Lansdowne discloses updated portfolio positions in 13F filing: New PRTC TECK B positions
Highlights from Q3 2025 filing as compared to Q2 2025 (all amounts are approximate):
- New: PRTC (14.11 mln shares), TECK (722K), B (266K), ARM (60K)
- Increased: IONQ (1.94 mln shares from 0.5 mln shares), DAL (2.28 mln from 1.55 mln), TSM (1.42 mln from 0.74 mln), UAL (1.1 mln from 0.86 mln), CRH (648K from 525K), AMZN (167K from 48K), LIN (365K from 309K), TXN (36K from 29K), ADI (151K from 146K), ROK (30K from 27K)
- Maintained: SHCO (2.57 mln shares), SW (1.29 mln), GOLF (0.53 mln)
- Exited: FCX (from 1.44 mln shares)
- Decreased: AEMMARFLUTFTV (small holdings)