§ 13F · FUND PROFILE
LANSDOWNE PARTNERS (UK) LLP.
AUM · $2.4B (13F)Positions · 67Turnover · n/a · Q2Filed · Aug 14, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$31M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 14, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | 529K | $253M | 10.4% | +10% |
| 2 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | 446K | $213M | 8.8% | — |
| 3 | ARM | ARM HOLDINGS PLC | 370K | $131M | 5.4% | +15% |
| 4 | LIN | LINDE PLC | 239K | $124M | 5.1% | −47% |
| 5 | ARM | ARM HOLDINGS PLC | 327K | $116M | 4.8% | — |
| 6 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | 200K | $96M | 3.9% | — |
| 7 | DAL | DELTA AIR LINES INC | 956K | $90M | 3.7% | −1% |
| 8 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | 166K | $79M | 3.3% | — |
| 9 | ADI | ANALOG DEVICES INC | 199K | $79M | 3.3% | −13% |
| 10 | UAL | UNITED AIRLS HLDGS INC | 538K | $73M | 3.0% | +1% |
§ 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 $2.4 billion in assets. The fund runs a portfolio of 67 positions.
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