Filed: 11/12/2025ACC: 0000919574-25-006579
📋 What this filing means
LOCAL PENSIONS PARTNERSHIP INVESTMENT LTD filed this quarterly 13F‑HR report disclosing 33 equity positions with a total reported market value of $5.87B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
33
Positions
$5.87B
Total AUM (reported)
20.84M
Total Shares
Allocation by class
COM$3.77B64.2%
CL A$704.87M12.0%
CAP STK CL A$523.24M8.9%
COM CL A$432.04M7.4%
COM NEW$275.22M4.7%
CL B$128.97M2.2%
CL A COM$35.91M0.6%
Portfolio Concentration
Top 3$1.47B25.0%
4–10$2.00B34.0%
11–25$2.18B37.2%
Rest$221.88M3.8%
Top 3 weight
25.0%
Top 10 weight
59.0%
Voting Authority Distribution
Total shares with voting rights: 20.84M
Sole
Full voting authority
0.00
shares
% of voting shares0.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
20.84M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole33
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings33
Rows:
ALPHABET INC
SOLEShares2.15M
TypeSH
Market value$523.24M
8.92%
Sole
0.00
Shared
0.00
None
2.15M
MICROSOFT CORP
SOLEShares987.65K
TypeSH
Market value$511.55M
8.72%
Sole
0.00
Shared
0.00
None
987.65K
VISA INC
SOLEShares1.27M
TypeSH
Market value$432.04M
7.36%
Sole
0.00
Shared
0.00
None
1.27M
AMPHENOL CORP NEW
SOLEShares2.82M
TypeSH
Market value$349.57M
5.96%
Sole
0.00
Shared
0.00
None
2.82M
HEICO CORP NEW
SOLEShares1.28M
TypeSH
Market value$326.07M
5.56%
Sole
0.00
Shared
0.00
None
1.28M
KLA CORP
SOLEShares255.30K
TypeSH
Market value$275.22M
4.69%
Sole
0.00
Shared
0.00
None
255.30K
AMAZON COM INC
SOLEShares1.24M
TypeSH
Market value$272.89M
4.65%
Sole
0.00
Shared
0.00
None
1.24M
CADENCE DESIGN SYSTEM INC
SOLEShares772.60K
TypeSH
Market value$271.43M
4.63%
Sole
0.00
Shared
0.00
None
772.60K
AUTOZONE INC
SOLEShares60.75K
TypeSH
Market value$260.64M
4.44%
Sole
0.00
Shared
0.00
None
60.75K
AUTODESK INC
SOLEShares754.50K
TypeSH
Market value$239.62M
4.08%
Sole
0.00
Shared
0.00
None
754.50K
APPLE INC
SOLEShares931.98K
TypeSH
Market value$237.24M
4.04%
Sole
0.00
Shared
0.00
None
931.98K
BOOKING HOLDINGS INC
SOLEShares43.80K
TypeSH
Market value$236.31M
4.03%
Sole
0.00
Shared
0.00
None
43.80K
MOODYS CORP
SOLEShares465.87K
TypeSH
Market value$221.97M
3.78%
Sole
0.00
Shared
0.00
None
465.87K
TYLER TECHNOLOGIES INC
SOLEShares413.49K
TypeSH
Market value$216.40M
3.69%
Sole
0.00
Shared
0.00
None
413.49K
AUTOMATIC DATA PROCESSING IN
SOLEShares721.27K
TypeSH
Market value$211.64M
3.61%
Sole
0.00
Shared
0.00
None
721.27K
INTUIT
SOLEShares299.28K
TypeSH
Market value$204.33M
3.48%
Sole
0.00
Shared
0.00
None
299.28K
TEXAS INSTRS INC
SOLEShares1.08M
TypeSH
Market value$198.69M
3.39%
Sole
0.00
Shared
0.00
None
1.08M
THERMO FISHER SCIENTIFIC INC
SOLEShares371.40K
TypeSH
Market value$180.05M
3.07%
Sole
0.00
Shared
0.00
None
371.40K
COSTCO WHSL CORP NEW
SOLEShares159.40K
TypeSH
