Lansdowne Partners (Uk) LLP - Q42025 Holdings

Lansdowne Partners (Uk) LLP holds 24 stocks with a total portfolio value of $ 1.36B as of Q42025. In Q42025, Lansdowne Partners (Uk) LLP added 3 new positions, increased stakes in 8 stocks, reduced 8 holdings, and fully exited 0 positions. The largest holding is Taiwan Semiconductor Mfg LTD (TSM), representing 29.53% of the total portfolio.