LANSDOWNE PARTNERS (UK) LLP
London X0 · SEC CIK 0001608485
$18.66亿2026Q1 申报市值
22持仓数
91.8%前十大占比 · 第一大 24.2%
2 / 4新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
SLB 新建仓+$1.52亿
LIN 加仓+$1.10亿
ARM 加仓+$7,010.72万
SW 加仓+$6,427.79万
UAL 加仓+$2,770.50万
2026Q1 卖出最多 按季末市值估算
CRH 清仓-$3,843.68万
SOHO HOUSE & CO 清仓-$2,300.40万
ROK 减仓-$610.81万
FTV 清仓-$267.08万
GOLF 减仓-$63.30万
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $4.51亿 | 24.19% | 1,335,686 | 10,402 | 0.8% | $351.54万 | 加仓 |
| LIN | LINDE PLC | $2.23亿 | 11.93% | 449,206 | 221,749 | 97.5% | $1.10亿 | 加仓 |
| ADI | ANALOG DEVICES INC | $2.11亿 | 11.32% | 664,063 | 29,309 | 4.6% | $932.44万 | 加仓 |
| DAL | DELTA AIR LINES INC | $1.65亿 | 8.85% | 2,485,899 | 71,491 | 3.0% | $475.27万 | 加仓 |
| SLB | SLB LIMITED | $1.52亿 | 8.14% | 2,957,683 | 2,957,683 | — | $1.52亿 | 新建仓 |
| ARM | ARM HOLDINGS PLC | $1.42亿 | 7.58% | 935,503 | 463,427 | 98.2% | $7,010.72万 | 加仓 |
| UAL | UNITED AIRLS HLDGS INC | $1.41亿 | 7.55% | 1,530,883 | 300,912 | 24.5% | $2,770.50万 | 加仓 |
| TECK | TECK RESOURCES LTD | $1.06亿 | 5.66% | 2,041,299 | 235,633 | 13.0% | $1,219.40万 | 加仓 |
| SW | SMURFIT WESTROCK PLC | $7,452.82万 | 3.99% | 1,870,219 | 1,612,995 | 627.1% | $6,427.79万 | 加仓 |
| GOLF | ACUSHNET HLDGS CORP | $4,888.50万 | 2.62% | 522,946 | -6,772 | -1.3% | -$63.30万 | 减仓 |
| ETN | EATON CORP PLC | $4,636.30万 | 2.48% | 129,625 | 19,670 | 17.9% | $703.54万 | 加仓 |
| IONQ | IONQ INC | $2,293.67万 | 1.23% | 795,585 | 152,792 | 23.8% | $440.50万 | 加仓 |
| TXN | TEXAS INSTRS INC | $1,786.01万 | 0.96% | 91,996 | 14,001 | 18.0% | $271.82万 | 加仓 |
| AMZN | AMAZON COM INC | $1,622.53万 | 0.87% | 77,905 | 30,434 | 64.1% | $633.85万 | 加仓 |
| B | BARRICK MNG CORP | $1,400.74万 | 0.75% | 343,402 | 77,578 | 29.2% | $316.44万 | 加仓 |
| ALC | ALCON AG | $1,011.93万 | 0.54% | 136,524 | 2,425 | 1.8% | $17.97万 | 加仓 |
| RAL | RALLIANT CORP | $811.31万 | 0.43% | 195,073 | 94,988 | 94.9% | $395.06万 | 加仓 |
| MDT | MEDTRONIC PLC | $769.79万 | 0.41% | 88,839 | 57,441 | 182.9% | $497.73万 | 加仓 |
| ROK | ROCKWELL AUTOMATION INC | $504.48万 | 0.27% | 14,057 | -17,020 | -54.8% | -$610.81万 | 减仓 |
| BKR | BAKER HUGHES COMPANY | $246.09万 | 0.13% | 40,309 | 40,309 | — | $246.09万 | 新建仓 |
| AEM | AGNICO EAGLE MINES LTD | $94.32万 | 0.05% | 4,647 | 94 | 2.1% | $1.91万 | 加仓 |
| MAR | MARRIOTT INTL INC NEW | $46.28万 | 0.02% | 1,415 | 117 | 9.0% | $3.83万 | 加仓 |
| CRH | CRH PLC | $0 | 0.00% | 0 | -307,987 | -100.0% | -$3,843.68万 | 清仓 |
| — | SOHO HOUSE & CO INC | $0 | 0.00% | 0 | -2,567,413 | -100.0% | -$2,300.40万 | 清仓 |
| FTV | FORTIVE CORP | $0 | 0.00% | 0 | -48,375 | -100.0% | -$267.08万 | 清仓 |
| FLUT | FLUTTER ENTMT PLC | $0 | 0.00% | 0 | -1,645 | -100.0% | -$35.37万 | 清仓 |