Foresight Group Ltd Liability Partnership
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed August 13, 2025), Foresight Group Ltd Liability Partnership reported 60 stock positions worth $704.9 million. Its top holding was Autodesk (ADSK) at 4.7% of the portfolio, followed by Te Connectivity (TEL, 4.6%) and Trimble (TRMB, 4.5%). Compared with Q1 2025, it opened 2 new positions, sold out of 4, added to 7 and reduced 40. The biggest buy was a new position in Novo-Nordisk A/S-Spons ADR (NVO) and the biggest sale Thermo Fisher Scientific (TMO, shares −10%).
- Most Recent 13F
- Q2 2026
- Location
- London, X0
- CIK
- 0001943441
- Portfolio Value
- $704.9M (Q2 2025)
- SEC Filing
- 0001172661-25-003096 ↗ filed Aug 13, 2025
Holdings Value
Holdings 60 stocks · $704.9M
| ADSK Autodesk Inc. | 4.70% | 107,059 | $33.1M | Reduce -7.8% |
| TEL Te Connectivity PLC | 4.56% | 190,720 | $32.2M | Reduce -15.7% |
| TRMB Trimble Inc. | 4.50% | 417,653 | $31.7M | Reduce -9.6% |
| XYL Xylem Inc. | 4.38% | 239,008 | $30.9M | Reduce -11.5% |
| ECL Ecolab Inc. | 4.34% | 113,500 | $30.6M | Reduce -12.5% |
| MSA Msa Safety Inc. | 4.13% | 173,884 | $29.1M | Reduce -6.1% |
| STE Steris PLC | 3.85% | 113,103 | $27.2M | Reduce -1.2% |
| AZN Astrazeneca PLC-Spons ADR | 3.85% | 195,892 | $27.2M | Reduce -10.1% |
| AMT American Tower Corp. | 3.59% | 115,854 | $25.3M | Reduce -18.6% |
| LIN Linde PLC | 3.51% | 52,768 | $24.8M | Reduce -22.7% |
| SW Smurfit Westrock PLC | 3.49% | 570,768 | $24.6M | Reduce -1.2% |
| A Agilent Technologies Inc. | 3.32% | 198,192 | $23.4M | Reduce -15.5% |
| TMO Thermo Fisher Scientific Inc. | 3.01% | 52,393 | $21.2M | Reduce -10.4% |
| DLR Digital Realty Trust Inc. | 2.98% | 122,284 | $21.0M | Reduce -10.2% |
| DOC Healthpeak Properties Inc. | 2.83% | 1,148,937 | $20.0M | Add +1.6% |
| EQIX Equinix Inc. | 2.65% | 23,761 | $18.7M | Add +9.5% |
| AWK American Water Works Co. Inc. | 2.35% | 118,835 | $16.5M | Reduce -6.1% |
| SLAB Silicon Laboratories Inc. | 2.30% | 110,142 | $16.2M | Reduce -8.6% |
| NXT Nextpower Inc. filed as NEXTRACKER INC | 2.19% | 283,852 | $15.4M | Reduce -5.3% |
| LOPE Grand Canyon Education Inc. | 2.02% | 75,515 | $14.3M | Reduce -9.3% |
| VLTO Veralto Corp. | 2.01% | 140,501 | $14.2M | Reduce -3.3% |
| WMS Advanced Drainage Systems Inc. | 1.86% | 114,329 | $13.1M | Reduce -1.1% |
| TT Trane Technologies PLC | 1.82% | 29,372 | $12.8M | Reduce -1.6% |
| POWI Power Integrations Inc. | 1.75% | 220,817 | $12.3M | Reduce -1.1% |
| ATS Ats Corp. | 1.72% | 381,812 | $12.2M | Reduce -1.2% |
| FSLR First Solar Inc. | 1.69% | 72,162 | $11.9M | Add +3.9% |
| ICLR Icon PLC | 1.65% | 80,202 | $11.7M | Reduce -0.8% |
| ROK Rockwell Automation Inc. | 1.64% | 34,749 | $11.5M | Reduce -2.8% |
| CWEN Clearway Energy Inc. Class C | 1.61% | 352,713 | $11.3M | Reduce -2.6% |
| DHR Danaher Corp. | 1.55% | 55,457 | $11.0M | Reduce -1.3% |
