Lansdowne Partners (uk)
Lansdowne Partners (uk) reported 26 stocks worth $2.4B in its 13F filing for Q2 2026, filed Aug 14, 2026. Its largest holdings are TSM (29.0%), ARM (15.6%) and DAL (9.5%). Compared with Q1 2026, the fund opened new positions in NVT, A and ST, added to TSM, ARM and UAL, trimmed DAL, ADI and LIN and sold out of ALC.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  TSM Taiwan Semiconductor Mfg Ltd | $705M | 29.0% | 1.5M | +140K (+10%) | 8 of 8 | |
| 2 |  ARM Arm Hldgs PLC Equity A F | $380M | 15.6% | 1.1M | +137K (+15%) | 4 of 8 | |
| 3 |  DAL Delta Air Lines Inc Del | $231M | 9.5% | 2.5M | −15K (−1%) | 8 of 8 | |
| 4 |  ADI Analog Devices Inc | $228M | 9.4% | 575K | −90K (−13%) | 8 of 8 | |
| 5 |  UAL United Airlines Hldg | $211M | 8.7% | 1.5M | +18K (+1%) | 5 of 8 | |
| 6 |  BKR Baker Hughes Co. A | $138M | 5.7% | 2.5M | +2.5M (+6087%) | 2 of 8 | |
| 7 |  LIN Linde PLC | $124M | 5.1% | 239K | −211K (−47%) | 8 of 8 | |
| 8 |  SLB Slb Limited | $119M | 4.9% | 2.6M | −398K (−13%) | 2 of 8 | |
| 9 |  GOLF Acushnet Hldgs Corp | $60.9M | 2.5% | 514K | −9,374 (−2%) | 8 of 8 | |
| 10 |  IONQ Ionq Inc | $51.5M | 2.1% | 966K | +171K (+21%) | 8 of 8 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q1 2026, gone in Q2 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 ALC Alcon AG | $10.1M | 137K |
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Aug 14, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Lansdowne Partners (uk) 13F FAQ
What does Lansdowne Partners (uk) own?
Lansdowne Partners (uk) reported 26 stocks worth $2.4B in its 13F filing for Q2 2026, filed Aug 14, 2026. Its largest holdings are TSM (29.0%), ARM (15.6%) and DAL (9.5%). The table above lists every position in the filing (the top 10 without an account).
What did Lansdowne Partners (uk) buy and sell in Q2 2026?
Compared with Q1 2026: 5 new positions, 9 added to, 10 trimmed and 1 sold out. New positions include NVT, A and ST. It sold all of ALC.
When will Lansdowne Partners (uk) file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is Lansdowne Partners (uk)'s portfolio worth?
The Q2 2026 filing reports $2.4B in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.