Foresight Group Ltd Liability Partnership
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 4, 2026), Foresight Group Ltd Liability Partnership reported 59 stock positions worth $566.2 million. Its top holding was Aptiv (APTV) at 4.8% of the portfolio, followed by Ecolab (ECL, 4.7%) and Globus Medical Class A (GMED, 4.5%). Compared with Q4 2025, it opened 7 new positions, sold out of 6, added to 8 and reduced 29. The biggest buy was Aptiv (APTV, shares +88%) and the biggest sale an exit from Novo-Nordisk A/S-Spons ADR (NVO).
- Most Recent 13F
- Q2 2026
- Location
- London, X0
- CIK
- 0001943441
- Portfolio Value
- $566.2M (Q1 2026)
- SEC Filing
- 0001172661-26-001596 ↗ filed May 4, 2026
Holdings Value
Holdings 59 stocks · $566.2M
| APTV Aptiv PLC | 4.77% | 388,774 | $27.0M | Add +88.1% |
| ECL Ecolab Inc. | 4.67% | 99,448 | $26.5M | Reduce -5.7% |
| GMED Globus Medical Inc. Class A | 4.47% | 293,903 | $25.3M | Reduce -14.7% |
| AWK American Water Works Co. Inc. | 4.42% | 183,991 | $25.0M | Add +67.7% |
| TEL Te Connectivity PLC | 4.42% | 119,610 | $25.0M | Reduce -11.9% |
| TRMB Trimble Inc. | 4.28% | 371,597 | $24.2M | Reduce -0.3% |
| TMO Thermo Fisher Scientific Inc. | 4.22% | 48,654 | $23.9M | Reduce -4.4% |
| XYL Xylem Inc. | 4.17% | 197,354 | $23.6M | Reduce -5.7% |
| ADSK Autodesk Inc. | 4.07% | 96,203 | $23.0M | Reduce -0.1% |
| STE Steris PLC | 3.97% | 101,653 | $22.5M | Reduce -6.3% |
| A Agilent Technologies Inc. | 3.93% | 195,213 | $22.3M | Reduce -0.3% |
| FSLR First Solar Inc. | 3.84% | 110,210 | $21.7M | Add +0.3% |
| DLR Digital Realty Trust Inc. | 3.35% | 108,294 | $19.0M | Reduce -9.9% |
| EQIX Equinix Inc. | 3.04% | 17,821 | $17.2M | Reduce -25.0% |
| AMT American Tower Corp. | 2.89% | 96,189 | $16.4M | Reduce -22.4% |
| DOC Healthpeak Properties Inc. | 2.35% | 803,985 | $13.3M | Reduce -5.8% |
| SNPS Synopsys Inc. | 2.32% | 33,085 | $13.1M | New |
| VLTO Veralto Corp. | 2.17% | 139,120 | $12.3M | Reduce -0.3% |
| FLUT Flutter Entertainment PLC-Di | 2.13% | 302,279 | $12.0M | New |
| TT Trane Technologies PLC | 2.08% | 28,266 | $11.8M | Reduce -1.8% |
| BSY Bentley Systems Inc. Class B | 2.03% | 327,158 | $11.5M | New |
| POWI Power Integrations Inc. | 1.98% | 219,475 | $11.2M | Reduce -0.0% |
| CWEN Clearway Energy Inc. Class C | 1.98% | 285,575 | $11.2M | Reduce -6.5% |
| ROK Rockwell Automation Inc. | 1.93% | 30,373 | $10.9M | Reduce -7.5% |
| MSA Msa Safety Inc. | 1.77% | 61,214 | $10.0M | Reduce -49.6% |
| NXT Nextpower Inc. | 1.70% | 80,053 | $9.7M | Reduce -56.7% |
| VTR Ventas Inc. | 1.68% | 116,591 | $9.5M | Reduce -12.1% |
