LANSDOWNE PARTNERS (UK) LLP | 13F Holdings

Recent Signals

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Current Positions

Showing 21 of 21 positions

LIN

LINDE PLC

364,542 shares

$173.2M

33.48%

TSM

TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD

460,740 shares

$128.7M

24.88%

UAL

United Airlines Holdings, Inc.

422,358 shares

$40.8M

7.88%

CRH

CRH PUBLIC LTD CO

263,741 shares

$31.6M

6.12%

ADI

ANALOG DEVICES INC

76,576 shares

$18.8M

3.64%

Smurfit Westrock plc

410,086 shares

$17.5M

3.38%

GOLF

Acushnet Holdings Corp.

216,256 shares

$17.0M

3.28%

DAL

DELTA AIR LINES, INC.

262,515 shares

$14.9M

2.88%

TECK

TECK RESOURCES LTD

302,354 shares

$13.3M

2.57%

IONQ

IonQ, Inc.

191,355 shares

$11.8M

2.28%

ROK

ROCKWELL AUTOMATION, INC

29,540 shares

$10.3M

2.00%

BARRICK MINING CORP

265,824 shares

$8.7M

1.68%

ARM

ARM HOLDINGS PLC /UK

59,975 shares

$8.5M

1.64%

SHCO

770,220 shares

$6.8M

1.32%

TXN

TEXAS INSTRUMENTS INC

36,024 shares

$6.6M

1.28%

AMZN

AMAZON COM INC

17,649 shares

$3.9M

0.75%

FTV

Fortive Corp

48,375 shares

$2.4M

0.46%

RAL

Ralliant Corp

17,594 shares

$0.8M

0.15%

AEM

AGNICO EAGLE MINES LTD

4,553 shares

$0.8M

0.15%

FLUT

Flutter Entertainment plc

2,553 shares

$0.6M

0.13%

MAR

MARRIOTT INTERNATIONAL INC /MD/

1,298 shares

$0.3M

0.07%

Most Active Tickers

LIN

LINDE PLC

2 signals

TSM

TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD

2 signals

Smurfit Westrock plc

2 signals

UAL

United Airlines Holdings, Inc.

2 signals

ADI

ANALOG DEVICES INC

2 signals

TECK

TECK RESOURCES LTD

2 signals

DAL

DELTA AIR LINES, INC.

2 signals

ARM

ARM HOLDINGS PLC /UK

2 signals

GOLF

Acushnet Holdings Corp.

2 signals

Activity (Last 7 Days)

Jul 14, 2026

+21-0

May 14, 2026

+22-0

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