Filed: 8/13/2025ACC: 0001172661-25-003096
๐ What this filing means
FORESIGHT GROUP LTD LIABILITY PARTNERSHIP filed this quarterly 13FโHR report disclosing 60 equity positions with a total reported market value of $704.86M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
60
Positions
$704.86M
Total AUM (reported)
7.86M
Total Shares
Allocation by class
COM$444.06M63.0%
SHS$74.97M10.6%
ORD SHS$32.17M4.6%
COM SHS$29.70M4.2%
SHS USD$27.17M3.9%
SPONSORED ADR$27.17M3.9%
CLASS A COM$15.43M2.2%
Portfolio Concentration
Top 3$97.04M13.8%
4โ10$195.00M27.7%
11โ25$256.04M36.3%
Rest$156.77M22.2%
Top 3 weight
13.8%
Top 10 weight
41.4%
Voting Authority Distribution
Total shares with voting rights: 7.86M
Sole
Full voting authority
7.86M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole60
Shared0
Other0
Dominant voting typeSole ยท 100.0% of voting shares
Institutional Holdings60
Rows:
AUTODESK INC
SOLEShares107.06K
TypeSH
Market value$33.14M
4.70%
Sole
107.06K
Shared
0.00
None
0.00
TE CONNECTIVITY PLC
SOLEShares190.72K
TypeSH
Market value$32.17M
4.56%
Sole
190.72K
Shared
0.00
None
0.00
TRIMBLE INC
SOLEShares417.65K
TypeSH
Market value$31.73M
4.50%
Sole
417.65K
Shared
0.00
None
0.00
XYLEM INC
SOLEShares239.01K
TypeSH
Market value$30.91M
4.39%
Sole
239.01K
Shared
0.00
None
0.00
ECOLAB INC
SOLEShares113.50K
TypeSH
Market value$30.58M
4.34%
Sole
113.50K
Shared
0.00
None
0.00
MSA SAFETY INC
SOLEShares173.88K
TypeSH
Market value$29.13M
4.13%
Sole
173.88K
Shared
0.00
None
0.00
STERIS PLC
SOLEShares113.10K
TypeSH
Market value$27.17M
3.85%
Sole
113.10K
Shared
0.00
None
0.00
ASTRAZENECA PLC
SOLEShares195.89K
TypeSH
Market value$27.17M
3.85%
Sole
195.89K
Shared
0.00
None
0.00
AMERICAN TOWER CORP NEW
SOLEShares115.85K
TypeSH
Market value$25.29M
3.59%
Sole
115.85K
Shared
0.00
None
0.00
LINDE PLC
SOLEShares52.77K
TypeSH
Market value$24.76M
3.51%
Sole
52.77K
Shared
0.00
None
0.00
SMURFIT WESTROCK PLC
SOLEShares570.77K
TypeSH
Market value$24.63M
3.49%
Sole
570.77K
Shared
0.00
None
0.00
AGILENT TECHNOLOGIES INC
SOLEShares198.19K
TypeSH
Market value$23.39M
3.32%
Sole
198.19K
Shared
0.00
None
0.00
THERMO FISHER SCIENTIFIC INC
SOLEShares52.39K
TypeSH
Market value$21.25M
3.01%
Sole
52.39K
Shared
0.00
None
0.00
DIGITAL RLTY TR INC
SOLEShares122.28K
TypeSH
Market value$20.98M
2.98%
Sole
122.28K
Shared
0.00
None
0.00
HEALTHPEAK PROPERTIES INC
SOLEShares1.15M
TypeSH
Market value$19.96M
2.83%
Sole
1.15M
Shared
0.00
None
0.00
EQUINIX INC
SOLEShares23.76K
TypeSH
Market value$18.71M
2.65%
Sole
23.76K
Shared
0.00
None
0.00
AMERICAN WTR WKS CO INC NEW
SOLEShares118.83K
TypeSH
Market value$16.53M
2.35%
Sole
118.83K
Shared
0.00
None
0.00
SILICON LABORATORIES INC
SOLEShares110.14K
TypeSH
Market value$16.23M
2.30%
Sole
110.14K
Shared
0.00
None
0.00
NEXTRACKER INC
SOLEShares283.85K
TypeSH
Market value$15.43M
2.19%
Sole
283.85K
Shared
0.00
None
0.00
GRAND CANYON ED INC
SOLEShares75.52K
