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CIK: 0002072459
Total reported value
$21.4B
$21.4B
130 檔
20.9%
The Q1 2026 SEC filing reveals that Life Cycle Investment Partners Ltd held a total portfolio value of $21.4B, covering 130 public equity positions.
In Q1 2026, Life Cycle Investment Partners Ltd displayed an active expansion posture, initiating 20 new positions and adding to 96 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | Stock-Tech | 7.30% | +0.61% | +22.72% | |
| 2 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 6.19% | +0.36% | +21.34% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 5.77% | — | +23.12% | |
| 4 | MSFT | Microsoft CORP | Stock-Tech | 5.28% | -0.95% | +4.68% | |
| 5 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.99% | -0.05% | +14.02% | |
| 6 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 3.58% | -0.62% | +2.08% | |
| 7 | STLD | Steel Dynamics Inc | Stock-Materials | 3.09% | -0.63% | -22.12% | |
| 8 | META | Meta Platforms Inc-class A | Stock-Comm Services | 2.83% | -0.46% | +25.38% | |
| 9 | V | Visa Inc-class A Shares | Stock-Financials | 2.60% | -0.11% | +4.99% | |
| 10 | DAL | Delta Air Lines Inc | Stock-Industrials | 2.38% | -0.28% | -17.25% | |
| 11 | AVGO | Broadcom Inc | Stock-Tech | 2.21% | +0.53% | +20.12% | |
| 12 | HCA | Hca Healthcare Inc | Stock-Healthcare | 2.09% | -0.43% | -13.35% | |
| 13 | CME | Cme Group Inc | Stock-Financials | 1.99% | -0.60% | +32.48% | |
| 14 | PGR | Progressive CORP | Stock-Financials | 1.96% | +0.06% | -0.24% | |
| 15 | VLO | Valero Energy CORP | Stock-Energy | 1.78% | -0.19% | +292.86% | |
| 16 | DG | Dollar General CORP | Stock-Consumer Staples | 1.71% | -0.32% | -17.58% | |
| 17 | THO | Thor Industries Inc | Stock-Consumer Disc | 1.67% | -0.23% | +31.59% | |
| 18 | GM | General Motors Co | Stock-Consumer Disc | 1.52% | -0.22% | -16.12% | |
| 19 | ODFL | Old Dominion Freight Line | Stock-Industrials | 1.37% | -1.12% | -8.31% | |
| 20 | VRTX | Vertex Pharmaceuticals Inc | Stock-Healthcare | 1.25% | -0.06% | +20.05% | |
| 21 | KNSL | Kinsale Capital Group Inc | Stock-Financials | 1.23% | -0.58% | -3.89% | |
| 22 | NEM | Newmont CORP | Stock-Materials | 1.21% | -0.35% | +5.65% | |
| 23 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.07% | — | +52.07% | |
| 24 | ANET | Arista Networks Inc | Stock-Tech | 1.06% | +0.02% | +7.62% | |
| 25 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.04% | -0.12% | +51.97% | |
| 26 | BKNG | Booking Holdings Inc | Stock-Consumer Disc | 1.03% | -0.85% | -43.28% | |
| 27 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 1.02% | -0.29% | +81.04% | |
| 28 | ABBV | Abbvie Inc | Stock-Healthcare | 1.00% | -0.36% | +50.39% | |
| 29 | NOC | Northrop Grumman CORP | Stock-Industrials | 1.00% | -0.39% | +178.22% | |
| 30 | EOG | Eog Resources Inc | Stock-Energy | 0.96% | -0.08% | — | |
| 31 | BAC | Bank Of America CORP | Stock-Financials | 0.83% | +0.03% | +61.29% | |
| 32 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.82% | -0.12% | +53.15% | |
| 33 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.75% | -0.16% | +52.00% | |
| 34 | NFLX | Netflix Inc | Stock-Comm Services | 0.70% | -0.26% | +54.32% | |
| 35 | ADP | Automatic Data Processing | Stock-Tech | 0.70% | -0.51% | +1.24% | |
| 36 | AMAT | Applied Materials Inc | Stock-Tech | 0.68% | +0.42% | +30.87% | |
| 37 | WMT | Walmart Inc | Stock-Consumer Staples | 0.64% | -0.12% | +121.52% | |
| 38 | SU | Suncor Energy Inc | Stock-Energy | 0.60% | +0.06% | +117.55% | |
| 39 | ORCL | Oracle CORP | Stock-Tech | 0.58% | -0.38% | +17.11% | |
| 40 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.58% | -0.14% | +122.21% | |
| 41 | KMI | Kinder Morgan, Inc. | Stock-Energy | 0.54% | -0.07% | +46.25% | |
| 42 | TMUS | T-mobile US Inc | Stock-Comm Services | 0.53% | -0.15% | +54.00% | |
| 43 | MS | Morgan Stanley | Stock-Financials | 0.50% | +0.07% | +53.76% | |
| 44 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.49% | -0.20% | +51.64% | |
| 45 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.49% | -0.03% | +56.60% | |
| 46 | AME | Ametek Inc | Stock-Industrials | 0.48% | — | +52.30% | |
