Local Pensions Partnership Investment Ltd
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed November 12, 2025), Local Pensions Partnership Investment Ltd reported 35 stock positions worth $5.0 billion. Its top holding was Visa Class A (V) at 9.9% of the portfolio, followed by Microsoft (MSFT, 8.0%) and Alphabet Class A (GOOGL, 7.9%). Compared with Q4 2024, it opened 1 new position, sold out of 2, added to 7 and reduced 18. The biggest buy was a new position in Amazon.com (AMZN) and the biggest sale an exit from Adobe (ADBE).
- Most Recent 13F
- Q2 2026
- Location
- LONDON, X0
- CIK
- 0001698810
- Portfolio Value
- $5.0B (Q1 2025)
- SEC Filing
- 0000919574-25-006576 ↗ filed Nov 12, 2025
Holdings Value
Holdings 35 stocks · $5.0B
| V Visa Inc. Class A | 9.87% | 1,418,760 | $497.1M | Reduce -5.0% |
| MSFT Microsoft Corp. | 7.99% | 1,073,749 | $402.5M | No change |
| GOOGL Alphabet Inc. Class A | 7.95% | 2,590,845 | $400.4M | Reduce -2.3% |
| HEI.A Heico Corp. Class A | 5.63% | 1,344,005 | $283.5M | Add +4.4% |
| AZO AutoZone Inc. | 4.69% | 61,880 | $236.4M | Reduce -5.5% |
| MCO Moody's Corp. | 4.48% | 483,968 | $225.5M | Reduce -7.2% |
| APH Amphenol Corp. Class A | 4.42% | 3,390,600 | $222.4M | Reduce -2.3% |
| ADP Automatic Data Processing | 4.37% | 721,272 | $220.3M | No change |
| BKNG Booking Holdings Inc. | 4.21% | 46,000 | $211.9M | Reduce -15.1% |
| ADSK Autodesk Inc. | 4.02% | 774,000 | $202.6M | No change |
| TXN Texas Instruments Inc. | 3.92% | 1,099,081 | $197.6M | No change |
| AAPL Apple Inc. | 3.86% | 876,380 | $194.6M | Reduce -9.0% |
| INTU Intuit Inc. | 3.86% | 316,981 | $194.6M | No change |
| CDNS Cadence Design SYS Inc. | 3.70% | 732,600 | $186.3M | Add +17.9% |
| AMZN Amazon.com Inc. | 3.64% | 962,600 | $183.2M | New |
| KLAC KLA Corp. | 3.61% | 267,800 | $182.0M | Add +3.1% |
| TMO Thermo Fisher Scientific Inc. | 3.53% | 357,305 | $177.8M | No change |
| COST Costco Wholesale Corp. | 3.32% | 177,000 | $167.4M | Reduce -9.4% |
| NKE Nike Inc. Class B | 2.33% | 1,849,461 | $117.5M | No change |
| FND Floor & Decor Holdings Inc. Class A | 1.98% | 1,240,300 | $99.8M | Reduce -26.2% |
| MSCI MSCI Inc. | 0.84% | 74,879 | $42.4M | Reduce -9.7% |
| ROL Rollins Inc. | 0.75% | 702,719 | $38.0M | Reduce -9.6% |
| BRO Brown & Brown Inc. | 0.70% | 284,000 | $35.3M | No change |
| CDW CDW Corp. | 0.70% | 220,176 | $35.3M | Reduce -6.8% |
| TYL Tyler Technologies Inc. | 0.68% | 58,792 | $34.2M | Reduce -16.0% |
| JKHY Jack Henry & Associates Inc. filed as HENRY JACK & ASSOC INC | 0.64% | 176,285 | $32.2M | Reduce -10.6% |
| IDXX Idexx Laboratories Inc. | 0.63% | 75,826 | $31.8M | Reduce -7.9% |
| WST West Pharmaceutical Services | 0.56% | 126,380 | $28.3M | Add +18.8% |
| VEEV Veeva Systems Inc. Class A | 0.55% | 120,500 | $27.9M | Reduce -4.4% |
| ANSS Ansys Inc. | 0.51% | 80,672 | $25.5M | No change |
| MANH Manhattan Associates Inc. | 0.48% | 138,500 | $24.0M | Add +151.8% |
| SPSC SPS Commerce Inc. | 0.46% | 175,500 | $23.3M | Add +20.6% |
| CNM Core & Main Inc. Class A | 0.39% | 408,000 | $19.7M | Reduce -12.3% |
| SITE Siteone Landscape Supply Inc. | 0.37% | 152,704 | $18.5M | Reduce -10.8% |
| TTD Trade Desk Inc./the Class A filed as THE TRADE DESK INC | 0.34% | 312,500 | $17.1M | Add +44.3% |
Portfolio Sells Q4 2024 → Q1 2025
| ADBE Adobe Inc. | Sold out | 0.00% | −3.01 |
| GOOGL Alphabet Inc. Class A | Reduce -2.3% | 7.95% | −1.39 |
| FND Floor & Decor Holdings Inc. Class A | Reduce -26.2% | 1.98% | −1.13 |
| BKNG Booking Holdings Inc. | Reduce -15.1% | 4.21% | −0.81 |
| AAPL Apple Inc. | Reduce -9.0% | 3.86% | −0.62 |
| MCO Moody's Corp. | Reduce -7.2% | 4.48% | −0.12 |
| MSCI MSCI Inc. | Reduce -9.7% | 0.84% | −0.08 |
| TYL Tyler Technologies Inc. | Reduce -16.0% | 0.68% | −0.07 |
| APH Amphenol Corp. Class A | Reduce -2.3% | 4.42% | −0.07 |
| CDW CDW Corp. | Reduce -6.8% | 0.70% | −0.06 |
| MRVI Maravai Lifesciences Hldgs-A | Sold out | 0.00% | −0.06 |
| SITE Siteone Landscape Supply Inc. | Reduce -10.8% | 0.37% | −0.05 |
| CNM Core & Main Inc. Class A | Reduce -12.3% | 0.39% | −0.05 |
| COST Costco Wholesale Corp. | Reduce -9.4% | 3.32% | −0.01 |
| JKHY Jack Henry & Associates Inc. | Reduce -10.6% | 0.64% | −0.00 |
| IDXX Idexx Laboratories Inc. | Reduce -7.9% | 0.63% | −0.00 |
| VEEV Veeva Systems Inc. Class A | Reduce -4.4% | 0.55% | +0.06 |
| ROL Rollins Inc. | Reduce -9.6% | 0.75% | +0.08 |
| AZO AutoZone Inc. | Reduce -5.5% | 4.69% | +0.79 |
| V Visa Inc. Class A | Reduce -5.0% | 9.87% | +1.08 |
Portfolio Buys Q4 2024 → Q1 2025
| AMZN Amazon.com Inc. | New | 3.64% | +3.64 |
| HEI.A Heico Corp. Class A | Add +4.4% | 5.63% | +1.17 |
| KLAC KLA Corp. | Add +3.1% | 3.61% | +0.57 |
| CDNS Cadence Design SYS Inc. | Add +17.9% | 3.70% | +0.22 |
| MANH Manhattan Associates Inc. | Add +151.8% | 0.48% | +0.20 |
| SPSC SPS Commerce Inc. | Add +20.6% | 0.46% | −0.04 |
| WST West Pharmaceutical Services | Add +18.8% | 0.56% | −0.09 |
| TTD Trade Desk Inc./the Class A | Add +44.3% | 0.34% | −0.13 |
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 |