LANSDOWNE PARTNERS (UK) LLP Q2 2025 Filing
Filed August 14, 2025
Portfolio Value
$769.9B
Holdings
21
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (21 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 738,205 | $167.2B | 21.72% | |
| 2 | LINLINDE PLC | 308,634 | $144.8B | 18.81% | |
| 3 | DALDELTA AIR LINES INC DEL | 1,553,889 | $76.4B | 9.93% | |
| 4 | UALUNITED AIRLS HLDGS INC | 856,174 | $68.2B | 8.85% | |
| 5 | FCXFREEPORT-MCMORAN INC | 1,438,082 | $62.3B | 8.10% | |
| 6 | SWSMURFIT WESTROCK PLC | 1,304,056 | $56.3B | 7.31% | |
| 7 | RHCRH PLC | 525,214 | $48.2B | 6.26% | |
| 8 | GOLFACUSHNET HLDGS CORP | 540,385 | $39.4B | 5.11% | |
| 9 | ADIANALOG DEVICES INC | 146,488 | $34.9B | 4.53% | |
| 10 | IONQIONQ INC | 501,637 | $21.6B | 2.80% | |
| 11 | 75ZSOHO HOUSE & CO INC | 2,567,413 | $18.9B | 2.45% | |
| 12 | AMZNAMAZON COM INC | 47,693 | $10.5B | 1.36% | |
| 13 | ROKROCKWELL AUTOMATION INC | 26,775 | $8.9B | 1.16% | |
| 14 | TXNTEXAS INSTRS INC | 29,338 | $6.1B | 0.79% | |
| 15 | FTVFORTIVE CORP | 50,143 | $2.6B | 0.34% | |
| 16 | FLUTFLUTTER ENTMT PLC | 3,925 | $1.1B | 0.15% | |
| 17 | RALRALLIANT CORP | 16,713 | $810.4M | 0.11% | |
| 18 | AEMAGNICO EAGLE MINES LTD | 6,337 | $753.7M | 0.10% | |
| 19 | MARMARRIOTT INTL INC NEW | 2,036 | $556.3M | 0.07% | |
| 20 | SPOT 0 03/15/26SPOTIFY USA INC | 401 | $307.7M | 0.04% | |
| 21 | VMCVULCAN MATLS CO | 1,002 | $261.3M | 0.03% |