CIK: 0002072459
申报总市值
US$156.9亿
申报季度: 2026-03-31 · 持股只数: 132
Life Cycle Investment Partners Ltd在最新一期 13F 报告中披露了 132 项持股，申报期为 2026-03-31，总持股市值约为 US$156.9亿，季度换手率为 30.2%。
Life Cycle Investment Partners Ltd 目前披露的持仓，Herfindahl 集中度指数为 0.027——换算下来相当于约 37 个等权重仓位，明显低于其实际披露的 132 只持仓。这一差距显示该机构的策略偏向集中在少数高信心仓位，而非广泛分散。
整体仓位大小差异较大（变异系数为 1.58），除少数重仓仓位外，还有许多规模较小的持仓。
最新申报季度中，并未观察到明显偏向加仓既有大仓位或大举建立新仓位的倾向。
减仓 MSFT
+4.7% -US$2.1亿
减仓 BKNG
-43.3% -US$2.0亿
加仓 VLO
+292.9% US$2.3亿
减仓 INTU
-75.1% -US$1.5亿
减仓 STLD
-22.1% -US$1.0亿
减仓 DAL
-17.2% -US$9775.2万
Life Cycle Investment Partners 本季完成一轮彻底的仓位轮动，大举抛售企业软件敞口，反手猛加仓美国能源与炼化板块，并持续加码科技权重股。资金并非避险，而是主动出击，在成长估值压缩的窗口期抢占高现金流回报的工业与 AI 基建龙头。
底层逻辑押注风格从纯软高溢价向价值/商品因子切换，定价了利率高位盘整对软件估值的压制，以及能源供给刚性叠加 AI 算力军备竞赛的长期资本开支周期。反向逻辑指出高度分散（HHI 仅 0.027）导致组合在宏观降温时缺乏进攻锐度，但 IT 板块权重达三成且 NVDA、MSFT、AAPL 同步买入，直接证伪了纯防御论调。
策略的结构性软肋是中盘科技股的流动性踩踏风险；NOW 清仓、INTU 重降至零头位置，若卖方研究覆盖收缩或机构资金接力放缓，二次回补时将遭遇严重的滑点损耗，拖累整体换手效率。
由 AI 根据公开 SEC 申报资料生成，仅反映过去持仓，不应视为投资建议。
仅显示前 130 大持股（共 132 只）
| # | 代码 | 标的名称 | 资产子类别 | 占比 | 占比变动 | 持仓量变化 | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | 股票-科技 | 7.30% | +0.32% | +22.72% | |
| 2 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 6.19% | +0.10% | +21.34% | |
| 3 | AAPL | Apple INC | 股票-科技 | 5.77% | +0.26% | +23.12% | |
| 4 | MSFT | Microsoft CORP | 股票-科技 | 5.28% | -1.95% | +4.68% | |
| 5 | AMZN | Amazon.com INC | 股票-周期性消费 | 3.99% | — | +14.02% | |
| 6 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 3.58% | +0.12% | +2.08% | |
| 7 | STLD | Steel Dynamics INC | 股票-原材料 | 3.09% | -1.01% | -22.12% | |
| 8 | META | Meta Platforms Inc-class A | 股票-通信服务 | 2.83% | -0.03% | +25.38% | |
| 9 | V | Visa Inc-class A Shares | 股票-金融 | 2.60% | -0.56% | +4.99% | |
| 10 | DAL | Delta Air Lines INC | 股票-工业 | 2.38% | -0.92% | -17.25% | |
| 11 | AVGO | Broadcom INC | 股票-科技 | 2.21% | — | +20.12% | |
| 12 | HCA | Hca Healthcare INC | 股票-医疗保健 | 2.09% | -0.53% | -13.35% | |
| 13 | CME | Cme Group INC | 股票-金融 | 1.99% | +0.47% | +32.48% | |
| 14 | PGR | Progressive CORP | 股票-金融 | 1.96% | -0.52% | -0.24% | |
| 15 | VLO | Valero Energy CORP | 股票-能源 | 1.78% | +1.45% | +292.86% | |
| 16 | DG | Dollar General CORP | 股票-非周期性消费 | 1.71% | -0.83% | -17.58% | |
| 17 | THO | Thor Industries INC | 股票-周期性消费 | 1.67% | — | +31.59% | |
| 18 | GM | General Motors Co | 股票-周期性消费 | 1.52% | -0.64% | -16.12% | |
| 19 | ODFL | Old Dominion Freight Line | 股票-工业 | 1.37% | — | -8.31% | |
| 20 | VRTX | Vertex Pharmaceuticals INC | 股票-医疗保健 | 1.25% | +0.09% | +20.05% | |
| 21 | KNSL | Kinsale Capital Group INC | 股票-金融 | 1.23% | -0.38% | -3.89% | |
| 22 | NEM | Newmont CORP | 股票-原材料 | 1.21% | — | +5.65% | |
| 23 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.07% | +0.23% | +52.07% | |
| 24 | ANET | Arista Networks INC | 股票-科技 | 1.06% | — | +7.62% | |
| 25 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.04% | +0.25% | +51.97% | |
| 26 | BKNG | Booking Holdings INC | 股票-周期性消费 | 1.03% | -1.50% | -43.28% | |
| 27 | PLTR | Palantir Technologies Inc-a | 股票-科技 | 1.02% | +0.27% | +81.04% | |
| 28 | ABBV | Abbvie INC | 股票-医疗保健 | 1.00% | +0.23% | +50.39% | |
| 29 | NOC | Northrop Grumman CORP | 股票-工业 | 1.00% | +0.67% | +178.22% | |
| 30 | EOG | Eog Resources INC | 股票-能源 | 0.96% | +0.96% | NEW | |
| 31 | BAC | Bank Of America CORP | 股票-金融 | 0.83% | +0.19% | +61.29% | |
| 32 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.82% | +0.13% | +53.15% | |
| 33 | PEP | Pepsico INC | 股票-非周期性消费 | 0.75% | +0.25% | +52.00% | |
| 34 | NFLX | Netflix INC | 股票-通信服务 | 0.70% | +0.21% | +54.32% | |
| 35 | ADP | Automatic Data Processing | 股票-科技 | 0.70% | -0.26% | +1.24% | |
| 36 | AMAT | Applied Materials INC | 股票-科技 | 0.68% | +0.25% | +30.87% | |
| 37 | WMT | Walmart INC | 股票-非周期性消费 | 0.64% | +0.35% | +121.52% | |
| 38 | SU | Suncor Energy INC | 股票-能源 | 0.60% | +0.40% | +117.55% | |
| 39 | ORCL | Oracle CORP | 股票-科技 | 0.58% | — | +17.11% | |
| 40 | MCD | Mcdonald's CORP | 股票-周期性消费 | 0.58% | +0.30% | +122.21% | |
| 41 | KMI | Kinder Morgan INC | 股票-能源 | 0.54% | +0.21% | +46.25% | |
| 42 | TMUS | T-mobile US INC | 股票-通信服务 | 0.53% | +0.16% | +54.00% | |
| 43 | MS | Morgan Stanley | 股票-金融 | 0.50% | — | +53.76% | |
| 44 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.49% | +0.19% | +51.64% | |
| 45 | TSLA | Tesla INC | 股票-周期性消费 | 0.49% | — | +56.60% | |
| 46 | AME | Ametek INC | 股票-工业 | 0.48% | +0.15% | +52.30% | |
| 47 | PH | Parker Hannifin CORP | 股票-工业 | 0.47% | — | +54.66% | |
| 48 | APH | Amphenol Corp-cl A | 股票-科技 | 0.44% | +0.25% | +168.16% | |
| 49 | SYK | Stryker CORP | 股票-医疗保健 | 0.44% | — | +54.09% | |
| 50 | TSN | Tyson Foods Inc-cl A | 股票-非周期性消费 | 0.42% | -0.74% | -63.21% |
Q3 2026表现
+2.3%
近4个季度表现
+5.8%
基于可用的5个月历史数据
基于可获取价格的持仓（占申报价值的76%）计算
Life Cycle Investment Partners Ltd 在 2026-03-31 最显著的持仓异动： 新建仓: Eog Resources INC (EOG); 清仓: Servicenow INC (NOW); 新建仓: Sunbelt Rentals Holdings INC (SUNB); 清仓: Kraft Heinz Co/the (KHC); 清仓: Bristol-myers Squibb Co (BMY).
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | VLO | Valero Energy CORP | +1.5% | +292.86% | 加仓 |
| 2 | NOC | Northrop Grumman CORP | +0.7% | +178.22% | 加仓 |
| 3 | CME | Cme Group INC | +0.5% | +32.48% | 加仓 |
| 4 | SU | Suncor Energy INC | +0.4% | +117.55% | 加仓 |
| 5 | WMT | Walmart INC | +0.4% | +121.52% | 加仓 |
| 6 | NVDA | Nvidia CORP | +0.3% | +22.72% | 加仓 |
| 7 | MCD | Mcdonald's CORP | +0.3% | +122.21% | 加仓 |
| 8 | PLTR | Palantir Technologies Inc-a | +0.3% | +81.04% | 加仓 |
| 9 | AAPL | Apple INC | +0.3% | +23.12% | 加仓 |
| 10 | BRK-B | Berkshire Hathaway Inc-cl B | +0.3% | +51.97% | 加仓 |
| 11 | PEP | Pepsico INC | +0.3% | +52.00% | 加仓 |
| 12 | AMAT | Applied Materials INC | +0.3% | +30.87% | 加仓 |
| 13 | APH | Amphenol Corp-cl A | +0.3% | +168.16% | 加仓 |
| 14 | ABBV | Abbvie INC | +0.2% | +50.39% | 加仓 |
| 15 | JPM | Jpmorgan Chase & Co | +0.2% | +52.07% | 加仓 |
| 16 | NFLX | Netflix INC | +0.2% | +54.32% | 加仓 |
| 17 | KMI | Kinder Morgan INC | +0.2% | +46.25% | 加仓 |
| 18 | MU | Micron Technology INC | +0.2% | +135.49% | 加仓 |
| 19 | BAC | Bank Of America CORP | +0.2% | +61.29% | 加仓 |
| 20 | JNJ | Johnson & Johnson | +0.2% | +51.64% | 加仓 |
| 21 | TMUS | T-mobile US INC | +0.2% | +54.00% | 加仓 |
| 22 | CVE | Cenovus Energy INC | +0.2% | +49.38% | 加仓 |
| 23 | FCX | Freeport-mcmoran INC | +0.2% | +87.33% | 加仓 |
| 24 | AME | Ametek INC | +0.2% | +52.30% | 加仓 |
| 25 | IDA | Idacorp INC | +0.2% | +50.92% | 加仓 |
| 26 | LLY | Eli Lilly & Co | +0.1% | +53.15% | 加仓 |
| 27 | TSM | Taiwan Semiconductor-sp Adr | +0.1% | +2.08% | 加仓 |
| 28 | GOOGL | Alphabet Inc-cl A | +0.1% | +21.34% | 加仓 |
| 29 | VRTX | Vertex Pharmaceuticals INC | +0.1% | +20.05% | 加仓 |
| 30 | META | Meta Platforms Inc-class A | 0% | +25.38% | 加仓 |
| 31 | ADP | Automatic Data Processing | -0.3% | +1.24% | 加仓 |
| 32 | KNSL | Kinsale Capital Group INC | -0.4% | -3.89% | 减仓 |
| 33 | PGR | Progressive CORP | -0.5% | -0.24% | 减仓 |
| 34 | HCA | Hca Healthcare INC | -0.5% | -13.35% | 减仓 |
| 35 | V | Visa Inc-class A Shares | -0.6% | +4.99% | 加仓 |
| 36 | GM | General Motors Co | -0.6% | -16.12% | 减仓 |
| 37 | TSN | Tyson Foods Inc-cl A | -0.7% | -63.21% | 减仓 |
| 38 | DG | Dollar General CORP | -0.8% | -17.58% | 减仓 |
| 39 | DAL | Delta Air Lines INC | -0.9% | -17.25% | 减仓 |
| 40 | STLD | Steel Dynamics INC | -1% | -22.12% | 减仓 |
| 41 | INTU | Intuit INC | -1.1% | -75.09% | 减仓 |
| 42 | BKNG | Booking Holdings INC | -1.5% | -43.28% | 减仓 |
| 43 | MSFT | Microsoft CORP | -2% | +4.68% | 加仓 |
| 44 | EOG | Eog Resources INC | — | NEW | 新建仓 |
| 45 | NOW | Servicenow INC | — | EXIT | 清仓 |
| 46 | SUNB | Sunbelt Rentals Holdings INC | — | NEW | 新建仓 |
| 47 | KHC | Kraft Heinz Co/the | — | EXIT | 清仓 |
| 48 | BMY | Bristol-myers Squibb Co | — | EXIT | 清仓 |
| 49 | KLAC | Kla CORP | — | NEW | 新建仓 |
| 50 | LRCX | Lam Research CORP | — | NEW | 新建仓 |
| 季度 | 申报日期 | 类型 | EDGAR |
|---|---|---|---|
| 2026-03-31 | 2026-05-12 | 13F-HR | 在 EDGAR 上查看 |
| 2025-12-31 | 2026-02-09 | 13F-HR | 在 EDGAR 上查看 |
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