Lansdowne Partners (UK)
Lansdowne Partners (UK) (LANSDOWNE PARTNERS (UK) LLP) reported 26 positions worth $2.43B as of June 30, 2026 (13F filed August 14, 2026). Largest holding: TSM (29.0%). Biggest move: add BKR ($136.2M).
| # | Symbol | Company | Type | Value ↓ | % Port. | Time Held | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|---|
| ▸ 1 | TSM | SH | $704.8M | 29.00% | 3.3 Years | 1,475,803 | — | — | |
| ▸ 2 | ARM | SH | $380.3M | 15.64% | 1 Year | 1,072,493 | — | — | |
| ▸ 3 | DAL | SH | $231.5M | 9.52% | >10 Years | 2,471,261 | — | — | |
| ▸ 4 | ADI | SH | $228.2M | 9.39% | 6.8 Years | 574,537 | — | — | |
| ▸ 5 | UAL | SH | $210.7M | 8.67% | 1.3 Years | 1,549,179 | — | — | |
| ▸ 6 | BKR | SH | $138.4M | 5.69% | 2 Q | 2,494,112 | — | — | |
| ▸ 7 | LIN | SH | $123.8M | 5.09% | 3.5 Years | 238,619 | — | — | |
| ▸ 8 | SLB | SH | $119.0M | 4.90% | 2 Q | 2,560,073 | — | — | |
| ▸ 9 | GOLF | SH | $60.9M | 2.50% | 3.8 Years | 513,572 | — | — | |
| ▸ 10 | IONQ | SH | $51.5M | 2.12% | 4.8 Years | 966,433 | — | — |
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Five closest superinvestors by Jaccard overlap of tickers held in the latest quarter (computed nightly).
| Manager | Overlap | Shared holdings |
|---|---|---|
| Weitz Investment Management | 7.0% | TSM, TXN, AMZN, ADI, G54950103 |
| Altimeter Capital Management | 7.0% | TSM, AMZN, ARM |
| Egerton Capital (UK) | 6.5% | LAMR, AMZN, G54950103 |
| Glenview Capital Management | 6.3% | UAL, AMZN, BKR, A |
| Light Street Capital Management | 6.0% | TSM, AMZN, ADI |
Read the 2026-Q2 quarterly report · 13F Filing Calendar
Frequently Asked Questions
What stocks does Lansdowne Partners (UK) hold as of Q2 2026?
Lansdowne Partners (UK) reported 26 positions worth $2.43B in its Q2 2026 13F filing. Largest positions: TSM (29.0%), ARM (15.6%), DAL (9.5%), ADI (9.4%) and UAL (8.7%).
What did Lansdowne Partners (UK) buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Lansdowne Partners (UK) sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.