CIK: 0001698810
Total reported value
$4.6B
Reporting period: 2026-03-31 · Number of holdings: 32
Local Pensions Partnership Investment Ltd disclosed 32 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $4.6B and a quarterly turnover rate of 20.9%.
Browse other institutions with $1B to $10B AUMBrowse other institutions starting with "L"
Local Pensions Partnership Investment Ltd's disclosed holdings carry a Herfindahl concentration index of 0.051 — mathematically equivalent to about 20 equally-sized positions, close to its 32 actual disclosed holdings. Value is spread relatively evenly across the portfolio rather than concentrated in a handful of names.
Position sizes are fairly uniform across the portfolio (a coefficient of variation of 0.81), suggesting a disciplined, rules-based approach to how much capital goes into each idea.
Recent activity leans toward adding more aggressively to already-large existing positions than to newly initiated ones (a 3.2 percentage-point tilt) — a pattern consistent with a momentum-following approach.
Trim MSFT
-8.7% -$143.8M
Add KLAC
-18.0% -$1.5M
Add COST
-6.8% $10.5M
Add TXN
-9.2% $2.7M
Trim INTU
0.0% -$68.9M
Add AZO
-3.6% -$8.0M
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 10.45% | -0.60% | -16.13% | |
| 2 | V | Visa Inc-class A Shares | Stock-Financials | 7.61% | -0.21% | -7.88% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 7.21% | -1.20% | -8.69% | |
| 4 | HEI-A | Heico Corp-class A | Stock-Other | 5.59% | -0.03% | +11.85% | |
| 5 | KLAC | Kla CORP | Stock-Tech | 5.44% | +0.98% | -17.97% | |
| 6 | APH | Amphenol Corp-cl A | Stock-Tech | 5.33% | -0.01% | -13.05% | |
| 7 | AMZN | Amazon.com INC | Stock-Consumer Disc | 5.31% | +0.26% | -5.14% | |
| 8 | MCO | Moody's CORP | Stock-Financials | 4.26% | +0.07% | -3.07% | |
| 9 | AZO | Autozone INC | Stock-Consumer Disc | 4.08% | +0.62% | -3.62% | |
| 10 | CDNS | Cadence Design Sys INC | Stock-Tech | 4.01% | -0.13% | -11.20% | |
| 11 | AAPL | Apple INC | Stock-Tech | 4.01% | -0.11% | -15.01% | |
| 12 | BKNG | Booking Holdings INC | Stock-Consumer Disc | 3.98% | -0.15% | — | |
| 13 | ADSK | Autodesk INC | Stock-Tech | 3.90% | -0.03% | — | |
| 14 | TXN | Texas Instruments INC | Stock-Tech | 3.81% | +0.75% | -9.22% | |
| 15 | TMO | Thermo Fisher Scientific INC | Stock-Healthcare | 3.63% | -0.04% | -5.08% | |
| 16 | TYL | Tyler Technologies INC | Stock-Tech | 3.43% | -0.08% | +5.46% | |
| 17 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 3.20% | +0.78% | -6.84% | |
| 18 | ADP | Automatic Data Processing | Stock-Tech | 3.17% | -0.10% | — | |
| 19 | INTU | Intuit INC | Stock-Tech | 2.80% | -0.69% | — | |
| 20 | NKE | Nike INC -cl B | Stock-Consumer Disc | 2.11% | +0.03% | — | |
| 21 | MSCI | Msci INC | Stock-Financials | 0.85% | +0.06% | -6.38% | |
| 22 | JKHY | Jack Henry & Associates INC | Stock-Tech | 0.72% | -0.04% | -10.58% | |
| 23 | IDXX | Idexx Laboratories INC | Stock-Healthcare | 0.71% | -0.04% | -7.48% | |
| 24 | WST | West Pharmaceutical Services | Stock-Healthcare | 0.66% | +0.07% | — | |
| 25 | CDW | Cdw Corp/de | Stock-Tech | 0.65% | +0.05% | — | |
| 26 | VEEV | Veeva Systems Inc-class A | Stock-Healthcare | 0.59% | +0.06% | +15.50% | |
| 27 | BRO | Brown & Brown INC | Stock-Financials | 0.57% | — | — | |
| 28 | ROL | Rollins INC | Stock-Consumer Disc | 0.48% | -0.12% | -26.43% | |
| 29 | CNM | Core & Main Inc-class A | Stock-Industrials | 0.43% | -0.07% | -25.78% | |
| 30 | MANH | Manhattan Associates INC | Stock-Tech | 0.40% | -0.02% | — | |
| 31 | MEDP | Medpace Holdings INC | Stock-Healthcare | 0.39% | +0.01% | — | |
| 32 | SPSC | Sps Commerce INC | Stock-Tech | 0.22% | -0.07% | — |
Performance for Q3 2026
-0.4%
Performance Last 4 Quarters
+9.9%
Based on 79% of reported portfolio value with available pricing
Local Pensions Partnership Investment Ltd's most significant position changes for 2026-03-31: Trim: Microsoft CORP (MSFT) — shares -8.69%; Trim: Kla CORP (KLAC) — shares -17.97%; Trim: Costco Wholesale CORP (COST) — shares -6.84%; Trim: Texas Instruments INC (TXN) — shares -9.22%; Trim: Autozone INC (AZO) — shares -3.62%.
