LANSDOWNE PARTNERS (UK) LLP
London X0 · SEC CIK 0001608485
$24.31亿2026Q2 申报市值
26持仓数
92.5%前十大占比 · 第一大 29.0%
5 / 1新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
BKR 加仓+$1.36亿
TSM 加仓+$6,691.57万
ARM 加仓+$4,857.25万
AMZN 加仓+$1,312.40万
NVT 新建仓+$1,206.30万
2026Q2 卖出最多 按季末市值估算
LIN 减仓-$1.09亿
TECK 减仓-$1.03亿
SW 减仓-$7,042.73万
ETN 减仓-$4,080.53万
ADI 减仓-$3,555.70万
2026Q2 持仓明细 点表头排序
导出 CSV 🔒| 代码 | 名称 | 市值 ▲ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| ALC | ALCON AG | $0 | 0.00% | 0 | -136,524 | -100.0% | -$1,011.93万 | 清仓 |
| OUT | OUTFRONT MEDIA INC | $28.11万 | 0.01% | 8,581 | 8,581 | — | $28.11万 | 新建仓 |
| LAMR | LAMAR ADVERTISING CO | $28.51万 | 0.01% | 1,828 | 1,828 | — | $28.51万 | 新建仓 |
| MAR | MARRIOTT INTL INC NEW | $46.99万 | 0.02% | 1,268 | -147 | -10.4% | -$5.45万 | 减仓 |
| AEM | AGNICO EAGLE MINES LTD | $72.09万 | 0.03% | 4,647 | 0 | 0.0% | — | 不变 |
| ROK | ROCKWELL AUTOMATION INC | $452.80万 | 0.19% | 9,146 | -4,911 | -34.9% | -$243.13万 | 减仓 |
| ST | SENSATA TECHNOLOGIES HLDG PL | $669.74万 | 0.28% | 140,290 | 140,290 | — | $669.74万 | 新建仓 |
| MDT | MEDTRONIC PLC | $694.99万 | 0.29% | 88,839 | 0 | 0.0% | — | 不变 |
| A | AGILENT TECHNOLOGIES INC | $1,176.46万 | 0.48% | 88,569 | 88,569 | — | $1,176.46万 | 新建仓 |
| NVT | NVENT ELEC PLC | $1,206.30万 | 0.50% | 71,122 | 71,122 | — | $1,206.30万 | 新建仓 |
| ETN | EATON CORP PLC | $1,443.06万 | 0.59% | 33,865 | -95,760 | -73.9% | -$4,080.53万 | 减仓 |
| RAL | RALLIANT CORP | $1,456.76万 | 0.60% | 197,849 | 2,776 | 1.4% | $20.44万 | 加仓 |
| B | BARRICK MNG CORP | $1,510.83万 | 0.62% | 411,335 | 67,933 | 19.8% | $249.52万 | 加仓 |
| SW | SMURFIT WESTROCK PLC | $1,608.90万 | 0.66% | 347,795 | -1,522,424 | -81.4% | -$7,042.73万 | 减仓 |
| TECK | TECK RESOURCES LTD | $1,846.61万 | 0.76% | 310,564 | -1,730,735 | -84.8% | -$1.03亿 | 减仓 |
| TXN | TEXAS INSTRS INC | $2,759.47万 | 1.14% | 92,578 | 582 | 0.6% | $17.35万 | 加仓 |
| AMZN | AMAZON COM INC | $3,169.18万 | 1.30% | 132,969 | 55,064 | 70.7% | $1,312.40万 | 加仓 |
| IONQ | IONQ INC | $5,147.22万 | 2.12% | 966,433 | 170,848 | 21.5% | $909.94万 | 加仓 |
| GOLF | ACUSHNET HLDGS CORP | $6,087.37万 | 2.50% | 513,572 | -9,374 | -1.8% | -$111.11万 | 减仓 |
| SLB | SLB LIMITED | $1.19亿 | 4.90% | 2,560,073 | -397,610 | -13.4% | -$1,848.49万 | 减仓 |
| LIN | LINDE PLC | $1.24亿 | 5.09% | 238,619 | -210,587 | -46.9% | -$1.09亿 | 减仓 |
| BKR | BAKER HUGHES COMPANY | $1.38亿 | 5.69% | 2,494,112 | 2,453,803 | 6,087.5% | $1.36亿 | 加仓 |
| UAL | UNITED AIRLS HLDGS INC | $2.11亿 | 8.67% | 1,549,179 | 18,296 | 1.2% | $248.81万 | 加仓 |
| ADI | ANALOG DEVICES INC | $2.28亿 | 9.39% | 574,537 | -89,526 | -13.5% | -$3,555.70万 | 减仓 |
| DAL | DELTA AIR LINES INC | $2.31亿 | 9.52% | 2,471,261 | -14,638 | -0.6% | -$137.10万 | 减仓 |
| ARM | ARM HOLDINGS PLC | $3.80亿 | 15.64% | 1,072,493 | 136,990 | 14.6% | $4,857.25万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $7.05亿 | 29.00% | 1,475,803 | 140,117 | 10.5% | $6,691.57万 | 加仓 |