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LANSDOWNE PARTNERS (UK) LLP

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13F filer, CIK 1608485, London, United Kingdom

LANSDOWNE PARTNERS (UK) LLP reported $1,866,372,538 across 22 holdings for the quarter ended 2026-03-31, in a 13F-HR filed 2026-05-14. Its ten largest share positions make up 91.84% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0000919574-26-003079

Period
2026-03-31
Reported value
$1.87B
Holdings
22
Top 10 weight
91.84%
New
2
Sold out
4

Part of the filer group LANSDOWNE PARTNERS (UK) LLP

How groups are built

Largest buys vs the previous quarter

SecurityShares changeApprox. value
SLBnew+2,957,683$152M
LINadded+221,749$110M
ARMadded+463,427$70.1M
SWadded+1,612,995$64.3M
UALadded+300,912$27.7M

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
CRHexited-307,987-$38.4M
SOHO HOUSE & CO INCexited-2,567,413-$23M
ROKreduced-17,020-$6.11M
FTVexited-48,375-$2.67M
GOLFreduced-6,772-$633K

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 2026

Share positions as resolved from 13F-HR 0000919574-26-003079, largest first. % of portfolio is the value over $1,866,372,538, 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; 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; 2026Q1: 1,335,686 shares 1,335,686$451M24.19%+10,402Timeline
LINLINDE PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 449,206 shares 449,206$223M11.93%+221,749Timeline
ADIANALOG DEVICES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 664,063 shares 664,063$211M11.32%+29,309Timeline
DALDELTA AIR LINES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 2,485,899 shares 2,485,899$165M8.85%+71,491Timeline
SLBSLB LIMITEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,957,683 shares 2,957,683$152M8.14%newTimeline
ARMARM HOLDINGS PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 59,975 shares; 2025Q4: 472,076 shares; 2026Q1: 935,503 shares 935,503$142M7.58%+463,427Timeline
UALUNITED AIRLS HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 1,530,883 shares 1,530,883$141M7.55%+300,912Timeline
TECKTECK RESOURCES LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 722,054 shares; 2025Q4: 1,805,666 shares; 2026Q1: 2,041,299 shares 2,041,299$106M5.66%+235,633Timeline
SWSMURFIT WESTROCK PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 1,870,219 shares 1,870,219$74.5M3.99%+1,612,995Timeline
GOLFACUSHNET HLDGS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 522,946 shares 522,946$48.9M2.62%-6,772Timeline
ETNEATON CORP PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 89,987 shares; 2024Q4: 82,454 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 109,955 shares; 2026Q1: 129,625 shares 129,625$46.4M2.48%+19,670Timeline
IONQIONQ INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 795,585 shares 795,585$22.9M1.23%+152,792Timeline
TXNTEXAS INSTRS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 91,996 shares 91,996$17.9M0.96%+14,001Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 77,905 shares 77,905$16.2M0.87%+30,434Timeline
BBARRICK MNG CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 265,824 shares; 2025Q4: 265,824 shares; 2026Q1: 343,402 shares 343,402$14M0.75%+77,578Timeline
ALCALCON AGQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 134,099 shares; 2026Q1: 136,524 shares 136,524$10.1M0.54%+2,425Timeline
RALRALLIANT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 16,713 shares; 2025Q3: 17,594 shares; 2025Q4: 100,085 shares; 2026Q1: 195,073 shares 195,073$8.11M0.43%+94,988Timeline
MDTMEDTRONIC PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 31,398 shares; 2026Q1: 88,839 shares 88,839$7.7M0.41%+57,441Timeline
ROKROCKWELL AUTOMATION INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 14,057 shares 14,057$5.04M0.27%-17,020Timeline
BKRBAKER HUGHES COMPANYQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 40,309 shares 40,309$2.46M0.13%newTimeline
AEMAGNICO EAGLE MINES LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 4,647 shares 4,647$943K0.05%+94Timeline
MARMARRIOTT INTL INC NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 1,415 shares 1,415$463K0.02%+117Timeline

Sold out in Q1 2026

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

SecurityShares beforeValue beforeType
CRHCRH PLC307,987$38.4Mshares
SOHO HOUSE & CO INCSOHO HOUSE & CO INC2,567,413$23Mshares
FTVFORTIVE CORP48,375$2.67Mshares
FLUTFLUTTER ENTMT PLC1,645$354Kshares

How Q1 2026 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 0000919574-26-003079 base2026-05-14acceptance time not in the bulk data set