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Local Pensions Partnership Investment Ltd
Q2 2026 13F filing
Updated 42 days ago32 disclosed positions worth $4.8B
Portfolio value
$4.8B
Total holdings
32
New positions
2
Closed positions
2
Increased
6
Decreased
19
Turnover
12.5%
Filed
2026-07-30
Full holdings
Every line item disclosed in Q2 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | G GOOGN ALPHABET INC | $481.5M | 1.35M | 10.10% | Trimmed(-19.8%) |
| 2 | K KLAC KLA CORP | $440.6M | 1.46M | 9.25% | Added(+753.7%) |
| 3 | V V VISA INC | $367.3M | 1.07M | 7.71% | Trimmed(-8.1%) |
| 4 | A APH AMPHENOL CORP | $344.2M | 1.95M | 7.22% | Unchanged |
| 5 | H HEI-A HEICO CORP | $320.4M | 1.24M | 6.72% | Trimmed(-12.2%) |
| 6 | M MSFT MICROSOFT CORP | $289.3M | 776.0K | 6.07% | Trimmed(-14.0%) |
| 7 | A AMZN AMAZON.COM INC | $284.2M | 1.19M | 5.96% | Added(+1.2%) |
| 8 | T TXN TEXAS INSTRUMENTS INC | $252.6M | 847.8K | 5.30% | Trimmed(-6.6%) |
| 9 | C CDNS CADENCE DESIGN SYSTEMS INC | $226.2M | 602.8K | 4.75% | Trimmed(-9.8%) |
| 10 | M MCO MOODY'S CORP | $184.5M | 407.2K | 3.87% | Trimmed(-9.8%) |
| 11 | A AAPL APPLE INC | $177.6M | 614.3K | 3.73% | Trimmed(-16.0%) |
| 12 | B BKNG BOOKING HOLDINGS INC | $176M | 987.3K | 3.69% | Added(+2154.4%) |
| 13 | A AZO AUTOZONE INC | $161M | 50.4K | 3.38% | Trimmed(-9.8%) |
| 14 | T TMO THERMO FISHER SCIENTIFIC INC | $152.5M | 304.6K | 3.20% | Trimmed(-10.9%) |
| 15 | A ADP AUTOMATIC DATA PROCESSING INC | $145.6M | 650.4K | 3.06% | Trimmed(-9.8%) |
| 16 | A ADSK AUTODESK INC | $132.2M | 680.4K | 2.77% | Trimmed(-9.8%) |
| 17 | T TYL TYLER TECHNOLOGIES INC | $130.8M | 447.3K | 2.75% | Trimmed(-3.5%) |
| 18 | C COST COSTCO WHOLESALE CORP | $125.3M | 133.9K | 2.63% | Trimmed(-9.8%) |
| 19 | N NKE NIKE INC | $58M | 1.41M | 1.22% | Trimmed(-23.6%) |
| 20 | W WST WEST PHARMACEUTICAL SERVICES I | $46.3M | 128.9K | 0.97% | Added(+6.6%) |
| 21 | M MSCI MSCI INC | $35.5M | 63.4K | 0.74% | Trimmed(-13.6%) |
| 22 | I IDXX IDEXX LABORATORIES INC | $31.1M | 59.1K | 0.65% | Added(+1.7%) |
| 23 | V VEEV VEEVA SYSTEMS INC | $27.8M | 156.5K | 0.58% | Unchanged |
| 24 | C CDW CDW CORP/DE | $22.4M | 159.2K | 0.47% | Trimmed(-36.1%) |
| 25 | M MEDP MEDPACE HOLDINGS INC | $22.3M | 42.0K | 0.47% | Added(+10.5%) |
| 26 | B BRO BROWN & BROWN INC | $20.9M | 326.0K | 0.44% | Trimmed(-19.7%) |
| 27 | J JKHY JACK HENRY & ASSOCIATES INC | $20M | 145.3K | 0.42% | Trimmed(-31.2%) |
| 28 | C CNM CORE & MAIN INC | $19.4M | 403.0K | 0.41% | Unchanged |
| 29 | M MANH MANHATTAN ASSOCIATES INC | $19.3M | 138.5K | 0.40% | Unchanged |
| 30 | R ROL ROLLINS INC | $17.3M | 414.7K | 0.36% | Unchanged |
| 31 | W WAB WESTINGHOUSE AIR BRAKE TECHNOL | $16.8M | 62.5K | 0.35% | — |
| 32 | C CW CURTISS-WRIGHT CORP | $16.7M | 22.0K | 0.35% | — |