Local Pensions Partnership Investment Ltd 13F Holdings · Q2 2026
Local Pensions Partnership Investment Ltd reported 32 securities worth $4.77B in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: GOOGL (10.10%), KLAC (9.25%), V (7.71%). Among its top 25 positions this quarter: 6 added, 17 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | GOOGL | ALPHABET INC | $481.5M | 10.10% | 1.3M | Trimmed |
| 2 | KLAC | KLA CORP | $440.6M | 9.25% | 1.5M | Added |
| 3 | V | VISA INC | $367.3M | 7.71% | 1.1M | Trimmed |
| 4 | APH | AMPHENOL CORP | $344.2M | 7.22% | 2.0M | Hold |
| 5 | HEIA | HEICO CORP | $320.4M | 6.72% | 1.2M | Trimmed |
| 6 | MSFT | MICROSOFT CORP | $289.3M | 6.07% | 775,953 | Trimmed |
| 7 | AMZN | AMAZON.COM INC | $284.2M | 5.96% | 1.2M | Added |
| 8 | TXN | TEXAS INSTRUMENTS INC | $252.6M | 5.30% | 847,784 | Trimmed |
| 9 | CDNS | CADENCE DESIGN SYSTEMS INC | $226.2M | 4.75% | 602,828 | Trimmed |
| 10 | MCO | MOODY'S CORP | $184.5M | 3.87% | 407,207 | Trimmed |
| 11 | AAPL | APPLE INC | $177.6M | 3.73% | 614,293 | Trimmed |
| 12 | BKNG | BOOKING HOLDINGS INC | $176.0M | 3.69% | 987,339 | Added |
| 13 | AZO | AUTOZONE INC | $161.0M | 3.38% | 50,406 | Trimmed |
| 14 | TMO | THERMO FISHER SCIENTIFIC INC | $152.5M | 3.20% | 304,551 | Trimmed |
| 15 | ADP | AUTOMATIC DATA PROCESSING INC | $145.6M | 3.06% | 650,416 | Trimmed |
| 16 | ADSK | AUTODESK INC | $132.2M | 2.77% | 680,379 | Trimmed |
| 17 | TYL | TYLER TECHNOLOGIES INC | $130.8M | 2.75% | 447,292 | Trimmed |
| 18 | COST | COSTCO WHOLESALE CORP | $125.3M | 2.63% | 133,912 | Trimmed |
| 19 | NKE | NIKE INC | $58.0M | 1.22% | 1.4M | Trimmed |
| 20 | WST | WEST PHARMACEUTICAL SERVICES I | $46.3M | 0.97% | 128,880 | Added |
| 21 | MSCI | MSCI INC | $35.5M | 0.74% | 63,379 | Trimmed |
| 22 | IDXX | IDEXX LABORATORIES INC | $31.1M | 0.65% | 59,126 | Added |
| 23 | VEEV | VEEVA SYSTEMS INC | $27.8M | 0.58% | 156,500 | Hold |
| 24 | CDW | CDW CORP/DE | $22.4M | 0.47% | 159,176 | Trimmed |
| 25 | MEDP | MEDPACE HOLDINGS INC | $22.3M | 0.47% | 42,000 | Added |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR