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Local Pensions Partnership Investment Ltd
Q3 2026 13F filing
Updated 10 days ago33 disclosed positions worth $4.8B
Portfolio value
$4.8B
Total holdings
33
New positions
1
Closed positions
0
Increased
6
Decreased
14
Turnover
3.0%
Filed
2026-10-26
Full holdings
Every line item disclosed in Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | G ALPHABET INC | $407.9M | 1.19M | 8.55% | Trimmed(-12.1%) |
| 2 | M MICROSOFT CORP | $391M | 762.4K | 8.20% | Trimmed(-1.8%) |
| 3 | V VISA INC | $385.3M | 1.07M | 8.08% | Unchanged |
| 4 | A AMPHENOL CORP | $293.5M | 3.48M | 6.15% | Added(+78.3%) |
| 5 | A AMAZON.COM INC | $290.9M | 1.17M | 6.10% | Trimmed(-2.1%) |
| 6 | H HEICO CORP | $287.2M | 1.26M | 6.02% | Added(+1.1%) |
| 7 | K KLA CORP | $266.8M | 1.37M | 5.59% | Trimmed(-6.4%) |
| 8 | T TEXAS INSTRUMENTS INC | $233.4M | 833.4K | 4.89% | Trimmed(-1.7%) |
| 9 | T THERMO FISHER SCIENTIFIC INC | $213.7M | 316.5K | 4.48% | Added(+3.9%) |
| 10 | A APPLE INC | $204.6M | 614.3K | 4.29% | Unchanged |
| 11 | N NVIDIA CORP | $190.5M | 834.7K | 4.00% | — |
| 12 | C CADENCE DESIGN SYSTEMS INC | $189.9M | 575.0K | 3.98% | Trimmed(-4.6%) |
| 13 | M MOODY'S CORP | $184.9M | 407.2K | 3.88% | Unchanged |
| 14 | A AUTOMATIC DATA PROCESSING INC | $167.9M | 650.4K | 3.52% | Unchanged |
| 15 | B BOOKING HOLDINGS INC | $157.7M | 968.3K | 3.31% | Trimmed(-1.9%) |
| 16 | A AUTOZONE INC | $142.7M | 50.4K | 2.99% | Unchanged |
| 17 | T TYLER TECHNOLOGIES INC | $142.5M | 447.3K | 2.99% | Unchanged |
| 18 | A AUTODESK INC | $142.2M | 680.4K | 2.98% | Unchanged |
| 19 | C COSTCO WHOLESALE CORP | $115.6M | 127.0K | 2.42% | Trimmed(-5.2%) |
| 20 | W WEST PHARMACEUTICAL SERVICES I | $47.8M | 128.9K | 1.00% | Unchanged |
| 21 | V VEEVA SYSTEMS INC | $44.7M | 156.5K | 0.94% | Unchanged |
| 22 | N NIKE INC | $36.9M | 1.04M | 0.77% | Trimmed(-26.2%) |
| 23 | M MSCI INC | $29.6M | 54.9K | 0.62% | Trimmed(-13.4%) |
| 24 | M MEDPACE HOLDINGS INC | $28.7M | 46.0K | 0.60% | Added(+9.5%) |
| 25 | M MANHATTAN ASSOCIATES INC | $27.5M | 138.5K | 0.58% | Unchanged |
| 26 | I IDEXX LABORATORIES INC | $26.4M | 50.6K | 0.55% | Trimmed(-14.4%) |
| 27 | W WESTINGHOUSE AIR BRAKE TECHNOL | $22.4M | 78.0K | 0.47% | Added(+24.8%) |
| 28 | B BROWN & BROWN INC | $19.9M | 326.0K | 0.42% | Unchanged |
| 29 | J JACK HENRY & ASSOCIATES INC | $19.4M | 135.3K | 0.41% | Trimmed(-6.9%) |
| 30 | C CDW CORP/DE | $17.8M | 139.2K | 0.37% | Trimmed(-12.6%) |
| 31 | C CORE & MAIN INC | $16.7M | 403.0K | 0.35% | Unchanged |
| 32 | C CURTISS-WRIGHT CORP | $14.1M | 26.0K | 0.30% | Added(+18.2%) |
| 33 | R ROLLINS INC | $9.4M | 312.0K | 0.20% | Trimmed(-24.8%) |