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Daniel Jordan

Lansdowne Partners (uk) Llp

Assets Managed
$1.866B
Holdings
22
Last Quarter
2026 - Q1
Filed Date
1mo 10d ago
Growth Rate
36.86%(2Q avg: 25.96%)
Sustained Growth
4 quarters

Portfolio positions

This chart displays the top 10 holdings in Lansdowne Partners (uk) Llp's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 22 positions.

Assets under management

The assets under management (AUM) of Lansdowne Partners (uk) Llp over the past 10 years (40 quarters) show continuous growth in total asset value over the last 4 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 1.866B in assets, with a quarterly growth rate of 36.86% and a 2-quarter average growth rate of 25.96%. The portfolio is managed by Daniel Jordan, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
TSM
Taiwan Semiconductor-sp Adr
Recent Activity
Increased 0.79%
24.19%
$451.395M
1.336M shares@ $337.96 avg price
LIN
Linde Plc
Recent Activity
Increased 97.5%
11.94%
$222.698M
449,206 shares@ $495.76 avg price
ADI
Analog Devices Inc
Recent Activity
Increased 4.62%
11.32%
$211.265M
664,063 shares@ $318.15 avg price
DAL
Delta Air Lines Inc
Recent Activity
Increased 2.97%
8.86%
$165.263M
2.486M shares@ $66.49 avg price
SLB
Schlumberger Ltd
Recent Activity
New Position
8.15%
$151.995M
2.958M shares@ $51.39 avg price
ARM
Arm Holdings Plc-adr
Recent Activity
Increased 98.17%
7.59%
$141.523M
935,503 shares@ $151.28 avg price
UAL
United Airlines Holdings Inc
Recent Activity
Increased 24.47%
7.56%
$140.948M
1.531M shares@ $92.08 avg price
TECK
Teck Resources Ltd-cls B
Recent Activity
Increased 13.05%
5.67%
$105.637M
2.041M shares@ $51.76 avg price
SW
Smurfit Westrock Plc
Recent Activity
Increased 627.08%
4%
$74.528M
1.87M shares@ $39.85 avg price
GOLF
Acushnet Holdings Corp
Recent Activity
Decreased -1.27%
2.62%
$48.885M
522,946 shares@ $93.48 avg price

1-10 of 22