Lansdowne Partners
Latest statistics and disclosures from Lansdowne Partners's latest quarterly 13F-HR filing:
- Top 5 stock holdings are TSM, LIN, ADI, DAL, SLB, and represent 64.44% of Lansdowne Partners's stock portfolio.
- Added to shares of these 10 stocks: SLB (+$152M), LIN (+$110M), ARM (+$70M), SW (+$64M), UAL (+$28M), TECK (+$12M), ADI (+$9.3M), ETN (+$7.0M), AMZN (+$6.3M), MDT.
- Started 2 new stock positions in BKR, SLB.
- Reduced shares in these 6 stocks: , Membership Collect Com Cla Usd0.01 (-$23M), ROK (-$6.1M), FTV, GOLF, FLUT.
- Sold out of its positions in FTV, Membership Collect Com Cla Usd0.01, CRH, FLUT.
- Lansdowne Partners was a net buyer of stock by $418M.
- Lansdowne Partners has $1.9B in assets under management (AUM), dropping by 36.86%.
- Central Index Key (CIK): 0001608485
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Portfolio Holdings for Lansdowne Partners
Lansdowne Partners holds 22 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 24.2 | $451M | 1.3M | 337.95 |
|
|
| Linde SHS (LIN) | 11.9 | $223M | +97% | 449k | 495.76 |
|
| Analog Devices (ADI) | 11.3 | $211M | +4% | 664k | 318.14 |
|
| Delta Air Lines Com New (DAL) | 8.9 | $165M | +2% | 2.5M | 66.48 |
|
| SLB Com Stk (SLB) | 8.1 | $152M | NEW | 3.0M | 51.39 |
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| Arm Holdings Sponsored Ads (ARM) | 7.6 | $142M | +98% | 936k | 151.28 |
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| Hldgs (UAL) | 7.6 | $141M | +24% | 1.5M | 92.07 |
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| Teck Resources CL B (TECK) | 5.7 | $106M | +13% | 2.0M | 51.75 |
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| Smurfit Westrock SHS (SW) | 4.0 | $75M | +627% | 1.9M | 39.85 |
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| Acushnet Holdings Corp (GOLF) | 2.6 | $49M | 523k | 93.48 |
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| Eaton Corp SHS (ETN) | 2.5 | $46M | +17% | 130k | 357.67 |
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| Ionq Inc Pipe (IONQ) | 1.2 | $23M | +23% | 796k | 28.83 |
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| Texas Instruments Incorporated (TXN) | 1.0 | $18M | +17% | 92k | 194.14 |
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| Amazon (AMZN) | 0.9 | $16M | +64% | 78k | 208.27 |
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| Barrick Mng Corp Com Shs (B) | 0.8 | $14M | +29% | 343k | 40.79 |
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| Alcon Ord Shs (ALC) | 0.5 | $10M | 137k | 74.12 |
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| Ralliant Corp (RAL) | 0.4 | $8.1M | +94% | 195k | 41.59 |
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| Medtronic SHS (MDT) | 0.4 | $7.7M | +182% | 89k | 86.65 |
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| Rockwell Automation (ROK) | 0.3 | $5.0M | -54% | 14k | 358.88 |
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| Baker Hughes Company Cl A (BKR) | 0.1 | $2.5M | NEW | 40k | 61.05 |
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| Agnico (AEM) | 0.1 | $943k | +2% | 4.6k | 202.98 |
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| Marriott Intl Cl A (MAR) | 0.0 | $463k | +9% | 1.4k | 327.07 |
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Past Filings by Lansdowne Partners
SEC 13F filings are viewable for Lansdowne Partners going back to 2014
- Lansdowne Partners 2026 Q1 filed May 14, 2026
- Lansdowne Partners 2025 Q4 filed Feb. 13, 2026
- Lansdowne Partners 2025 Q3 restated filed Nov. 19, 2025
- Lansdowne Partners 2025 Q3 filed Nov. 14, 2025
- Lansdowne Partners 2025 Q2 filed Aug. 14, 2025
- Lansdowne Partners 2023 Q4 restated filed May 20, 2025
- Lansdowne Partners 2024 Q1 restated filed May 20, 2025
- Lansdowne Partners 2024 Q2 restated filed May 20, 2025
- Lansdowne Partners 2024 Q4 filed Feb. 13, 2025
- Lansdowne Partners 2024 Q3 filed Nov. 13, 2024
- Lansdowne Partners 2024 Q1 filed May 14, 2024
- Lansdowne Partners 2023 Q3 filed Nov. 14, 2023
- Lansdowne Partners 2023 Q2 filed Aug. 14, 2023
- Lansdowne Partners 2023 Q1 filed May 15, 2023
- Lansdowne Partners 2022 Q4 filed Feb. 10, 2023
- Lansdowne Partners 2022 Q3 filed Nov. 10, 2022