Life Cycle Investment Partners Ltd — 13F Holdings & Portfolio

CIK 2072459 · latest 13F-HR filed 2026-05-12

Life Cycle Investment Partners Ltd manages $15.69B in 13F-reported U.S. long-equity assets across 132 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are NVDA (7.30%), GOOGL (6.19%), AAPL (5.77%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 20 new positions, exited 8, added to 87, and trimmed 20.

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.

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AUM

$15.69B

Long-equity book

Holdings

132

Distinct positions

Period

2026-03-31

Filed 2026-05-12

Q/Q Activity

+20 / −8 / ↑87 / ↓20

vs 2025-12-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • Valero Energy Corp$232.5M +496.3%
  • NVIDIA Corp$147.3M +14.8%
  • Apple Inc$117.7M +14.9%
  • Northrop Grumman Corp$109.7M +232.9%
  • Alphabet Inc$100.0M +11.5%
Show all 87

Top Trims

  • Microsoft Corp-$205.3M -19.9%
  • Booking Holdings Inc-$200.3M -55.4%
  • Intuit Inc-$154.3M -83.7%
  • Steel Dynamics Inc-$101.4M -17.3%
  • Tyson Foods Inc-$98.8M -59.8%
Show all 20

New Positions

  • EOG Resources Inc$151.2M
  • Sunbelt Rentals Holdings Inc$35.9M
  • KLA Corp$28.7M
  • Lam Research Corp$27.7M
  • Halliburton Co$20.6M
Show all 20

Exited Positions

  • ServiceNow Inc$134.1M
  • Kraft Heinz Co/The$34.5M
  • Bristol-Myers Squibb Co$34.4M
  • Flutter Entertainment PLC$25.0M
  • McCormick & Co Inc/MD$23.5M
Show all 8
All Holdings

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 NVIDIA Corp NVDA 67066G104 $1.14B 7.30% 6,565,261 SH
2 Alphabet Inc GOOGL 02079K305 $970.7M 6.19% 3,375,684 SH
3 Apple Inc AAPL 037833100 $905.6M 5.77% 3,568,329 SH
4 Microsoft Corp MSFT 594918104 $827.9M 5.28% 2,236,542 SH
5 Amazon.com Inc AMZN 023135106 $626.2M 3.99% 3,006,598 SH
6 Taiwan Semiconductor Manufacturing Co Ltd TSM 874039100 $562.1M 3.58% 1,663,279 SH
7 Steel Dynamics Inc STLD 858119100 $485.3M 3.09% 2,696,347 SH
8 Meta Platforms Inc META 30303M102 $444.2M 2.83% 776,311 SH
9 Visa Inc V 92826C839 $408.1M 2.60% 1,350,306 SH
10 Delta Air Lines Inc DAL 247361702 $373.8M 2.38% 5,622,434 SH
11 Broadcom Inc AVGO 11135F101 $346.5M 2.21% 1,119,595 SH
12 HCA Healthcare Inc HCA 40412C101 $328.5M 2.09% 694,200 SH
13 CME Group Inc CME 12572Q105 $311.9M 1.99% 1,055,927 SH
14 Progressive Corp/The PGR 743315103 $307.3M 1.96% 1,550,378 SH
15 Valero Energy Corp VLO 91913Y100 $279.4M 1.78% 1,130,716 SH
16 Dollar General Corp DG 256677105 $267.8M 1.71% 2,255,358 SH
17 Thor Industries Inc THO 885160101 $261.6M 1.67% 3,274,505 SH
18 General Motors Co GM 37045V100 $237.7M 1.52% 3,191,163 SH
19 Old Dominion Freight Line Inc ODFL 679580100 $215.6M 1.37% 1,103,161 SH
20 Vertex Pharmaceuticals Inc VRTX 92532F100 $196.7M 1.25% 440,409 SH
21 Kinsale Capital Group Inc KNSL 49714P108 $192.8M 1.23% 564,311 SH
22 Newmont Corp NEM 651639106 $190.4M 1.21% 1,758,525 SH
23 JPMorgan Chase & Co JPM 46625H100 $167.2M 1.07% 568,369 SH
24 Arista Networks Inc ANET 040413205 $166.3M 1.06% 1,354,408 SH
25 Berkshire Hathaway Inc BRK.B 084670702 $163.6M 1.04% 341,359 SH
26 Booking Holdings Inc BKNG 09857L108 $161.2M 1.03% 38,283 SH
27 Palantir Technologies Inc PLTR 69608A108 $160.2M 1.02% 1,095,407 SH
28 AbbVie Inc ABBV 00287Y109 $157.2M 1.00% 722,848 SH
29 Northrop Grumman Corp NOC 666807102 $156.8M 1.00% 229,796 SH
30 EOG Resources Inc EOG 26875P101 $151.2M 0.96% 1,046,117 SH
31 Bank of America Corp BAC 060505104 $130.1M 0.83% 2,669,315 SH
32 Eli Lilly & Co LLY 532457108 $128.4M 0.82% 139,583 SH
33 PepsiCo Inc PEP 713448108 $117.2M 0.75% 754,484 SH
34 Netflix Inc NFLX 64110L106 $110.5M 0.70% 1,149,060 SH
35 Automatic Data Processing Inc ADP 053015103 $109.3M 0.70% 538,029 SH
36 Applied Materials Inc AMAT 038222105 $106.9M 0.68% 312,863 SH
37 Walmart Inc WMT 931142103 $101.0M 0.64% 812,340 SH
38 Suncor Energy Inc SU 867224107 $93.4M 0.60% 1,412,843 SH
39 Oracle Corp ORCL 68389X105 $91.0M 0.58% 618,761 SH
40 McDonald's Corp MCD 580135101 $90.4M 0.58% 290,939 SH
41 Kinder Morgan Inc KMI 49456B101 $84.7M 0.54% 2,525,694 SH
42 T-Mobile US Inc TMUS 872590104 $83.5M 0.53% 397,737 SH
43 Morgan Stanley MS 617446448 $79.1M 0.50% 480,392 SH
44 Johnson & Johnson JNJ 478160104 $76.9M 0.49% 314,732 SH
45 Tesla Inc TSLA 88160R101 $76.9M 0.49% 206,933 SH
46 AMETEK Inc AME 031100100 $74.6M 0.48% 347,858 SH
47 Parker-Hannifin Corp PH 701094104 $74.0M 0.47% 82,645 SH
48 Amphenol Corp APH 032095101 $68.6M 0.44% 542,616 SH
49 Stryker Corp SYK 863667101 $68.5M 0.44% 208,589 SH
50 Tyson Foods Inc TSN 902494103 $66.4M 0.42% 1,036,963 SH
Filing History
Period Filed AUM Holdings Accession
2026-03-31 2026-05-12 $15.69B 132 0002072459-26-000007
2025-12-31 2026-02-09 $14.29B 119 0002072459-26-000006