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Lansdowne Partners (Uk) Llp
kapitalforvalter · portefølje $2.43 mia. · 67 positioner · rapport pr. 30.06.2026
Aktiepositioner rapport for 30.06.2026, indsendt 14.08.2026; ændring — mod 31.03.2026 · 27
| Selskab | Aktier | Værdi | % af porteføljen | Ændring i Kvartalet |
|---|---|---|---|---|
| Taiwan Semiconductor Manufac… US:TSM | 1 475 803 | $705 mio. | 29.00% | +140 117 |
| Arm Holdings plc American De… US:ARM | 1 072 493 | $380 mio. | 15.64% | +136 990 |
| Delta Air Lines Inc US:DAL | 2 471 261 | $231 mio. | 9.52% | −14 638 |
| Analog Devices Inc US:ADI | 574 537 | $228 mio. | 9.39% | −89 526 |
| United Airlines Holdings Inc US:UAL | 1 549 179 | $211 mio. | 8.67% | +18 296 |
| Baker Hughes Co US:BKR | 2 494 112 | $138 mio. | 5.69% | +2 453 803 |
| LINDE PLC CUSIP G54950103 | 238 619 | $124 mio. | 5.09% | −210 587 |
| Schlumberger NV US:SLB | 2 560 073 | $119 mio. | 4.90% | −397 610 |
| Acushnet Holdings Corp US:GOLF | 513 572 | $60.9 mio. | 2.50% | −9 374 |
| IONQ Inc US:IONQ | 966 433 | $51.5 mio. | 2.12% | +170 848 |
| Amazon.com, Inc. US:AMZN | 132 969 | $31.7 mio. | 1.30% | +55 064 |
| Texas Instruments Incorporat… US:TXN | 92 578 | $27.6 mio. | 1.14% | +582 |
| Teck Resources Limited US:TECK | 310 564 | $18.5 mio. | 0.76% | −1 730 735 |
| SMURFIT WESTROCK PLC CUSIP G8267P108 | 347 795 | $16.1 mio. | 0.66% | −1 522 424 |
| Barrick Mining Corporation US:B | 411 335 | $15.1 mio. | 0.62% | +67 933 |
| Ralliant Corp US:RAL | 197 849 | $14.6 mio. | 0.60% | +2 776 |
| EATON CORP PLC CUSIP G29183103 | 33 865 | $14.4 mio. | 0.59% | −95 760 |
| NVENT ELEC PLC CUSIP G6700G107 | 71 122 | $12.1 mio. | 0.50% | ny |
| Agilent Technologies Inc US:A | 88 569 | $11.8 mio. | 0.48% | ny |
| MEDTRONIC PLC CUSIP G5960L103 | 88 839 | $6.95 mio. | 0.29% | — |
| SENSATA TECHNOLOGIES HLDG PL CUSIP G8060N102 | 140 290 | $6.70 mio. | 0.28% | ny |
| ROCKWELL AUTOMATION, INC US:ROK | 9 146 | $4.53 mio. | 0.19% | −4 911 |
| Agnico Eagle Mines Limited US:AEM | 4 647 | $721 t. | 0.03% | — |
| MARRIOTT INTERNATIONAL INC US:MAR | 1 268 | $470 t. | 0.02% | −147 |
| Lamar Advertising Company US:LAMR | 1 828 | $285 t. | 0.01% | ny |
| Outfront Media Inc US:OUT | 8 581 | $281 t. | 0.01% | ny |
| ALCON AG CUSIP H01301128 | 0 (var 136 524) | — | — | solgt |
I virksomheder i vores database 8
| Selskab | Andel | Aktier | Rapportdato |
|---|---|---|---|
| Fuller Smith & Turner | — | 3 728 276 | 2026-06-09 |
| Mitchells & Butlers PLC | — | 29 633 363 | 2025-11-27 |
| Forterra PLC | — | 22 802 737 | 2026-03-10 |
| Genuit Group plc | — | 10 006 972 | 2026-03-10 |
| Tungsten West PLC | — | 351 989 910 | 2026-10-06 |
| IP Group | — | 21 181 834 | 2026-06-30 |
| Cornish Metals plc | — | 7 064 262 | 2026-05-28 |
| Time Out Group plc | — | 10 426 237 | 2025-11-24 |
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