Foresight Group Ltd Liability Partnership
In its 13F for Q3 2025 (holdings as of September 30, 2025, filed November 6, 2025), Foresight Group Ltd Liability Partnership reported 58 stock positions worth $669.9 million. Its top holding was Xylem (XYL) at 5.2% of the portfolio, followed by Te Connectivity (TEL, 5.1%) and Autodesk (ADSK, 4.7%). Compared with Q2 2025, it sold out of 2, added to 16 and reduced 31. The biggest buy was Globus Medical Class A (GMED, shares +161%) and the biggest sale an exit from Linde (LIN).
- Most Recent 13F
- Q2 2026
- Location
- London, X0
- CIK
- 0001943441
- Portfolio Value
- $669.9M (Q3 2025)
- SEC Filing
- 0001172661-25-004599 ↗ filed Nov 6, 2025
Holdings Value
Holdings 58 stocks · $669.9M
| XYL Xylem Inc. | 5.22% | 236,865 | $34.9M | Reduce -0.9% |
| TEL Te Connectivity PLC | 5.10% | 155,690 | $34.2M | Reduce -18.4% |
| ADSK Autodesk Inc. | 4.69% | 98,997 | $31.4M | Reduce -7.5% |
| TRMB Trimble Inc. | 4.65% | 381,852 | $31.2M | Reduce -8.6% |
| ECL Ecolab Inc. | 4.60% | 112,506 | $30.8M | Reduce -0.9% |
| STE Steris PLC | 4.18% | 113,189 | $28.0M | Add +0.1% |
| MSA Msa Safety Inc. | 4.17% | 162,226 | $27.9M | Reduce -6.7% |
| A Agilent Technologies Inc. | 3.79% | 197,718 | $25.4M | Reduce -0.2% |
| TMO Thermo Fisher Scientific Inc. | 3.75% | 51,786 | $25.1M | Reduce -1.2% |
| FSLR First Solar Inc. | 3.72% | 113,112 | $24.9M | Add +56.8% |
| AMT American Tower Corp. | 3.66% | 127,378 | $24.5M | Add +9.9% |
| GMED Globus Medical Inc. Class A | 3.60% | 421,541 | $24.1M | Add +160.7% |
| DLR Digital Realty Trust Inc. | 3.22% | 124,682 | $21.6M | Add +2.0% |
| SW Smurfit Westrock PLC | 3.19% | 502,569 | $21.4M | Reduce -11.9% |
| EQIX Equinix Inc. | 3.05% | 26,139 | $20.4M | Add +10.0% |
| NXT Nextpower Inc. filed as NEXTRACKER INC | 3.05% | 275,713 | $20.4M | Reduce -2.9% |
| DOC Healthpeak Properties Inc. | 2.65% | 934,955 | $17.8M | Reduce -18.6% |
| AWK American Water Works Co. Inc. | 2.30% | 110,802 | $15.4M | Reduce -6.8% |
| VLTO Veralto Corp. | 2.24% | 140,595 | $15.0M | Add +0.1% |
| LOPE Grand Canyon Education Inc. | 2.20% | 67,139 | $14.7M | Reduce -11.1% |
| SLAB Silicon Laboratories Inc. | 2.16% | 110,214 | $14.5M | Add +0.1% |
| ICLR Icon PLC | 2.14% | 81,751 | $14.3M | Add +1.9% |
| AZN Astrazeneca PLC-Spons ADR | 1.96% | 171,086 | $13.1M | Reduce -12.7% |
| TT Trane Technologies PLC | 1.83% | 28,975 | $12.2M | Reduce -1.4% |
| CWEN Clearway Energy Inc. Class C | 1.76% | 418,235 | $11.8M | Add +18.6% |
| ROK Rockwell Automation Inc. | 1.73% | 33,070 | $11.6M | Reduce -4.8% |
