§ 13F · FUND PROFILE
LANSDOWNE PARTNERS (UK) LLP.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $1204.1T (13F)Positions · 58Turnover · — · Q4Filed · Feb 13, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$48.7T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED FEB 13, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | TSM | TAIWAN SEMICONDUCTOR MFG LTD | 438K | $133.1T | 9.8% | −5% |
| 2 | TSM | TAIWAN SEMICONDUCTOR MFG LTD | 408K | $123.8T | 9.1% | −12% |
| 3 | LIN | LINDE PLC | 227K | $97.0T | 7.1% | −38% |
| 4 | DAL | DELTA AIR LINES INC DEL | 854K | $59.3T | 4.3% | +26% |
| 5 | TSM | TAIWAN SEMICONDUCTOR MFG LTD | 194K | $58.9T | 4.3% | −58% |
| 6 | ADI | ANALOG DEVICES INC | 215K | $58.4T | 4.3% | +181% |
| 7 | ADI | ANALOG DEVICES INC | 196K | $53.3T | 3.9% | +157% |
| 8 | DAL | DELTA AIR LINES INC DEL | 717K | $49.7T | 3.6% | +6% |
| 9 | UAL | UNITED AIRLS HLDGS INC | 438K | $49.0T | 3.6% | +4% |
| 10 | TSM | TAIWAN SEMICONDUCTOR MFG LTD | 155K | $47.1T | 3.5% | −66% |
§ 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 $1204063.0 trillion in assets. The fund runs a portfolio of 58 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
6 FILINGS
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
Q4 2024
Steady book
+0 buys · −0 exits · 0 changed