| VTR Ventas Inc. | 1.42% | 158,783 | $10.0M | Add +40.1% |
| GMAB Genmab A/S -SP ADR | 1.41% | 48,007 | $9.9M | Reduce -1.5% |
| GMED Globus Medical Inc. Class A | 1.35% | 161,671 | $9.5M | Reduce -1.3% |
| NVO Novo-Nordisk A/S-Spons ADR | 1.23% | 124,919 | $8.6M | New |
| DEA Easterly Government Properti | 1.19% | 377,423 | $8.4M | Reduce -6.8% |
| CCI Crown Castle Inc. | 1.18% | 82,213 | $8.3M | Add +12.6% |
| BEPC Brookfield Renewable Corp. | 1.02% | 218,400 | $7.2M | Reduce -3.7% |
| APTV Aptiv PLC | 1.01% | 104,488 | $7.1M | Reduce -0.9% |
| LNTH Lantheus Holdings Inc. | 0.80% | 68,520 | $5.6M | New |
| PCH Potlatchdeltic Corp. | 0.33% | 59,504 | $2.3M | Reduce -12.4% |
| WY Weyerhaeuser Co. | 0.32% | 87,939 | $2.3M | Reduce -9.7% |
| AMH American Homes 4 Rent- A | 0.27% | 51,998 | $1.9M | Reduce -9.7% |
| MAA Mid-America Apartment Comm | 0.22% | 10,561 | $1.6M | Reduce -7.0% |
| KRC Kilroy Realty Corp. | 0.21% | 41,767 | $1.5M | No change |
| COLD Americold Realty Trust Inc. | 0.20% | 82,365 | $1.4M | No change |
| PLD Prologis Inc. | 0.20% | 13,148 | $1.4M | Reduce -66.2% |
| ARE Alexandria Real Estate Equit | 0.18% | 17,055 | $1.3M | Reduce -21.6% |
| STAG Stag Industrial Inc. | 0.17% | 33,905 | $1.2M | Reduce -48.6% |
| ADC Agree Realty Corp. | 0.17% | 16,865 | $1.2M | No change |
| PECO Phillips Edison & Company Inc. | 0.17% | 33,307 | $1.2M | No change |
| JCI Johnson Controls Internation | 0.15% | 10,379 | $1.1M | Reduce -20.4% |
| DE Deere & Co. | 0.14% | 1,981 | $1.0M | No change |
| GXO Gxo Logistics Inc. | 0.13% | 18,703 | $916K | No change |
| VRT Vertiv Holdings Co. Class A | 0.11% | 6,238 | $793K | Add +21.8% |
| BFAM Bright Horizons Family Solut | 0.10% | 5,997 | $733K | No change |
| OC Owens Corning | 0.09% | 4,801 | $663K | Add +6.1% |
| VITL Vital Farms Inc. | 0.09% | 16,691 | $648K | No change |
| RYN Rayonier Inc. | 0.09% | 27,696 | $613K | No change |
| DBRG Digitalbridge Group Inc. | 0.08% | 56,352 | $578K | No change |
| CMC Commercial Metals Co. | 0.07% | 9,713 | $486K | No change |
Portfolio Sells Q1 2025 → Q2 2025
| TMO Thermo Fisher Scientific Inc. | Reduce -10.4% | 3.01% | −1.09 |
| LIN Linde PLC | Reduce -22.7% | 3.51% | −0.97 |
| AMT American Tower Corp. | Reduce -18.6% | 3.59% | −0.74 |
| AZN Astrazeneca PLC-Spons ADR | Reduce -10.1% | 3.85% | −0.61 |
| PLD Prologis Inc. | Reduce -66.2% | 0.20% | −0.41 |
| LNG Cheniere Energy Inc. | Sold out | 0.00% | −0.37 |
| ICLR Icon PLC | Reduce -0.8% | 1.65% | −0.34 |
| GMED Globus Medical Inc. Class A | Reduce -1.3% | 1.35% | −0.34 |
| DEA Easterly Government Properti | Reduce -6.8% | 1.19% | −0.32 |
| ECL Ecolab Inc. | Reduce -12.5% | 4.34% | −0.30 |
| AWK American Water Works Co. Inc. | Reduce -6.1% | 2.35% | −0.29 |
| CSX CSX Corp. | Sold out | 0.00% | −0.21 |
| SW Smurfit Westrock PLC | Reduce -1.2% | 3.49% | −0.17 |
| XYL Xylem Inc. | Reduce -11.5% | 4.38% | −0.16 |
