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LANSDOWNE PARTNERS (UK) LLP

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13F filer, CIK 1608485, London, United Kingdom

LANSDOWNE PARTNERS (UK) LLP reported $1,185,301,105 across 21 holdings for the quarter ended 2025-09-30, in a 13F-HR/A filed 2025-11-19. Its ten largest share positions make up 92.12% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR/A 0000919574-25-007111

Period
2025-09-30
Reported value
$1.19B
Holdings
21
Top 10 weight
92.12%
New
3
Sold out
3

Part of the filer group LANSDOWNE PARTNERS (UK) LLP

How groups are built

Largest buys vs the previous quarter

SecurityShares changeApprox. value
TSMadded+681,110$190M
DALadded+730,368$41.4M
TECKnew+722,054$31.7M
IONQadded+1,435,394$28.6M
LINadded+55,908$26.6M

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
FCXexited-1,438,082-$62.3M
GOLFreduced-10,296-$808K
SWreduced-17,945-$764K
FLUTreduced-1,372-$348K
SPOTIFY USA INCexited-401-$308K

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, Q3 2025

Share positions as resolved from 13F-HR/A 0000919574-25-007111, largest first. % of portfolio is the value over $1,185,301,105, 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,786,780 shares; 2024Q4: 1,662,077 shares; 2025Q1: 498,017 shares; 2025Q2: 738,205 shares; 2025Q3: 1,419,315 shares 1,419,315$396M33.44%+681,110Timeline
LINLINDE PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 358,300 shares; 2024Q4: 419,786 shares; 2025Q1: 445,272 shares; 2025Q2: 308,634 shares; 2025Q3: 364,542 shares 364,542$173M14.61%+55,908Timeline
DALDELTA AIR LINES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q3: 2,284,257 shares 2,284,257$130M10.94%+730,368Timeline
UALUNITED AIRLS HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 856,174 shares; 2025Q3: 1,100,211 shares 1,100,211$106M8.96%+244,037Timeline
CRHCRH PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q3: 648,129 shares 648,129$77.7M6.56%+122,915Timeline
SWSMURFIT WESTROCK PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q3: 1,286,111 shares 1,286,111$54.7M4.62%-17,945Timeline
GOLFACUSHNET HLDGS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 573,775 shares; 2024Q4: 563,196 shares; 2025Q1: 542,284 shares; 2025Q2: 540,385 shares; 2025Q3: 530,089 shares 530,089$41.6M3.51%-10,296Timeline
IONQIONQ INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,315,118 shares; 2024Q4: 1,001,513 shares; 2025Q1: 493,785 shares; 2025Q2: 501,637 shares; 2025Q3: 1,937,031 shares 1,937,031$38.6M3.25%+1,435,394Timeline
ADIANALOG DEVICES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 197,966 shares; 2024Q4: 280,460 shares; 2025Q1: 196,829 shares; 2025Q2: 146,488 shares; 2025Q3: 151,401 shares 151,401$37.2M3.14%+4,913Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,517 shares; 2024Q4: 155,282 shares; 2025Q1: 16,930 shares; 2025Q2: 47,693 shares; 2025Q3: 167,028 shares 167,028$36.7M3.09%+119,335Timeline
TECKTECK RESOURCES LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 722,054 shares 722,054$31.7M2.67%newTimeline
SOHO HOUSE & CO INCSOHO HOUSE & CO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q3: 2,567,413 shares 2,567,413$22.7M1.92%0
ROKROCKWELL AUTOMATION INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,578 shares; 2024Q4: 6,129 shares; 2025Q1: 15,727 shares; 2025Q2: 26,775 shares; 2025Q3: 29,540 shares 29,540$10.3M0.87%+2,765Timeline
BBARRICK MNG CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 265,824 shares 265,824$8.71M0.73%newTimeline
ARMARM HOLDINGS PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 59,975 shares 59,975$8.49M0.72%newTimeline
TXNTEXAS INSTRS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,945 shares; 2024Q4: 16,469 shares; 2025Q1: 17,451 shares; 2025Q2: 29,338 shares; 2025Q3: 36,024 shares 36,024$6.62M0.56%+6,686Timeline
FTVFORTIVE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,953 shares; 2024Q4: 14,369 shares; 2025Q1: 27,445 shares; 2025Q2: 50,143 shares; 2025Q3: 48,375 shares 48,375$2.37M0.2%-1,768Timeline
RALRALLIANT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 16,713 shares; 2025Q3: 17,594 shares 17,594$769K0.06%+881Timeline
AEMAGNICO EAGLE MINES LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,005 shares; 2024Q4: 5,738 shares; 2025Q1: 5,404 shares; 2025Q2: 6,337 shares; 2025Q3: 4,553 shares 4,553$767K0.06%-1,784Timeline
FLUTFLUTTER ENTMT PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,984 shares; 2024Q4: 3,401 shares; 2025Q1: 5,009 shares; 2025Q2: 3,925 shares; 2025Q3: 2,553 shares 2,553$648K0.05%-1,372Timeline
MARMARRIOTT INTL INC NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,842 shares; 2024Q4: 10,402 shares; 2025Q1: 2,036 shares; 2025Q2: 2,036 shares; 2025Q3: 1,298 shares 1,298$338K0.03%-738Timeline

Sold out in Q3 2025

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

SecurityShares beforeValue beforeType
FCXFREEPORT MCMORAN INC1,438,082$62.3Mshares
SPOTIFY USA INCSPOTIFY USA INC401$308Kshares
VMCVULCAN MATLS CO1,002$261Kshares

How Q3 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 0000919574-25-006768 superseded2025-11-14acceptance time not in the bulk data set
13F-HR/A 0000919574-25-007111 baserestatement2025-11-19acceptance time not in the bulk data set