Local Pensions Partnership Investment Ltd — 13F Holdings & Portfolio
CIK 1698810 · latest 13F-HR filed 2026-05-05
Local Pensions Partnership Investment Ltd manages $4.63B in 13F-reported U.S. long-equity assets across 32 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are GOOGL (10.45%), V (7.61%), MSFT (7.21%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 0 new positions, exited 0, added to 1, and trimmed 28.
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.
$4.63B
Long-equity book
32
Distinct positions
2026-03-31
Filed 2026-05-05
+0 / −0 / ↑1 / ↓28
vs 2025-12-31
| Name | Title / Status | Ownership | Type |
|---|
Top Trims
- ALPHABET INC-$144.0M -22.9%
- MICROSOFT CORP-$143.8M -30.1%
- VISA INC-$91.8M -20.7%
- INTUIT INC-$68.9M -34.7%
- HEICO CORP-$60.6M -19.0%
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 | $483.7M | 10.45% | 1,682,045 | SH |
| 2 | VISA INC | V | 92826C839 | $352.5M | 7.61% | 1,166,360 | SH |
| 3 | MICROSOFT CORP | MSFT | 594918104 | $333.8M | 7.21% | 901,849 | SH |
| 4 | HEICO CORP | HEI.A | 422806208 | $258.9M | 5.59% | 1,414,810 | SH |
| 5 | KLA CORP | KLAC | 482480100 | $252.0M | 5.44% | 171,200 | SH |
| 6 | AMPHENOL CORP | APH | 032095101 | $246.6M | 5.33% | 1,951,700 | SH |
| 7 | AMAZON.COM INC | AMZN | 023135106 | $245.6M | 5.31% | 1,179,100 | SH |
| 8 | MOODY'S CORP | MCO | 615369105 | $197.1M | 4.26% | 451,568 | SH |
| 9 | AUTOZONE INC | AZO | 053332102 | $188.7M | 4.08% | 55,897 | SH |
| 10 | CADENCE DESIGN SYSTEMS INC | CDNS | 127387108 | $185.7M | 4.01% | 668,500 | SH |
| 11 | APPLE INC | AAPL | 037833100 | $185.6M | 4.01% | 731,680 | SH |
| 12 | BOOKING HOLDINGS INC | BKNG | 09857L108 | $184.3M | 3.98% | 43,796 | SH |
| 13 | AUTODESK INC | ADSK | 052769106 | $180.6M | 3.90% | 754,500 | SH |
| 14 | TEXAS INSTRUMENTS INC | TXN | 882508104 | $176.3M | 3.81% | 908,081 | SH |
| 15 | THERMO FISHER SCIENTIFIC INC | TMO | 883556102 | $168.1M | 3.63% | 341,705 | SH |
| 16 | TYLER TECHNOLOGIES INC | TYL | 902252105 | $158.5M | 3.43% | 463,292 | SH |
| 17 | COSTCO WHOLESALE CORP | COST | 22160K105 | $148.0M | 3.20% | 148,500 | SH |
| 18 | AUTOMATIC DATA PROCESSING INC | ADP | 053015103 | $146.5M | 3.17% | 721,272 | SH |
| 19 | INTUIT INC | INTU | 461202103 | $129.4M | 2.80% | 299,281 | SH |
| 20 | NIKE INC | NKE | 654106103 | $97.7M | 2.11% | 1,849,461 | SH |
| 21 | MSCI INC | MSCI | 55354G100 | $39.6M | 0.85% | 73,379 | SH |
| 22 | JACK HENRY & ASSOCIATES INC | JKHY | 426281101 | $33.4M | 0.72% | 211,285 | SH |
| 23 | IDEXX LABORATORIES INC | IDXX | 45168D104 | $32.7M | 0.71% | 58,126 | SH |
| 24 | WEST PHARMACEUTICAL SERVICES I | WST | 955306105 | $30.3M | 0.66% | 120,880 | SH |
| 25 | CDW CORP/DE | CDW | 12514G108 | $30.2M | 0.65% | 249,176 | SH |
| 26 | VEEVA SYSTEMS INC | VEEV | 922475108 | $27.5M | 0.59% | 156,500 | SH |
| 27 | BROWN & BROWN INC | BRO | 115236101 | $26.5M | 0.57% | 406,000 | SH |
| 28 | ROLLINS INC | ROL | 775711104 | $22.2M | 0.48% | 414,719 | SH |
| 29 | CORE & MAIN INC | CNM | 21874C102 | $19.9M | 0.43% | 403,000 | SH |
| 30 | MANHATTAN ASSOCIATES INC | MANH | 562750109 | $18.4M | 0.40% | 138,500 | SH |
| 31 | MEDPACE HOLDINGS INC | MEDP | 58506Q109 | $18.3M | 0.39% | 38,000 | SH |
| 32 | SPS COMMERCE INC | SPSC | 78463M107 | $10.3M | 0.22% | 185,500 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-03-31 | 2026-05-05 | $4.63B | 32 | 0001698810-26-000005 |
| 2025-12-31 | 2026-01-27 | $5.68B | 32 | 0001698810-26-000003 |