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Local Pensions Partnership Investment Ltd

CIK 1698810 · latest 13F filed 30 July 2026 · Read the filing on EDGAR

Local Pensions Partnership Investment Ltd reported 32 US-listed holdings worth $4.77 billion in its 13F for the quarter ended 30 June 2026, filed 30 July 2026. Its largest: Alphabet Inc. (10.1%), KLA Corp. (9.2%) and Visa Inc. (7.7%). Against the quarter before, it opened 2 positions, added to 6, trimmed 19 and sold out of 2.

Reported holdings$4.77B+3.0% on Q1 2026
Positions32as many as Q1 2026
The largest ten67.0%of its reported holdings
Latest 13FQ2 2026filed 30 July 2026
Where the money is
Added toHeldTrimmed
GOOGL10.1%KLAC9.2%V7.7%APH7.2%HEIA6.7%MSFT6.1%AMZN6.0%TXN5.3%CDNS4.7%MCO3.9%AAPL3.7%BKNG3.7%AZO3.4%TMO3.2%18 more19.0%

The 14 largest of its 32 positions, each sized by its share of the reported holdings, coloured by the change in shares against Q1 2026.

Reported holdings, quarter by quarter
Q4 2024: $5.38 billion in 36 positions$5.38BQ4 24Q1 2025: $5.04 billion in 35 positions$5.04BQ1 25Q2 2025: $5.42 billion in 35 positions$5.42BQ2 25Q3 2025: $5.87 billion in 33 positions$5.87BQ3 25Q4 2025: $5.68 billion in 32 positions$5.68BQ4 25Q1 2026: $4.63 billion in 32 positions$4.63BQ1 26Q2 2026: $4.77 billion in 32 positions$4.77BQ2 26

What the fund reported holding at each quarter's end; hover a bar for the number of positions

What it did on the quarter

Opened 2Added 6Held 5Trimmed 19Sold out 2
Opened: 2Added: 6Held: 5Trimmed: 19Sold out: 2

Its positions against its 13F for the quarter to 31 March 2026; a change under 0.1% of a position counts as held

Opened 2

  1. Westinghouse Air Brake Technologies Corp. WAB$16.8 million
  2. Curtiss Wright Corp. CW$16.7 million

Added to 6

  1. KLA Corp. KLAC+1.3 million shares · +754%
  2. Booking Holdings Inc. BKNG+943,543 shares · +2154%
  3. Amazon.com Inc. AMZN+13,990 shares · +1%
  4. West Pharmaceutical Services Inc. WST+8,000 shares · +7%
  5. Medpace Holdings, Inc. MEDP+4,000 shares · +11%
  6. IDEXX Laboratories Inc. IDXX+1,000 shares · +2%

Trimmed 19

  1. Alphabet Inc. GOOGL-333,798 shares · -20%
  2. Microsoft Corp. MSFT-125,896 shares · -14%
  3. Heico Corp. New HEIA-171,840 shares · -12%
  4. Apple Inc. AAPL-117,387 shares · -16%
  5. Visa Inc. V-94,381 shares · -8%
  6. Cadence Design Systems Inc. CDNS-65,672 shares · -10%
  7. Moody's Corp. MCO-44,361 shares · -10%
  8. Thermo Fisher Scientific Inc. TMO-37,154 shares · -11%

and 11 more in the table below

Sold out of 2

  1. Intuit Inc. INTU$129.4 million last quarter
  2. SPS Commerce Inc. SPSC$10.3 million last quarter

What it holds

CompanySharesValueOf its bookChange in shares
Alphabet Inc. GOOGL1,348,247$481.5 million10.10%-333,798
KLA Corp. KLAC1,461,570$440.6 million9.25%+1,290,370
Visa Inc. V1,071,979$367.3 million7.71%-94,381
Amphenol Corp. APH1,951,700$344.2 million7.22%no change
Heico Corp. New HEIA1,242,970$320.4 million6.72%-171,840
Microsoft Corp. MSFT775,953$289.3 million6.07%-125,896
Amazon.com Inc. AMZN1,193,090$284.2 million5.96%+13,990
Texas Instruments Inc. TXN847,784$252.6 million5.30%-60,297
Cadence Design Systems Inc. CDNS602,828$226.2 million4.75%-65,672
Moody's Corp. MCO407,207$184.5 million3.87%-44,361
Apple Inc. AAPL614,293$177.6 million3.73%-117,387
Booking Holdings Inc. BKNG987,339$176.0 million3.69%+943,543
Autozone Inc. AZO50,406$161.0 million3.38%-5,491
Thermo Fisher Scientific Inc. TMO304,551$152.5 million3.20%-37,154
Automatic Data Processing Inc. ADP650,416$145.6 million3.06%-70,856
Autodesk, Inc. ADSK680,379$132.2 million2.77%-74,121
Tyler Technologies Inc. TYL447,292$130.8 million2.75%-16,000
Costco Wholesale Corp. COST133,912$125.3 million2.63%-14,588
Nike, Inc. NKE1,413,787$58.0 million1.22%-435,674
West Pharmaceutical Services Inc. WST128,880$46.3 million0.97%+8,000
MSCI Inc. MSCI63,379$35.5 million0.74%-10,000
IDEXX Laboratories Inc. IDXX59,126$31.1 million0.65%+1,000
Veeva Systems Inc. VEEV156,500$27.8 million0.58%no change
CDW Corp. CDW159,176$22.4 million0.47%-90,000
Medpace Holdings, Inc. MEDP42,000$22.3 million0.47%+4,000
Brown & Brown, Inc. BRO326,000$20.9 million0.44%-80,000
Jack Henry & Associates Inc. JKHY145,285$20.0 million0.42%-66,000
Core & Main, Inc. CNM403,000$19.4 million0.41%no change
Manhattan Associates Inc. MANH138,500$19.3 million0.40%no change
Rollins Inc. ROL414,719$17.3 million0.36%no change
Westinghouse Air Brake Technologies Corp. WAB62,500$16.8 million0.35%new
Curtiss Wright Corp. CW22,000$16.7 million0.35%new
Every US-listed position in the fund's 13F for the quarter ended 30 June 2026, by the value it reported.
Read moreChange is shares against its 13F for the quarter before; the 2 it sold out of are in the box above.