LANSDOWNE PARTNERS (UK) LLP

Q4 2025 13F Holdings

  • Location
    london, X0
  • Num holdings

    24

  • Value ($000)

    $1,363,749

  • Date Filed
    02/13/2026
  • Form type
    13F-HR
  • CIK
    0001608485
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
TSM

TAIWAN SEMICONDUCTOR MFG LTD

SPONSORED ADS
$402.74M
30 %

1,325,284

ADI

ANALOG DEVICES INC

COM
$172.15M
13 %

634,754

DAL

DELTA AIR LINES INC DEL

COM NEW
$167.56M
12 %

2,414,408

UAL

UNITED AIRLS HLDGS INC

COM
$137.54M
10 %

1,229,971

LIN

LINDE PLC

SHS
$96.99M
7 %

227,457

TECK/B

TECK RESOURCES LTD

CL B
$86.47M
6 %

1,805,666

ARM

ARM HOLDINGS PLC

SPONSORED ADS
$51.6M
4 %

472,076

GOLF

ACUSHNET HLDGS CORP

COM
$42.28M
3 %

529,718

---

CRH PLC

ORD
$38.44M
3 %

307,987

---

EATON CORP PLC

SHS
$35.02M
3 %

109,955

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