Lansdowne Partners as of June 30, 2026
Portfolio Holdings for Lansdowne Partners
Lansdowne Partners holds 26 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 29.0 | $705M | 1.5M | 477.57 | |
| Arm Holdings Sponsored Ads (ARM) | 15.6 | $380M | 1.1M | 354.57 | |
| Delta Air Lines Com New (DAL) | 9.5 | $232M | 2.5M | 93.66 | |
| Analog Devices (ADI) | 9.4 | $228M | 575k | 397.17 | |
| Hldgs (UAL) | 8.7 | $211M | 1.5M | 135.99 | |
| Baker Hughes Company Cl A (BKR) | 5.7 | $138M | 2.5M | 55.50 | |
| Linde SHS (LIN) | 5.1 | $124M | 239k | 518.94 | |
| SLB Com Stk (SLB) | 4.9 | $119M | 2.6M | 46.49 | |
| Acushnet Holdings Corp (GOLF) | 2.5 | $61M | 514k | 118.53 | |
| Ionq Inc Pipe (IONQ) | 2.1 | $52M | 966k | 53.26 | |
| Amazon (AMZN) | 1.3 | $32M | 133k | 238.34 | |
| Texas Instruments Incorporated (TXN) | 1.1 | $28M | 93k | 298.07 | |
| Teck Resources CL B (TECK) | 0.8 | $19M | 311k | 59.46 | |
| Smurfit Westrock SHS (SW) | 0.7 | $16M | 348k | 46.26 | |
| Barrick Mng Corp Com Shs (B) | 0.6 | $15M | 411k | 36.73 | |
| Ralliant Corp (RAL) | 0.6 | $15M | 198k | 73.63 | |
| Eaton Corp SHS (ETN) | 0.6 | $14M | 34k | 426.12 | |
| Nvent Elec SHS (NVT) | 0.5 | $12M | 71k | 169.61 | |
| Agilent Technologies Inc C ommon (A) | 0.5 | $12M | 89k | 132.83 | |
| Medtronic SHS (MDT) | 0.3 | $6.9M | 89k | 78.23 | |
| Sensata Technologies Hldg Pl SHS (ST) | 0.3 | $6.7M | 140k | 47.74 | |
| Rockwell Automation (ROK) | 0.2 | $4.5M | 9.1k | 495.08 | |
| Agnico (AEM) | 0.0 | $721k | 4.6k | 155.13 | |
| Marriott Intl Cl A (MAR) | 0.0 | $470k | 1.3k | 370.59 | |
| Lamar Advertising Cl A (LAMR) | 0.0 | $285k | 1.8k | 155.98 | |
| Outfront Media Com New (OUT) | 0.0 | $281k | 8.6k | 32.76 |
