Lansdowne Partners (Uk) LLP - Q12026 Holdings

Lansdowne Partners (Uk) LLP holds 22 stocks with a total portfolio value of $ 1.87B as of Q12026. In Q12026, Lansdowne Partners (Uk) LLP added 2 new positions, increased stakes in 18 stocks, reduced 2 holdings, and fully exited 4 positions. The largest holding is Taiwan Semiconductor Manufac (TSM), representing 24.19% of the total portfolio.