StockDriftsStockDriftsTop 22 Lansdowne Partners (Uk) Llp Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | 24.19% | 1.34M | $451.4M | +0.78%(+10.40K) | $190.03(+119.81%) | 2026-03-31 | |
| LIN | LINDE PLC | 11.93% | 449.2K | $222.7M | +97.49%(+221.75K) | $425.63(+20.21%) | 2026-03-31 | |
| ADI | ANALOG DEVICES INC | 11.32% | 664.1K | $211.3M | +4.62%(+29.31K) | $245.81(+73.63%) | 2026-03-31 | |
| DAL | DELTA AIR LINES INC | 8.85% | 2.49M | $165.3M | +2.96%(+71.49K) | $50.88(+40.62%) | 2026-03-31 | |
| SLB | SLB LIMITED | 8.14% | 2.96M | $152.0M | new | $44.89(+24.21%) | 2026-03-31 | |
| ARM | ARM HOLDINGS PLC | 7.58% | 935.5K | $141.5M | +98.17%(+463.43K) | $129.51(+76.44%) | 2026-03-31 | |
| UAL | UNITED AIRLS HLDGS INC | 7.55% | 1.53M | $140.9M | +24.46%(+300.91K) | $84.81(+13.22%) | 2026-03-31 | |
| TECK | TECK RESOURCES LTD | 5.66% | 2.04M | $105.6M | +13.05%(+235.63K) | $45.02(+45.28%) | 2026-03-31 | |
| SW | SMURFIT WESTROCK PLC | 3.99% | 1.87M | $74.5M | +627.08%(+1.61M) | $40.43(-1.01%) | 2026-03-31 | |
| GOLF | ACUSHNET HLDGS CORP | 2.62% | 522.9K | $48.9M | -1.28%(-6.77K) | $49.14(+75.08%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +25.94% | +99.77% |
| Top 20 Holdings Unweighted | +21.82% | +80.80% |
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