Local Pensions Partnership Investment Ltd
In its 13F for Q3 2025 (holdings as of September 30, 2025, filed November 12, 2025), Local Pensions Partnership Investment Ltd reported 33 stock positions worth $5.9 billion. Its top holding was Alphabet Class A (GOOGL) at 8.9% of the portfolio, followed by Microsoft (MSFT, 8.7%) and Visa Class A (V, 7.4%). Compared with Q2 2025, it sold out of 2, added to 12 and reduced 7. The biggest buy was Tyler Technologies (TYL, shares +669%) and the biggest sale Microsoft (MSFT, shares −3%).
- Most Recent 13F
- Q2 2026
- Location
- LONDON, X0
- CIK
- 0001698810
- Portfolio Value
- $5.9B (Q3 2025)
- SEC Filing
- 0000919574-25-006579 ↗ filed Nov 12, 2025
Holdings Value
Holdings 33 stocks · $5.9B
| GOOGL Alphabet Inc. Class A | 8.92% | 2,152,645 | $523.2M | Reduce -10.7% |
| MSFT Microsoft Corp. | 8.72% | 987,649 | $511.6M | Reduce -3.0% |
| V Visa Inc. Class A | 7.36% | 1,266,160 | $432.0M | No change |
| APH Amphenol Corp. Class A | 5.96% | 2,824,700 | $349.6M | Reduce -6.8% |
| HEI.A Heico Corp. Class A | 5.56% | 1,282,905 | $326.1M | Reduce -0.6% |
| KLAC KLA Corp. | 4.69% | 255,300 | $275.2M | Reduce -4.7% |
| AMZN Amazon.com Inc. | 4.65% | 1,243,000 | $272.9M | Add +17.2% |
| CDNS Cadence Design SYS Inc. | 4.63% | 772,600 | $271.4M | Add +5.5% |
| AZO AutoZone Inc. | 4.44% | 60,747 | $260.6M | Add +3.0% |
| ADSK Autodesk Inc. | 4.08% | 754,500 | $239.6M | No change |
| AAPL Apple Inc. | 4.04% | 931,980 | $237.2M | Add +8.8% |
| BKNG Booking Holdings Inc. | 4.03% | 43,796 | $236.3M | No change |
| MCO Moody's Corp. | 3.78% | 465,868 | $222.0M | No change |
| TYL Tyler Technologies Inc. | 3.69% | 413,492 | $216.4M | Add +668.7% |
| ADP Automatic Data Processing | 3.61% | 721,272 | $211.6M | No change |
| INTU Intuit Inc. | 3.48% | 299,281 | $204.3M | No change |
| TXN Texas Instruments Inc. | 3.39% | 1,081,581 | $198.7M | No change |
| TMO Thermo Fisher Scientific Inc. | 3.07% | 371,405 | $180.1M | Add +4.0% |
| COST Costco Wholesale Corp. | 2.51% | 159,400 | $147.5M | No change |
| NKE Nike Inc. Class B | 2.20% | 1,849,461 | $129.0M | No change |
| IDXX Idexx Laboratories Inc. | 0.79% | 72,326 | $46.2M | Reduce -4.6% |
| MSCI MSCI Inc. | 0.76% | 78,379 | $44.5M | Add +4.7% |
| CDW CDW Corp. | 0.63% | 231,176 | $36.8M | Add +5.0% |
| BRO Brown & Brown Inc. | 0.62% | 389,000 | $36.5M | Add +48.5% |
| VEEV Veeva Systems Inc. Class A | 0.61% | 120,500 | $35.9M | No change |
| JKHY Jack Henry & Associates Inc. filed as HENRY JACK & ASSOC INC | 0.60% | 236,285 | $35.2M | Add +34.0% |
| ROL Rollins Inc. | 0.60% | 596,719 | $35.1M | No change |
| WST West Pharmaceutical Services | 0.57% | 126,380 | $33.2M | No change |
| CNM Core & Main Inc. Class A | 0.50% | 543,000 | $29.2M | Add +17.3% |
| MANH Manhattan Associates Inc. | 0.48% | 138,500 | $28.4M | No change |
| MEDP Medpace Holdings Inc. | 0.39% | 45,000 | $23.1M | No change |
| SPSC SPS Commerce Inc. | 0.33% | 185,500 | $19.3M | Add +5.7% |
| SITE Siteone Landscape Supply Inc. | 0.31% | 142,704 | $18.4M | Reduce -6.5% |
Portfolio Sells Q2 2025 → Q3 2025
| MSFT Microsoft Corp. | Reduce -3.0% | 8.72% | −0.63 |
| HEI.A Heico Corp. Class A | Reduce -0.6% | 5.56% | −0.60 |
| ANSS Ansys Inc. | Sold out | 0.00% | −0.52 |
| TTD Trade Desk Inc./the Class A | Sold out | 0.00% | −0.42 |
| SITE Siteone Landscape Supply Inc. | Reduce -6.5% | 0.31% | −0.03 |
| IDXX Idexx Laboratories Inc. | Reduce -4.6% | 0.79% | +0.04 |
| KLAC KLA Corp. | Reduce -4.7% | 4.69% | +0.26 |
| APH Amphenol Corp. Class A | Reduce -6.8% | 5.96% | +0.44 |
| GOOGL Alphabet Inc. Class A | Reduce -10.7% | 8.92% | +1.08 |
Portfolio Buys Q2 2025 → Q3 2025
| TYL Tyler Technologies Inc. | Add +668.7% | 3.69% | +3.10 |
| AAPL Apple Inc. | Add +8.8% | 4.04% | +0.80 |
| CDNS Cadence Design SYS Inc. | Add +5.5% | 4.63% | +0.46 |
| AZO AutoZone Inc. | Add +3.0% | 4.44% | +0.40 |
| TMO Thermo Fisher Scientific Inc. | Add +4.0% | 3.07% | +0.40 |
| AMZN Amazon.com Inc. | Add +17.2% | 4.65% | +0.36 |
| BRO Brown & Brown Inc. | Add +48.5% | 0.62% | +0.09 |
| JKHY Jack Henry & Associates Inc. | Add +34.0% | 0.60% | +0.01 |
| CNM Core & Main Inc. Class A | Add +17.3% | 0.50% | −0.02 |
| MSCI MSCI Inc. | Add +4.7% | 0.76% | −0.04 |
| CDW CDW Corp. | Add +5.0% | 0.63% | −0.10 |
| SPSC SPS Commerce Inc. | Add +5.7% | 0.33% | −0.11 |
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 |