Local Pensions Partnership Investment Ltd 13F 持仓 · 2026年Q2
Local Pensions Partnership Investment 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 32 只证券，申报市值合计 47.66 亿美元。前几大持仓：GOOGL（10.10%）、KLAC（9.25%）、V（7.71%）。本季前 25 大持仓中：增持 6 只、减持 17 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | GOOGL | ALPHABET INC | $481.5M | 10.10% | 1.3M | 减持 |
| 2 | KLAC | KLA CORP | $440.6M | 9.25% | 1.5M | 增持 |
| 3 | V | VISA INC | $367.3M | 7.71% | 1.1M | 减持 |
| 4 | APH | AMPHENOL CORP | $344.2M | 7.22% | 2.0M | 持平 |
| 5 | HEIA | HEICO CORP | $320.4M | 6.72% | 1.2M | 减持 |
| 6 | MSFT | MICROSOFT CORP | $289.3M | 6.07% | 775,953 | 减持 |
| 7 | AMZN | AMAZON.COM INC | $284.2M | 5.96% | 1.2M | 增持 |
| 8 | TXN | TEXAS INSTRUMENTS INC | $252.6M | 5.30% | 847,784 | 减持 |
| 9 | CDNS | CADENCE DESIGN SYSTEMS INC | $226.2M | 4.75% | 602,828 | 减持 |
| 10 | MCO | MOODY'S CORP | $184.5M | 3.87% | 407,207 | 减持 |
| 11 | AAPL | APPLE INC | $177.6M | 3.73% | 614,293 | 减持 |
| 12 | BKNG | BOOKING HOLDINGS INC | $176.0M | 3.69% | 987,339 | 增持 |
| 13 | AZO | AUTOZONE INC | $161.0M | 3.38% | 50,406 | 减持 |
| 14 | TMO | THERMO FISHER SCIENTIFIC INC | $152.5M | 3.20% | 304,551 | 减持 |
| 15 | ADP | AUTOMATIC DATA PROCESSING INC | $145.6M | 3.06% | 650,416 | 减持 |
| 16 | ADSK | AUTODESK INC | $132.2M | 2.77% | 680,379 | 减持 |
| 17 | TYL | TYLER TECHNOLOGIES INC | $130.8M | 2.75% | 447,292 | 减持 |
| 18 | COST | COSTCO WHOLESALE CORP | $125.3M | 2.63% | 133,912 | 减持 |
| 19 | NKE | NIKE INC | $58.0M | 1.22% | 1.4M | 减持 |
| 20 | WST | WEST PHARMACEUTICAL SERVICES I | $46.3M | 0.97% | 128,880 | 增持 |
| 21 | MSCI | MSCI INC | $35.5M | 0.74% | 63,379 | 减持 |
| 22 | IDXX | IDEXX LABORATORIES INC | $31.1M | 0.65% | 59,126 | 增持 |
| 23 | VEEV | VEEVA SYSTEMS INC | $27.8M | 0.58% | 156,500 | 持平 |
| 24 | CDW | CDW CORP/DE | $22.4M | 0.47% | 159,176 | 减持 |
| 25 | MEDP | MEDPACE HOLDINGS INC | $22.3M | 0.47% | 42,000 | 增持 |
来源：SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR