13F HOLDINGS REPORT
Local Pensions Partnership Investment Ltd
Quarter ended Q3 2025 · Filed November 12, 2025 · Accession 0000919574-25-006579
Total Value
$5.87B
Positions
33
Other Managers
0
Confidential Omitted
No
Holdings (33)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | ALPHABET INC | GOOG | 2,152,645 | $523.2M | 8.92% |
| 2 | MICROSOFT CORP | MSFT | 987,649 | $511.6M | 8.72% |
| 3 | VISA INC | V | 1,266,160 | $432.0M | 7.36% |
| 4 | AMPHENOL CORP NEW | 032095101 | 2,824,700 | $349.6M | 5.96% |
| 5 | HEICO CORP NEW | HEI-A | 1,282,905 | $326.1M | 5.56% |
| 6 | KLA CORP | KLAC | 255,300 | $275.2M | 4.69% |
| 7 | AMAZON COM INC | AMZN | 1,243,000 | $272.9M | 4.65% |
| 8 | CADENCE DESIGN SYSTEM INC | CDNS | 772,600 | $271.4M | 4.63% |
| 9 | AUTOZONE INC | AZO | 60,747 | $260.6M | 4.44% |
| 10 | AUTODESK INC | ADSK | 754,500 | $239.6M | 4.08% |
| 11 | APPLE INC | AAPL | 931,980 | $237.2M | 4.04% |
| 12 | BOOKING HOLDINGS INC | BKNG | 43,796 | $236.3M | 4.03% |
| 13 | MOODYS CORP | MCO | 465,868 | $222.0M | 3.78% |
| 14 | TYLER TECHNOLOGIES INC | TYL | 413,492 | $216.4M | 3.69% |
| 15 | AUTOMATIC DATA PROCESSING IN | ADP | 721,272 | $211.6M | 3.61% |
| 16 | INTUIT | INTU | 299,281 | $204.3M | 3.48% |
| 17 | TEXAS INSTRS INC | 882508104 | 1,081,581 | $198.7M | 3.39% |
| 18 | THERMO FISHER SCIENTIFIC INC | TMO | 371,405 | $180.1M | 3.07% |
| 19 | COSTCO WHSL CORP NEW | 22160K105 | 159,400 | $147.5M | 2.51% |
| 20 | NIKE INC | NKE | 1,849,461 | $129.0M | 2.20% |
| 21 | IDEXX LABS INC | 45168D104 | 72,326 | $46.2M | 0.79% |
| 22 | MSCI INC | MSCI | 78,379 | $44.5M | 0.76% |
| 23 | CDW CORP | CDW | 231,176 | $36.8M | 0.63% |
| 24 | BROWN & BROWN INC | BRO | 389,000 | $36.5M | 0.62% |
| 25 | VEEVA SYS INC | VEEV | 120,500 | $35.9M | 0.61% |
| 26 | HENRY JACK & ASSOC INC | 426281101 | 236,285 | $35.2M | 0.60% |
| 27 | ROLLINS INC | ROL | 596,719 | $35.1M | 0.60% |
| 28 | WEST PHARMACEUTICAL SVSC INC | 955306105 | 126,380 | $33.2M | 0.57% |
| 29 | CORE & MAIN INC | CNM | 543,000 | $29.2M | 0.50% |
| 30 | MANHATTAN ASSOCIATES INC | MANH | 138,500 | $28.4M | 0.48% |
| 31 | MEDPACE HLDGS INC | MEDP | 45,000 | $23.1M | 0.39% |
| 32 | SPS COMM INC | SPSC | 185,500 | $19.3M | 0.33% |
| 33 | SITEONE LANDSCAPE SUPPLY INC | SITE | 142,704 | $18.4M | 0.31% |