13F HOLDINGS REPORT
Local Pensions Partnership Investment Ltd
Quarter ended Q3 2025 · Filed November 12, 2025 · Accession 0000919574-25-006576
Total Value
$5.04B
Positions
35
Other Managers
0
Confidential Omitted
No
Holdings (35)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | VISA INC | V | 1,418,760 | $497.1M | 9.87% |
| 2 | MICROSOFT CORP | MSFT | 1,073,749 | $402.5M | 7.99% |
| 3 | ALPHABET INC | GOOG | 2,590,845 | $400.4M | 7.95% |
| 4 | HEICO CORP NEW | HEI-A | 1,344,005 | $283.5M | 5.63% |
| 5 | AUTOZONE INC | AZO | 61,880 | $236.4M | 4.69% |
| 6 | MOODYS CORP | MCO | 483,968 | $225.5M | 4.48% |
| 7 | AMPHENOL CORP NEW | 032095101 | 3,390,600 | $222.4M | 4.42% |
| 8 | AUTOMATIC DATA PROCESSING IN | ADP | 721,272 | $220.3M | 4.37% |
| 9 | BOOKING HOLDINGS INC | BKNG | 46,000 | $211.9M | 4.21% |
| 10 | AUTODESK INC | ADSK | 774,000 | $202.6M | 4.02% |
| 11 | TEXAS INSTRS INC | 882508104 | 1,099,081 | $197.6M | 3.92% |
| 12 | APPLE INC | AAPL | 876,380 | $194.6M | 3.86% |
| 13 | INTUIT | INTU | 316,981 | $194.6M | 3.86% |
| 14 | CADENCE DESIGN SYSTEM INC | CDNS | 732,600 | $186.3M | 3.70% |
| 15 | AMAZON COM INC | AMZN | 962,600 | $183.2M | 3.64% |
| 16 | KLA CORP | KLAC | 267,800 | $182.0M | 3.61% |
| 17 | THERMO FISHER SCIENTIFIC INC | TMO | 357,305 | $177.8M | 3.53% |
| 18 | COSTCO WHSL CORP NEW | 22160K105 | 177,000 | $167.4M | 3.32% |
| 19 | NIKE INC | NKE | 1,849,461 | $117.5M | 2.33% |
| 20 | FLOOR & DECOR HLDGS INC | FND | 1,240,300 | $99.8M | 1.98% |
| 21 | MSCI INC | MSCI | 74,879 | $42.4M | 0.84% |
| 22 | ROLLINS INC | ROL | 702,719 | $38.0M | 0.75% |
| 23 | BROWN & BROWN INC | BRO | 284,000 | $35.3M | 0.70% |
| 24 | CDW CORP | CDW | 220,176 | $35.3M | 0.70% |
| 25 | TYLER TECHNOLOGIES INC | TYL | 58,792 | $34.2M | 0.68% |
| 26 | HENRY JACK & ASSOC INC | 426281101 | 176,285 | $32.2M | 0.64% |
| 27 | IDEXX LABS INC | 45168D104 | 75,826 | $31.8M | 0.63% |
| 28 | WEST PHARMACEUTICAL SVSC INC | 955306105 | 126,380 | $28.3M | 0.56% |
| 29 | VEEVA SYS INC | VEEV | 120,500 | $27.9M | 0.55% |
| 30 | ANSYS INC | 03662Q105 | 80,672 | $25.5M | 0.51% |
| 31 | MANHATTAN ASSOCIATES INC | MANH | 138,500 | $24.0M | 0.48% |
| 32 | SPS COMM INC | SPSC | 175,500 | $23.3M | 0.46% |
| 33 | CORE & MAIN INC | CNM | 408,000 | $19.7M | 0.39% |
| 34 | SITEONE LANDSCAPE SUPPLY INC | SITE | 152,704 | $18.5M | 0.37% |
| 35 | THE TRADE DESK INC | 88339J105 | 312,500 | $17.1M | 0.34% |