| VTR Ventas Inc. | 1.60% | 154,879 | $10.7M | Reduce -2.5% |
| ATS Ats Corp. | 1.52% | 388,892 | $10.2M | Add +1.9% |
| CCI Crown Castle Inc. | 1.49% | 103,407 | $10.0M | Add +25.8% |
| APTV Aptiv PLC | 1.35% | 104,546 | $9.0M | Add +0.1% |
| POWI Power Integrations Inc. | 1.33% | 221,314 | $8.9M | Add +0.2% |
| BEPC Brookfield Renewable Corp. | 1.13% | 218,400 | $7.6M | No change |
| NVO Novo-Nordisk A/S-Spons ADR | 1.04% | 125,005 | $6.9M | Add +0.1% |
| DEA Easterly Government Properti | 0.96% | 279,184 | $6.4M | Reduce -26.0% |
| DHR Danaher Corp. | 0.83% | 27,893 | $5.5M | Reduce -49.7% |
| PLD Prologis Inc. | 0.76% | 44,715 | $5.1M | Add +240.1% |
| WY Weyerhaeuser Co. | 0.27% | 72,103 | $1.8M | Reduce -18.0% |
| PCH Potlatchdeltic Corp. | 0.27% | 44,142 | $1.8M | Reduce -25.8% |
| AMH American Homes 4 Rent- A | 0.25% | 50,904 | $1.7M | Reduce -2.1% |
| GMAB Genmab A/S -SP ADR | 0.22% | 47,194 | $1.4M | Reduce -1.7% |
| MAA Mid-America Apartment Comm | 0.21% | 10,283 | $1.4M | Reduce -2.6% |
| ADC Agree Realty Corp. | 0.18% | 16,865 | $1.2M | No change |
| PECO Phillips Edison & Company Inc. | 0.17% | 33,307 | $1.1M | No change |
| JCI Johnson Controls Internation | 0.17% | 10,379 | $1.1M | No change |
| STAG Stag Industrial Inc. | 0.16% | 30,475 | $1.1M | Reduce -10.1% |
| KRC Kilroy Realty Corp. | 0.16% | 24,470 | $1.0M | Reduce -41.4% |
| COLD Americold Realty Trust Inc. | 0.15% | 82,365 | $1.0M | No change |
| GXO Gxo Logistics Inc. | 0.14% | 17,226 | $912K | Reduce -7.9% |
| DE Deere & Co. | 0.14% | 1,981 | $906K | No change |
| ARE Alexandria Real Estate Equit | 0.13% | 10,256 | $866K | Reduce -39.9% |
| WMS Advanced Drainage Systems Inc. | 0.12% | 5,978 | $825K | Reduce -94.8% |
| VRT Vertiv Holdings Co. Class A | 0.11% | 4,964 | $749K | Reduce -20.4% |
| RYN Rayonier Inc. | 0.11% | 27,696 | $730K | No change |
| OC Owens Corning | 0.10% | 4,801 | $677K | No change |
| DBRG Digitalbridge Group Inc. | 0.10% | 56,352 | $664K | No change |
| BFAM Bright Horizons Family Solut | 0.10% | 5,997 | $651K | No change |
| VITL Vital Farms Inc. | 0.09% | 14,312 | $600K | Reduce -14.3% |
| CMC Commercial Metals Co. | 0.08% | 9,713 | $556K | No change |
Portfolio Sells Q2 2025 → Q3 2025
| LIN Linde PLC | Sold out | 0.00% | −3.51 |
| AZN Astrazeneca PLC-Spons ADR | Reduce -12.7% | 1.96% | −1.89 |
| WMS Advanced Drainage Systems Inc. | Reduce -94.8% | 0.12% | −1.74 |
| GMAB Genmab A/S -SP ADR | Reduce -1.7% | 0.22% | −1.19 |
| LNTH Lantheus Holdings Inc. | Sold out | 0.00% | −0.80 |
| DHR Danaher Corp. | Reduce -49.7% | 0.83% | −0.73 |
| SW Smurfit Westrock PLC | Reduce -11.9% | 3.19% | −0.30 |
