Local Pensions Partnership Investment Ltd

LONDON, X0 · CIK 1698810 · 13F filing filed 2026-07-30

No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.

Kindasset owner
Others nearbyLondon

$4.8bn reported value +3.0% vs Q1 2026

32positions

67.0%in top 10

2 new 4 added 21 reduced 2 sold out vs Q1 2026

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	ALPHABET INC CAP STK CL A GOOGL	GOOGL	1,348,247	$481.5m10.10%	10.10%	Reduced -333.8k	-333,798 -19.8%
2	KLA CORP COM NEW KLAC	KLAC	1,461,570	$440.6m9.25%	9.25%	Reduced -250.4k	-250,430 -14.6%
3	VISA INC COM CL A V	V	1,071,979	$367.3m7.71%	7.71%	Reduced -94.4k	-94,381 -8.1%
4	AMPHENOL CORP CL A APH	APH	1,951,700	$344.2m7.22%	7.22%	Unchanged
5	HEICO CORP NEW CL A HEI.A	HEI.A	1,242,970	$320.4m6.72%	6.72%	Reduced -171.8k	-171,840 -12.2%
6	MICROSOFT CORP COM MSFT	MSFT	775,953	$289.3m6.07%	6.07%	Reduced -125.9k	-125,896 -14.0%
7	AMAZON COM INC COM AMZN	AMZN	1,193,090	$284.2m5.96%	5.96%	Added +14.0k	+13,990 1.2%
8	TEXAS INSTRS INC COM TXN	TXN	847,784	$252.6m5.30%	5.30%	Reduced -60.3k	-60,297 -6.6%
9	CADENCE DESIGN SYSTEM INC COM CDNS	CDNS	602,828	$226.2m4.75%	4.75%	Reduced -65.7k	-65,672 -9.8%
10	MOODYS CORP COM MCO	MCO	407,207	$184.5m3.87%	3.87%	Reduced -44.4k	-44,361 -9.8%
11	APPLE INC COM AAPL	AAPL	614,293	$177.6m3.73%	3.73%	Reduced -117.4k	-117,387 -16.0%
12	BOOKING HOLDINGS INC COM BKNG	BKNG	987,339	$176.0m3.69%	3.69%	Reduced -107.6k	-107,561 -9.8%
13	AUTOZONE INC COM AZO	AZO	50,406	$161.0m3.38%	3.38%	Reduced -5.5k	-5,491 -9.8%
14	THERMO FISHER SCIENTIFIC INC COM TMO	TMO	304,551	$152.5m3.20%	3.20%	Reduced -37.2k	-37,154 -10.9%
15	AUTOMATIC DATA PROCESSING IN COM ADP	ADP	650,416	$145.6m3.06%	3.06%	Reduced -70.9k	-70,856 -9.8%
16	AUTODESK INC COM ADSK	ADSK	680,379	$132.2m2.77%	2.77%	Reduced -74.1k	-74,121 -9.8%
17	TYLER TECHNOLOGIES INC COM TYL	TYL	447,292	$130.8m2.75%	2.75%	Reduced -16.0k	-16,000 -3.5%
18	COSTCO WHSL CORP NEW COM COST	COST	133,912	$125.3m2.63%	2.63%	Reduced -14.6k	-14,588 -9.8%
19	NIKE INC CL B NKE	NKE	1,413,787	$58.0m1.22%	1.22%	Reduced -435.7k	-435,674 -23.6%
20	WEST PHARMACEUTICAL SVSC INC COM WST	WST	128,880	$46.3m0.97%	0.97%	Added +8.0k	+8,000 6.6%
21	MSCI INC COM MSCI	MSCI	63,379	$35.5m0.74%	0.74%	Reduced -10.0k	-10,000 -13.6%
22	IDEXX LABS INC COM IDXX	IDXX	59,126	$31.1m0.65%	0.65%	Added +1.0k	+1,000 1.7%
23	VEEVA SYS INC CL A COM VEEV	VEEV	156,500	$27.8m0.58%	0.58%	Unchanged
24	CDW CORP COM CDW	CDW	159,176	$22.4m0.47%	0.47%	Reduced -90.0k	-90,000 -36.1%
25	MEDPACE HLDGS INC COM MEDP	MEDP	42,000	$22.3m0.47%	0.47%	Added +4.0k	+4,000 10.5%
26	BROWN & BROWN INC COM BRO	BRO	326,000	$20.9m0.44%	0.44%	Reduced -80.0k	-80,000 -19.7%
27	HENRY JACK & ASSOC INC COM JKHY	JKHY	145,285	$20.0m0.42%	0.42%	Reduced -66.0k	-66,000 -31.2%
28	CORE & MAIN INC CL A CNM	CNM	403,000	$19.4m0.41%	0.41%	Unchanged
29	MANHATTAN ASSOCIATES INC COM MANH	MANH	138,500	$19.3m0.40%	0.40%	Unchanged
30	ROLLINS INC COM ROL	ROL	414,719	$17.3m0.36%	0.36%	Unchanged
31	WABTEC COM WAB	WAB	62,500	$16.8m0.35%	0.35%	New
32	CURTISS WRIGHT CORP COM CW	CW	22,000	$16.7m0.35%	0.35%	New

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
INTUIT INTU	INTU	299,281	$129.4m299.3k shares
SPS COMM INC SPSC	SPSC	185,500	$10.3m185.5k shares