Life Cycle Investment Partners Ltd — 13F Holdings & Portfolio
CIK 2072459 · latest 13F-HR filed 2026-08-13
Life Cycle Investment Partners Ltd manages $21.45B in 13F-reported U.S. long-equity assets across 158 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are NVDA (7.91%), GOOGL (6.55%), AAPL (5.77%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 35 new positions and exited 7; 87 existing positions rose in reported value and 26 fell.
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
$21.45B
Long-equity book
Holdings
158
Distinct positions
Period
2026-06-30
Filed 2026-08-13
Q/Q Activity
+35 / −7 / ↑87 / ↓26
vs 2026-03-31
Portfolio charts
Latest quarter's book, what changed, and how the portfolio has evolved across filings.
Portfolio map
Q2 26NVDA7.9% · +29%GOOGL6.6% · +16%AAPL5.8% · +20%MSFT4.3% · +11%AMZN3.9% · +18%TSM3.0% · -20%AVGO2.7% · +39%V2.5% · +15%STLD2.5% · -15%META2.4% · +16%DAL2.1% · -15%PGR2.0% · +28%GEV1.7% · newHCA1.7% · +31%AMD1.6% · +211%VLO1.6% · +16%LRCX1.5% · +459%THO1.4% · +25%CME1.4% · +28%DG1.4% · +15%GM1.3% · +13%INTC1.2% · newVRTX1.2% · +17%MU1.1% · +34%AMAT1.1% · +4%ANET1.1% · +1%JPM1.1% · +23%BRK.B0.9% · +16%EOG0.9% · +40%BAC0.9% · +21%NEM0.9% · +12%BE0.8% · newPLTR0.7% · +22%LLY0.7% · -10%SU0.7% · +86%KNSL0.6% · -26%ABBV0.6% · -25%NOC0.6% · +12%PEP0.6% · +23%MS0.6% · +22%UNH0.5% · +22%APH0.5% · +18%WMT0.5% · +21%AME0.5% · +22%UBS0.5% · +18%KMI0.5% · +25%KLAC0.5% · +1596%PH0.5% · +22%TSLA0.5% · +13%DELL0.5% · -9%MCD0.4% · +21%NFLX0.4% · +14%BNY0.4% · newUNP0.4% · +22%TMUS0.4% · +22%SYK0.4% · +22%CTRE0.4% · +23%MTD0.4% · +21%PRI0.3% · +8%TSN0.3% · +24%
Box size = position value; colour = change in share count vs the prior quarter (green added, red trimmed, blue new). Rows split across managers or share classes are combined. Click a box for the stock.
Sector mix
% of 13F valueSectors from each company's SIC code; funds and ETFs grouped separately.
Biggest buys and sells
Q1 26 → Q2 26Estimated from the change in shares held × the quarter-end price, so price moves alone don't count as buying. New and exited positions are included.
13F assets and positions
3 quartersTotal reported 13F value (bars) and number of positions (line) each quarter. Value changes include market moves.
Top positions over time
reported valueThe eight largest current positions, valued at each quarter end.
Concentration
top 10 = 41.5%Cumulative share of the portfolio held in the largest N positions.
Firm Profile & Key People
As of the firm’s regulatory filing dated Sep 16, 2026.