Market value$147.54M
2.51%
Sole
0.00
Shared
0.00
None
159.40K
NIKE INC
SOLEShares1.85M
TypeSH
Market value$128.97M
2.20%
Sole
0.00
Shared
0.00
None
1.85M
IDEXX LABS INC
SOLEShares72.33K
TypeSH
Market value$46.20M
0.79%
Sole
0.00
Shared
0.00
None
72.33K
MSCI INC
SOLEShares78.38K
TypeSH
Market value$44.48M
0.76%
Sole
0.00
Shared
0.00
None
78.38K
CDW CORP
SOLEShares231.18K
TypeSH
Market value$36.81M
0.63%
Sole
0.00
Shared
0.00
None
231.18K
BROWN & BROWN INC
SOLEShares389K
TypeSH
Market value$36.48M
0.62%
Sole
0.00
Shared
0.00
None
389K
VEEVA SYS INC
SOLEShares120.50K
TypeSH
Market value$35.91M
0.61%
Sole
0.00
Shared
0.00
None
120.50K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ALPHABET INCSOLE | CAP STK CL A | 2.15M | SH | $523.24M 8.92% | 0.00 | 0.00 | 2.15M |
MICROSOFT CORPSOLE | COM | 987.65K | SH | $511.55M 8.72% | 0.00 | 0.00 | 987.65K |
VISA INCSOLE | COM CL A | 1.27M | SH | $432.04M 7.36% | 0.00 | 0.00 | 1.27M |
AMPHENOL CORP NEWSOLE | CL A | 2.82M | SH | $349.57M 5.96% | 0.00 | 0.00 | 2.82M |
HEICO CORP NEWSOLE | CL A | 1.28M | SH | $326.07M 5.56% | 0.00 | 0.00 | 1.28M |
KLA CORPSOLE | COM NEW | 255.30K | SH | $275.22M 4.69% | 0.00 | 0.00 | 255.30K |
AMAZON COM INCSOLE | COM | 1.24M | SH | $272.89M 4.65% | 0.00 | 0.00 | 1.24M |
CADENCE DESIGN SYSTEM INCSOLE | COM | 772.60K | SH | $271.43M 4.63% | 0.00 | 0.00 | 772.60K |
AUTOZONE INCSOLE | COM | 60.75K | SH | $260.64M 4.44% | 0.00 | 0.00 | 60.75K |
AUTODESK INCSOLE | COM | 754.50K | SH | $239.62M 4.08% | 0.00 | 0.00 | 754.50K |
APPLE INCSOLE | COM | 931.98K | SH | $237.24M 4.04% | 0.00 | 0.00 | 931.98K |
BOOKING HOLDINGS INCSOLE | COM | 43.80K | SH | $236.31M 4.03% | 0.00 | 0.00 | 43.80K |
MOODYS CORPSOLE | COM | 465.87K | SH | $221.97M 3.78% | 0.00 | 0.00 | 465.87K |
TYLER TECHNOLOGIES INCSOLE | COM | 413.49K | SH | $216.40M 3.69% | 0.00 | 0.00 | 413.49K |
AUTOMATIC DATA PROCESSING INSOLE | COM | 721.27K | SH | $211.64M 3.61% | 0.00 | 0.00 | 721.27K |
INTUITSOLE | COM | 299.28K | SH | $204.33M 3.48% | 0.00 | 0.00 | 299.28K |
TEXAS INSTRS INCSOLE | COM | 1.08M | SH | $198.69M 3.39% | 0.00 | 0.00 | 1.08M |
THERMO FISHER SCIENTIFIC INCSOLE | COM | 371.40K | SH | $180.05M 3.07% | 0.00 | 0.00 | 371.40K |
COSTCO WHSL CORP NEWSOLE | COM | 159.40K | SH | $147.54M 2.51% | 0.00 | 0.00 | 159.40K |
NIKE INCSOLE | CL B | 1.85M | SH | $128.97M 2.20% | 0.00 | 0.00 | 1.85M |
IDEXX LABS INCSOLE | COM | 72.33K | SH | $46.20M 0.79% | 0.00 | 0.00 | 72.33K |
MSCI INCSOLE | COM | 78.38K | SH | $44.48M 0.76% | 0.00 | 0.00 | 78.38K |
CDW CORPSOLE | COM | 231.18K | SH | $36.81M 0.63% | 0.00 | 0.00 | 231.18K |
BROWN & BROWN INCSOLE | COM | 389K | SH | $36.48M 0.62% | 0.00 | 0.00 | 389K |
VEEVA SYS INCSOLE | CL A COM | 120.50K | SH | $35.91M 0.61% | 0.00 | 0.00 | 120.50K |
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