Lansdowne Partners as of March 31, 2026
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 | 449k | 495.76 | |
| Analog Devices (ADI) | 11.3 | $211M | 664k | 318.14 | |
| Delta Air Lines Com New (DAL) | 8.9 | $165M | 2.5M | 66.48 | |
| SLB Com Stk (SLB) | 8.1 | $152M | 3.0M | 51.39 | |
| Arm Holdings Sponsored Ads (ARM) | 7.6 | $142M | 936k | 151.28 | |
| Hldgs (UAL) | 7.6 | $141M | 1.5M | 92.07 | |
| Teck Resources CL B (TECK) | 5.7 | $106M | 2.0M | 51.75 | |
| Smurfit Westrock SHS (SW) | 4.0 | $75M | 1.9M | 39.85 | |
| Acushnet Holdings Corp (GOLF) | 2.6 | $49M | 523k | 93.48 | |
| Eaton Corp SHS (ETN) | 2.5 | $46M | 130k | 357.67 | |
| Ionq Inc Pipe (IONQ) | 1.2 | $23M | 796k | 28.83 | |
| Texas Instruments Incorporated (TXN) | 1.0 | $18M | 92k | 194.14 | |
| Amazon (AMZN) | 0.9 | $16M | 78k | 208.27 | |
| Barrick Mng Corp Com Shs (B) | 0.8 | $14M | 343k | 40.79 | |
| Alcon Ord Shs (ALC) | 0.5 | $10M | 137k | 74.12 | |
| Ralliant Corp (RAL) | 0.4 | $8.1M | 195k | 41.59 | |
| Medtronic SHS (MDT) | 0.4 | $7.7M | 89k | 86.65 | |
| Rockwell Automation (ROK) | 0.3 | $5.0M | 14k | 358.88 | |
| Baker Hughes Company Cl A (BKR) | 0.1 | $2.5M | 40k | 61.05 | |
| Agnico (AEM) | 0.1 | $943k | 4.6k | 202.98 | |
| Marriott Intl Cl A (MAR) | 0.0 | $463k | 1.4k | 327.07 |
