Lansdowne Partners (Uk) LLP Portfolio Holdings

Lansdowne Partners (Uk) LLP

  • $517 Million
  • Q2 2025

Lansdowne Partners (Uk) LLP has filed its 13F form on August 13, 2025 for Q2 2025 where it was disclosed a total value porftolio of $517 Million distributed in 51 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 $167M, Delta Air Lines, Inc. with a value of $76.4M, United Airlines Holdings, Inc. with a value of $68.2M, Freeport Mcmoran Inc with a value of $62.3M, and Acushnet Holdings Corp. with a value of $39.4M.

Examining the 13F form we can see an increase of $203M in the current position value, from $314M to 517M.

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 $517 Million
Technology: $232 Million
Industrials: $153 Million
Consumer Cyclical: $68.1 Million
Basic Materials: $63.4 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$1.18T
$167 Million 32.35% of portfolio
738,205
Q2 2025 Added 48.23%
$39.2B
$76.4 Million 14.78% of portfolio
1,553,889
Q2 2025 Reduced 23.26%
$34.2B
$68.2 Million 13.19% of portfolio
856,174
Q2 2025 New
$64.2B
$62.3 Million 12.06% of portfolio
1,438,082
Q2 2025 Added 157.59%
$5.33B
$39.4 Million 7.61% of portfolio
540,385
Q2 2025 Reduced 0.35%
$128B
$34.9 Million 6.75% of portfolio
146,488
Q2 2025 Reduced 25.58%
$8.56B
$21.6 Million 4.17% of portfolio
501,637
Q2 2025 Added 1.59%
$404M
$17.7 Million 3.43% of portfolio
2,567,413
Q2 2024 Added 2.05%
$2.3T
$10.5 Million 2.02% of portfolio
47,693
Q2 2025 Added 181.71%
$39B
$8.89 Million 1.72% of portfolio
26,775
Q2 2025 Added 70.25%
$177B
$5.71 Million 1.1% of portfolio
29,338
Q2 2025 Added 68.12%
$16.8B
$2.61 Million 0.51% of portfolio
50,143
Q2 2025 Added 82.7%
$67.2B
$753,000 0.15% of portfolio
6,337
Q2 2025 Added 17.26%
$85.8B
$556,000 0.11% of portfolio
2,036
Q2 2024 Added 211.54%
$38.9B
$261,000 0.05% of portfolio
1,002
Q2 2025 New
Smurfit Westrock PLC
-
$0 0.0% of portfolio
-
Q2 2025 Reduced 32.43%
Spotify Usa Inc
-
$0 0.0% of portfolio
-
Q2 2025 Reduced 7.6%
Flutter Entmt PLC
-
$0 0.0% of portfolio
-
Q2 2025 Reduced 21.64%
$23.9B
$0 0.0% of portfolio
-
Q2 2025 Reduced 53.24%
Linde PLC
-
$0 0.0% of portfolio
-
Q2 2025 Reduced 30.69%

Summary

  • Portfolio
  • No. of Stocks 51
  • Current Value $517 Million
  • Prior Value $314 Million
  • Filing
  • Period Q2 2025
  • Filing Date August 13, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 3 stocks
  • Additional Purchases 8 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 8 stocks
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