Lansdowne Partners (Uk) LLP Top Holdings and 13F Report (2025) About Lansdowne Partners (Uk) LLPInvestment ActivityLansdowne Partners (Uk) LLP has $1.38 billion in total holdings as of December 31, 2024.Lansdowne Partners (Uk) LLP owns shares of 25 different stocks, but just 5 companies or ETFs make up 80% of its holdings.Approximately 12.14% of the portfolio was purchased this quarter.About 11.98% of the portfolio was sold this quarter.This quarter, Lansdowne Partners (Uk) LLP has purchased 28 new stocks and bought additional shares in 9 stocks.Lansdowne Partners (Uk) LLP sold shares of 13 stocks and completely divested from 4 stocks this quarter.Largest Holdings Taiwan Semiconductor Manufacturing $328,243,587SMURFIT WESTROCK PLC $223,746,882Delta Air Lines $208,449,547CRH PLC $181,639,241LINDE PLC $175,751,804 Largest New Holdings this Quarter Moderna $1,455,300 Holding Largest Purchases this Quarter Delta Air Lines 1,387,201 shares (about $83.93M)Amazon.com 142,765 shares (about $31.32M)LINDE PLC 64,938 shares (about $27.19M)Analog Devices 82,494 shares (about $17.53M)Ryanair 66,181 shares (about $2.88M) Largest Sales this Quarter SMURFIT WESTROCK PLC 938,326 shares (about $50.54M)Freeport-McMoRan 1,306,409 shares (about $49.75M)Taiwan Semiconductor Manufacturing 124,703 shares (about $24.63M)IonQ 313,434 shares (about $13.09M)CRH PLC 75,334 shares (about $6.97M) Sector Allocation Over TimeMap of 500 Largest Holdings ofLansdowne Partners (Uk) LLP Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorTSMTaiwan Semiconductor Manufacturing$328,243,587$24,627,595 ▼-7.0%1,662,07723.8%Computer and TechnologySMURFIT WESTROCK PLC$223,746,882$50,538,238 ▼-18.4%4,154,23116.3%SHSDALDelta Air Lines$208,449,547$83,925,662 ▲67.4%3,445,44715.1%TransportationCRH PLC$181,639,241$6,969,902 ▼-3.7%1,963,24313.2%ORDLINDE PLC$175,751,804$27,187,592 ▲18.3%419,78612.8%SHSADIAnalog Devices$59,586,531$17,526,675 ▲41.7%280,4604.3%Computer and TechnologyIONQIonQ$41,833,198$13,092,138 ▼-23.8%1,001,5133.0%Computer and TechnologyGOLFAcushnet$40,031,971$751,955 ▼-1.8%563,1962.9%Consumer DiscretionaryAMZNAmazon.com$34,067,317$31,321,212 ▲1,140.6%155,2822.5%Retail/WholesaleETNEaton$27,364,010$2,499,977 ▼-8.4%82,4542.0%IndustrialsSHCOSoho House & Co Inc.$19,174,736$343,959 ▼-1.8%2,573,7901.4%Computer and TechnologyRYAAYRyanair$12,687,001$2,884,830 ▲29.4%291,0530.9%TransportationFCXFreeport-McMoRan$10,622,874$49,748,060 ▼-82.4%278,9620.8%Basic MaterialsTXNTexas Instruments$3,088,102$660,785 ▲27.2%16,4690.2%Computer and TechnologyMARMarriott International$2,901,534$553,696 ▲23.6%10,4020.2%Consumer DiscretionaryROKRockwell Automation$1,751,607$1,300,630 ▲288.4%6,1290.1%Computer and TechnologyMRNAModerna$1,455,300$1,455,300 ▲New Holding35,0000.1%MedicalFTVFortive$945,750$349,275 ▲58.6%12,6100.1%Computer and TechnologyFLUTTER ENTMT PLC$878,988$667,576 ▼-43.2%3,4010.1%SHSBILIBilibili$609,3110.0%33,6450.0%Consumer DiscretionaryGOLDBarrick Gold$559,891$380,556 ▼-40.5%36,1220.0%Basic MaterialsAEMAgnico Eagle Mines$448,769$490,142 ▼-52.2%5,7380.0%Basic MaterialsVMCVulcan Materials$297,101$76,397 ▼-20.5%1,1550.0%ConstructionSPOTSpotify Technology$235,769$586,962 ▼-71.3%5270.0%Business ServicesZHIHU INC$75,2110.0%21,2460.0%SPONSORED ADSLLYEli Lilly and Company$0$12,975,513 ▼-100.0%00.0%MedicalJDJD.com$0$1,008,880 ▼-100.0%00.0%Retail/WholesaleHUYAHUYA$0$51,423 ▼-100.0%00.0%Computer and TechnologyREREATRenew$0$34,327 ▼-100.0%00.0%Business ServicesShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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