Skip to content
Disclosery

LANSDOWNE PARTNERS (UK) LLP

Follow

13F filer, CIK 1608485, London, United Kingdom

LANSDOWNE PARTNERS (UK) LLP reported $706,088,899 across 20 holdings for the quarter ended 2025-03-31, in a 13F-HR filed 2025-05-14. Its ten largest share positions make up 97.56% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0000919574-25-002982

Period
2025-03-31
Reported value
$706M
Holdings
20
Top 10 weight
97.56%
New
2
Sold out
6

Part of the filer group LANSDOWNE PARTNERS (UK) LLP

How groups are built

Largest buys vs the previous quarter

SecurityShares changeApprox. value
LINadded+25,486$11.9M
FCXadded+279,328$10.6M
ROKadded+9,598$2.48M
BARRICK GOLD CORPadded+64,668$1.26M
FTVadded+13,076$957K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
TSMreduced-1,164,060-$193M
SWreduced-2,224,279-$100M
CRHreduced-840,126-$73.9M
DALreduced-1,420,448-$61.9M
ETNexited-82,454-$27.4M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q1 2025

Share positions as resolved from 13F-HR 0000919574-25-002982, largest first. % of portfolio is the value over $706,088,899, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
LINLINDE PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 358,300 shares; 2024Q4: 419,786 shares; 2025Q1: 445,272 shares 445,272$207M29.36%+25,486Timeline
CRHCRH PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,038,577 shares; 2024Q4: 1,963,243 shares; 2025Q1: 1,123,117 shares 1,123,117$98.8M13.99%-840,126Timeline
DALDELTA AIR LINES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,058,246 shares; 2024Q4: 3,445,447 shares; 2025Q1: 2,024,999 shares 2,024,999$88.3M12.5%-1,420,448Timeline
SWSMURFIT WESTROCK PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,092,557 shares; 2024Q4: 4,154,231 shares; 2025Q1: 1,929,952 shares 1,929,952$87M12.32%-2,224,279Timeline
TSMTAIWAN SEMICONDUCTOR MANUFACQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,786,780 shares; 2024Q4: 1,662,077 shares; 2025Q1: 498,017 shares 498,017$82.7M11.71%-1,164,060Timeline
ADIANALOG DEVICES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 197,966 shares; 2024Q4: 280,460 shares; 2025Q1: 196,829 shares 196,829$39.7M5.62%-83,631Timeline
GOLFACUSHNET HLDGS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 573,775 shares; 2024Q4: 563,196 shares; 2025Q1: 542,284 shares 542,284$37.2M5.27%-20,912Timeline
FCXFREEPORT MCMORAN INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,585,371 shares; 2024Q4: 278,962 shares; 2025Q1: 558,290 shares 558,290$21.1M2.99%+279,328Timeline
SOHO HOUSE & CO INCSOHO HOUSE & CO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,622,626 shares; 2024Q4: 2,573,790 shares; 2025Q1: 2,567,413 shares 2,567,413$15.9M2.25%-6,377
IONQIONQ INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,315,118 shares; 2024Q4: 1,001,513 shares; 2025Q1: 493,785 shares 493,785$10.9M1.54%-507,728Timeline
ROKROCKWELL AUTOMATION INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,578 shares; 2024Q4: 6,129 shares; 2025Q1: 15,727 shares 15,727$4.06M0.58%+9,598Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,517 shares; 2024Q4: 155,282 shares; 2025Q1: 16,930 shares 16,930$3.22M0.46%-138,352Timeline
TXNTEXAS INSTRS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,945 shares; 2024Q4: 16,469 shares; 2025Q1: 17,451 shares 17,451$3.14M0.44%+982Timeline
FTVFORTIVE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,953 shares; 2024Q4: 14,369 shares; 2025Q1: 27,445 shares 27,445$2.01M0.28%+13,076Timeline
BARRICK GOLD CORPBARRICK GOLD CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 60,674 shares; 2024Q4: 36,122 shares; 2025Q1: 100,790 shares 100,790$1.96M0.28%+64,668
FLUTFLUTTER ENTMT PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,984 shares; 2024Q4: 3,401 shares; 2025Q1: 5,009 shares 5,009$1.11M0.16%+1,608Timeline
AEMAGNICO EAGLE MINES LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,005 shares; 2024Q4: 5,738 shares; 2025Q1: 5,404 shares 5,404$586K0.08%-334Timeline
MARMARRIOTT INTL INC NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,842 shares; 2024Q4: 10,402 shares; 2025Q1: 2,036 shares 2,036$485K0.07%-8,366Timeline
BABAALIBABA GROUP HLDG LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,955 shares 2,955$391K0.06%newTimeline
SPOTIFY USA INCSPOTIFY USA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 434 shares 434$239K0.03%new

Sold out in Q1 2025

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
ETNEATON CORP PLC82,454$27.4Mshares
RYAAYRYANAIR HOLDINGS PLC291,053$12.7Mshares
MRNAMODERNA INC35,000$1.46Mshares
BILIBILIBILI INC33,645$609Kshares
VMCVULCAN MATLS CO1,155$297Kshares
SPOTSPOTIFY TECHNOLOGY S A527$236Kshares

How Q1 2025 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0000919574-25-002982 base2025-05-14acceptance time not in the bulk data set