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Disclosery

LANSDOWNE PARTNERS (UK) LLP

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13F filer, CIK 1608485, London, United Kingdom

LANSDOWNE PARTNERS (UK) LLP reported $1,363,749,249 across 24 holdings for the quarter ended 2025-12-31, in a 13F-HR filed 2026-02-13. Its ten largest share positions make up 90.25% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0000919574-26-000880

Period
2025-12-31
Reported value
$1.36B
Holdings
24
Top 10 weight
90.25%
New
3
Sold out
0

Part of the filer group LANSDOWNE PARTNERS (UK) LLP

How groups are built

Largest buys vs the previous quarter

SecurityShares changeApprox. value
ADIadded+483,353$131M
TECKadded+1,083,612$51.9M
ARMadded+412,101$45M
ETNnew+109,955$35M
UALadded+129,760$14.5M

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-137,085-$58.5M
IONQreduced-1,294,238-$58.1M
CRHreduced-340,142-$42.4M
SWreduced-1,028,887-$39.8M
TSMreduced-94,031-$28.6M

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.

Holdings, Q4 2025

Share positions as resolved from 13F-HR 0000919574-26-000880, largest first. % of portfolio is the value over $1,363,749,249, 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; 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; 2025Q4: 1,325,284 shares 1,325,284$403M29.53%-94,031Timeline
ADIANALOG DEVICES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 197,966 shares; 2024Q4: 280,460 shares; 2025Q1: 196,829 shares; 2025Q2: 146,488 shares; 2025Q3: 151,401 shares; 2025Q4: 634,754 shares 634,754$172M12.62%+483,353Timeline
DALDELTA AIR LINES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q4: 2,414,408 shares 2,414,408$168M12.29%+130,151Timeline
UALUNITED AIRLS HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 856,174 shares; 2025Q3: 1,100,211 shares; 2025Q4: 1,229,971 shares 1,229,971$138M10.09%+129,760Timeline
LINLINDE PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 358,300 shares; 2024Q4: 419,786 shares; 2025Q1: 445,272 shares; 2025Q2: 308,634 shares; 2025Q3: 364,542 shares; 2025Q4: 227,457 shares 227,457$97M7.11%-137,085Timeline
TECKTECK RESOURCES LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 722,054 shares; 2025Q4: 1,805,666 shares 1,805,666$86.5M6.34%+1,083,612Timeline
ARMARM HOLDINGS PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 59,975 shares; 2025Q4: 472,076 shares 472,076$51.6M3.78%+412,101Timeline
GOLFACUSHNET HLDGS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 573,775 shares; 2024Q4: 563,196 shares; 2025Q1: 542,284 shares; 2025Q2: 540,385 shares; 2025Q3: 530,089 shares; 2025Q4: 529,718 shares 529,718$42.3M3.1%-371Timeline
CRHCRH PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q4: 307,987 shares 307,987$38.4M2.82%-340,142Timeline
ETNEATON CORP PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 89,987 shares; 2024Q4: 82,454 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 109,955 shares 109,955$35M2.57%newTimeline
IONQIONQ INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q4: 642,793 shares 642,793$28.8M2.11%-1,294,238Timeline
SOHO HOUSE & CO INCSOHO HOUSE & CO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q4: 2,567,413 shares 2,567,413$23M1.69%0
TXNTEXAS INSTRS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,945 shares; 2024Q4: 16,469 shares; 2025Q1: 17,451 shares; 2025Q2: 29,338 shares; 2025Q3: 36,024 shares; 2025Q4: 77,995 shares 77,995$13.5M0.99%+41,971Timeline
ROKROCKWELL AUTOMATION INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,578 shares; 2024Q4: 6,129 shares; 2025Q1: 15,727 shares; 2025Q2: 26,775 shares; 2025Q3: 29,540 shares; 2025Q4: 31,077 shares 31,077$12.1M0.89%+1,537Timeline
BBARRICK MNG CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 265,824 shares; 2025Q4: 265,824 shares 265,824$11.6M0.85%0Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,517 shares; 2024Q4: 155,282 shares; 2025Q1: 16,930 shares; 2025Q2: 47,693 shares; 2025Q3: 167,028 shares; 2025Q4: 47,471 shares 47,471$11M0.8%-119,557Timeline
ALCALCON AGQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 134,099 shares 134,099$10.7M0.79%newTimeline
SWSMURFIT WESTROCK PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q4: 257,224 shares 257,224$9.95M0.73%-1,028,887Timeline
RALRALLIANT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 16,713 shares; 2025Q3: 17,594 shares; 2025Q4: 100,085 shares 100,085$5.1M0.37%+82,491Timeline
MDTMEDTRONIC PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 31,398 shares 31,398$3.02M0.22%newTimeline
FTVFORTIVE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,953 shares; 2024Q4: 14,369 shares; 2025Q1: 27,445 shares; 2025Q2: 50,143 shares; 2025Q3: 48,375 shares; 2025Q4: 48,375 shares 48,375$2.67M0.2%0Timeline
AEMAGNICO EAGLE MINES LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,005 shares; 2024Q4: 5,738 shares; 2025Q1: 5,404 shares; 2025Q2: 6,337 shares; 2025Q3: 4,553 shares; 2025Q4: 4,553 shares 4,553$772K0.06%0Timeline
MARMARRIOTT INTL INC NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,842 shares; 2024Q4: 10,402 shares; 2025Q1: 2,036 shares; 2025Q2: 2,036 shares; 2025Q3: 1,298 shares; 2025Q4: 1,298 shares 1,298$403K0.03%0Timeline
FLUTFLUTTER ENTMT PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,984 shares; 2024Q4: 3,401 shares; 2025Q1: 5,009 shares; 2025Q2: 3,925 shares; 2025Q3: 2,553 shares; 2025Q4: 1,645 shares 1,645$354K0.03%-908Timeline

How Q4 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 0000919574-26-000880 base2026-02-13acceptance time not in the bulk data set