| DEA Easterly Government Properti | Reduce -26.0% | 0.96% | −0.23 |
| DOC Healthpeak Properties Inc. | Reduce -18.6% | 2.65% | −0.18 |
| PCH Potlatchdeltic Corp. | Reduce -25.8% | 0.27% | −0.06 |
| WY Weyerhaeuser Co. | Reduce -18.0% | 0.27% | −0.05 |
| KRC Kilroy Realty Corp. | Reduce -41.4% | 0.16% | −0.05 |
| ARE Alexandria Real Estate Equit | Reduce -39.9% | 0.13% | −0.05 |
| AWK American Water Works Co. Inc. | Reduce -6.8% | 2.30% | −0.04 |
| AMH American Homes 4 Rent- A | Reduce -2.1% | 0.25% | −0.02 |
| STAG Stag Industrial Inc. | Reduce -10.1% | 0.16% | −0.02 |
| MAA Mid-America Apartment Comm | Reduce -2.6% | 0.21% | −0.01 |
| ADSK Autodesk Inc. | Reduce -7.5% | 4.69% | −0.01 |
| VITL Vital Farms Inc. | Reduce -14.3% | 0.09% | −0.00 |
| VRT Vertiv Holdings Co. Class A | Reduce -20.4% | 0.11% | −0.00 |
| TT Trane Technologies PLC | Reduce -1.4% | 1.83% | +0.00 |
| GXO Gxo Logistics Inc. | Reduce -7.9% | 0.14% | +0.01 |
| MSA Msa Safety Inc. | Reduce -6.7% | 4.17% | +0.03 |
| ROK Rockwell Automation Inc. | Reduce -4.8% | 1.73% | +0.09 |
| TRMB Trimble Inc. | Reduce -8.6% | 4.65% | +0.15 |
| LOPE Grand Canyon Education Inc. | Reduce -11.1% | 2.20% | +0.18 |
| VTR Ventas Inc. | Reduce -2.5% | 1.60% | +0.18 |
| ECL Ecolab Inc. | Reduce -0.9% | 4.60% | +0.26 |
| A Agilent Technologies Inc. | Reduce -0.2% | 3.79% | +0.47 |
| TEL Te Connectivity PLC | Reduce -18.4% | 5.10% | +0.54 |
| TMO Thermo Fisher Scientific Inc. | Reduce -1.2% | 3.75% | +0.73 |
| XYL Xylem Inc. | Reduce -0.9% | 5.22% | +0.83 |
| NXT Nextpower Inc. | Reduce -2.9% | 3.05% | +0.86 |
Portfolio Buys Q2 2025 → Q3 2025
| GMED Globus Medical Inc. Class A | Add +160.7% | 3.60% | +2.25 |
| FSLR First Solar Inc. | Add +56.8% | 3.72% | +2.03 |
| PLD Prologis Inc. | Add +240.1% | 0.76% | +0.57 |
| ICLR Icon PLC | Add +1.9% | 2.14% | +0.48 |
| EQIX Equinix Inc. | Add +10.0% | 3.05% | +0.40 |
| APTV Aptiv PLC | Add +0.1% | 1.35% | +0.33 |
| STE Steris PLC | Add +0.1% | 4.18% | +0.33 |
| CCI Crown Castle Inc. | Add +25.8% | 1.49% | +0.31 |
| DLR Digital Realty Trust Inc. | Add +2.0% | 3.22% | +0.24 |
| VLTO Veralto Corp. | Add +0.1% | 2.24% | +0.23 |
| CWEN Clearway Energy Inc. Class C | Add +18.6% | 1.76% | +0.16 |
| AMT American Tower Corp. | Add +9.9% | 3.66% | +0.07 |
| SLAB Silicon Laboratories Inc. | Add +0.1% | 2.16% | −0.15 |
| NVO Novo-Nordisk A/S-Spons ADR | Add +0.1% | 1.04% | −0.19 |
| ATS Ats Corp. | Add +1.9% | 1.52% | −0.20 |
| POWI Power Integrations Inc. | Add +0.2% | 1.33% | −0.42 |
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 |