Latticework
← All portfoliosLatticework shows what 76 well-known investors report to the SEC each quarter.

LIN · Linde PLC · Form 13F filings for Q2 2026

Linde PLC

9 of 76 investors hold it

Together they reported $1.9 billion of it. In Q2 2026, 1 added and 3 reduced.

20 of 83 tracked investors have filed for Q3 2026 so far. The sheet and every stock page stay on Q2 2026 until most have filed, so each count is taken from one group of investors.

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Who added and who reduced

Q2 2026 against Q1 2026, among 74 filings that can be compared. An investor counts as adding or reducing when reported shares change by 20% or more, or when a position is opened or closed.

1added or opened

Stephen MandelNew position

3reduced or sold out

Lee AinslieSold outJohn Armitage−71.8%AKO Capital−51.9%

Who holds it

InvestorShare of their portfolioReported valueThis quarter
Stephen Mandel4.94%$809MNew position
John Armitage1.51%$156M−71.8%
Thomas Gayner0.85%$112MNo change of 20%
AKO Capital0.78%$34M−51.9%
Stanley Druckenmiller0.49%$21MNo change of 20%
Dodge & Cox Funds0.36%$688MNo change of 20%
Wallace Weitz0.26%$4MNo change of 20%
Joel Greenblatt0.10%$41MNo change of 20%
Jensen Investment Management0.02%$669KNo change of 20%

Holders over time

How many of the same 76 investors reported a position at each quarter end, up to Q2 2026.

7Q3 ’24
7Q4 ’24
7Q1 ’25
7Q2 ’25
7Q3 ’25
6Q4 ’25
9Q1 ’26
9Q2 ’26

Where to next

Stephen MandelLargest holder by dollars: $809M →All portfoliosThe biggest bets reported for Q2 2026, on one sheet →

Source: SEC Form 13F filings for Q2 2026, the quarter ended Jun 30, 2026, from the 76 investors on the homepage sheet · CUSIP G54950103 · data as of Nov 12, 2026. Weight is the share of the investor’s disclosed portfolio. Filings list long US-listed positions at quarter end. They are not live holdings, omit shorts, can be amended and give no reasons for a change.

Each investor’s filing