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LANSDOWNE PARTNERS (UK) LLP

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13F filer, CIK 1608485, London, United Kingdom

LANSDOWNE PARTNERS (UK) LLP reported $769,940,911 across 21 holdings for the quarter ended 2025-06-30, in a 13F-HR filed 2025-08-14. Its ten largest share positions make up 93.45% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0000919574-25-004687

Period
2025-06-30
Reported value
$770M
Holdings
21
Top 10 weight
93.45%
New
3
Sold out
2

Part of the filer group LANSDOWNE PARTNERS (UK) LLP

How groups are built

Largest buys vs the previous quarter

SecurityShares changeApprox. value
UALnew+856,174$68.2M
TSMadded+240,188$54.4M
FCXadded+879,792$38.1M
AMZNadded+30,763$6.75M
ROKadded+11,048$3.67M

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
LINreduced-136,638-$64.1M
CRHreduced-597,903-$54.9M
SWreduced-625,896-$27M
DALreduced-471,110-$23.2M
ADIreduced-50,341-$12M

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, Q2 2025

Share positions as resolved from 13F-HR 0000919574-25-004687, largest first. % of portfolio is the value over $769,633,208, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
TSMTAIWAN SEMICONDUCTOR MANUFACQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,786,780 shares; 2024Q4: 1,662,077 shares; 2025Q1: 498,017 shares; 2025Q2: 738,205 shares 738,205$167M21.72%+240,188Timeline
LINLINDE PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 358,300 shares; 2024Q4: 419,786 shares; 2025Q1: 445,272 shares; 2025Q2: 308,634 shares 308,634$145M18.81%-136,638Timeline
DALDELTA AIR LINES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,058,246 shares; 2024Q4: 3,445,447 shares; 2025Q1: 2,024,999 shares; 2025Q2: 1,553,889 shares 1,553,889$76.4M9.93%-471,110Timeline
UALUNITED AIRLS HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 856,174 shares 856,174$68.2M8.86%newTimeline
FCXFREEPORT MCMORAN INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,585,371 shares; 2024Q4: 278,962 shares; 2025Q1: 558,290 shares; 2025Q2: 1,438,082 shares 1,438,082$62.3M8.1%+879,792Timeline
SWSMURFIT WESTROCK PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,092,557 shares; 2024Q4: 4,154,231 shares; 2025Q1: 1,929,952 shares; 2025Q2: 1,304,056 shares 1,304,056$56.3M7.31%-625,896Timeline
CRHCRH PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,038,577 shares; 2024Q4: 1,963,243 shares; 2025Q1: 1,123,117 shares; 2025Q2: 525,214 shares 525,214$48.2M6.26%-597,903Timeline
GOLFACUSHNET HLDGS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 573,775 shares; 2024Q4: 563,196 shares; 2025Q1: 542,284 shares; 2025Q2: 540,385 shares 540,385$39.4M5.11%-1,899Timeline
ADIANALOG DEVICES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 197,966 shares; 2024Q4: 280,460 shares; 2025Q1: 196,829 shares; 2025Q2: 146,488 shares 146,488$34.9M4.53%-50,341Timeline
IONQIONQ INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,315,118 shares; 2024Q4: 1,001,513 shares; 2025Q1: 493,785 shares; 2025Q2: 501,637 shares 501,637$21.6M2.8%+7,852Timeline
SOHO HOUSE & CO INCSOHO HOUSE & CO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,622,626 shares; 2024Q4: 2,573,790 shares; 2025Q1: 2,567,413 shares; 2025Q2: 2,567,413 shares 2,567,413$18.9M2.45%0
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,517 shares; 2024Q4: 155,282 shares; 2025Q1: 16,930 shares; 2025Q2: 47,693 shares 47,693$10.5M1.36%+30,763Timeline
ROKROCKWELL AUTOMATION INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,578 shares; 2024Q4: 6,129 shares; 2025Q1: 15,727 shares; 2025Q2: 26,775 shares 26,775$8.89M1.16%+11,048Timeline
TXNTEXAS INSTRS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,945 shares; 2024Q4: 16,469 shares; 2025Q1: 17,451 shares; 2025Q2: 29,338 shares 29,338$6.09M0.79%+11,887Timeline
FTVFORTIVE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,953 shares; 2024Q4: 14,369 shares; 2025Q1: 27,445 shares; 2025Q2: 50,143 shares 50,143$2.61M0.34%+22,698Timeline
FLUTFLUTTER ENTMT PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,984 shares; 2024Q4: 3,401 shares; 2025Q1: 5,009 shares; 2025Q2: 3,925 shares 3,925$1.12M0.15%-1,084Timeline
RALRALLIANT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 16,713 shares 16,713$810K0.11%newTimeline
AEMAGNICO EAGLE MINES LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,005 shares; 2024Q4: 5,738 shares; 2025Q1: 5,404 shares; 2025Q2: 6,337 shares 6,337$754K0.1%+933Timeline
MARMARRIOTT INTL INC NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,842 shares; 2024Q4: 10,402 shares; 2025Q1: 2,036 shares; 2025Q2: 2,036 shares 2,036$556K0.07%0Timeline
SPOTIFY USA INCSPOTIFY USA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 434 shares; 2025Q2: 401 shares 401$308K-33Value about 1,000 times the price other filers imply, kept as filed and left out of ratios.
VMCVULCAN MATLS COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,452 shares; 2024Q4: 1,155 shares; 2025Q1: not reported; 2025Q2: 1,002 shares 1,002$261K0.03%newTimeline

Sold out in Q2 2025

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

SecurityShares beforeValue beforeType
BARRICK GOLD CORPBARRICK GOLD CORP100,790$1.96Mshares
BABAALIBABA GROUP HLDG LTD2,955$391Kshares

How Q2 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 0000919574-25-004687 base2025-08-14acceptance time not in the bulk data set