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Disclosed positions
LANSDOWNE PARTNERS (UK) LLP: source evidence dated 2026-08-15T03:59:59.999Z.
- Issuer
- TAIWAN SEMICONDUCTOR MANUFAC
- Ticker
- TSM
- Class
- SPONSORED ADS
- Reported value
- $704,799,239
- Reported amount
- 1,475,803
- Unit
- SH
- Option
- None
The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.
What was reported for this quarter?
13F positions are dated quarter-end holdings, with later publication and possible amendments. Read report period and availability before calling them current.
SEC 13F-HR: 0000919574-26-005378Open the effective filing receipt and inspect shares, value and any put/call classification separately.
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Disclosed positions
See the complete disclosed positions
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| TAIWAN SEMICONDUCTOR MANUFAC | TSM | SPONSORED ADS | $704,799,239 | 1,475,803 | SH | None |
| ARM HOLDINGS PLC | ARM | SPONSORED ADS | $380,273,844 | 1,072,493 | SH | None |
| DELTA AIR LINES INC | DAL | COM NEW | $231,458,306 | 2,471,261 | SH | None |
| ANALOG DEVICES INC | ADI | COM | $228,188,860 | 574,537 | SH | None |
| UNITED AIRLS HLDGS INC | UAL | COM | $210,672,852 | 1,549,179 | SH | None |
| BAKER HUGHES COMPANY | BKR | CL A | $138,423,218 | 2,494,112 | SH | None |
| LINDE PLC | LIN | SHS | $123,828,944 | 238,619 | SH | None |
| SLB LIMITED | SLB | COM STK | $119,017,795 | 2,560,073 | SH | None |
| ACUSHNET HLDGS CORP | GOLF | COM | $60,873,689 | 513,572 | SH | None |
| IONQ INC | IONQ | COM | $51,472,222 | 966,433 | SH | None |
| AMAZON COM INC | AMZN | COM | $31,691,832 | 132,969 | SH | None |
| TEXAS INSTRS INC | TXN | COM | $27,594,725 | 92,578 | SH | None |
| TECK RESOURCES LTD | TECK | CL B | $18,466,136 | 310,564 | SH | None |
| SMURFIT WESTROCK PLC | SW | SHS | $16,088,997 | 347,795 | SH | None |
| BARRICK MNG CORP | B | COM SHS | $15,108,335 | 411,335 | SH | None |
| RALLIANT CORP | RAL | COM | $14,567,622 | 197,849 | SH | None |
| EATON CORP PLC | ETN | SHS | $14,430,554 | 33,865 | SH | None |
| NVENT ELEC PLC | NVT | SHS | $12,063,002 | 71,122 | SH | None |
| AGILENT TECHNOLOGIES INC | A | COM | $11,764,620 | 88,569 | SH | None |
| MEDTRONIC PLC | MDT | SHS | $6,949,875 | 88,839 | SH | None |
| SENSATA TECHNOLOGIES HLDG PL | ST | SHS | $6,697,445 | 140,290 | SH | None |
| ROCKWELL AUTOMATION INC | ROK | COM | $4,528,001 | 9,146 | SH | None |
| AGNICO EAGLE MINES LTD | AEM | COM | $720,889 | 4,647 | SH | None |
| MARRIOTT INTL INC NEW | MAR | CL A | $469,908 | 1,268 | SH | None |
| LAMAR ADVERTISING CO | LAMR | CL A | $285,131 | 1,828 | SH | None |
| OUTFRONT MEDIA INC | OUT | COM NEW | $281,114 | 8,581 | SH | None |
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Largest 50 positions by reported value; the filing may contain more positions.
How amendments affect these holdings
This view uses 1 effective filing version(s). A restatement replaces the previous book; a new-holdings amendment adds positions. 0 positions lack a resolved ticker and 0 positions are put or call entries.
A 13F is a delayed quarterly snapshot of disclosed holdings. It is not a complete trade ledger and does not reveal every position in a manager's portfolio. Option values refer to the reported underlying position rather than a traded option premium.
Quarter end and public filing date
Use the filing's public availability date when constructing a historical observation. The quarter-end report period is earlier and cannot be substituted for when the public learned the holdings.