Liontrust Investment Partners LLP
Q2 2026 13F filing
Updated 23 days ago197 disclosed positions worth $6.8B
Full holdings
Every line item disclosed in Q2 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | A AZN ASTRAZENECA PLC | $297M | 1.59M | 4.36% | — |
| 2 | T TSMWF TAIWAN SEMICONDUCTOR MANUFACTURING | $267.3M | 559.8K | 3.93% | — |
| 3 | G GOOGN ALPHABET INC CLASS A | $258.6M | 723.5K | 3.80% | — |
| 4 | A AVGO BROADCOM INC | $242.6M | 642.3K | 3.57% | — |
| 5 | O OLOXF DEUTSCHE BANK AG | $205.4M | 6.06M | 3.02% | — |
| 6 | T TMO THERMO FISHER SCIENTIFIC INC | $181.6M | 362.2K | 2.67% | — |
| 7 | V V VISA INC CLASS A | $162.8M | 474.5K | 2.39% | — |
| 8 | C CDNS CADENCE DESIGN SYSTEMS INC | $149.6M | 398.7K | 2.20% | — |
| 9 | W WST WEST PHARMACEUTICAL SERVICES INC | $144.4M | 402.2K | 2.12% | — |
| 10 | W WAT WATERS CORP | $134.6M | 359.0K | 1.98% | — |
| 11 | N NVDA NVIDIA CORP | $131.2M | 655.8K | 1.93% | — |
| 12 | U UBS UBS GROUP AG | $122.1M | 2.46M | 1.79% | — |
| 13 | S SCHW-PJ CHARLES SCHWAB CORP | $120.4M | 1.31M | 1.77% | — |
| 14 | M MA MASTERCARD INC CLASS A | $119.5M | 232.8K | 1.76% | — |
| 15 | S SPOT SPOTIFY TECHNOLOGY SA | $119.2M | 259.7K | 1.75% | — |
| 16 | V VLTO VERALTO CORP | $114.1M | 1.29M | 1.68% | — |
| 17 | I ISRG INTUITIVE SURGICAL INC | $113.7M | 285.9K | 1.67% | — |
| 18 | I IDXX IDEXX LABORATORIES INC | $113.3M | 215.2K | 1.66% | — |
| 19 | C CTAS CINTAS CORP | $112.9M | 663.6K | 1.66% | — |
| 20 | E EW EDWARDS LIFESCIENCES CORP | $110M | 1.22M | 1.62% | — |
| 21 | M MPWR MONOLITHIC POWER SYSTEMS INC | $104.8M | 75.8K | 1.54% | — |
| 22 | L LIN LINDE PLC | $103M | 198.5K | 1.51% | — |
| 23 | B BDX BECTON DICKINSON | $102.1M | 674.6K | 1.50% | — |
| 24 | E EXC EXELON CORP | $97.7M | 2.10M | 1.44% | — |
| 25 | P PGR PROGRESSIVE CORP | $97.2M | 445.0K | 1.43% | — |
| 26 | E ECL ECOLAB INC | $94.5M | 339.2K | 1.39% | — |
| 27 | I IR INGERSOLL RAND INC | $94.4M | 1.15M | 1.39% | — |
| 28 | N NDAQ NASDAQ INC | $92.9M | 1.18M | 1.37% | — |
| 29 | A ALC ALCON AG | $92.5M | 1.37M | 1.36% | — |
| 30 | A AAPL APPLE INC | $91.2M | 315.1K | 1.34% | — |
| 31 | V VRSN VERISIGN INC | $89.3M | 355.1K | 1.31% | — |
| 32 | S SHOP SHOPIFY SUBORDINATE VOTING INC CLA | $88.4M | 774.2K | 1.30% | — |
| 33 | W WMS ADVANCED DRAINAGE SYSTEMS INC | $87.7M | 558.7K | 1.29% | — |
| 34 | N NVR NVR INC | $86.9M | 12.8K | 1.28% | — |
| 35 | P PANW PALO ALTO NETWORKS INC | $86.2M | 252.8K | 1.27% | — |
| 36 | C CNM CORE & MAIN INC CLASS A | $81.4M | 1.69M | 1.20% | — |
| 37 | A AMZN AMAZON COM INC | $79.4M | 333.3K | 1.17% | — |
| 38 | F FERG FERGUSON ENTERPRISES INC | $78.5M | 329.7K | 1.15% | — |
| 39 | A AMT AMERICAN TOWER REIT CORP | $77M | 470.8K | 1.13% | — |
| 40 | T TTE TOTALENERGIES | $75.4M | 969.5K | 1.11% | — |
| 41 | H H TOPBUILD CORP | $73M | 205.9K | 1.07% | — |
| 42 | C CAVA CAVA GROUP INC | $71.5M | 911.7K | 1.05% | — |
| 43 | A ADSK AUTODESK INC | $69.2M | 356.0K | 1.02% | — |
| 44 | N NBIS NEBIUS NV CLASS A | $69M | 250.0K | 1.01% | — |
| 45 | Z ZS ZSCALER INC | $56.2M | 398.5K | 0.83% | — |
| 46 | T TTAN SERVICETITAN INC CLASS A | $55.5M | 784.4K | 0.82% | — |
| 47 | M META META PLATFORMS INC CLASS A | $55M | 97.6K | 0.81% | — |
| 48 | S SFM SPROUTS FARMERS MARKET INC | $52.2M | 617.2K | 0.77% | — |
| 49 | S SUNB SUNBELT RENTALS HOLDINGS INC | $49.8M | 683.2K | 0.73% | — |
| 50 | L LLY ELI LILLY | $46.5M | 38.8K | 0.68% | — |