Local Pensions Partnership Investment Ltd

In its 13F for Q4 2024 (holdings as of December 31, 2024, filed November 12, 2025), Local Pensions Partnership Investment Ltd reported 36 stock positions worth $5.4 billion. Its top holding was Alphabet Class A (GOOGL) at 9.3% of the portfolio, followed by Visa Class A (V, 8.8%) and Microsoft (MSFT, 8.4%).

Most Recent 13F
Q2 2026
Location
LONDON, X0
CIK
0001698810
Portfolio Value
$5.4B (Q4 2024)
SEC Filing
0000919574-25-006575 ↗ filed Nov 12, 2025

Holdings Value

0$2.0B$4.0B$6.0B Q4 2024: $5.4B $5.4B Q4 2024 Q1 2025: $5.0B Q1 2025 Q2 2025: $5.4B Q2 2025 Q3 2025: $5.9B Q3 2025 Q4 2025: $5.7B Q4 2025 Q1 2026: $4.6B Q1 2026 Q2 2026: $4.8B Q2 2026

Holdings 36 stocks · $5.4B

GOOGL Alphabet Inc. Class A 9.34% 2,653,045 $502.3M —
V Visa Inc. Class A 8.79% 1,493,960 $472.6M —
MSFT Microsoft Corp. 8.42% 1,073,749 $452.6M —
BKNG Booking Holdings Inc. 5.01% 54,200 $269.6M —
MCO Moody's Corp. 4.59% 521,468 $247.0M —
APH Amphenol Corp. Class A 4.49% 3,469,500 $241.1M —
AAPL Apple Inc. 4.48% 962,580 $241.1M —
HEI.A Heico Corp. Class A 4.46% 1,287,305 $239.7M —
ADSK Autodesk Inc. 4.26% 774,000 $228.8M —
ADP Automatic Data Processing 3.93% 721,272 $211.2M —
AZO AutoZone Inc. 3.90% 65,480 $209.9M —
TXN Texas Instruments Inc. 3.83% 1,099,081 $206.1M —
INTU Intuit Inc. 3.71% 316,981 $199.3M —
CDNS Cadence Design SYS Inc. 3.48% 621,600 $186.9M —
TMO Thermo Fisher Scientific Inc. 3.46% 357,305 $185.9M —
COST Costco Wholesale Corp. 3.33% 195,300 $179.0M —
FND Floor & Decor Holdings Inc. Class A 3.12% 1,680,600 $167.5M —
KLAC KLA Corp. 3.04% 259,700 $163.7M —
ADBE Adobe Inc. 3.01% 363,883 $161.8M —
NKE Nike Inc. Class B 2.60% 1,849,461 $140.0M —
MSCI MSCI Inc. 0.93% 82,879 $49.7M —
CDW CDW Corp. 0.76% 236,176 $41.1M —
TYL Tyler Technologies Inc. 0.75% 69,992 $40.4M —
ROL Rollins Inc. 0.67% 777,719 $36.1M —
WST West Pharmaceutical Services 0.65% 106,380 $34.9M —
JKHY Jack Henry & Associates Inc. filed as HENRY JACK & ASSOC INC 0.64% 197,285 $34.6M —
IDXX Idexx Laboratories Inc. 0.63% 82,326 $34.0M —
BRO Brown & Brown Inc. 0.54% 284,000 $29.0M —
ANSS Ansys Inc. 0.51% 80,672 $27.2M —
SPSC SPS Commerce Inc. 0.50% 145,500 $26.8M —
VEEV Veeva Systems Inc. Class A 0.49% 126,000 $26.5M —
TTD Trade Desk Inc./the Class A filed as THE TRADE DESK INC 0.47% 216,500 $25.4M —
CNM Core & Main Inc. Class A 0.44% 465,000 $23.7M —
SITE Siteone Landscape Supply Inc. 0.42% 171,204 $22.5M —
MANH Manhattan Associates Inc. 0.28% 55,000 $14.9M —
MRVI Maravai Lifesciences Hldgs-A 0.06% 546,000 $3.0M —

Portfolio Sells Q4 2024

No earlier filing to compare with.

Portfolio Buys Q4 2024

No earlier filing to compare with.

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 32$4.8BGOOGL, KLAC, V, APH, HEI.A
Q1 2026 32$4.6BGOOGL, V, MSFT, HEI.A, KLAC
Q4 2025 32$5.7BGOOGL, MSFT, V, HEI.A, APH
Q3 2025 33$5.9BGOOGL, MSFT, V, APH, HEI.A
Q2 2025 35$5.4BMSFT, V, GOOGL, HEI.A, APH
Q1 2025 35$5.0BV, MSFT, GOOGL, HEI.A, AZO
Q4 2024 36$5.4BGOOGL, V, MSFT, BKNG, MCO