Lansdowne Partners discloses updated portfolio positions in 13F filing: New ST A NVT positions, Added to BKR IONQ TSM ARM B AMZN, Exited ALC, Lowered TECK SW SLB
Highlights from Q2 2026 filing as compared to Q1 2026 (all amounts are approximate):
- New: ST (140K), A (89K), NVT (71K), OUT (9K), LAMR (2K)
- Increased: BKR (2.5 mln from 40K), IONQ (966K from 796K), TSM (1.5 mln from 1.4 mln), ARM (1.1 mln from 936K), B (411K from 343K), AMZN (133K from 78K), UAL (1549K from 1531K), TXN (93K from 92K)
- Exited: ALC (137K)
- Decreased: TECK (311K from 2.1 mln), SW (348K from 1.9 mln), SLB (2.6 mln from 3.0 mln), LIN (239K from 449K), ETN (34K from 130K), ADI (575K from 664K), GOLF (514K from 523K), DAL (2.47 mln from 2.48 mln)