| LOPE Grand Canyon Education Inc. | 1.66% | 55,397 | $9.4M | Add +0.3% |
| ICLR Icon PLC | 1.58% | 80,660 | $8.9M | Reduce -0.3% |
| VRRM Verra Mobility Corp. | 1.50% | 593,623 | $8.5M | Add +5.3% |
| BEP Brookfield Renewable Partner | 1.47% | 213,209 | $8.3M | New |
| EXC Exelon Corp. | 1.42% | 163,495 | $8.0M | New |
| CCI Crown Castle Inc. | 1.05% | 74,428 | $5.9M | Reduce -27.5% |
| BSX Boston Scientific Corp. | 0.99% | 89,343 | $5.6M | New |
| DEA Easterly Government Properti | 0.75% | 199,012 | $4.3M | Reduce -26.4% |
| LNG Cheniere Energy Inc. | 0.56% | 10,814 | $3.2M | Add +22.8% |
| PLD Prologis Inc. | 0.48% | 20,930 | $2.7M | Reduce -45.5% |
| RYN Rayonier Inc. | 0.38% | 104,950 | $2.2M | Add +261.3% |
| VRT Vertiv Holdings Co. Class A | 0.38% | 9,076 | $2.1M | Add +97.8% |
| CSX CSX Corp. | 0.33% | 47,396 | $1.9M | No change |
| DBRG Digitalbridge Group Inc. | 0.33% | 121,406 | $1.9M | No change |
| WY Weyerhaeuser Co. | 0.25% | 58,962 | $1.4M | Reduce -7.8% |
| ADC Agree Realty Corp. | 0.24% | 18,056 | $1.4M | Reduce -6.0% |
| JCI Johnson Controls Internation | 0.23% | 10,379 | $1.3M | No change |
| STAG Stag Industrial Inc. | 0.23% | 35,500 | $1.3M | Reduce -1.0% |
| DE Deere & Co. | 0.19% | 1,981 | $1.1M | No change |
| PECO Phillips Edison & Company Inc. | 0.18% | 27,446 | $1.0M | Reduce -17.6% |
| GXO Gxo Logistics Inc. | 0.15% | 17,226 | $841K | No change |
| WMS Advanced Drainage Systems Inc. | 0.14% | 5,978 | $785K | No change |
| AMH American Homes 4 Rent- A | 0.13% | 26,157 | $731K | No change |
| BXP BXP Inc. | 0.12% | 13,202 | $684K | New |
| OC Owens Corning | 0.11% | 5,975 | $623K | No change |
| CMC Commercial Metals Co. | 0.10% | 9,713 | $583K | No change |
| MAA Mid-America Apartment Comm | 0.10% | 4,480 | $545K | No change |
| WELL Welltower Inc. | 0.09% | 2,598 | $507K | No change |
| BFAM Bright Horizons Family Solut | 0.09% | 5,997 | $485K | No change |
| KRC Kilroy Realty Corp. | 0.07% | 13,036 | $368K | No change |
| COLD Americold Realty Trust Inc. | 0.05% | 22,920 | $263K | No change |
| VITL Vital Farms Inc. | 0.04% | 15,759 | $208K | No change |
Portfolio Sells Q4 2025 → Q1 2026
| NVO Novo-Nordisk A/S-Spons ADR | Sold out | 0.00% | −6.06 |
| SW Smurfit Westrock PLC | Sold out | 0.00% | −2.96 |
| SLAB Silicon Laboratories Inc. | Sold out | 0.00% | −2.18 |
| BEPC Brookfield Renewable Corp. | Sold out | 0.00% | −1.27 |
| MSA Msa Safety Inc. | Reduce -49.6% | 1.77% | −1.20 |
| DHR Danaher Corp. | Sold out | 0.00% | −0.98 |
| NXT Nextpower Inc. | Reduce -56.7% | 1.70% | −0.73 |
