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LANSDOWNE PARTNERS (UK) LLP
LANSDOWNE PARTNERS (UK) LLP
Latest filing: 2026-06-30
LANSDOWNE PARTNERS (UK) LLP runs LANSDOWNE PARTNERS (UK) LLP and currently holds 26 stock positions, which is fewer than the average of 230 among the investors we track. The portfolio is valued at approximately $2.43B. Their top holdings are TSM, ARM, DAL, ADI, UAL. The top five represent 72.2% of reported portfolio weight. LANSDOWNE PARTNERS (UK) LLP ranks #128 out of 1000 investors tracked by Alpha Score. In the most recent quarter, LANSDOWNE PARTNERS (UK) LLP initiated 5 new positions. They added to 9 existing positions. They trimmed 10 positions. Their current best-performing preview position is ARM with returns of +134.38%.
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26 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|
 TSM TAIWAN SEMICONDUCTOR MANUFAC | 29.00% | $235.15 | $418.87 | +78.13% | Added +10.49% |
 ARM ARM HOLDINGS PLC | 15.64% | $160.57 | $243.32 | +51.54% | Added +14.64% |
 DAL DELTA AIR LINES INC | 9.52% | $54.17 | $82.42 | +52.15% | Trimmed -0.59% |
 ADI ANALOG DEVICES INC | 9.39% | $255.75 | $373.09 | +45.88% | Trimmed -13.48% |
 UAL UNITED AIRLS HLDGS INC | 8.67% | $88.07 | $113.17 | +28.50% | Added +1.20% |
 BKR BAKER HUGHES COMPANY | 5.69% | $55.59 | $62.34 | +12.14% | Added +6087.48% |
 LIN LINDE PLC | 5.09% | $444.48 | $487.57 | +9.69% | Trimmed -46.88% |
 SLB SLB LIMITED | 4.90% | $51.39 | $53.88 | +4.84% | Trimmed -13.44% |
 GOLF ACUSHNET HLDGS CORP | 2.50% | $51.62 | $88.88 | +72.18% | Trimmed -1.79% |
 IONQ IONQ INC | 2.12% | $46.72 | $44.85 | -4.01% | Added +21.47% |
Showing 1-10 of 26