Managers / Q2 2025 · view latest →
LANSDOWNE PARTNERS (UK) LLP
CIK 0001608485 · 65 CURZON STREET, LONDON, X0, W1J 8PE · 44 20 7290 5500
Reported Value
$770M
Q2 2025
Positions
51
Filings on Record
36
2019–present window
Filed
Aug 14, 2025
original filing
Summary
Lansdowne Partners (Uk) Llp reported $770M in U.S.-listed holdings across 51 positions for Q2 2025.
Its largest position, Linde, represents 18.8% of the portfolio.
Compared with Q1 2025, the fund opened 5 new positions and exited 10.
Reported Value by Quarter
13F Reported Value
Portfolio Composition
By security type
Composition data arrives with ticker enrichment.
Quarter-over-Quarter Changes full breakdown →
Holdings — Q2 2025
Filing History
| Quarter | Reported Value | Positions | Filed | Type | Links |
|---|---|---|---|---|---|
| Q1 2026 | $1.9B | 65 | May 14, 2026 | 13F-HR | changes · EDGAR ↗ |
| Q4 2025 | $1.4B | 71 | Feb 13, 2026 | 13F-HR | changes · EDGAR ↗ |
| Q3 2025 | $1.2B | 54 | Nov 19, 2025 | RESTATEMENT | changes · EDGAR ↗ |
| Q2 2025 | $770M | 51 | Aug 14, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q1 2025 | $1.3B | 62 | May 20, 2025 | RESTATEMENT | changes · EDGAR ↗ |
| Q4 2024 | $1.4B | 58 | Feb 13, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q3 2024 | $1.3B | 61 | Nov 13, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q2 2024 | $1.3B | 63 | Aug 14, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q1 2024 | $1.5B | 73 | May 14, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q4 2023 | $1.3B | 78 | Feb 14, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q3 2023 | $1.1B | 81 | Nov 14, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q2 2023 | $902M | 55 | Aug 14, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q1 2023 | $648M | 54 | May 15, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q4 2022 | $482.7B | 42 | Feb 10, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q3 2022 | $465M | 47 | Nov 10, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q2 2022 | $709M | 59 | Aug 12, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q1 2022 | $1.2B | 69 | May 16, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q4 2021 | $1.7B | 65 | Feb 14, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q3 2021 | $2.1B | 75 | Nov 12, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q2 2021 | $2.5B | 102 | Aug 13, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q1 2021 | $3.1B | 99 | May 13, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q4 2020 | $3.1B | 113 | Feb 16, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q3 2020 | $2.5B | 131 | Nov 16, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q2 2020 | $2.4B | 120 | Aug 14, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q1 2020 | $1.8B | 72 | May 15, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q4 2019 | $3.7B | 96 | Feb 14, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q3 2019 | $3.8B | 100 | Nov 13, 2019 | 13F-HR | changes · EDGAR ↗ |
| Q2 2019 | $4.1B | 97 | Aug 13, 2019 | 13F-HR | changes · EDGAR ↗ |
| Q1 2019 | $4.5B | 119 | May 15, 2019 | 13F-HR | changes · EDGAR ↗ |
| Q4 2018 | $6.8B | 130 | Feb 13, 2019 | 13F-HR | changes · EDGAR ↗ |
Other Included Managers
This filing reports holdings on behalf of 3 additional managers.
- LANSDOWNE DEVELOPED MARKETS LONG ONLY MASTER FUND LTD028-15855
- LANSDOWNE DM LONG ONLY CAYMAN MASTER LP028-15856
- LANSDOWNE DMLO DAVIES STREET LP028-17196
13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.