.95M |
 Agilent Technologies, Inc. | A | 88.57K | $11.76M |
 nVent Electric plc | NVT | 71.12K | $12.06M |