Holders — by stockHoldings — by fund
Local Pensions Partnership Investment Ltd
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0001698810
$4.77B
disclosed book value
32
positions
10.1%
largest position share
Positions, as of 2026-06-30
top 32 of 32 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | GOOGLALPHABET INC | 1.3M | $481.5M | 10.1% |
| 2 | KLACKLA CORP | 1.5M | $440.6M | 9.2% |
| 3 | VVISA INC | 1.1M | $367.3M | 7.7% |
| 4 | APHAMPHENOL CORP | 2.0M | $344.2M | 7.2% |
| 5 | HEI/AHEICO CORP | 1.2M | $320.4M | 6.7% |
| 6 | MSFTMICROSOFT CORP | 775,953 | $289.3M | 6.1% |
| 7 | AMZNAMAZON.COM INC | 1.2M | $284.2M | 6% |
| 8 | TXNTEXAS INSTRUMENTS INC | 847,784 | $252.6M | 5.3% |
| 9 | CDNSCADENCE DESIGN SYSTEMS INC | 602,828 | $226.2M | 4.7% |
| 10 | MCOMOODY'S CORP | 407,207 | $184.5M | 3.9% |
| 11 | AAPLAPPLE INC | 614,293 | $177.6M | 3.7% |
| 12 | BKNGBOOKING HOLDINGS INC | 987,339 | $176.0M | 3.7% |
| 13 | AZOAUTOZONE INC | 50,406 | $161.0M | 3.4% |
| 14 | TMOTHERMO FISHER SCIENTIFIC INC | 304,551 | $152.5M | 3.2% |
| 15 | ADPAUTOMATIC DATA PROCESSING INC | 650,416 | $145.6M | 3.1% |
| 16 | ADSKAUTODESK INC | 680,379 | $132.2M | 2.8% |
| 17 | TYLTYLER TECHNOLOGIES INC | 447,292 | $130.8M | 2.7% |
| 18 | COSTCOSTCO WHOLESALE CORP | 133,912 | $125.3M | 2.6% |
| 19 | NKENIKE INC | 1.4M | $58.0M | 1.2% |
| 20 | WSTWEST PHARMACEUTICAL SERVICES I | 128,880 | $46.3M | 1% |
| 21 | MSCIMSCI INC | 63,379 | $35.5M | 0.7% |
| 22 | IDXXIDEXX LABORATORIES INC | 59,126 | $31.1M | 0.7% |
| 23 | VEEVVEEVA SYSTEMS INC | 156,500 | $27.8M | 0.6% |
| 24 | CDWCDW CORP/DE | 159,176 | $22.4M | 0.5% |
| 25 | MEDPMEDPACE HOLDINGS INC | 42,000 | $22.3M | 0.5% |
| 26 | BROBROWN & BROWN INC | 326,000 | $20.9M | 0.4% |
| 27 | JKHYJACK HENRY & ASSOCIATES INC | 145,285 | $20.0M | 0.4% |
| 28 | CNMCORE & MAIN INC | 403,000 | $19.4M | 0.4% |
| 29 | MANHMANHATTAN ASSOCIATES INC | 138,500 | $19.3M | 0.4% |
| 30 | ROLROLLINS INC | 414,719 | $17.3M | 0.4% |
| 31 | WABWESTINGHOUSE AIR BRAKE TECHNOL | 62,500 | $16.8M | 0.4% |
| 32 | CWCURTISS-WRIGHT CORP | 22,000 | $16.7M | 0.3% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.