Local Pensions Partnership Investment Ltd
Net seller this quarter
$4.77B
32
-$616M
67.0%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 GOOGL | $481M | 10.10% | 0.01% | -19.8% | Q4 2024 |
 KLAC | $441M | 9.25% | 0.11% | -14.6% | Q4 2024 |
 V | $367M | 7.71% | 0.06% | -8.1% | Q4 2024 |
 APH | $344M | 7.22% | 0.16% | Not reported | Q4 2024 |
 HEI.A | $320M | 6.72% | Not reported | -12.2% | Q4 2024 |
 MSFT | $289M | 6.07% | 0.01% | -14.0% | Q4 2024 |
 AMZN | $284M | 5.96% | 0.01% | +1.2% | Q1 2025 |
 TXN | $253M | 5.30% | 0.09% | -6.6% | Q4 2024 |
 CDNS | $226M | 4.75% | 0.22% | -9.8% | Q4 2024 |
 MCO | $184M | 3.87% | 0.24% | -9.8% | Q4 2024 |
 AAPL | $178M | 3.73% | 0.00% | -16.0% | Q4 2024 |
 BKNG | $176M | 3.69% | 0.13% | -9.8% | Q4 2024 |
 AZO | $161M | 3.38% | 0.31% | -9.8% | Q4 2024 |
 TMO | $153M | 3.20% | 0.08% | -10.9% | Q4 2024 |
 ADP | $146M | 3.06% | 0.16% | -9.8% | Q4 2024 |
 ADSK | $132M | 2.77% | 0.32% | -9.8% | Q4 2024 |
 TYL | $131M | 2.75% | 0.93% | -3.5% | Q4 2024 |
 COST | $125M | 2.63% | 0.03% | -9.8% | Q4 2024 |
 NKE | $58M | 1.22% | 0.08% | -23.6% | Q4 2024 |
 WST | $46.3M | 0.97% | 0.18% | +6.6% | Q4 2024 |
 MSCI | $35.5M | 0.74% | 0.09% | -13.6% | Q4 2024 |
 IDXX | $31.1M | 0.65% | 0.08% | +1.7% | Q4 2024 |
 VEEV | $27.8M | 0.58% | 0.10% | Not reported | Q4 2024 |
 CDW | $22.4M | 0.47% | 0.13% | -36.1% | Q4 2024 |
 MEDP | $22.3M | 0.47% | 0.15% | +10.5% | Q2 2025 |
 BRO | $20.9M | 0.44% | 0.10% | -19.7% | Q4 2024 |
 JKHY | $20M | 0.42% | 0.20% | -31.2% | Q4 2024 |
 CNM | $19.4M | 0.41% | Not reported | Not reported | Q4 2024 |
 MANH | $19.3M | 0.40% | 0.24% | Not reported | Q4 2024 |
 ROL | $17.3M | 0.36% | 0.09% | Not reported | Q4 2024 |
 WAB | $16.8M | 0.35% | 0.04% | New | Q2 2026 |
 CW | $16.7M | 0.35% | 0.06% | New | Q2 2026 |
| Q1 2026 | |||||
| GOOGL | $484M | 10.45% | 0.01% | -16.1% | Q4 2024 |
| V | $352M | 7.61% | 0.06% | -7.9% | Q4 2024 |
| MSFT | $334M | 7.21% | 0.01% | -8.7% | Q4 2024 |
| HEI.A | $259M | 5.59% | Not reported | +11.9% | Q4 2024 |
| KLAC | $252M | 5.44% | 0.13% | -18.0% | Q4 2024 |
| APH | $247M | 5.33% | 0.16% | -13.1% | Q4 2024 |
| AMZN | $246M | 5.31% | 0.01% | -5.1% | Q1 2025 |
| MCO | $197M | 4.26% | 0.26% | -3.1% | Q4 2024 |
| AZO | $189M | 4.08% | 0.34% | -3.6% | Q4 2024 |
| CDNS | $186M | 4.01% | 0.24% | -11.2% | Q4 2024 |
| AAPL | $186M | 4.01% | 0.01% | -15.0% | Q4 2024 |
