Local Pensions Partnership Investment Ltd Q4 2025 Filing
Filed January 27, 2026
Portfolio Value
$5.7B
Holdings
32
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (32 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | GOOGLALPHABET INC | 2,005,645 | $627.7M | 11.05% | |
| 2 | MSFTMICROSOFT CORP | 987,649 | $477.7M | 8.41% | |
| 3 | VVISA INC | 1,266,160 | $444.3M | 7.82% | |
| 4 | HEIHEICO CORP | 1,264,905 | $319.5M | 5.62% | |
| 5 | APHAMPHENOL CORP | 2,244,600 | $303.4M | 5.34% | |
| 6 | AMZNAMAZON.COM INC | 1,243,000 | $286.9M | 5.05% | |
| 7 | KLACKLA CORP | 208,700 | $253.5M | 4.46% | |
| 8 | MCOMOODY'S CORP | 465,868 | $238.0M | 4.19% | |
| 9 | CDNSCADENCE DESIGN SYSTEMS INC | 752,800 | $235.3M | 4.14% | |
| 10 | BKNGBOOKING HOLDINGS INC | 43,796 | $234.5M | 4.13% | |
| 11 | AAPLAPPLE INC | 860,880 | $234.1M | 4.12% | |
| 12 | ADSKAUTODESK INC | 754,500 | $223.4M | 3.93% | |
| 13 | TMOTHERMO FISHER SCIENTIFIC INC | 360,005 | $208.6M | 3.67% | |
| 14 | TYLTYLER TECHNOLOGIES INC | 439,292 | $199.4M | 3.51% | |
| 15 | INTUINTUIT INC | 299,281 | $198.3M | 3.49% | |
| 16 | AZOAUTOZONE INC | 57,997 | $196.7M | 3.46% | |
| 17 | ADPAUTOMATIC DATA PROCESSING INC | 721,272 | $185.6M | 3.27% | |
| 18 | TXNTEXAS INSTRUMENTS INC | 1,000,281 | $173.5M | 3.06% | |
| 19 | COSTCOSTCO WHOLESALE CORP | 159,400 | $137.4M | 2.42% | |
| 20 | NKENIKE INC | 1,849,461 | $117.9M | 2.08% | |
| 21 | MSCIMSCI INC | 78,379 | $45.0M | 0.79% | |
| 22 | JKHYJACK HENRY & ASSOCIATES INC | 236,285 | $43.1M | 0.76% | |
| 23 | IDXXIDEXX LABORATORIES INC | 62,826 | $42.5M | 0.75% | |
| 24 | CDWCDW CORP/DE | 249,176 | $33.9M | 0.60% | |
| 25 | ROLROLLINS INC | 563,719 | $33.8M | 0.60% | |
| 26 | WSTWEST PHARMACEUTICAL SERVICES I | 120,880 | $33.3M | 0.59% | |
| 27 | BROBROWN & BROWN INC | 406,000 | $32.4M | 0.57% | |
| 28 | VEEVVEEVA SYSTEMS INC | 135,500 | $30.2M | 0.53% | |
| 29 | CNMCORE & MAIN INC | 543,000 | $28.2M | 0.50% | |
| 30 | MANHMANHATTAN ASSOCIATES INC | 138,500 | $24.0M | 0.42% | |
| 31 | MEDPMEDPACE HOLDINGS INC | 38,000 | $21.3M | 0.38% | |
| 32 | SPSCSPS COMMERCE INC | 185,500 | $16.5M | 0.29% |