TypeSH
Market value$14.27M
2.02%
Sole
75.52K
Shared
0.00
None
0.00
VERALTO CORP
SOLEShares140.50K
TypeSH
Market value$14.18M
2.01%
Sole
140.50K
Shared
0.00
None
0.00
ADVANCED DRAIN SYS INC DEL
SOLEShares114.33K
TypeSH
Market value$13.14M
1.86%
Sole
114.33K
Shared
0.00
None
0.00
TRANE TECHNOLOGIES PLC
SOLEShares29.37K
TypeSH
Market value$12.83M
1.82%
Sole
29.37K
Shared
0.00
None
0.00
POWER INTEGRATIONS INC
SOLEShares220.82K
TypeSH
Market value$12.34M
1.75%
Sole
220.82K
Shared
0.00
None
0.00
ATS CORPORATION
SOLEShares381.81K
TypeSH
Market value$12.15M
1.72%
Sole
381.81K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting โ Sole | Shared | None |
|---|---|---|---|---|---|---|---|
AUTODESK INCSOLE | COM | 107.06K | SH | $33.14M 4.70% | 107.06K | 0.00 | 0.00 |
TE CONNECTIVITY PLCSOLE | ORD SHS | 190.72K | SH | $32.17M 4.56% | 190.72K | 0.00 | 0.00 |
TRIMBLE INCSOLE | COM | 417.65K | SH | $31.73M 4.50% | 417.65K | 0.00 | 0.00 |
XYLEM INCSOLE | COM | 239.01K | SH | $30.91M 4.39% | 239.01K | 0.00 | 0.00 |
ECOLAB INCSOLE | COM | 113.50K | SH | $30.58M 4.34% | 113.50K | 0.00 | 0.00 |
MSA SAFETY INCSOLE | COM | 173.88K | SH | $29.13M 4.13% | 173.88K | 0.00 | 0.00 |
STERIS PLCSOLE | SHS USD | 113.10K | SH | $27.17M 3.85% | 113.10K | 0.00 | 0.00 |
ASTRAZENECA PLCSOLE | SPONSORED ADR | 195.89K | SH | $27.17M 3.85% | 195.89K | 0.00 | 0.00 |
AMERICAN TOWER CORP NEWSOLE | COM | 115.85K | SH | $25.29M 3.59% | 115.85K | 0.00 | 0.00 |
LINDE PLCSOLE | SHS | 52.77K | SH | $24.76M 3.51% | 52.77K | 0.00 | 0.00 |
SMURFIT WESTROCK PLCSOLE | SHS | 570.77K | SH | $24.63M 3.49% | 570.77K | 0.00 | 0.00 |
AGILENT TECHNOLOGIES INCSOLE | COM | 198.19K | SH | $23.39M 3.32% | 198.19K | 0.00 | 0.00 |
THERMO FISHER SCIENTIFIC INCSOLE | COM | 52.39K | SH | $21.25M 3.01% | 52.39K | 0.00 | 0.00 |
DIGITAL RLTY TR INCSOLE | COM | 122.28K | SH | $20.98M 2.98% | 122.28K | 0.00 | 0.00 |
HEALTHPEAK PROPERTIES INCSOLE | COM | 1.15M | SH | $19.96M 2.83% | 1.15M | 0.00 | 0.00 |
EQUINIX INCSOLE | COM | 23.76K | SH | $18.71M 2.65% | 23.76K | 0.00 | 0.00 |
AMERICAN WTR WKS CO INC NEWSOLE | COM | 118.83K | SH | $16.53M 2.35% | 118.83K | 0.00 | 0.00 |
SILICON LABORATORIES INCSOLE | COM | 110.14K | SH | $16.23M 2.30% | 110.14K | 0.00 | 0.00 |
NEXTRACKER INCSOLE | CLASS A COM | 283.85K | SH | $15.43M 2.19% | 283.85K | 0.00 | 0.00 |
GRAND CANYON ED INCSOLE | COM | 75.52K | SH | $14.27M 2.02% | 75.52K | 0.00 | 0.00 |
VERALTO CORPSOLE | COM SHS | 140.50K | SH | $14.18M 2.01% | 140.50K | 0.00 | 0.00 |
ADVANCED DRAIN SYS INC DELSOLE | COM | 114.33K | SH | $13.14M 1.86% | 114.33K | 0.00 | 0.00 |
TRANE TECHNOLOGIES PLCSOLE | SHS | 29.37K | SH | $12.83M 1.82% | 29.37K | 0.00 | 0.00 |
POWER INTEGRATIONS INCSOLE | COM | 220.82K | SH | $12.34M 1.75% | 220.82K | 0.00 | 0.00 |
ATS CORPORATIONSOLE | COM | 381.81K | SH | $12.15M 1.72% | 381.81K | 0.00 | 0.00 |
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