LANSDOWNE PARTNERS (UK) LLP
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | SHCO | 2.57M | $23.00M |
 | DAL | 2.41M | $167.56M |
 | TECK | 1.81M | $86.47M |
 | TSM | 1.33M | $402.74M |
 | UAL | 1.23M | $137.54M |
 | IONQ | 643K | $28.84M |
 | ADI | 635K | $172.15M |
 | GOLF | 530K | $42.28M |
 | ARM | 472K | $51.60M |
 | CRH | 308K | $38.44M |
 | B | 266K | $11.58M |
 | SW | 257K | $9.95M |
 | LIN | 227K | $96.99M |
 | ALC | 134K | $10.71M |
 | ETN | 110K | $35.02M |
 | RAL | 100K | $5.10M |
 | TXN | 78K | $13.53M |
 | FTV | 48K | $2.67M |
 | AMZN | 47K | $10.96M |
 | MDT | 31K | $3.02M |
Soho House & Co Inc.
SHCO
Shares Held
2.57M
Value
$23.00M
Delta Air Lines, Inc.
DAL
Shares Held
2.41M
Value
$167.56M
Teck Resources Limited
TECK
Shares Held
1.81M
Value
$86.47M
Taiwan Semiconductor Manufacturing Company Limited
TSM
Shares Held
1.33M
Value
$402.74M
United Airlines Holdings, Inc.
UAL
Shares Held
1.23M
Value
$137.54M
IonQ, Inc.
IONQ
Shares Held
643K
Value
$28.84M
Analog Devices, Inc.
ADI
Shares Held
635K
Value
$172.15M
Acushnet Holdings Corp.
GOLF
Shares Held
530K
Value
$42.28M
Arm Holdings plc American Depositary Shares
ARM
Shares Held
472K
Value
$51.60M
CRH plc
CRH
Shares Held
308K
Value
$38.44M
Barrick Mining Corporation
B
Shares Held
266K
Value
$11.58M
Smurfit Westrock Plc
SW
Shares Held
257K
Value
$9.95M
Linde plc
LIN
Shares Held
227K
Value
$96.99M
Alcon Inc.
ALC
Shares Held
134K
Value
$10.71M
Eaton Corporation plc
ETN
Shares Held
110K
Value
$35.02M
Ralliant Corp.
RAL
Shares Held
100K
Value
$5.10M
Texas Instruments Incorporated
TXN
Shares Held
78K
Value
$13.53M
Fortive Corporation
FTV
Shares Held
48K
Value
$2.67M
Amazon.com, Inc.
AMZN
Shares Held
47K
Value
$10.96M
Medtronic plc
MDT
Shares Held
31K
Value
$3.02M