Assets Under Management
$29.38B
Discretionary
$29.38B
Employees
14
Accounts
27
Address
4 FREDERICK'S PLACE
LONDON EC2R 8AB
United Kingdom
LONDON EC2R 8AB
United Kingdom
Phone
44-20-4591-8446
| Name | Title / Status | Ownership | Type |
|---|---|---|---|
| 9TB LIMITED Control | SHAREHOLDER since May 2025 | 10–25% | Foreign Entity |
| AKUREYRI HOLDINGS LIMITED Control | SHAREHOLDER since May 2025 | 25–50% | Foreign Entity |
| Clarke, James, Edward Control | DIRECTOR, SENIOR PORTFOLIO MANAGER since May 2025 | Less than 5% | Individual |
| Freckleton, Jessica, Ann Control | CHIEF COMPLIANCE OFFICER since Jul 2025 | Less than 5% | Individual |
| JEC PM LIMITED Control | SHAREHOLDER since May 2025 | 10–25% | Foreign Entity |
| KINGSMEAD CAPITAL LIMITED Control | SHAREHOLDER since May 2025 | 10–25% | Foreign Entity |
| Kenney, William, Graham Victor Midlan Control | DIRECTOR, SENIOR PORTFOLIO MANAGER since May 2025 | Less than 5% | Individual |
| LANCELOT EQUITY LIMITED Control | SHAREHOLDER since May 2025 | 5–10% | Foreign Entity |
| PINNACLE INVESTMENT MANAGEMENT LIMITED Control | SHAREHOLDER since May 2025 | 25–50% | Foreign Entity |
| Parr, Christopher, Charles Egdeworth Control | DIRECTOR, PORTFOLIO MANAGER since May 2025 | Less than 5% | Individual |
| Rutter, Peter, Lee Control | DIRECTOR, MANAGING DIRECTOR, SENIOR PORTFOLIO MANAGER since May 2025 | Less than 5% | Individual |
| Bonham, Marek, Sobolewski | HEAD OF TRADING AND BUSINESS OPERATIONS since May 2025 | Less than 5% | Individual |
| Clarke, James, Edward Control Indirect owner via JEC PM LIMITED | SHAREHOLDER since May 2025 | 75% or more | Individual |
| De Walden, Nikolai, Christoper Lucian Control Indirect owner via LANCELOT EQUITY LIMITED | SHAREHOLDER since May 2025 | 75% or more | Individual |
| Kenney, William, Graham Victor Midlan Control Indirect owner via 9TB LIMITED | SHAREHOLDER since May 2025 | 75% or more | Individual |
| PINNACLE INVESTMENT MANAGEMENT GROUP LIMITED Control Indirect owner via PINNACLE INVESTMENT MANAGEMENT LIMITED | SHAREHOLDER since May 2025 | 25–50% | Foreign Entity |
| Parr, Christopher, Charles Egdeworth Control Indirect owner via KINGSMEAD CAPITAL LIMITED | SHAREHOLDER since May 2025 | 75% or more | Individual |
| Rutter, Peter, Lee Control Indirect owner via AKUREYRI HOLDINGS LIMITED | SHAREHOLDER since May 2025 | 75% or more | Individual |
Ownership & leadership changes · 2 filings with changes since Aug 1, 2025
From the firm’s regulatory filings, newest first. Dates are filing dates: a filing that no longer lists someone does not say when they left.
Sep 16, 2026 filing
- ChangedBonham, Marek, Sobolewski · title HEAD OF BUSINESS OPERATIONS → HEAD OF TRADING AND BUSINESS OPERATIONS
- ChangedClarke, James, Edward · ownership 10–25% → Less than 5%
- ChangedKenney, William, Graham Victor Midlan · ownership 10–25% → Less than 5%
- ChangedParr, Christopher, Charles Egdeworth · ownership 10–25% → Less than 5%
- ChangedRutter, Peter, Lee · ownership 25–50% → Less than 5%
Oct 28, 2025 filing
- AddedFreckleton, Jessica, Ann · CHIEF COMPLIANCE OFFICER · Less than 5% · control person
Aug 1, 2025 filing (earliest on record)
- Listed9TB LIMITED · SHAREHOLDER · 10–25% · control person
- ListedAKUREYRI HOLDINGS LIMITED · SHAREHOLDER · 25–50% · control person
- ListedBonham, Marek, Sobolewski · HEAD OF BUSINESS OPERATIONS · Less than 5%
- ListedClarke, James, Edward · DIRECTOR, SENIOR PORTFOLIO MANAGER · 10–25% · control person
- ListedClarke, James, Edward · SHAREHOLDER · 75% or more · indirect via JEC PM LIMITED · control person
- ListedDe Walden, Nikolai, Christoper Lucian · SHAREHOLDER · 75% or more · indirect via LANCELOT EQUITY LIMITED · control person
- ListedJEC PM LIMITED · SHAREHOLDER · 10–25% · control person
- ListedKINGSMEAD CAPITAL LIMITED · SHAREHOLDER · 10–25% · control person
- ListedKenney, William, Graham Victor Midlan · DIRECTOR, SENIOR PORTFOLIO MANAGER · 10–25% · control person
- ListedKenney, William, Graham Victor Midlan · SHAREHOLDER · 75% or more · indirect via 9TB LIMITED · control person
- ListedLANCELOT EQUITY LIMITED · SHAREHOLDER · 5–10% · control person
- ListedPINNACLE INVESTMENT MANAGEMENT GROUP LIMITED · SHAREHOLDER · 25–50% · indirect via PINNACLE INVESTMENT MANAGEMENT LIMITED · control person
- ListedPINNACLE INVESTMENT MANAGEMENT LIMITED · SHAREHOLDER · 25–50% · control person
- ListedParr, Christopher, Charles Egdeworth · DIRECTOR, PORTFOLIO MANAGER · 10–25% · control person
- ListedParr, Christopher, Charles Egdeworth · SHAREHOLDER · 75% or more · indirect via KINGSMEAD CAPITAL LIMITED · control person
- ListedRutter, Peter, Lee · DIRECTOR, MANAGING DIRECTOR, SENIOR PORTFOLIO MANAGER · 25–50% · control person
- ListedRutter, Peter, Lee · SHAREHOLDER · 75% or more · indirect via AKUREYRI HOLDINGS LIMITED · control person
Quarter-over-quarter changes
Changes in reported position value vs the prior 13F, so price moves count too, not just shares bought or sold.
