§ 13F · FUND PROFILE
LANSDOWNE PARTNERS (UK) LLP.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $1.2B (13F)Positions · 58Turnover · — · Q1Filed · May 14, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$53M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 14, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | LIN | LINDE PLC | 449K | $223M | 11.9% | +97% |
| 2 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | 447K | $151M | 8.1% | +1% |
| 3 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | 408K | $138M | 7.4% | — |
| 4 | SW | SMURFIT WESTROCK PLC | 1.87M | $75M | 4.0% | +627% |
| 5 | ADI | ANALOG DEVICES INC | 230K | $73M | 3.9% | +5% |
| 6 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | 197K | $67M | 3.6% | — |
| 7 | ADI | ANALOG DEVICES INC | 185K | $59M | 3.2% | — |
| 8 | DAL | DELTA AIR LINES INC | 877K | $58M | 3.1% | +3% |
| 9 | DAL | DELTA AIR LINES INC | 772K | $51M | 2.7% | — |
| 10 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | 151K | $51M | 2.7% | — |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE LANSDOWNE SIGNAL
AC read
LANSDOWNE PARTNERS (UK) LLP is a Other fund managing $1.2 billion in assets. The fund runs a portfolio of 58 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed