Lansdowne Partners (Uk) LLP Portfolio Holdings

Lansdowne Partners (Uk) LLP

  • $937 Million
  • Q3 2025

Lansdowne Partners (Uk) LLP has filed its 13F form on November 19, 2025 for Q3 2025 where it was disclosed a total value porftolio of $937 Million distributed in 54 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Taiwan Semiconductor Manufacturing CO LTD with a value of $396M, Delta Air Lines, Inc. with a value of $130M, Ion Q, Inc. with a value of $119M, United Airlines Holdings, Inc. with a value of $106M, and Acushnet Holdings Corp. with a value of $41.6M.

Examining the 13F form we can see an decrease of $261M in the current position value, from $1.2B to 937M.

Lansdowne Partners (Uk) LLP is based out at London, X0

Below you can find more details about Lansdowne Partners (Uk) LLP portfolio as well as his latest detailed transactions.

Portfolio value $937 Million
Technology: $562 Million
Industrials: $246 Million
Consumer Cyclical: $96.4 Million
Basic Materials: $32.5 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$1.46T
$396 Million 42.3% of portfolio
1,419,315
Q3 2025 Added 92.27%
$37.5B
$130 Million 13.83% of portfolio
2,284,257
Q3 2025 Added 47.0%
$9.4B
$119 Million 12.71% of portfolio
1,937,031
Q3 2025 Added 286.14%
$31.1B
$106 Million 11.33% of portfolio
1,100,211
Q3 2025 Added 28.5%
$5.65B
$41.6 Million 4.44% of portfolio
530,089
Q3 2025 Reduced 1.91%
$118B
$37.2 Million 3.97% of portfolio
151,401
Q3 2025 Added 3.35%
$2.39T
$36.7 Million 3.91% of portfolio
167,028
Q3 2025 Added 250.21%
$21.4B
$31.7 Million 3.38% of portfolio
722,054
Q3 2025 New
$404M
$17.7 Million 1.89% of portfolio
2,567,413
Q2 2024 Added 2.05%
$43.5B
$10.3 Million 1.1% of portfolio
29,540
Q3 2025 Added 10.33%
$177B
$7.01 Million 0.75% of portfolio
36,024
Q3 2025 Added 22.79%
$18.3B
$2.37 Million 0.25% of portfolio
48,375
Q3 2025 Reduced 3.53%
$76.5B
$767,000 0.08% of portfolio
4,553
Q3 2025 Reduced 28.15%
$92.7B
$338,000 0.04% of portfolio
1,298
Q3 2025 Reduced 36.25%
Linde PLC
-
$0 0.0% of portfolio
-
Q3 2025 Added 18.11%
Arm Holdings PLC
-
$0 0.0% of portfolio
-
Q3 2025 New
$23.9B
$0 0.0% of portfolio
-
Q3 2025 Added 23.4%
Smurfit Westrock PLC
-
$0 0.0% of portfolio
-
Q3 2025 Reduced 1.38%
Ralliant Corp
-
$0 0.0% of portfolio
-
Q3 2025 Added 5.27%
Flutter Entmt PLC
-
$0 0.0% of portfolio
-
Q3 2025 Reduced 34.96%

Summary

  • Portfolio
  • No. of Stocks 54
  • Current Value $937 Million
  • Prior Value $1.2 Billion
  • Filing
  • Period Q3 2025
  • Filing Date November 19, 2025
  • Form Type 13F-HR/A
  • Activity in Q3 2025
  • New Purchases 0 stocks
  • Additional Purchases 0 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
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