LANSDOWNE PARTNERS (UK) LLP
London, X0 · CIK 1608485 · 13F filing filed 2026-08-14
SEC-registered investment adviser since 2014 · limited liability partnership
- Assets managed$10.3bn
- Staff53 · 14 in investment roles
- Main clients (by assets)Private funds 86%, State and local governments 10%, Sovereign wealth funds 4%
- Private funds7 (6 hedge) · $4.0bn gross assets
- Websitelansdownepartners.com
- Form ADV · 2026-07-27SEC adviser record
- Legal entityLANSDOWNE PARTNERS (UK) LLP (GB)
- Kindhedge funds, futures, FCA fund manager
- Others nearbyLondon
As an employer
- Offices in1 country
- Private fundshedge 6, other private 1
In the UK
- FCA-authorised companies1
- Manages investmentsyes
- Runs fundsyes
- Retail clientsno, professional only
| Company | Staff |
|---|---|
| LANSDOWNE PARTNERS (UK) LLP Limited Liability PartnershipFCA: Authorised · manages investments, manages AIFs, advises, deals |
Sources: Companies House (accounts filed electronically; the largest groups often file on paper, so their staff numbers can be missing), the UK gender pay gap service (employers with 250+ staff) and the FCA's Financial Services Register. Contains public sector information licensed under the Open Government Licence v3.0.
$2.4bn
reported value
+30.2% vs Q1 2026
26positions
92.5%in top 10
5 new
9 added
10 reduced
1 sold out
vs Q1 2026
This report includes the holdings of 4 other managers that share the investment decisions:
- LANSDOWNE DEVELOPED MARKETS LONG ONLY MASTER FUND LTD – reports through this filing
- LANSDOWNE DM LONG ONLY CAYMAN MASTER LP – reports through this filing
- LANSDOWNE DMLO DAVIES STREET LP – reports through this filing
- Lansdowne (Lux) Developed Markets Fund – reports through this filing
Shares in two reports are counted once in each security's totals.
Holdings, Q2 2026
The small lines show how much was held over the last 4 quarters (adjusted for stock splits).
| Security | Value | Change |
|---|---|---|
| TAIWAN SEMICONDUCTOR MFG LTD TSM | $704.8m29.00% | Added +140.1k |
| ARM HOLDINGS PLC ARM | $380.3m15.64% | Added +137.0k |
| DELTA AIR LINES INC DEL DAL | $231.5m9.52% | Reduced -14.6k |
| ANALOG DEVICES INC ADI | $228.2m9.39% | Reduced -89.5k |
| UNITED AIRLS HLDGS INC UAL | $210.7m8.67% | Added +18.3k |
| BAKER HUGHES COMPANY BKR | $138.4m5.69% | Added +2.5m |
| LINDE PLC LIN | $123.8m5.09% | Reduced -210.6k |
| SCHLUMBERGER LTD SLB | $119.0m4.90% | Reduced -397.6k |
| ACUSHNET HLDGS CORP GOLF | $60.9m2.50% | Reduced -9.4k |
| IONQ INC IONQ | $51.5m2.12% | Added +170.8k |
| AMAZON COM INC AMZN | $31.7m1.30% | Added +55.1k |
| TEXAS INSTRS INC TXN | $27.6m1.14% | Added +582 |
| TECK RESOURCES LTD TECK | $18.5m0.76% | Reduced -1.7m |
| SMURFIT WESTROCK PLC SW | $16.1m0.66% | Reduced -1.5m |
| BARRICK MNG CORP B | $15.1m0.62% | Added +67.9k |
| RALLIANT CORP RAL | $14.6m0.60% | Added +2.8k |
| EATON CORP PLC ETN | $14.4m0.59% | Reduced -95.8k |
| NVENT ELECTRIC PLC NVT | $12.1m0.50% | New |
| AGILENT TECHNOLOGIES INC A | $11.8m0.48% | New |
| MEDTRONIC PLC MDT | $6.9m0.29% | Unchanged |
| SENSATA TECHNOLOGIES HLDG PL ST | $6.7m0.28% | New |
| ROCKWELL AUTOMATION INC ROK | $4.5m0.19% | Reduced -4.9k |
| AGNICO EAGLE MINES LTD AEM | $720.9k0.03% | Unchanged |
| MARRIOTT INTL INC NEW MAR | $469.9k0.02% | Reduced -147 |
| LAMAR ADVERTISING CO NEW LAMR | $285.1k0.01% | New |
| OUTFRONT MEDIA INC OUT | $281.1k0.01% | New |
Sold out since Q1 2026
| Security | Value then |
|---|---|
| ALCON AG ALC | $10.1m136.5k shares |