LANSDOWNE PARTNERS (UK) LLP is an institutional investment manager that files quarterly 13F reports with the SEC. As of Q4 2025, the fund manages $1.4B in reported equity holdings across 24 positions. The largest holdings are TSM (29.5%), ADI (12.6%), DELL (12.3%), UAL (10.1%), LIN (7.1%). The portfolio is concentrated in Other (51.2%), Technology (33.3%), Industrials (12.7%). Data sourced from SEC EDGAR 13F filings (CIK 1608485).

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