LANSDOWNE PARTNERS (UK) LLP

Est. AUM

$695.8M

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	LINDE PLC	SHS	$222.7M	449206	32.01%	SOLE
2	TAIWAN SEMICONDUCTOR MANUFAC	SPONSORED ADS	$151.2M	447312	21.73%	SOLE
3	SMURFIT WESTROCK PLC	SHS	$74.5M	1870219	10.71%	SOLE
4	ANALOG DEVICES INC	COM	$73.3M	230270	10.53%	DFND
5	ARM HOLDINGS PLC	SPONSORED ADS	$42.8M	283193	6.16%	DFND
6	DELTA AIR LINES INC	COM NEW	$20.0M	300560	2.87%	DFND
7	UNITED AIRLS HLDGS INC	COM	$18.4M	199932	2.65%	DFND
8	SLB LIMITED	COM STK	$17.8M	346029	2.56%	DFND
9	ACUSHNET HLDGS CORP	COM	$15.0M	160258	2.15%	SOLE
10	BARRICK MNG CORP	COM SHS	$14.0M	343402	2.01%	DFND
11	TECK RESOURCES LTD	CL B	$13.4M	258768	1.92%	DFND
12	ALCON AG	ORD SHS	$10.1M	136524	1.45%	SOLE
13	MEDTRONIC PLC	SHS	$7.7M	88839	1.11%	DFND
14	ROCKWELL AUTOMATION INC	COM	$4.5M	12566	0.65%	DFND
15	EATON CORP PLC	SHS	$3.2M	8815	0.45%	DFND
16	BAKER HUGHES COMPANY	CL A	$2.5M	40309	0.35%	DFND
17	IONQ INC	COM	$1.5M	53297	0.22%	DFND
18	TEXAS INSTRS INC	COM	$977K	5035	0.14%	SOLE
19	AGNICO EAGLE MINES LTD	COM	$943K	4647	0.14%	SOLE
20	AMAZON COM INC	COM	$810K	3889	0.12%	SOLE
21	MARRIOTT INTL INC NEW	CL A	$463K	1415	0.07%	SOLE
22	RALLIANT CORP	COM	$78K	1868	0.01%	SOLE

Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.