Top Adds (vs prior quarter)
- NVIDIA Corp$550.7M +48.1%
- Alphabet Inc$434.7M +44.8%
- Apple Inc$332.6M +36.7%
- Advanced Micro Devices Inc$307.9M +788.5%
- Lam Research Corp$286.2M +1033.8%
Top Trims
- Old Dominion Freight Line Inc-$162.7M -75.5%
- Booking Holdings Inc-$122.5M -76.0%
- Automatic Data Processing Inc-$68.7M -62.9%
- Kinsale Capital Group Inc-$54.3M -28.2%
- Oracle Corp-$47.2M -51.8%
New Positions
- GE Vernova Inc$372.0M
- Intel Corp$258.9M
- Bloom Energy Corp$181.9M
- Analog Devices Inc$67.4M
- Marvell Technology Inc$63.1M
Exited Positions
- IDACORP Inc$66.2M
- Coterra Energy Inc$36.4M
- Ford Motor Co$25.1M
- Phillips 66$2.2M
- Marathon Petroleum Corp$1.2M
Life Cycle Investment Partners Ltd Holdings (2026-06-30)
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 | $1.70B | 7.91% | 8,474,723 | SH |
| 2 | Alphabet Inc | GOOGL | 02079K305 | $1.41B | 6.55% | 3,932,579 | SH |
| 3 | Apple Inc | AAPL | 037833100 | $1.24B | 5.77% | 4,279,229 | SH |
| 4 | Microsoft Corp | MSFT | 594918104 | $928.9M | 4.33% | 2,490,204 | SH |
| 5 | Amazon.com Inc | AMZN | 023135106 | $844.8M | 3.94% | 3,544,695 | SH |
| 6 | Taiwan Semiconductor Manufactu | TSM | 874039100 | $635.1M | 2.96% | 1,329,941 | SH |
| 7 | Broadcom Inc | AVGO | 11135F101 | $587.8M | 2.74% | 1,556,143 | SH |
| 8 | Visa Inc | V | 92826C839 | $533.4M | 2.49% | 1,554,682 | SH |
| 9 | Steel Dynamics Inc | STLD | 858119100 | $527.5M | 2.46% | 2,298,976 | SH |
| 10 | Meta Platforms Inc | META | 30303M102 | $508.8M | 2.37% | 903,206 | SH |
| 11 | Delta Air Lines Inc | DAL | 247361702 | $449.3M | 2.10% | 4,797,621 | SH |
| 12 | Progressive Corp/The | PGR | 743315103 | $433.7M | 2.02% | 1,985,189 | SH |
| 13 | GE Vernova Inc | GEV | 36828A101 | $372.0M | 1.73% | 316,645 | SH |
| 14 | HCA Healthcare Inc | HCA | 40412C101 | $355.7M | 1.66% | 912,404 | SH |
| 15 | Advanced Micro Devices Inc | AMD | 007903107 | $346.9M | 1.62% | 597,244 | SH |
| 16 | Valero Energy Corp | VLO | 91913Y100 | $341.7M | 1.59% | 1,312,007 | SH |
| 17 | Lam Research Corp | LRCX | 512807306 | $313.9M | 1.46% | 724,308 | SH |
| 18 | Thor Industries Inc | THO | 885160101 | $308.1M | 1.44% | 4,099,664 | SH |
| 19 | CME Group Inc | CME | 12572Q105 | $299.1M | 1.39% | 1,354,402 | SH |
| 20 | Dollar General Corp | DG | 256677105 | $298.3M | 1.39% | 2,591,286 | SH |
| 21 | General Motors Co | GM | 37045V100 | $278.0M | 1.30% | 3,606,537 | SH |
| 22 | Intel Corp | INTC | 458140100 | $258.9M | 1.21% | 1,854,351 | SH |
| 23 | Vertex Pharmaceuticals Inc | VRTX | 92532F100 | $255.4M | 1.19% | 514,179 | SH |