| BKNG | $184M | 3.98% | 0.14% | Not reported | Q4 2024 |
| ADSK | $181M | 3.90% | 0.36% | Not reported | Q4 2024 |
| TXN | $176M | 3.81% | 0.10% | -9.2% | Q4 2024 |
| TMO | $168M | 3.63% | 0.09% | -5.1% | Q4 2024 |
| TYL | $159M | 3.43% | 0.96% | +5.5% | Q4 2024 |
| COST | $148M | 3.20% | 0.03% | -6.8% | Q4 2024 |
| ADP | $147M | 3.17% | 0.18% | Not reported | Q4 2024 |
 INTU | $129M | 2.80% | 0.11% | Not reported | Q4 2024 |
| NKE | $97.7M | 2.11% | 0.11% | Not reported | Q4 2024 |
| MSCI | $39.6M | 0.85% | 0.10% | -6.4% | Q4 2024 |
| JKHY | $33.4M | 0.72% | 0.29% | -10.6% | Q4 2024 |
| IDXX | $32.7M | 0.71% | 0.07% | -7.5% | Q4 2024 |
| WST | $30.3M | 0.66% | 0.17% | Not reported | Q4 2024 |
| CDW | $30.2M | 0.65% | 0.19% | Not reported | Q4 2024 |
| VEEV | $27.5M | 0.59% | 0.10% | +15.5% | Q4 2024 |
| BRO | $26.5M | 0.57% | 0.12% | Not reported | Q4 2024 |
| ROL | $22.2M | 0.48% | 0.09% | -26.4% | Q4 2024 |
| CNM | $19.9M | 0.43% | Not reported | -25.8% | Q4 2024 |
| MANH | $18.4M | 0.40% | 0.23% | Not reported | Q4 2024 |
| MEDP | $18.3M | 0.39% | 0.13% | Not reported | Q2 2025 |
 SPSC | $10.3M | 0.22% | 0.51% | Not reported | Q4 2024 |
| Q4 2025 | |||||
| GOOGL | $628M | 11.05% | 0.02% | -6.8% | Q4 2024 |
| MSFT | $478M | 8.41% | 0.01% | Not reported | Q4 2024 |
| V | $444M | 7.82% | 0.07% | Not reported | Q4 2024 |
| HEI.A | $319M | 5.62% | Not reported | -1.4% | Q4 2024 |
| APH | $303M | 5.34% | 0.18% | -20.5% | Q4 2024 |
| AMZN | $287M | 5.05% | 0.01% | Not reported | Q1 2025 |
| KLAC | $254M | 4.46% | 0.16% | -18.3% | Q4 2024 |
| MCO | $238M | 4.19% | 0.26% | Not reported | Q4 2024 |
| CDNS | $235M | 4.14% | 0.28% | -2.6% | Q4 2024 |
| BKNG | $234M | 4.13% | 0.14% | Not reported | Q4 2024 |
| AAPL | $234M | 4.12% | 0.01% | -7.6% | Q4 2024 |
| ADSK | $223M | 3.93% | 0.36% | Not reported | Q4 2024 |
| TMO | $209M | 3.67% | 0.10% | -3.1% | Q4 2024 |
| TYL | $199M | 3.51% | 0.91% | +6.2% | Q4 2024 |
| INTU | $198M | 3.49% | 0.11% | Not reported | Q4 2024 |
| AZO | $197M | 3.46% | 0.35% | -4.5% | Q4 2024 |
| ADP | $186M | 3.27% | 0.18% | Not reported | Q4 2024 |
| TXN | $174M | 3.06% | 0.11% | -7.5% | Q4 2024 |
| COST | $137M | 2.42% | 0.04% | Not reported | Q4 2024 |
| NKE | $118M | 2.08% | 0.11% | Not reported | Q4 2024 |
| MSCI | $45M | 0.79% | 0.11% | Not reported | Q4 2024 |
| JKHY | $43.1M | 0.76% | 0.33% | Not reported | Q4 2024 |
