Local Pensions Partnership Investment Ltd

CIK: 0001698810Latest portfolio: $5.7B · Q4 2025

Holdings

32

Total Value

$5.7B

New Positions

0

Closed Positions

1

#StockSharesValue% PortfolioChangeType
1
GOOGLALPHABET INC
2,005,645$627.7M11.05%-647,400
2
MSFTMICROSOFT CORP
987,649$477.7M8.41%-86,100
3
VVISA INC
1,266,160$444.3M7.82%-227,800
4
HEIHEICO CORP
1,264,905$319.5M5.62%-22,400
5
APHAMPHENOL CORP
2,244,600$303.4M5.34%-1,224,900
6
AMZNAMAZON.COM INC
1,243,000$286.9M5.05%NEW
7
KLACKLA CORP
208,700$253.5M4.46%-51,000
8
MCOMOODY'S CORP
465,868$238.0M4.19%-55,600
9
CDNSCADENCE DESIGN SYSTEMS INC
752,800$235.3M4.14%+131K
10
BKNGBOOKING HOLDINGS INC
43,796$234.5M4.13%-10,404
11
AAPLAPPLE INC
860,880$234.1M4.12%-101,700
12
ADSKAUTODESK INC
754,500$223.4M3.93%-19,500
13
TMOTHERMO FISHER SCIENTIFIC INC
360,005$208.6M3.67%+3K
14
TYLTYLER TECHNOLOGIES INC
439,292$199.4M3.51%+369K
15
INTUINTUIT INC
299,281$198.3M3.49%-17,700
16
AZOAUTOZONE INC
57,997$196.7M3.46%-7,483
17
ADPAUTOMATIC DATA PROCESSING INC
721,272$185.6M3.27%
18
TXNTEXAS INSTRUMENTS INC
1,000,281$173.5M3.06%-98,800
19
COSTCOSTCO WHOLESALE CORP
159,400$137.4M2.42%-35,900
20
NKENIKE INC
1,849,461$117.9M2.08%
21
MSCIMSCI INC
78,379$45.0M0.79%-4,500
22
JKHYJACK HENRY & ASSOCIATES INC
236,285$43.1M0.76%+39K
23
IDXXIDEXX LABORATORIES INC
62,826$42.5M0.75%-19,500
24
CDWCDW CORP/DE
249,176$33.9M0.60%+13K
25
ROLROLLINS INC
563,719$33.8M0.60%-214,000

Quarterly Changes

New Positions

Closed Positions

Increased Positions

NameSharesChange
CDNS753K+131K
BRO406K+122K
CNM543K+78K
SPSC186K+40K
JKHY236K+39K
WST121K+15K
CDW249K+13K
VEEV136K+10K
TMO360K+3K
MSFT988K+-86100

Decreased Positions

NameSharesChange
APH2.2M-1224900
GOOGL2.0M-647400
V1.3M-227800
ROL564K-214000
AAPL861K-101700
TXN1.0M-98800
MCO466K-55600
KLAC209K-51000
COST159K-35900
HEI1.3M-22400

Sector Breakdown

Technology0.0% ($4.776613033682536e+64T)
Consumer Cyclical0.0% ($28692723449419673600.0T)
Healthcare0.0% ($20862242509332692.0T)
Financial Services0.0% ($4442632380494.5T)
Industrials0.0% ($31947018.6T)
Communication Services0.0% ($627.7M)
Consumer Defensive0.0% ($137.4M)

Filing History

QuarterFiling DatePortfolio ValueHoldings
Q4 2025Jan 27, 2026$5.7B32
Q3 2025Nov 12, 2025$5.4T36
Q3 2025Nov 12, 2025$5.0T35
Q3 2025Nov 12, 2025$5.4T35
Q3 2025Nov 12, 2025$5.9T33

Fund Information

CIK0001698810
Most Recent FilingJan 27, 2026
Number of Filings5

Local Pensions Partnership Investment Ltd is an institutional investment manager that files 13F reports with the SEC. As of the Q4 2025 filing, the fund reported a portfolio valued at $5.7B across 32 holdings. The largest position is ALPHABET INC (GOOGL), representing 11.1% of the portfolio. Compared to the previous quarter, the fund opened 2 new positions and closed 6 positions. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.