Lansdowne Partners

Name: Lansdowne Partners 13F holdings, Q2 2026
Creator: Lansdowne Partners

13F Holdings · CIK 1608485 · filed 2026-08-14

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AI Summary

New Positions

19% of current holdings

Exited

5% of prior holdings

Increased

41% of prior holdings

Decreased

45% of prior holdings

Total holdings: 22 → 26

Show unchanged positions

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25 positions

					Shares				Value ($)

New	Long	AGILENT TECHNOLOGIES INC	00846U101	COM	—	88,569	+88,569	—	—	$11.8M	+$11.8M	—
New	Long	LAMAR ADVERTISING CO	512816109	CL A	—	1,828	+1,828	—	—	$285.1K	+$285.1K	—
New	Long	NVENT ELEC PLC	G6700G107	SHS	—	71,122	+71,122	—	—	$12.1M	+$12.1M	—
New	Long	OUTFRONT MEDIA INC	69007J304	COM NEW	—	8,581	+8,581	—	—	$281.1K	+$281.1K	—
New	Long	SENSATA TECHNOLOGIES HLDG PL	G8060N102	SHS	—	140,290	+140,290	—	—	$6.7M	+$6.7M	—
Exited	Long	ALCON AG	H01301128	ORD SHS	136,524	—	−136,524	−100.0%	$10.1M	—	−$10.1M	−100.0%
Increased	Long	AMAZON COM INC	023135106	COM	77,905	132,969	+55,064	+70.7%	$16.2M	$31.7M	+$15.5M	+95.3%
Increased	Long	ARM HOLDINGS PLC	042068205	SPONSORED ADS	935,503	1,072,493	+136,990	+14.6%	$141.5M	$380.3M	+$238.8M	+168.7%
Increased	Long	BAKER HUGHES COMPANY	05722G100	CL A	40,309	2,494,112	+2,453,803	+6087.5%	$2.5M	$138.4M	+$136.0M	+5525.0%
Increased	Long	BARRICK MNG CORP	06849F108	COM SHS	343,402	411,335	+67,933	+19.8%	$14.0M	$15.1M	+$1.1M	+7.9%
Increased	Long	IONQ INC	46222L108	COM	795,585	966,433	+170,848	+21.5%	$22.9M	$51.5M	+$28.5M	+124.4%
Increased	Long	RALLIANT CORP	750940108	COM	195,073	197,849	+2,776	+1.4%	$8.1M	$14.6M	+$6.5M	+79.6%
Increased	Long	TAIWAN SEMICONDUCTOR MANUFAC	874039100	SPONSORED ADS	1,335,686	1,475,803	+140,117	+10.5%	$451.4M	$704.8M	+$253.4M	+56.1%
Increased	Long	TEXAS INSTRS INC	882508104	COM	91,996	92,578	+582	+0.6%	$17.9M	$27.6M	+$9.7M	+54.5%
Increased	Long	UNITED AIRLS HLDGS INC	910047109	COM	1,530,883	1,549,179	+18,296	+1.2%	$140.9M	$210.7M	+$69.7M	+49.5%
Decreased	Long	ACUSHNET HLDGS CORP	005098108	COM	522,946	513,572	−9,374	−1.8%	$48.9M	$60.9M	+$12.0M	+24.5%
Decreased	Long	ANALOG DEVICES INC	032654105	COM	664,063	574,537	−89,526	−13.5%	$211.3M	$228.2M	+$16.9M	+8.0%
Decreased	Long	DELTA AIR LINES INC	247361702	COM NEW	2,485,899	2,471,261	−14,638	−0.6%	$165.3M	$231.5M	+$66.2M	+40.1%
Decreased	Long	EATON CORP PLC	G29183103	SHS	129,625	33,865	−95,760	−73.9%	$46.4M	$14.4M	−$31.9M	−68.9%
Decreased	Long	LINDE PLC	G54950103	SHS	449,206	238,619	−210,587	−46.9%	$222.7M	$123.8M	−$98.9M	−44.4%
Decreased	Long	MARRIOTT INTL INC NEW	571903202	CL A	1,415	1,268	−147	−10.4%	$462.8K	$469.9K	+$7.1K	+1.5%
Decreased	Long	ROCKWELL AUTOMATION INC	773903109	COM	14,057	9,146	−4,911	−34.9%	$5.0M	$4.5M	−$516.8K	−10.2%
Decreased	Long	SLB LIMITED	806857108	COM STK	2,957,683	2,560,073	−397,610	−13.4%	$152.0M	$119.0M	−$33.0M	−21.7%
Decreased	Long	SMURFIT WESTROCK PLC	G8267P108	SHS	1,870,219	347,795	−1,522,424	−81.4%	$74.5M	$16.1M	−$58.4M	−78.4%
Decreased	Long	TECK RESOURCES LTD	878742204	CL B	2,041,299	310,564	−1,730,735	−84.8%	$105.6M	$18.5M	−$87.2M	−82.5%