LANSDOWNE PARTNERS (UK) LLP is an institutional investment manager that files quarterly 13F reports with the SEC. As of Q2 2026, the fund manages $2.4B in reported equity holdings across 26 positions. The largest holdings are TSM (29.0%), ARM (15.6%), DELL (9.5%), ADI (9.4%), UAL (8.7%). The portfolio is concentrated in Technology (44.6%), Other (41.2%), Industrials (9.3%). Data sourced from SEC EDGAR 13F filings (CIK 1608485).