Local Pensions Partnership Investment Ltd — 13F Holdings & Portfolio
CIK 1698810 · latest 13F-HR filed 2026-07-30
Local Pensions Partnership Investment Ltd manages $4.77B in 13F-reported U.S. long-equity assets across 32 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are GOOGL (10.10%), KLAC (9.25%), V (7.71%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 2 new positions, exited 2, added to 8, and trimmed 13.
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
1 FINSBURY AVENUE
LONDON, X0 EC2M 2PF
$4.77B
Long-equity book
32
Distinct positions
2026-06-30
Filed 2026-07-30
+2 / −2 / ↑8 / ↓13
vs 2026-03-31
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- KLA CORP$188.7M +74.9%
- AMPHENOL CORP$97.6M +39.6%
- TEXAS INSTRUMENTS INC$76.4M +43.3%
- HEICO CORP$61.5M +23.8%
- CADENCE DESIGN SYSTEMS INC$40.5M +21.8%
Top Trims
- AUTODESK INC-$48.4M -26.8%
- MICROSOFT CORP-$44.5M -13.3%
- NIKE INC-$39.7M -40.6%
- AUTOZONE INC-$27.7M -14.7%
- TYLER TECHNOLOGIES INC-$27.7M -17.5%
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | ALPHABET INC | GOOGL | 02079K305 | $481.5M | 10.10% | 1,348,247 | SH |
| 2 | KLA CORP | KLAC | 482480100 | $440.6M | 9.25% | 1,461,570 | SH |
| 3 | VISA INC | V | 92826C839 | $367.3M | 7.71% | 1,071,979 | SH |
| 4 | AMPHENOL CORP | APH | 032095101 | $344.2M | 7.22% | 1,951,700 | SH |
| 5 | HEICO CORP | HEI.A | 422806208 | $320.4M | 6.72% | 1,242,970 | SH |
| 6 | MICROSOFT CORP | MSFT | 594918104 | $289.3M | 6.07% | 775,953 | SH |
| 7 | AMAZON.COM INC | AMZN | 023135106 | $284.2M | 5.96% | 1,193,090 | SH |
| 8 | TEXAS INSTRUMENTS INC | TXN | 882508104 | $252.6M | 5.30% | 847,784 | SH |
| 9 | CADENCE DESIGN SYSTEMS INC | CDNS | 127387108 | $226.2M | 4.75% | 602,828 | SH |
| 10 | MOODY'S CORP | MCO | 615369105 | $184.5M | 3.87% | 407,207 | SH |
| 11 | APPLE INC | AAPL | 037833100 | $177.6M | 3.73% | 614,293 | SH |
| 12 | BOOKING HOLDINGS INC | BKNG | 09857L108 | $176.0M | 3.69% | 987,339 | SH |
| 13 | AUTOZONE INC | AZO | 053332102 | $161.0M | 3.38% | 50,406 | SH |
| 14 | THERMO FISHER SCIENTIFIC INC | TMO | 883556102 | $152.5M | 3.20% | 304,551 | SH |
| 15 | AUTOMATIC DATA PROCESSING INC | ADP | 053015103 | $145.6M | 3.06% | 650,416 | SH |
| 16 | AUTODESK INC | ADSK | 052769106 | $132.2M | 2.77% | 680,379 | SH |
| 17 | TYLER TECHNOLOGIES INC | TYL | 902252105 | $130.8M | 2.75% | 447,292 | SH |
| 18 | COSTCO WHOLESALE CORP | COST | 22160K105 | $125.3M | 2.63% | 133,912 | SH |
| 19 | NIKE INC | NKE | 654106103 | $58.0M | 1.22% | 1,413,787 | SH |
| 20 | WEST PHARMACEUTICAL SERVICES I | WST | 955306105 | $46.3M | 0.97% | 128,880 | SH |
| 21 | MSCI INC | MSCI | 55354G100 | $35.5M | 0.74% | 63,379 | SH |
| 22 | IDEXX LABORATORIES INC | IDXX | 45168D104 | $31.1M | 0.65% | 59,126 | SH |
| 23 | VEEVA SYSTEMS INC | VEEV | 922475108 | $27.8M | 0.58% | 156,500 | SH |
| 24 | CDW CORP/DE | CDW | 12514G108 | $22.4M | 0.47% | 159,176 | SH |
| 25 | MEDPACE HOLDINGS INC | MEDP | 58506Q109 | $22.3M | 0.47% | 42,000 | SH |
| 26 | BROWN & BROWN INC | BRO | 115236101 | $20.9M | 0.44% | 326,000 | SH |
| 27 | JACK HENRY & ASSOCIATES INC | JKHY | 426281101 | $20.0M | 0.42% | 145,285 | SH |
| 28 | CORE & MAIN INC | CNM | 21874C102 | $19.4M | 0.41% | 403,000 | SH |
| 29 | MANHATTAN ASSOCIATES INC | MANH | 562750109 | $19.3M | 0.40% | 138,500 | SH |
| 30 | ROLLINS INC | ROL | 775711104 | $17.3M | 0.36% | 414,719 | SH |
| 31 | WESTINGHOUSE AIR BRAKE TECHNOL | WAB | 929740108 | $16.8M | 0.35% | 62,500 | SH |
| 32 | CURTISS-WRIGHT CORP | CW | 231561101 | $16.7M | 0.35% | 22,000 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-06-30 | 2026-07-30 | $4.77B | 32 | 0001698810-26-000007 |
| 2026-03-31 | 2026-05-05 | $4.63B | 32 | 0001698810-26-000005 |
| 2025-12-31 | 2026-01-27 | $5.68B | 32 | 0001698810-26-000003 |