Lansdowne Partners (UK) LLP has disclosed its latest holdings in a recent SEC filing, revealing a total value of over $2.2 billion in assets as of September 30, 2026. This report is significant as it highlights the firm's investment strategy and positions within the financial sector.

The filing, submitted on November 13, 2026, includes a diverse portfolio with substantial stakes in major companies such as Amazon, Delta Air Lines, and Texas Instruments. This breadth of investment indicates Lansdowne's strategic approach to capital allocation across various sectors.

Background

Lansdowne Partners (UK) LLP is a prominent investment management firm based in London. The firm operates under the Central Index Key (CIK) 0001608485 and is classified as an "other" entity type. The firm has been active in filing various reports with the SEC, including its recent Form 13F-HR, which details its holdings.

In its recent filings, Lansdowne has consistently reported significant assets under management, reflecting its robust investment strategies. The firm has submitted multiple filings over the years, showcasing its ongoing commitment to transparency and regulatory compliance.

What the Filing Says

The recent filing indicates that Lansdowne Partners holds a total of 66 positions, with a combined value of $2,244,605,875. Notably, the firm has significant investments in:

  • Amazon.com Inc: $26,199,617
  • Delta Air Lines Inc: $33,023,703
  • Texas Instruments Inc: $28,184,616

These figures demonstrate Lansdowne's strategic focus on technology and transportation sectors, which are critical to the current economic landscape.

Impact

This update may have implications for various stakeholders, including investors and market analysts. By revealing its investment positions, Lansdowne Partners provides insights into its strategic outlook, which could influence market trends and investor sentiment. The firm's holdings in well-established companies may also attract attention from other investors looking to emulate successful investment strategies.

What's Next

The filing does not specify what actions Lansdowne Partners will take next regarding its investments. However, the firm is expected to continue monitoring its portfolio closely and may adjust its holdings in response to market conditions.

For further details, the filing can be accessed through the SEC's EDGAR database under accession number 0000919574-26-007692.