LOCAL PENSIONS PARTNERSHIP INVESTMENT LTD

PrivateCIK: 1698810
Location

LONDON, X0

πŸ“‹ What this filing means

LOCAL PENSIONS PARTNERSHIP INVESTMENT LTD filed this quarterly 13F‑HR report disclosing 32 equity positions with a total reported market value of $4.77B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

32
Positions
$4.77B
Total AUM (reported)
18.31M
Total Shares

Allocation by class

TOTAL AUM$4.77B32 positions
COM$4.77B100.0%

Portfolio Concentration

Top 327.1%4–1039.9%11–2530.3%Rest2.7%TOP 1067.0%0%100%
Top 3$1.29B27.1%
4–10$1.90B39.9%
11–25$1.44B30.3%
Rest$130.49M2.7%

Top 3 weight

27.1%

Top 10 weight

67.0%

Voting Authority Distribution

Total shares with voting rights: 18.31M

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

18.31M

shares

% of voting shares100.0%

Investment Discretion (by position count)

Sole32
Shared0
Other0
Dominant voting typeNone Β· 100.0% of voting shares
Institutional Holdings32
Rows:

ALPHABET INC

SOLE
COM
Shares1.35M
TypeSH
Market value$481.47M
10.10%
Sole
0.00
Shared
0.00
None
1.35M

KLA CORP

SOLE
COM
Shares1.46M
TypeSH
Market value$440.65M
9.25%
Sole
0.00
Shared
0.00
None
1.46M

VISA INC

SOLE
COM
Shares1.07M
TypeSH
Market value$367.34M
7.71%
Sole
0.00
Shared
0.00
None
1.07M

AMPHENOL CORP

SOLE
COM
Shares1.95M
TypeSH
Market value$344.16M
7.22%
Sole
0.00
Shared
0.00
None
1.95M

HEICO CORP

SOLE
COM
Shares1.24M
TypeSH
Market value$320.44M
6.72%
Sole
0.00
Shared
0.00
None
1.24M

MICROSOFT CORP

SOLE
COM
Shares775.95K
TypeSH
Market value$289.30M
6.07%
Sole
0.00
Shared
0.00
None
775.95K

AMAZON.COM INC

SOLE
COM
Shares1.19M
TypeSH
Market value$284.21M
5.96%
Sole
0.00
Shared
0.00
None
1.19M

TEXAS INSTRUMENTS INC

SOLE
COM
Shares847.78K
TypeSH
Market value$252.64M
5.30%
Sole
0.00
Shared
0.00
None
847.78K

CADENCE DESIGN SYSTEMS INC

SOLE
COM
Shares602.83K
TypeSH
Market value$226.20M
4.75%
Sole
0.00
Shared
0.00
None
602.83K

MOODY'S CORP

SOLE
COM
Shares407.21K
TypeSH
Market value$184.49M
3.87%
Sole
0.00
Shared
0.00
None
407.21K

APPLE INC

SOLE
COM
Shares614.29K
TypeSH
Market value$177.63M
3.73%
Sole
0.00
Shared
0.00
None
614.29K

BOOKING HOLDINGS INC

SOLE
COM
Shares987.34K
TypeSH
Market value$175.97M
3.69%
Sole
0.00
Shared
0.00
None
987.34K

AUTOZONE INC

SOLE
COM
Shares50.41K
TypeSH
Market value$160.98M
3.38%
Sole
0.00
Shared
0.00
None
50.41K

THERMO FISHER SCIENTIFIC INC

SOLE
COM
Shares304.55K
TypeSH
Market value$152.53M
3.20%
Sole
0.00
Shared
0.00
None
304.55K

AUTOMATIC DATA PROCESSING INC

SOLE
COM
Shares650.42K
TypeSH
Market value$145.63M
3.06%
Sole
0.00
Shared
0.00
None
650.42K

AUTODESK INC

SOLE
COM
Shares680.38K
TypeSH
Market value$132.22M
2.77%
Sole
0.00
Shared
0.00
None
680.38K

TYLER TECHNOLOGIES INC

SOLE
COM
Shares447.29K
TypeSH
Market value$130.82M
2.75%
Sole
0.00
Shared
0.00
None
447.29K

COSTCO WHOLESALE CORP

SOLE
COM
Shares133.91K
TypeSH
Market value$125.25M
2.63%
Sole
0.00
Shared
0.00
None
133.91K

NIKE INC

SOLE
COM
Shares1.41M
TypeSH
Market value$58.03M
1.22%
Sole
0.00
Shared
0.00
None
1.41M

WEST PHARMACEUTICAL SERVICES I

SOLE
COM
Shares128.88K
TypeSH
Market value$46.27M
0.97%
Sole
0.00
Shared
0.00
None
128.88K

MSCI INC

SOLE
COM
Shares63.38K
TypeSH
Market value$35.50M
0.74%
Sole
0.00
Shared
0.00
None
63.38K

IDEXX LABORATORIES INC

SOLE
COM
Shares59.13K
TypeSH
Market value$31.12M
0.65%
Sole
0.00
Shared
0.00
None
59.13K

VEEVA SYSTEMS INC

SOLE
COM
Shares156.50K
TypeSH
Market value$27.77M
0.58%
Sole
0.00
Shared
0.00
None
156.50K

CDW CORP/DE

SOLE
COM
Shares159.18K
TypeSH
Market value$22.39M
0.47%
Sole
0.00
Shared
0.00
None
159.18K

MEDPACE HOLDINGS INC

SOLE
COM
Shares42K
TypeSH
Market value$22.26M
0.47%
Sole
0.00
Shared
0.00
None
42K
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LOCAL PENSIONS PARTNERSHIP INVESTMENT LTD 13F Holdings β€” 32 Positions | Finecho