13F HOLDINGS REPORT
Local Pensions Partnership Investment Ltd
Quarter ended Q3 2025 · Filed November 12, 2025 · Accession 0000919574-25-006575
Total Value
$5.38B
Positions
36
Other Managers
0
Confidential Omitted
No
Holdings (36)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | ALPHABET INC | GOOG | 2,653,045 | $502.3M | 9.34% |
| 2 | VISA INC | V | 1,493,960 | $472.6M | 8.79% |
| 3 | MICROSOFT CORP | MSFT | 1,073,749 | $452.6M | 8.42% |
| 4 | BOOKING HOLDINGS INC | BKNG | 54,200 | $269.6M | 5.01% |
| 5 | MOODYS CORP | MCO | 521,468 | $247.0M | 4.59% |
| 6 | AMPHENOL CORP NEW | 032095101 | 3,469,500 | $241.1M | 4.49% |
| 7 | APPLE INC | AAPL | 962,580 | $241.1M | 4.48% |
| 8 | HEICO CORP NEW | HEI-A | 1,287,305 | $239.7M | 4.46% |
| 9 | AUTODESK INC | ADSK | 774,000 | $228.8M | 4.26% |
| 10 | AUTOMATIC DATA PROCESSING IN | ADP | 721,272 | $211.2M | 3.93% |
| 11 | AUTOZONE INC | AZO | 65,480 | $209.9M | 3.90% |
| 12 | TEXAS INSTRS INC | 882508104 | 1,099,081 | $206.1M | 3.83% |
| 13 | INTUIT | INTU | 316,981 | $199.3M | 3.71% |
| 14 | CADENCE DESIGN SYSTEM INC | CDNS | 621,600 | $186.9M | 3.48% |
| 15 | THERMO FISHER SCIENTIFIC INC | TMO | 357,305 | $185.9M | 3.46% |
| 16 | COSTCO WHSL CORP NEW | 22160K105 | 195,300 | $179.0M | 3.33% |
| 17 | FLOOR & DECOR HLDGS INC | FND | 1,680,600 | $167.5M | 3.12% |
| 18 | KLA CORP | KLAC | 259,700 | $163.7M | 3.04% |
| 19 | ADOBE INC | ADBE | 363,883 | $161.8M | 3.01% |
| 20 | NIKE INC | NKE | 1,849,461 | $140.0M | 2.60% |
| 21 | MSCI INC | MSCI | 82,879 | $49.7M | 0.93% |
| 22 | CDW CORP | CDW | 236,176 | $41.1M | 0.76% |
| 23 | TYLER TECHNOLOGIES INC | TYL | 69,992 | $40.4M | 0.75% |
| 24 | ROLLINS INC | ROL | 777,719 | $36.1M | 0.67% |
| 25 | WEST PHARMACEUTICAL SVSC INC | 955306105 | 106,380 | $34.9M | 0.65% |
| 26 | HENRY JACK & ASSOC INC | 426281101 | 197,285 | $34.6M | 0.64% |
| 27 | IDEXX LABS INC | 45168D104 | 82,326 | $34.0M | 0.63% |
| 28 | BROWN & BROWN INC | BRO | 284,000 | $29.0M | 0.54% |
| 29 | ANSYS INC | 03662Q105 | 80,672 | $27.2M | 0.51% |
| 30 | SPS COMM INC | SPSC | 145,500 | $26.8M | 0.50% |
| 31 | VEEVA SYS INC | VEEV | 126,000 | $26.5M | 0.49% |
| 32 | THE TRADE DESK INC | 88339J105 | 216,500 | $25.4M | 0.47% |
| 33 | CORE & MAIN INC | CNM | 465,000 | $23.7M | 0.44% |
| 34 | SITEONE LANDSCAPE SUPPLY INC | SITE | 171,204 | $22.5M | 0.42% |
| 35 | MANHATTAN ASSOCIATES INC | MANH | 55,000 | $14.9M | 0.28% |
| 36 | MARAVAI LIFESCIENCES HLDGS I | MARA | 546,000 | $3.0M | 0.06% |