| 24 | Micron Technology Inc | MU | 595112103 | $239.7M | 1.12% | 207,664 | SH |
| 25 | Applied Materials Inc | AMAT | 038222105 | $236.0M | 1.10% | 326,412 | SH |
| 26 | Arista Networks Inc | ANET | 040413205 | $232.0M | 1.08% | 1,365,671 | SH |
| 27 | JPMorgan Chase & Co | JPM | 46625H100 | $228.8M | 1.07% | 699,121 | SH |
| 28 | Berkshire Hathaway Inc | BRK.B | 084670702 | $197.7M | 0.92% | 395,088 | SH |
| 29 | EOG Resources Inc | EOG | 26875P101 | $189.5M | 0.88% | 1,460,421 | SH |
| 30 | Bank of America Corp | BAC | 060505104 | $184.3M | 0.86% | 3,234,347 | SH |
| 31 | Newmont Corp | NEM | 651639106 | $183.7M | 0.86% | 1,966,748 | SH |
| 32 | Bloom Energy Corp | BE | 093712107 | $181.9M | 0.85% | 601,090 | SH |
| 33 | Palantir Technologies Inc | PLTR | 69608A108 | $156.4M | 0.73% | 1,340,443 | SH |
| 34 | Eli Lilly & Co | LLY | 532457108 | $150.0M | 0.70% | 125,054 | SH |
| 35 | Suncor Energy Inc | SU | 867224107 | $141.1M | 0.66% | 2,623,555 | SH |
| 36 | Kinsale Capital Group Inc | KNSL | 49714P108 | $138.5M | 0.65% | 419,977 | SH |
| 37 | AbbVie Inc | ABBV | 00287Y109 | $136.5M | 0.64% | 542,382 | SH |
| 38 | Northrop Grumman Corp | NOC | 666807102 | $130.8M | 0.61% | 256,791 | SH |
| 39 | PepsiCo Inc | PEP | 713448108 | $125.8M | 0.59% | 929,252 | SH |
| 40 | Morgan Stanley | MS | 617446448 | $122.6M | 0.57% | 586,695 | SH |
| 41 | UnitedHealth Group Inc | UNH | 91324P102 | $115.4M | 0.54% | 277,679 | SH |
| 42 | Amphenol Corp | APH | 032095101 | $112.4M | 0.52% | 637,560 | SH |
| 43 | Walmart Inc | WMT | 931142103 | $111.4M | 0.52% | 983,477 | SH |
| 44 | AMETEK Inc | AME | 031100100 | $102.9M | 0.48% | 425,148 | SH |
| 45 | UBS Group AG | UBS | H42097107 | $100.9M | 0.47% | 2,031,327 | SH |
| 46 | Kinder Morgan Inc | KMI | 49456B101 | $100.7M | 0.47% | 3,149,584 | SH |
| 47 | KLA Corp | KLAC | 482480100 | $99.7M | 0.46% | 330,520 | SH |
| 48 | Parker-Hannifin Corp | PH | 701094104 | $99.0M | 0.46% | 101,263 | SH |
| 49 | Tesla Inc | TSLA | 88160R101 | $98.4M | 0.46% | 233,875 | SH |
| 50 | Dell Technologies Inc | DELL | 24703L202 | $96.9M | 0.45% | 224,558 | SH |
Filing History
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-06-30 | 2026-08-13 | $21.45B | 158 | 0002072459-26-000014 |
| 2026-03-31 | 2026-05-12 | $15.69B | 132 | 0002072459-26-000007 |
| 2025-12-31 | 2026-02-09 | $14.29B | 119 | 0002072459-26-000006 |
Filer Information
Address
4 FREDERICKS PLACELONDON EC2R 8AB
Phone
020 45918446
Filing Manager
Life Cycle Investment Partners Ltd
LONDON, X0
Signatory
Jessica Freckleton
Compliance Risk & Legal Officer