Lansdowne Partners (UK)
LANSDOWNE PARTNERS (UK) LLP · CIK 0001608485 · LONDON, X0 · Quarter end: 2026-06-30 · Filed on: 2026-08-14 · Open the SEC source ↗Growth Investor
Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$2.43B
2026 Q2
Positions
26
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
92.5%
Est. Net Flow (Q)
—
2026 Q2
Top Holdings
TSM
TAIWAN SEMICONDUCTOR MANUFAC
29.0%
ARM
ARM HOLDINGS PLC
15.6%
DAL
DELTA AIR LINES INC
9.5%
ADI
ANALOG DEVICES INC
9.4%
UAL
UNITED AIRLS HLDGS INC
8.7%
BKR
BAKER HUGHES COMPANY
5.7%
LIN
LINDE PLC
5.1%
SLB
SLB LIMITED
4.9%
New / Increased
No prior quarter data
Reduced / Exited
No prior quarter data
Related managers
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
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.