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | KLAC | Kla CORP | +1% | -17.97% | Trim |
| 2 | COST | Costco Wholesale CORP | +0.8% | -6.84% | Trim |
| 3 | TXN | Texas Instruments INC | +0.8% | -9.22% | Trim |
| 4 | AZO | Autozone INC | +0.6% | -3.62% | Trim |
| 5 | AMZN | Amazon.com INC | +0.3% | -5.14% | Trim |
| 6 | MCO | Moody's CORP | +0.1% | -3.07% | Trim |
| 7 | WST | West Pharmaceutical Services | +0.1% | — | Unchanged |
| 8 | MSCI | Msci INC | +0.1% | -6.38% | Trim |
| 9 | VEEV | Veeva Systems Inc-class A | +0.1% | +15.50% | Add |
| 10 | CDW | Cdw Corp/de | +0.1% | — | Unchanged |
| 11 | NKE | Nike INC -cl B | 0% | — | Unchanged |
| 12 | MEDP | Medpace Holdings INC | 0% | — | Unchanged |
| 13 | BRO | Brown & Brown INC | — | — | Unchanged |
| 14 | APH | Amphenol Corp-cl A | 0% | -13.05% | Trim |
| 15 | MANH | Manhattan Associates INC | 0% | — | Unchanged |
| 16 | HEI-A | Heico Corp-class A | 0% | +11.85% | Add |
| 17 | ADSK | Autodesk INC | 0% | — | Unchanged |
| 18 | TMO | Thermo Fisher Scientific INC | 0% | -5.08% | Trim |
| 19 | IDXX | Idexx Laboratories INC | 0% | -7.48% | Trim |
| 20 | JKHY | Jack Henry & Associates INC | 0% | -10.58% | Trim |
| 21 | CNM | Core & Main Inc-class A | -0.1% | -25.78% | Trim |
| 22 | SPSC | Sps Commerce INC | -0.1% | — | Unchanged |
| 23 | TYL | Tyler Technologies INC | -0.1% | +5.46% | Add |
| 24 | ADP | Automatic Data Processing | -0.1% | — | Unchanged |
| 25 | AAPL | Apple INC | -0.1% | -15.01% | Trim |
| 26 | ROL | Rollins INC | -0.1% | -26.43% | Trim |
| 27 | CDNS | Cadence Design Sys INC | -0.1% | -11.20% | Trim |
| 28 | BKNG | Booking Holdings INC | -0.2% | — | Unchanged |
| 29 | V | Visa Inc-class A Shares | -0.2% | -7.88% | Trim |
| 30 | GOOGL | Alphabet Inc-cl A | -0.6% | -16.13% | Trim |
| 31 | INTU | Intuit INC | -0.7% | — | Unchanged |
| 32 | MSFT | Microsoft CORP | -1.2% | -8.69% | Trim |
| Period | Filed | Type | EDGAR |
|---|---|---|---|
| 2026-03-31 | 2026-05-05 | 13F-HR | View on EDGAR |
| 2025-12-31 | 2026-01-27 | 13F-HR | View on EDGAR |
| 2025-09-30 | 2025-11-12 | 13F-HR | View on EDGAR |
| 2025-06-30 | 2025-11-12 | 13F-HR | View on EDGAR |
| 2025-03-31 | 2025-11-12 | 13F-HR | View on EDGAR |
| 2024-12-31 | 2025-11-12 | 13F-HR | View on EDGAR |
Institutions with a similar AUM
CIK 0001513006
Total reported value
$4.6B
664 stks
2025-03-31
Stale — no recent filing
AUM within 0.1% of this institution
CIK 0001631353
Total reported value
$4.6B
766 stks
2026-03-31
AUM within 0.2% of this institution
CIK 0001479847
Total reported value
$4.6B
780 stks
2026-03-31
AUM within 0.2% of this institution
Institutions with overlapping top holdings
CIK 0000067698
Total reported value
$456.8M
114 stks
2025-06-30
Stale — no recent filing
3 of the top 5 holdings overlap, including Visa Inc-class A Shares
CIK 0000819535
Total reported value
$1.0B
118 stks
2026-03-31
3 of the top 5 holdings overlap, including Alphabet Inc-cl A
CIK 0000926833
Total reported value
$182.2M
51 stks
2026-03-31
3 of the top 5 holdings overlap, including Alphabet Inc-cl A