LANSDOWNE PARTNERS (UK) LLP
CIK 1608485
13F filing for Q2 2026・No. 1,464
- Holdings
- US$2.43B
- Quarter change
- +US$564.34M
- Entries
- 67
- Net bought (estimate)
- −US$82.2M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 5
- Sold out 1
- Cut 10
- Added 9
- Corporate actions 0
- Unchanged 2
Largest holdings
26 stocks worth US$2.43B, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| TSMTSMC ADRSPONSORED ADS | Added | 1,475,803 | US$704.8M | 29.00% |
| ARMARM HOLDINGS PLCSPONSORED ADS | Added | 1,072,493 | US$380.27M | 15.64% |
| DALDELTA AIR LINES INCCOM NEW | Cut | 2,471,261 | US$231.46M | 9.52% |
| ADIANALOG DEVICES INCCOM | Cut | 574,537 | US$228.19M | 9.39% |
| UALUNITED AIRLS HLDGS INCCOM | Added | 1,549,179 | US$210.67M | 8.67% |
| BKRBAKER HUGHES COMPANYCL A | Added | 2,494,112 | US$138.42M | 5.69% |
| LINLINDE PLCSHS | Cut | 238,619 | US$123.83M | 5.09% |
| SLBSLB LIMITEDCOM STK | Cut | 2,560,073 | US$119.02M | 4.90% |
| GOLFACUSHNET HLDGS CORPCOM | Cut | 513,572 | US$60.87M | 2.50% |
| IONQ INCCOM | Added | 966,433 | US$51.47M | 2.12% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled August 14, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.