| STAG Stag Industrial Inc. | Reduce -48.6% | 0.17% | −0.16 |
| BXP BXP Inc. | Sold out | 0.00% | −0.15 |
| ARE Alexandria Real Estate Equit | Reduce -21.6% | 0.18% | −0.12 |
| PCH Potlatchdeltic Corp. | Reduce -12.4% | 0.33% | −0.10 |
| WY Weyerhaeuser Co. | Reduce -9.7% | 0.32% | −0.08 |
| DHR Danaher Corp. | Reduce -1.3% | 1.55% | −0.07 |
| HR Healthcare Realty Trust Inc. | Sold out | 0.00% | −0.04 |
| MAA Mid-America Apartment Comm | Reduce -7.0% | 0.22% | −0.04 |
| AMH American Homes 4 Rent- A | Reduce -9.7% | 0.27% | −0.04 |
| LOPE Grand Canyon Education Inc. | Reduce -9.3% | 2.02% | −0.01 |
| JCI Johnson Controls Internation | Reduce -20.4% | 0.15% | +0.01 |
| VLTO Veralto Corp. | Reduce -3.3% | 2.01% | +0.02 |
| TEL Te Connectivity PLC | Reduce -15.7% | 4.56% | +0.06 |
| CWEN Clearway Energy Inc. Class C | Reduce -2.6% | 1.61% | +0.07 |
| GMAB Genmab A/S -SP ADR | Reduce -1.5% | 1.41% | +0.08 |
| WMS Advanced Drainage Systems Inc. | Reduce -1.1% | 1.86% | +0.09 |
| BEPC Brookfield Renewable Corp. | Reduce -3.7% | 1.02% | +0.12 |
| APTV Aptiv PLC | Reduce -0.9% | 1.01% | +0.13 |
| POWI Power Integrations Inc. | Reduce -1.1% | 1.75% | +0.16 |
| STE Steris PLC | Reduce -1.2% | 3.85% | +0.20 |
| TRMB Trimble Inc. | Reduce -9.6% | 4.50% | +0.23 |
| DLR Digital Realty Trust Inc. | Reduce -10.2% | 2.98% | +0.25 |
| MSA Msa Safety Inc. | Reduce -6.1% | 4.13% | +0.30 |
| A Agilent Technologies Inc. | Reduce -15.5% | 3.32% | +0.32 |
| ROK Rockwell Automation Inc. | Reduce -2.8% | 1.64% | +0.34 |
| ATS Ats Corp. | Reduce -1.2% | 1.72% | +0.37 |
| SLAB Silicon Laboratories Inc. | Reduce -8.6% | 2.30% | +0.39 |
| TT Trane Technologies PLC | Reduce -1.6% | 1.82% | +0.41 |
| NXT Nextpower Inc. | Reduce -5.3% | 2.19% | +0.41 |
| ADSK Autodesk Inc. | Reduce -7.8% | 4.70% | +0.42 |
Portfolio Buys Q1 2025 → Q2 2025
| NVO Novo-Nordisk A/S-Spons ADR | New | 1.23% | +1.23 |
| LNTH Lantheus Holdings Inc. | New | 0.80% | +0.80 |
| FSLR First Solar Inc. | Add +3.9% | 1.69% | +0.46 |
| VTR Ventas Inc. | Add +40.1% | 1.42% | +0.32 |
| EQIX Equinix Inc. | Add +9.5% | 2.65% | +0.19 |
| CCI Crown Castle Inc. | Add +12.6% | 1.18% | +0.11 |
| VRT Vertiv Holdings Co. Class A | Add +21.8% | 0.11% | +0.06 |
| OC Owens Corning | Add +6.1% | 0.09% | +0.00 |
| DOC Healthpeak Properties Inc. | Add +1.6% | 2.83% | −0.39 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 62 | $555.8M | ECL, XYL, AWK, A, APTV |
| Q1 2026 | 59 | $566.2M | APTV, ECL, GMED, AWK, TEL |
| Q4 2025 | 58 | $664.4M | NVO, TEL, GMED, TMO, TRMB |
| Q3 2025 | 58 | $669.9M | XYL, TEL, ADSK, TRMB, ECL |
| Q2 2025 | 60 | $704.9M | ADSK, TEL, TRMB, XYL, ECL |
| Q1 2025Amended | 62 | $709.4M | ECL, XYL, TEL, LIN, AZN |
| Q4 2024 | 35 | $645.3M | DOC, AMT, DLR, EQIX, HR |
| Q3 2024 | 33 | $51.9M | BEPC, STAG, ARE, EQIX, AMT |
| Q2 2024 | 34 | $189.5M | AMT, DOC, HR, DLR, EQIX |
| Q1 2024 | 31 | $184.7M | AMT, DOC, HR, DLR, DEA |