| 47 | PH | Parker Hannifin CORP | Stock-Industrials | 0.47% | -0.01% | +54.66% | |
| 48 | APH | Amphenol Corp-cl A | Stock-Tech | 0.44% | +0.08% | +168.16% | |
| 49 | SYK | Stryker CORP | Stock-Healthcare | 0.44% | -0.07% | +54.09% | |
| 50 | TSN | Tyson Foods Inc-cl A | Stock-Consumer Staples | 0.42% | -0.08% | -63.21% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | VLO | Valero Energy CORP | +1.5% | +292.86% | Add |
| 2 | NOC | Northrop Grumman CORP | +0.7% | +178.22% | Add |
| 3 | CME | Cme Group Inc | +0.5% | +32.48% | Add |
| 4 | SU | Suncor Energy Inc | +0.4% | +117.55% | Add |
| 5 | WMT | Walmart Inc | +0.4% | +121.52% | Add |
| 6 | NVDA | Nvidia CORP | +0.3% | +22.72% | Add |
| 7 | MCD | Mcdonald's CORP | +0.3% | +122.21% | Add |
| 8 | PLTR | Palantir Technologies Inc-a | +0.3% | +81.04% | Add |
| 9 | AAPL | Apple Inc | +0.3% | +23.12% | Add |
| 10 | BRK-B | Berkshire Hathaway Inc-cl B | +0.3% | +51.97% | Add |
| 11 | PEP | Pepsico Inc | +0.3% | +52.00% | Add |
| 12 | AMAT | Applied Materials Inc | +0.3% | +30.87% | Add |
| 13 | APH | Amphenol Corp-cl A | +0.3% | +168.16% | Add |
| 14 | ABBV | Abbvie Inc | +0.2% | +50.39% | Add |
| 15 | JPM | Jpmorgan Chase & Co | +0.2% | +52.07% | Add |
| 16 | NFLX | Netflix Inc | +0.2% | +54.32% | Add |
| 17 | KMI | Kinder Morgan, Inc. | +0.2% | +46.25% | Add |
| 18 | MU | Micron Technology Inc | +0.2% | +135.49% | Add |
| 19 | BAC | Bank Of America CORP | +0.2% | +61.29% | Add |
| 20 | JNJ | Johnson & Johnson | +0.2% | +51.64% | Add |
| 21 | TMUS | T-mobile US Inc | +0.2% | +54.00% | Add |
| 22 | CVE | Cenovus Energy Inc | +0.2% | +49.38% | Add |
| 23 | FCX | Freeport-mcmoran Inc | +0.2% | +87.33% | Add |
| 24 | OXY | Occidental Petroleum CORP | +0.2% | +45.54% | Add |
| 25 | AME | Ametek Inc | +0.2% | +52.30% | Add |
| 26 | IDA | Idacorp Inc | +0.2% | +50.92% | Add |
| 27 | PH | Parker Hannifin CORP | +0.1% | +54.66% | Add |
| 28 | UNP | Union Pacific CORP | +0.1% | +60.04% | Add |
| 29 | OGE | Oge Energy CORP | +0.1% | +54.59% | Add |
| 30 | LLY | Eli Lilly & Co | +0.1% | +53.15% | Add |
| 31 | ALNY | Alnylam Pharmaceuticals Inc | +0.1% | +101.58% | Add |
| 32 | TSM | Taiwan Semiconductor-sp Adr | +0.1% | +2.08% | Add |
| 33 | BNY | Bank Of New York Mellon CORP | +0.1% | +51.73% | Add |
| 34 | BJ | Bj's Wholesale Club Holdings | +0.1% | +52.59% | Add |
| 35 | CHD | Church & Dwight Co Inc | +0.1% | +58.22% | Add |
| 36 | MS | Morgan Stanley | +0.1% | +53.76% | Add |
| 37 | PLD | Prologis Inc | +0.1% | +53.96% | Add |
| 38 | SYK | Stryker CORP | +0.1% | +54.09% | Add |
| 39 | PRI | Primerica Inc | +0.1% | +55.59% | Add |
| 40 | DELL | Dell Technologies -c | +0.1% | +49.99% | Add |
| 41 | GOOGL | Alphabet Inc-cl A | +0.1% | +21.34% | Add |
| 42 | CTRE | Caretrust Reit Inc | +0.1% | +47.65% | Add |
| 43 | PCAR | Paccar Inc | +0.1% | +47.10% | Add |
| 44 | RRC | Range Resources CORP | +0.1% | +42.53% | Add |
| 45 | CTRA | Coterra Energy Inc | +0.1% | +42.26% | Add |
| 46 | VRTX | Vertex Pharmaceuticals Inc | +0.1% | +20.05% | Add |
| 47 | CP | Canadian Pacific Kansas City | +0.1% | +44.56% | Add |
| 48 | PNC | Pnc Financial Services Group | +0.1% | +56.94% | Add |
| 49 | MTD | Mettler-toledo International | +0.1% | +52.16% | Add |
| 50 | EXPD | Expeditors Intl Wash Inc | +0.1% | +56.27% | Add |
According to official SEC Form 13F filings, Life Cycle Investment Partners Ltd reported a total U.S. public equity portfolio value of $21.4B across 130 disclosed positions in Q1 2026.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including NVDA, GOOGL, AAPL) accounted for 20.9% of total reported equity market value during Q1 2026.
Top New Position Initiated
EOG
市值: $151.2M
Top Position Liquidated / Trimmed
NOW
前期市值: $134.1M
During Q1 2026, Life Cycle Investment Partners Ltd's top holdings by market value included NVDA (7.3%)、GOOGL (6.2%)、AAPL (5.8%). The largest single position, NVDA, represented 7.3% of total portfolio value.
In Q1 2026, Life Cycle Investment Partners Ltd made 136 total portfolio adjustments, initiating 20 new buys, adding to 96 positions, trimming 12 holdings, and fully liquidating 8 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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