Lansdowne Partners (UK) LLP holds a concentrated book of 22 stocks worth $1.9B as of Q1 2026 (disclosed May 14, 2026, a ~45-day 13F lag). This quarter they opened SLB Ltd and trimmed Acushnet Holdings Corp. Their largest long position is Taiwan Semiconductor-SP ADR at 24% of the equity book.
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1608485/holdings"
Use Arkolith to show LANSDOWNE PARTNERS (UK) LLP's latest holdings, largest changes, and filing provenance.
Top-heavy: concentrated book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
100% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Taiwan Semiconductor Manufac SPONSORED ADS | $451.4M | 1.34M | 24.2% | ▲+0.8% Added · +10K sh | |
| 2 | Linde PLC SHS | $222.7M | 449.2K | 11.9% | ▲+97% Added · +222K sh | |
| 3 | Analog Devices Inc COM | $211.3M | 664.1K | 11.3% | ▲+4.6% Added · +29K sh | |
| 4 | Delta Air Lines Inc COM NEW | $165.3M | 2.49M | 8.9% | ▲+3.0% Added · +71K sh | |
| 5 | SLB Limited COM STK | $152.0M | 2.96M | 8.1% | ▲New New position | |
| 6 | Arm Holdings PLC SPONSORED ADS | $141.5M | 935.5K | 7.6% | ▲+98% Added · +463K sh | |
| 7 | United Airls Hldgs Inc COM | $140.9M | 1.53M | 7.6% | ▲+24% Added · +301K sh | |
| 8 | Teck Resources Ltd CL B | $105.6M | 2.04M | 5.7% | ▲+13% Added · +236K sh | |
| 9 | Smurfit Westrock PLC SHS | $74.5M | 1.87M | 4.0% | ▲+627% Added · +1.6M sh | |
| 10 | Acushnet Hldgs Corp COM | $48.9M | 522.9K | 2.6% | ▼−1.3% Reduced · −7K sh | |
| 11 | Eaton Corp PLC SHS | $46.4M | 129.6K | 2.5% | ▲+18% Added · +20K sh | |
| 12 | Ionq Inc COM | $22.9M | 795.6K | 1.2% | ▲+24% Added · +153K sh | |
| 13 | Texas Instrs Inc COM | $17.9M | 92.0K | 1.0% | ▲+18% Added · +14K sh | |
| 14 | Amazon Com Inc COM | $16.2M | 77.9K | 0.9% | ▲+64% Added · +30K sh | |
| 15 | Barrick MNG Corp COM SHS | $14.0M | 343.4K | 0.8% | ▲+29% Added · +78K sh | |
| 16 | Alcon AG ORD SHS | $10.1M | 136.5K | 0.5% | ▲+1.8% Added · +2K sh | |
| 17 | Ralliant Corp COM | $8.1M | 195.1K | 0.4% | ▲+95% Added · +95K sh | |
| 18 | Medtronic PLC SHS | $7.7M | 88.8K | 0.4% | ▲+183% Added · +57K sh | |
| 19 | Rockwell Automation Inc COM | $5.0M | 14.1K | 0.3% | ▼−55% Reduced · −17K sh | |
| 20 | Baker Hughes Company CL A | $2.5M | 40.3K | 0.1% | ▲New New position | |
| 21 | Agnico Eagle Mines Ltd COM | $943K | 4.6K | 0.1% | ▲+2.1% Added · +94 sh | |
| 22 | Marriott Intl Inc New CL A | $463K | 1.4K | 0.0% | ▲+9.0% Added · +117 sh |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q1 2026 | Mar 31, 2026 | May 14, 2026 | 65 | $1.9B | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 13, 2026 | 71 | $1.4B | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 19, 2025 | 54 | $1.2B | 13F-HR/A |
| Q2 2025 | Jun 30, 2025 | Aug 14, 2025 | 51 | $769.9M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 14, 2025 | 47 | $706.1M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | May 15, 2025 | 57 | $1.4B | 13F-HR/A |
| Q3 2024 | Sep 30, 2024 | May 15, 2025 | 58 | $1.3B | 13F-HR/A |
| Q2 2024 | Jun 30, 2024 | May 20, 2025 | 62 | $1.3B | 13F-HR/A |
| Q1 2024 | Mar 31, 2024 | May 20, 2025 | 71 | $1.5B | 13F-HR/A |
| Q4 2023 | Dec 31, 2023 | May 20, 2025 | 74 | $1.4B | 13F-HR/A |
| Q3 2023 | Sep 30, 2023 | Nov 14, 2023 | 81 | $1.1B | 13F-HR |
| Q2 2023 | Jun 30, 2023 | Aug 14, 2023 | 55 | $902.2M | 13F-HR |
| Q1 2023 | Mar 31, 2023 | May 15, 2023 | 54 | $647.9M | 13F-HR |
| Q4 2022 | Dec 31, 2022 | Feb 10, 2023 | 42 | $482.7M | 13F-HR |
| Q3 2022 | Sep 30, 2022 | Nov 10, 2022 | 47 | $464.7M | 13F-HR |
| Q2 2022 | Jun 30, 2022 | Aug 12, 2022 | 59 | $708.9M | 13F-HR |
| Q1 2022 | Mar 31, 2022 | May 16, 2022 | 69 | $1.2B | 13F-HR |
| Q4 2021 | Dec 31, 2021 | Feb 14, 2022 | 65 | $1.7B | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.