LANSDOWNE PARTNERS (UK) LLP — 13F holdings

LANSDOWNE PARTNERS (UK) LLP reported 67 holdings worth $2.43B in its 13F filing for Q2 2026, filed August 14, 2026.

Largest positions

1. TSM TAIWAN SEMICONDUCTOR MFG LTD — $705M (29.0%)
2. ARM ARM HOLDINGS PLC — $380M (15.6%)
3. DAL DELTA AIR LINES INC DEL — $231M (9.5%)
4. ADI ANALOG DEVICES INC — $228M (9.4%)
5. UAL UNITED AIRLS HLDGS INC — $211M (8.7%)
6. BKR BAKER HUGHES COMPANY — $138M (5.7%)
7. LIN LINDE PLC — $124M (5.1%)
8. SLB SCHLUMBERGER LTD — $119M (4.9%)
9. GOLF ACUSHNET HLDGS CORP — $60.9M (2.5%)
10. IONQ IONQ INC — $51.5M (2.1%)