Local Pensions Partnership Investment Ltd
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed July 30, 2026), Local Pensions Partnership Investment Ltd reported 32 stock positions worth $4.8 billion. Its top holding was Alphabet Class A (GOOGL) at 10.1% of the portfolio, followed by KLA (KLAC, 9.2%) and Visa Class A (V, 7.7%). Compared with Q1 2026, it opened 2 new positions, sold out of 2, added to 4 and reduced 21. The biggest buy was Amazon.com (AMZN, shares +1%) and the biggest sale an exit from Intuit (INTU).
- Most Recent 13F
- Q2 2026
- Location
- LONDON, X0
- CIK
- 0001698810
- Portfolio Value
- $4.8B (Q2 2026)
- SEC Filing
- 0001698810-26-000007 ↗ filed Jul 30, 2026
Holdings Value
Holdings 32 stocks · $4.8B
| GOOGL Alphabet Inc. Class A | 10.10% | 1,348,247 | $481.5M | Reduce -19.8% |
| KLAC KLA Corp. | 9.25% | 1,461,570 | $440.6M | Reduce -14.6% |
| V Visa Inc. Class A | 7.71% | 1,071,979 | $367.3M | Reduce -8.1% |
| APH Amphenol Corp. Class A | 7.22% | 1,951,700 | $344.2M | No change |
| HEI.A Heico Corp. Class A | 6.72% | 1,242,970 | $320.4M | Reduce -12.2% |
| MSFT Microsoft Corp. | 6.07% | 775,953 | $289.3M | Reduce -14.0% |
| AMZN Amazon.com Inc. | 5.96% | 1,193,090 | $284.2M | Add +1.2% |
| TXN Texas Instruments Inc. | 5.30% | 847,784 | $252.6M | Reduce -6.6% |
| CDNS Cadence Design SYS Inc. | 4.75% | 602,828 | $226.2M | Reduce -9.8% |
| MCO Moody's Corp. | 3.87% | 407,207 | $184.5M | Reduce -9.8% |
| AAPL Apple Inc. | 3.73% | 614,293 | $177.6M | Reduce -16.0% |
| BKNG Booking Holdings Inc. | 3.69% | 987,339 | $176.0M | Reduce -9.8% |
| AZO AutoZone Inc. | 3.38% | 50,406 | $161.0M | Reduce -9.8% |
| TMO Thermo Fisher Scientific Inc. | 3.20% | 304,551 | $152.5M | Reduce -10.9% |
| ADP Automatic Data Processing | 3.06% | 650,416 | $145.6M | Reduce -9.8% |
| ADSK Autodesk Inc. | 2.77% | 680,379 | $132.2M | Reduce -9.8% |
| TYL Tyler Technologies Inc. | 2.75% | 447,292 | $130.8M | Reduce -3.5% |
| COST Costco Wholesale Corp. | 2.63% | 133,912 | $125.3M | Reduce -9.8% |
| NKE Nike Inc. Class B | 1.22% | 1,413,787 | $58.0M | Reduce -23.6% |
| WST West Pharmaceutical Services | 0.97% | 128,880 | $46.3M | Add +6.6% |
| MSCI MSCI Inc. | 0.74% | 63,379 | $35.5M | Reduce -13.6% |
| IDXX Idexx Laboratories Inc. | 0.65% | 59,126 | $31.1M | Add +1.7% |
| VEEV Veeva Systems Inc. Class A | 0.58% | 156,500 | $27.8M | No change |
| CDW CDW Corp. | 0.47% | 159,176 | $22.4M | Reduce -36.1% |
| MEDP Medpace Holdings Inc. | 0.47% | 42,000 | $22.3M | Add +10.5% |
| BRO Brown & Brown Inc. | 0.44% | 326,000 | $20.9M | Reduce -19.7% |
| JKHY Jack Henry & Associates Inc. filed as HENRY JACK & ASSOC INC | 0.42% | 145,285 | $20.0M | Reduce -31.2% |
| CNM Core & Main Inc. Class A | 0.41% | 403,000 | $19.4M | No change |
| MANH Manhattan Associates Inc. | 0.40% | 138,500 | $19.3M | No change |
| ROL Rollins Inc. | 0.36% | 414,719 | $17.3M | No change |
| WAB Wabtec Corp. | 0.35% | 62,500 | $16.8M | New |
| CW Curtiss-Wright Corp. | 0.35% | 22,000 | $16.7M | New |
Portfolio Sells Q1 2026 → Q2 2026
| INTU Intuit Inc. | Sold out | 0.00% | −2.80 |
| MSFT Microsoft Corp. | Reduce -14.0% | 6.07% | −1.14 |
| ADSK Autodesk Inc. | Reduce -9.8% | 2.77% | −1.13 |
| NKE Nike Inc. Class B | Reduce -23.6% | 1.22% | −0.89 |
| AZO AutoZone Inc. | Reduce -9.8% | 3.38% | −0.70 |
| TYL Tyler Technologies Inc. | Reduce -3.5% | 2.75% | −0.68 |
| COST Costco Wholesale Corp. | Reduce -9.8% | 2.63% | −0.57 |
| TMO Thermo Fisher Scientific Inc. | Reduce -10.9% | 3.20% | −0.43 |
| MCO Moody's Corp. | Reduce -9.8% | 3.87% | −0.39 |
| GOOGL Alphabet Inc. Class A | Reduce -19.8% | 10.10% | −0.35 |
| JKHY Jack Henry & Associates Inc. | Reduce -31.2% | 0.42% | −0.30 |
| BKNG Booking Holdings Inc. | Reduce -9.8% | 3.69% | −0.29 |
| AAPL Apple Inc. | Reduce -16.0% | 3.73% | −0.28 |
| SPSC SPS Commerce Inc. | Sold out | 0.00% | −0.22 |
| CDW CDW Corp. | Reduce -36.1% | 0.47% | −0.18 |
| BRO Brown & Brown Inc. | Reduce -19.7% | 0.44% | −0.13 |
| ADP Automatic Data Processing | Reduce -9.8% | 3.06% | −0.11 |
| MSCI MSCI Inc. | Reduce -13.6% | 0.74% | −0.11 |
| V Visa Inc. Class A | Reduce -8.1% | 7.71% | +0.09 |
| CDNS Cadence Design SYS Inc. | Reduce -9.8% | 4.75% | +0.73 |
| HEI.A Heico Corp. Class A | Reduce -12.2% | 6.72% | +1.13 |
| TXN Texas Instruments Inc. | Reduce -6.6% | 5.30% | +1.49 |
| KLAC KLA Corp. | Reduce -14.6% | 9.25% | +3.80 |
Portfolio Buys Q1 2026 → Q2 2026
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 32 | $4.8B | GOOGL, KLAC, V, APH, HEI.A |
| Q1 2026 | 32 | $4.6B | GOOGL, V, MSFT, HEI.A, KLAC |
| Q4 2025 | 32 | $5.7B | GOOGL, MSFT, V, HEI.A, APH |
| Q3 2025 | 33 | $5.9B | GOOGL, MSFT, V, APH, HEI.A |
| Q2 2025 | 35 | $5.4B | MSFT, V, GOOGL, HEI.A, APH |
| Q1 2025 | 35 | $5.0B | V, MSFT, GOOGL, HEI.A, AZO |
| Q4 2024 | 36 | $5.4B | GOOGL, V, MSFT, BKNG, MCO |