account_balance
Investment manager · 13F filer · SEC CIK 1608485
Lansdowne Partners (Uk) LLP
Reported value$2.24Bas of Sep 30, 2026
Positions26 2 new, 2 sold out
Top 10 weight90.3%TSM alone is 29%
FiledNov 1344 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
TSMTaiwan Semiconductor Manufacturing Co Ltd
28.7%Trimmed −4%
ARMArm Holdings PLC
14.1%
DALDelta Air Lines, Inc.
10.4%Added +13%
ADIAnalog Devices Inc
10.3%
UALUnited Airlines Holdings, Inc.
7.7%
BKRBaker Hughes Co
6.1%
SLBSLB Limited
5.5%
LINLinde PLC
3.8%Trimmed −24%
GOLFAcushnet Holdings Corp.
1.9%
IONQIonQ, Inc.
1.8%
TTETotalEnergies SE
1.6%
TXNTexas Instruments Inc
1.3%
TSMTaiwan Semiconductor Manufacturing Co Ltd
28.7%Trimmed −4%
ARMArm Holdings PLC
14.1%
DALDelta Air Lines, Inc.
10.4%Added +13%
ADIAnalog Devices Inc
10.3%
UALUnited Airlines Holdings, Inc.
7.7%
BKRBaker Hughes Co
6.1%
SLB5.5%LIN3.8%GOLFIONQTTETXNBoxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
TSM Taiwan Semiconductor Manufacturing Co Ltd 28.7% Trimmed −4%ARM Arm Holdings PLC 14.1% HeldDAL Delta Air Lines, Inc. 10.4% Added +13%ADI Analog Devices Inc 10.3% HeldUAL United Airlines Holdings, Inc. 7.7% HeldBKR Baker Hughes Co 6.1% HeldSLB SLB Limited 5.5% HeldLIN Linde PLC 3.8% Trimmed −24%GOLF Acushnet Holdings Corp. 1.9% HeldIONQ IonQ, Inc. 1.8% Trimmed −3%TTE TotalEnergies SE 1.6% NewTXN Texas Instruments Inc 1.3% Added +15%
What changed
Biggest moves since Jun 30, 2026
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