LIONTRUST INVESTMENT PARTNERS LLP

PrivateCIK: 1544204
194
Positions
$6.80B
Total AUM (reported)
53.98M
Total Shares

Allocation by class

TOTAL AUM$6.80B194 positions
EQUITY$6.80B100.0%

Portfolio Concentration

Top 312.1%4–1017.9%11–2524.8%Rest45.1%TOP 1030.0%0%100%
Top 3$822.87M12.1%
4–10$1.22B17.9%
11–25$1.69B24.8%
Rest$3.07B45.1%

Top 3 weight

12.1%

Top 10 weight

30.0%

Voting Authority Distribution

Total shares with voting rights: 53.98M

Sole

Full voting authority

53.98M

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)

Sole194
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings194
Rows:

ASTRAZENECA PLC

SOLE
EQUITY
Shares1.59M
TypeSH
Market value$296.98M
4.36%
Sole
1.59M
Shared
0.00
None
0.00

TAIWAN SEMICONDUCTOR MANUFACTURING

SOLE
EQUITY
Shares559.77K
TypeSH
Market value$267.33M
3.93%
Sole
559.77K
Shared
0.00
None
0.00

ALPHABET INC CLASS A

SOLE
EQUITY
Shares723.49K
TypeSH
Market value$258.55M
3.80%
Sole
723.49K
Shared
0.00
None
0.00

BROADCOM INC

SOLE
EQUITY
Shares642.25K
TypeSH
Market value$242.61M
3.57%
Sole
642.25K
Shared
0.00
None
0.00

DEUTSCHE BANK AG

SOLE
EQUITY
Shares6.06M
TypeSH
Market value$205.39M
3.02%
Sole
6.06M
Shared
0.00
None
0.00

THERMO FISHER SCIENTIFIC INC

SOLE
EQUITY
Shares362.21K
TypeSH
Market value$181.60M
2.67%
Sole
362.21K
Shared
0.00
None
0.00

VISA INC CLASS A

SOLE
EQUITY
Shares474.45K
TypeSH
Market value$162.78M
2.39%
Sole
474.45K
Shared
0.00
None
0.00

CADENCE DESIGN SYSTEMS INC

SOLE
EQUITY
Shares398.71K
TypeSH
Market value$149.64M
2.20%
Sole
398.71K
Shared
0.00
None
0.00

WEST PHARMACEUTICAL SERVICES INC

SOLE
EQUITY
Shares402.23K
TypeSH
Market value$144.40M
2.12%
Sole
402.23K
Shared
0.00
None
0.00

WATERS CORP

SOLE
EQUITY
Shares358.98K
TypeSH
Market value$134.63M
1.98%
Sole
358.98K
Shared
0.00
None
0.00

NVIDIA CORP

SOLE
EQUITY
Shares655.85K
TypeSH
Market value$131.23M
1.93%
Sole
655.85K
Shared
0.00
None
0.00

UBS GROUP AG

SOLE
EQUITY
Shares2.46M
TypeSH
Market value$122.10M
1.79%
Sole
2.46M
Shared
0.00
None
0.00

CHARLES SCHWAB CORP

SOLE
EQUITY
Shares1.31M
TypeSH
Market value$120.44M
1.77%
Sole
1.31M
Shared
0.00
None
0.00

MASTERCARD INC CLASS A

SOLE
EQUITY
Shares232.76K
TypeSH
Market value$119.55M
1.76%
Sole
232.76K
Shared
0.00
None
0.00

SPOTIFY TECHNOLOGY SA

SOLE
EQUITY
Shares259.68K
TypeSH
Market value$119.23M
1.75%
Sole
259.68K
Shared
0.00
None
0.00

VERALTO CORP

SOLE
EQUITY
Shares1.29M
TypeSH
Market value$114.10M
1.68%
Sole
1.29M
Shared
0.00
None
0.00

INTUITIVE SURGICAL INC

SOLE
EQUITY
Shares285.87K
TypeSH
Market value$113.69M
1.67%
Sole
285.87K
Shared
0.00
None
0.00

IDEXX LABORATORIES INC

SOLE
EQUITY
Shares215.20K
TypeSH
Market value$113.29M
1.66%
Sole
215.20K
Shared
0.00
None
0.00

CINTAS CORP

SOLE
EQUITY
Shares663.63K
TypeSH
Market value$112.87M
1.66%
Sole
663.63K
Shared
0.00
None
0.00

LINDE PLC

SOLE
EQUITY
Shares214.57K
TypeSH
Market value$111.36M
1.64%
Sole
214.57K
Shared
0.00
None
0.00

EDWARDS LIFESCIENCES CORP

SOLE
EQUITY
Shares1.22M
TypeSH
Market value$110.03M
1.62%
Sole
1.22M
Shared
0.00
None
0.00

MONOLITHIC POWER SYSTEMS INC

SOLE
EQUITY
Shares75.79K
TypeSH
Market value$104.76M
1.54%
Sole
75.79K
Shared
0.00
None
0.00

BECTON DICKINSON

SOLE
EQUITY
Shares674.55K
TypeSH
Market value$102.08M
1.50%
Sole
674.55K
Shared
0.00
None
0.00

EXELON CORP

SOLE
EQUITY
Shares2.10M
TypeSH
Market value$97.72M
1.44%
Sole
2.10M
Shared
0.00
None
0.00

PROGRESSIVE CORP

SOLE
EQUITY
Shares445K
TypeSH
Market value$97.21M
1.43%
Sole
445K
Shared
0.00
None
0.00
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