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 33 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.

33
Positions
$4.77B
Total AUM (reported)
19.83M
Total Shares

Allocation by class

TOTAL AUM$4.77B33 positions
COM$4.77B100.0%

Portfolio Concentration

Top 324.8%4–1037.5%11–2534.6%Rest3.1%TOP 1062.4%0%100%
Top 3$1.18B24.8%
4–10$1.79B37.5%
11–25$1.65B34.6%
Rest$146.17M3.1%

Top 3 weight

24.8%

Top 10 weight

62.4%

Voting Authority Distribution

Total shares with voting rights: 19.83M

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

19.83M

shares

% of voting shares100.0%

Investment Discretion (by position count)

Sole33
Shared0
Other0
Dominant voting typeNone Β· 100.0% of voting shares
Institutional Holdings33
Rows:

ALPHABET INC

SOLE
COM
Shares1.19M
TypeSH
Market value$407.91M
8.55%
Sole
0.00
Shared
0.00
None
1.19M

MICROSOFT CORP

SOLE
COM
Shares762.35K
TypeSH
Market value$391.03M
8.20%
Sole
0.00
Shared
0.00
None
762.35K

VISA INC

SOLE
COM
Shares1.07M
TypeSH
Market value$385.34M
8.08%
Sole
0.00
Shared
0.00
None
1.07M

AMPHENOL CORP

SOLE
COM
Shares3.48M
TypeSH
Market value$293.47M
6.15%
Sole
0.00
Shared
0.00
None
3.48M

AMAZON.COM INC

SOLE
COM
Shares1.17M
TypeSH
Market value$290.86M
6.10%
Sole
0.00
Shared
0.00
None
1.17M

HEICO CORP

SOLE
COM
Shares1.26M
TypeSH
Market value$287.17M
6.02%
Sole
0.00
Shared
0.00
None
1.26M

KLA CORP

SOLE
COM
Shares1.37M
TypeSH
Market value$266.76M
5.59%
Sole
0.00
Shared
0.00
None
1.37M

TEXAS INSTRUMENTS INC

SOLE
COM
Shares833.38K
TypeSH
Market value$233.44M
4.89%
Sole
0.00
Shared
0.00
None
833.38K

THERMO FISHER SCIENTIFIC INC

SOLE
COM
Shares316.45K
TypeSH
Market value$213.70M
4.48%
Sole
0.00
Shared
0.00
None
316.45K

APPLE INC

SOLE
COM
Shares614.29K
TypeSH
Market value$204.59M
4.29%
Sole
0.00
Shared
0.00
None
614.29K

NVIDIA CORP

SOLE
COM
Shares834.70K
TypeSH
Market value$190.55M
4.00%
Sole
0.00
Shared
0.00
None
834.70K

CADENCE DESIGN SYSTEMS INC

SOLE
COM
Shares575.03K
TypeSH
Market value$189.87M
3.98%
Sole
0.00
Shared
0.00
None
575.03K

MOODY'S CORP

SOLE
COM
Shares407.21K
TypeSH
Market value$184.95M
3.88%
Sole
0.00
Shared
0.00
None
407.21K

AUTOMATIC DATA PROCESSING INC

SOLE
COM
Shares650.42K
TypeSH
Market value$167.89M
3.52%
Sole
0.00
Shared
0.00
None
650.42K

BOOKING HOLDINGS INC

SOLE
COM
Shares968.34K
TypeSH
Market value$157.75M
3.31%
Sole
0.00
Shared
0.00
None
968.34K

AUTOZONE INC

SOLE
COM
Shares50.41K
TypeSH
Market value$142.69M
2.99%
Sole
0.00
Shared
0.00
None
50.41K

TYLER TECHNOLOGIES INC

SOLE
COM
Shares447.29K
TypeSH
Market value$142.48M
2.99%
Sole
0.00
Shared
0.00
None
447.29K

AUTODESK INC

SOLE
COM
Shares680.38K
TypeSH
Market value$142.22M
2.98%
Sole
0.00
Shared
0.00
None
680.38K

COSTCO WHOLESALE CORP

SOLE
COM
Shares127.01K
TypeSH
Market value$115.65M
2.42%
Sole
0.00
Shared
0.00
None
127.01K

WEST PHARMACEUTICAL SERVICES I

SOLE
COM
Shares128.88K
TypeSH
Market value$47.76M
1.00%
Sole
0.00
Shared
0.00
None
128.88K

VEEVA SYSTEMS INC

SOLE
COM
Shares156.50K
TypeSH
Market value$44.68M
0.94%
Sole
0.00
Shared
0.00
None
156.50K

NIKE INC

SOLE
COM
Shares1.04M
TypeSH
Market value$36.91M
0.77%
Sole
0.00
Shared
0.00
None
1.04M

MSCI INC

SOLE
COM
Shares54.88K
TypeSH
Market value$29.57M
0.62%
Sole
0.00
Shared
0.00
None
54.88K

MEDPACE HOLDINGS INC

SOLE
COM
Shares46K
TypeSH
Market value$28.70M
0.60%
Sole
0.00
Shared
0.00
None
46K

MANHATTAN ASSOCIATES INC

SOLE
COM
Shares138.50K
TypeSH
Market value$27.50M
0.58%
Sole
0.00
Shared
0.00
None
138.50K
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LOCAL PENSIONS PARTNERSHIP INVESTMENT LTD 13F Holdings β€” 33 Positions | Finecho