13F HOLDINGS REPORT
Local Pensions Partnership Investment Ltd
Quarter ended Q3 2025 · Filed November 12, 2025 · Accession 0000919574-25-006577
Total Value
$5.42B
Positions
35
Other Managers
0
Confidential Omitted
No
Holdings (35)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | MICROSOFT CORP | MSFT | 1,018,149 | $506.2M | 9.35% |
| 2 | VISA INC | V | 1,266,160 | $449.2M | 8.29% |
| 3 | ALPHABET INC | GOOG | 2,409,445 | $424.6M | 7.84% |
| 4 | HEICO CORP NEW | HEI-A | 1,290,905 | $333.5M | 6.16% |
| 5 | AMPHENOL CORP NEW | 032095101 | 3,030,100 | $299.1M | 5.52% |
| 6 | BOOKING HOLDINGS INC | BKNG | 43,796 | $253.3M | 4.68% |
| 7 | KLA CORP | KLAC | 267,800 | $239.8M | 4.43% |
| 8 | INTUIT | INTU | 299,281 | $235.7M | 4.35% |
| 9 | MOODYS CORP | MCO | 465,868 | $233.5M | 4.31% |
| 10 | AUTODESK INC | ADSK | 754,500 | $233.5M | 4.31% |
| 11 | AMAZON COM INC | AMZN | 1,060,600 | $232.7M | 4.30% |
| 12 | CADENCE DESIGN SYSTEM INC | CDNS | 732,600 | $225.7M | 4.17% |
| 13 | TEXAS INSTRS INC | 882508104 | 1,081,581 | $224.5M | 4.14% |
| 14 | AUTOMATIC DATA PROCESSING IN | ADP | 721,272 | $222.4M | 4.11% |
| 15 | AUTOZONE INC | AZO | 58,947 | $218.9M | 4.04% |
| 16 | APPLE INC | AAPL | 856,780 | $175.7M | 3.24% |
| 17 | COSTCO WHSL CORP NEW | 22160K105 | 159,400 | $157.7M | 2.91% |
| 18 | THERMO FISHER SCIENTIFIC INC | TMO | 357,305 | $144.8M | 2.67% |
| 19 | NIKE INC | NKE | 1,849,461 | $131.3M | 2.42% |
| 20 | MSCI INC | MSCI | 74,879 | $43.1M | 0.80% |
| 21 | IDEXX LABS INC | 45168D104 | 75,826 | $40.7M | 0.75% |
| 22 | CDW CORP | CDW | 220,176 | $39.3M | 0.73% |
| 23 | VEEVA SYS INC | VEEV | 120,500 | $34.7M | 0.64% |
| 24 | ROLLINS INC | ROL | 596,719 | $33.7M | 0.62% |
| 25 | TYLER TECHNOLOGIES INC | TYL | 53,792 | $31.9M | 0.59% |
| 26 | HENRY JACK & ASSOC INC | 426281101 | 176,285 | $31.8M | 0.59% |
| 27 | BROWN & BROWN INC | BRO | 262,000 | $29.0M | 0.54% |
| 28 | ANSYS INC | 03662Q105 | 80,672 | $28.3M | 0.52% |
| 29 | CORE & MAIN INC | CNM | 463,000 | $27.9M | 0.52% |
| 30 | WEST PHARMACEUTICAL SVSC INC | 955306105 | 126,380 | $27.6M | 0.51% |
| 31 | MANHATTAN ASSOCIATES INC | MANH | 138,500 | $27.4M | 0.50% |
| 32 | SPS COMM INC | SPSC | 175,500 | $23.9M | 0.44% |
| 33 | THE TRADE DESK INC | 88339J105 | 312,500 | $22.5M | 0.42% |
| 34 | SITEONE LANDSCAPE SUPPLY INC | SITE | 152,704 | $18.5M | 0.34% |
| 35 | MEDPACE HLDGS INC | MEDP | 45,000 | $14.1M | 0.26% |