| ICLR Icon PLC | Reduce -0.3% | 1.58% | −0.60 |
| AMT American Tower Corp. | Reduce -22.4% | 2.89% | −0.40 |
| CCI Crown Castle Inc. | Reduce -27.5% | 1.05% | −0.33 |
| TEL Te Connectivity PLC | Reduce -11.9% | 4.42% | −0.29 |
| ADSK Autodesk Inc. | Reduce -0.1% | 4.07% | −0.27 |
| PLD Prologis Inc. | Reduce -45.5% | 0.48% | −0.27 |
| PCH Potlatchdeltic Corp. | Sold out | 0.00% | −0.25 |
| TMO Thermo Fisher Scientific Inc. | Reduce -4.4% | 4.22% | −0.25 |
| STE Steris PLC | Reduce -6.3% | 3.97% | −0.20 |
| TRMB Trimble Inc. | Reduce -0.3% | 4.28% | −0.18 |
| XYL Xylem Inc. | Reduce -5.7% | 4.17% | −0.17 |
| A Agilent Technologies Inc. | Reduce -0.3% | 3.93% | −0.12 |
| DEA Easterly Government Properti | Reduce -26.4% | 0.75% | −0.11 |
| GMED Globus Medical Inc. Class A | Reduce -14.7% | 4.47% | −0.09 |
| ROK Rockwell Automation Inc. | Reduce -7.5% | 1.93% | −0.02 |
| PECO Phillips Edison & Company Inc. | Reduce -17.6% | 0.18% | +0.00 |
| WY Weyerhaeuser Co. | Reduce -7.8% | 0.25% | +0.02 |
| STAG Stag Industrial Inc. | Reduce -1.0% | 0.23% | +0.03 |
| ADC Agree Realty Corp. | Reduce -6.0% | 0.24% | +0.03 |
| VLTO Veralto Corp. | Reduce -0.3% | 2.17% | +0.05 |
| VTR Ventas Inc. | Reduce -12.1% | 1.68% | +0.11 |
| DOC Healthpeak Properties Inc. | Reduce -5.8% | 2.35% | +0.28 |
| EQIX Equinix Inc. | Reduce -25.0% | 3.04% | +0.29 |
| TT Trane Technologies PLC | Reduce -1.8% | 2.08% | +0.38 |
| CWEN Clearway Energy Inc. Class C | Reduce -6.5% | 1.98% | +0.45 |
| ECL Ecolab Inc. | Reduce -5.7% | 4.67% | +0.48 |
| DLR Digital Realty Trust Inc. | Reduce -9.9% | 3.35% | +0.53 |
| POWI Power Integrations Inc. | Reduce -0.0% | 1.98% | +0.80 |
Portfolio Buys Q4 2025 → Q1 2026
| APTV Aptiv PLC | Add +88.1% | 4.77% | +2.38 |
| SNPS Synopsys Inc. | New | 2.32% | +2.32 |
| AWK American Water Works Co. Inc. | Add +67.7% | 4.42% | +2.26 |
| FLUT Flutter Entertainment PLC-Di | New | 2.13% | +2.13 |
| BSY Bentley Systems Inc. Class B | New | 2.03% | +2.03 |
| BEP Brookfield Renewable Partner | New | 1.47% | +1.47 |
| EXC Exelon Corp. | New | 1.42% | +1.42 |
| BSX Boston Scientific Corp. | New | 0.99% | +0.99 |
| LNG Cheniere Energy Inc. | Add +22.8% | 0.56% | +0.30 |
| RYN Rayonier Inc. | Add +261.3% | 0.38% | +0.29 |
| LOPE Grand Canyon Education Inc. | Add +0.3% | 1.66% | +0.27 |
| VRT Vertiv Holdings Co. Class A | Add +97.8% | 0.38% | +0.26 |
| BXP BXP Inc. | New | 0.12% | +0.12 |
| VRRM Verra Mobility Corp. | Add +5.3% | 1.50% | −0.42 |
| FSLR First Solar Inc. | Add +0.3% | 3.84% | −0.53 |
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 |