AlphaYouLansdowne Partners (UK) LLP
New SLB Limited position and exited CRH in Q1 2026.
$1.9B in this filing22 positionstop 10 = 92%
22 stock and fund positions worth $1.9B
Holdings are from Mar 31, 2026, not today. Filed May 14, 2026.
- $451.4M - 1.3M shares+10K
- 2LINLinde PLC11.93%$222.7M - 449K shares+222K
- 3ADIAnalog Devices Inc11.32%$211.3M - 664K shares+29K
19 more on a paid plan
Free shows three. Paid plans unlock the full portfolio, every quarter, and what changed.
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This filing does not include cash, short positions, private investments, bonds, or many overseas holdings.