13F HOLDINGS REPORT
Local Pensions Partnership Investment Ltd
Quarter ended Q4 2025 · Filed January 27, 2026 · Accession 0001698810-26-000003
Total Value
$5.68B
Positions
32
Other Managers
0
Confidential Omitted
No
Holdings (32)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | ALPHABET INC | GOOG | 2,005,645 | $627.7M | 11.05% |
| 2 | MICROSOFT CORP | MSFT | 987,649 | $477.7M | 8.41% |
| 3 | VISA INC | V | 1,266,160 | $444.3M | 7.82% |
| 4 | HEICO CORP | HEI-A | 1,264,905 | $319.5M | 5.62% |
| 5 | AMPHENOL CORP | 032095101 | 2,244,600 | $303.4M | 5.34% |
| 6 | AMAZON.COM INC | AMZN | 1,243,000 | $286.9M | 5.05% |
| 7 | KLA CORP | KLAC | 208,700 | $253.5M | 4.46% |
| 8 | MOODY'S CORP | MCO | 465,868 | $238.0M | 4.19% |
| 9 | CADENCE DESIGN SYSTEMS INC | CDNS | 752,800 | $235.3M | 4.14% |
| 10 | BOOKING HOLDINGS INC | BKNG | 43,796 | $234.5M | 4.13% |
| 11 | APPLE INC | AAPL | 860,880 | $234.1M | 4.12% |
| 12 | AUTODESK INC | ADSK | 754,500 | $223.4M | 3.93% |
| 13 | THERMO FISHER SCIENTIFIC INC | TMO | 360,005 | $208.6M | 3.67% |
| 14 | TYLER TECHNOLOGIES INC | TYL | 439,292 | $199.4M | 3.51% |
| 15 | INTUIT INC | INTU | 299,281 | $198.3M | 3.49% |
| 16 | AUTOZONE INC | AZO | 57,997 | $196.7M | 3.46% |
| 17 | AUTOMATIC DATA PROCESSING INC | ADP | 721,272 | $185.6M | 3.27% |
| 18 | TEXAS INSTRUMENTS INC | 882508104 | 1,000,281 | $173.5M | 3.06% |
| 19 | COSTCO WHOLESALE CORP | 22160K105 | 159,400 | $137.4M | 2.42% |
| 20 | NIKE INC | NKE | 1,849,461 | $117.9M | 2.08% |
| 21 | MSCI INC | MSCI | 78,379 | $45.0M | 0.79% |
| 22 | JACK HENRY & ASSOCIATES INC | 426281101 | 236,285 | $43.1M | 0.76% |
| 23 | IDEXX LABORATORIES INC | 45168D104 | 62,826 | $42.5M | 0.75% |
| 24 | CDW CORP/DE | CDW | 249,176 | $33.9M | 0.60% |
| 25 | ROLLINS INC | ROL | 563,719 | $33.8M | 0.60% |
| 26 | WEST PHARMACEUTICAL SERVICES I | 955306105 | 120,880 | $33.3M | 0.59% |
| 27 | BROWN & BROWN INC | BRO | 406,000 | $32.4M | 0.57% |
| 28 | VEEVA SYSTEMS INC | VEEV | 135,500 | $30.2M | 0.53% |
| 29 | CORE & MAIN INC | CNM | 543,000 | $28.2M | 0.50% |
| 30 | MANHATTAN ASSOCIATES INC | MANH | 138,500 | $24.0M | 0.42% |
| 31 | MEDPACE HOLDINGS INC | MEDP | 38,000 | $21.3M | 0.38% |
| 32 | SPS COMMERCE INC | SPSC | 185,500 | $16.5M | 0.29% |