| IDXX | $42.5M | 0.75% | 0.08% | -13.1% | Q4 2024 |
| CDW | $33.9M | 0.60% | 0.19% | +7.8% | Q4 2024 |
| ROL | $33.8M | 0.60% | 0.12% | -5.5% | Q4 2024 |
| WST | $33.3M | 0.59% | 0.17% | -4.4% | Q4 2024 |
| BRO | $32.4M | 0.57% | 0.12% | +4.4% | Q4 2024 |
| VEEV | $30.2M | 0.53% | 0.08% | +12.5% | Q4 2024 |
| CNM | $28.2M | 0.50% | Not reported | Not reported | Q4 2024 |
| MANH | $24M | 0.42% | 0.23% | Not reported | Q4 2024 |
| MEDP | $21.3M | 0.38% | 0.13% | -15.6% | Q2 2025 |
| SPSC | $16.5M | 0.29% | 0.49% | Not reported | Q4 2024 |
| Q3 2025 | |||||
| GOOGL | $523M | 8.92% | 0.02% | -10.7% | Q4 2024 |
| MSFT | $512M | 8.72% | 0.01% | -3.0% | Q4 2024 |
| V | $432M | 7.36% | 0.07% | Not reported | Q4 2024 |
| APH | $350M | 5.96% | 0.23% | -6.8% | Q4 2024 |
| HEI.A | $326M | 5.56% | Not reported | -0.6% | Q4 2024 |
| KLAC | $275M | 4.69% | 0.19% | -4.7% | Q4 2024 |
| AMZN | $273M | 4.65% | 0.01% | +17.2% | Q1 2025 |
| CDNS | $271M | 4.63% | 0.28% | +5.5% | Q4 2024 |
| AZO | $261M | 4.44% | 0.36% | +3.1% | Q4 2024 |
| ADSK | $240M | 4.08% | 0.35% | Not reported | Q4 2024 |
| AAPL | $237M | 4.04% | 0.01% | +8.8% | Q4 2024 |
| BKNG | $236M | 4.03% | 0.14% | Not reported | Q4 2024 |
| MCO | $222M | 3.78% | 0.26% | Not reported | Q4 2024 |
| TYL | $216M | 3.69% | 0.86% | +668.7% | Q4 2024 |
| ADP | $212M | 3.61% | 0.18% | Not reported | Q4 2024 |
| INTU | $204M | 3.48% | 0.11% | Not reported | Q4 2024 |
| TXN | $199M | 3.39% | 0.12% | Not reported | Q4 2024 |
| TMO | $180M | 3.07% | 0.10% | +4.0% | Q4 2024 |
| COST | $148M | 2.51% | 0.04% | Not reported | Q4 2024 |
| NKE | $129M | 2.20% | 0.11% | Not reported | Q4 2024 |
| IDXX | $46.2M | 0.79% | 0.09% | -4.6% | Q4 2024 |
| MSCI | $44.5M | 0.76% | 0.10% | +4.7% | Q4 2024 |
| CDW | $36.8M | 0.63% | 0.18% | +5.0% | Q4 2024 |
| BRO | $36.5M | 0.62% | 0.12% | +48.5% | Q4 2024 |
| VEEV | $35.9M | 0.61% | 0.07% | Not reported | Q4 2024 |
| JKHY | $35.2M | 0.60% | 0.32% | +34.0% | Q4 2024 |
| ROL | $35.1M | 0.60% | 0.12% | Not reported | Q4 2024 |
| WST | $33.2M | 0.57% | 0.18% | Not reported | Q4 2024 |
| CNM | $29.2M | 0.50% | Not reported | +17.3% | Q4 2024 |
| MANH | $28.4M | 0.48% | 0.23% | Not reported | Q4 2024 |
| MEDP | $23.1M | 0.39% | 0.16% | Not reported | Q2 2025 |
| SPSC | $19.3M | 0.33% | 0.49% | +5.7% | Q4 2024 |
 SITE | $18.4M | 0.31% | 0.32% | -6.6% | Q4 2024 |