# Local Pensions Partnership Investment Ltd

> Institutional holdings reported to the SEC as of Q2 2026 on Form 13F. CIK 1698810. Source: https://holderbook.com/funds/1698810-local-pensions-partnership-investment-ltd/

- Reported value: $4.8B
- Positions: 32
- Weight of the ten largest: 67.0%
- Filed: 2026-07-30

A 13F reports long US equity positions only. Short positions, bonds, foreign listings, private holdings and cash are not visible, so this is not the manager's whole book.

## Holdings

| Security | Ticker | Value | Shares | Weight | Quarters held |
|---|---|---|---|---|---|
| ALPHABET INC | [GOOGL](https://holderbook.com/stocks/GOOGL/) | $481.5M | 1,348,247 | 10.1% | 7 |
| KLA CORP | [KLAC](https://holderbook.com/stocks/KLAC/) | $440.6M | 1,461,570 | 9.2% | 7 |
| VISA INC | [V](https://holderbook.com/stocks/V/) | $367.3M | 1,071,979 | 7.7% | 7 |
| AMPHENOL CORP | [APH](https://holderbook.com/stocks/APH/) | $344.2M | 1,951,700 | 7.2% | 7 |
| HEICO CORP NEW | [HEIA](https://holderbook.com/stocks/HEIA/) | $320.4M | 1,242,970 | 6.7% | 7 |
| MICROSOFT CORP | [MSFT](https://holderbook.com/stocks/MSFT/) | $289.3M | 775,953 | 6.1% | 7 |
| AMAZON COM INC | [AMZN](https://holderbook.com/stocks/AMZN/) | $284.2M | 1,193,090 | 6.0% | 6 |
| TEXAS INSTRS INC | [TXN](https://holderbook.com/stocks/TXN/) | $252.6M | 847,784 | 5.3% | 7 |
| CADENCE DESIGN SYSTEM INC | [CDNS](https://holderbook.com/stocks/CDNS/) | $226.2M | 602,828 | 4.7% | 7 |
| MOODYS CORP | [MCO](https://holderbook.com/stocks/MCO/) | $184.5M | 407,207 | 3.9% | 7 |
| APPLE INC | [AAPL](https://holderbook.com/stocks/AAPL/) | $177.6M | 614,293 | 3.7% | 7 |
| BOOKING HOLDINGS INC | [BKNG](https://holderbook.com/stocks/BKNG/) | $176.0M | 987,339 | 3.7% | 7 |
| AUTOZONE INC | [AZO](https://holderbook.com/stocks/AZO/) | $161.0M | 50,406 | 3.4% | 7 |
| THERMO FISHER SCIENTIFIC INC | [TMO](https://holderbook.com/stocks/TMO/) | $152.5M | 304,551 | 3.2% | 7 |
| AUTOMATIC DATA PROCESSING IN | [ADP](https://holderbook.com/stocks/ADP/) | $145.6M | 650,416 | 3.1% | 7 |
| AUTODESK INC | [ADSK](https://holderbook.com/stocks/ADSK/) | $132.2M | 680,379 | 2.8% | 7 |
| TYLER TECHNOLOGIES INC | [TYL](https://holderbook.com/stocks/TYL/) | $130.8M | 447,292 | 2.7% | 7 |
| COSTCO WHOLESALE CORPORATION | [COST](https://holderbook.com/stocks/COST/) | $125.3M | 133,912 | 2.6% | 7 |
| NIKE INC | [NKE](https://holderbook.com/stocks/NKE/) | $58.0M | 1,413,787 | 1.2% | 7 |
| WEST PHARMACEUTICAL SVSC INC | [WST](https://holderbook.com/stocks/WST/) | $46.3M | 128,880 | 1.0% | 7 |
| MSCI INC | [MSCI](https://holderbook.com/stocks/MSCI/) | $35.5M | 63,379 | 0.7% | 7 |
| IDEXX LABS INC | [IDXX](https://holderbook.com/stocks/IDXX/) | $31.1M | 59,126 | 0.7% | 7 |
| VEEVA SYS INC | [VEEV](https://holderbook.com/stocks/VEEV/) | $27.8M | 156,500 | 0.6% | 7 |
| CDW CORP | [CDW](https://holderbook.com/stocks/CDW/) | $22.4M | 159,176 | 0.5% | 7 |
| MEDPACE HLDGS INC | [MEDP](https://holderbook.com/stocks/MEDP/) | $22.3M | 42,000 | 0.5% | 5 |
| BROWN & BROWN INC | [BRO](https://holderbook.com/stocks/BRO/) | $20.9M | 326,000 | 0.4% | 7 |
| HENRY JACK & ASSOC INC | [JKHY](https://holderbook.com/stocks/JKHY/) | $20.0M | 145,285 | 0.4% | 7 |
| CORE & MAIN INC | [CNM](https://holderbook.com/stocks/CNM/) | $19.4M | 403,000 | 0.4% | 7 |
| MANHATTAN ASSOCIATES INC | [MANH](https://holderbook.com/stocks/MANH/) | $19.3M | 138,500 | 0.4% | 7 |
| ROLLINS INC | [ROL](https://holderbook.com/stocks/ROL/) | $17.3M | 414,719 | 0.4% | 7 |
| WABTEC | [WAB](https://holderbook.com/stocks/WAB/) | $16.8M | 62,500 | 0.4% | 1 |
| CURTISS WRIGHT CORP | [CW](https://holderbook.com/stocks/CW/) | $16.7M | 22,000 | 0.3% | 1 |

## What the disclosed book did

Not the fund's return. This is the change in value of the positions disclosed on Form 13F, had they been left untouched, against SPY over the same quarter ends.

| Quarter | Book | Market | Difference | Priced |
|---|---|---|---|---|
| Q2 2026 | +15.3% | +14.8% | +0.5% | 101% |
| Q1 2026 | -11.7% | -4.6% | -7.0% | 100% |
| Q4 2025 | +1.1% | +2.4% | -1.2% | 100% |
| Q3 2025 | +5.7% | +7.8% | -2.1% | 100% |
| Q2 2025 | +13.7% | +10.5% | +3.2% | 100% |
| Q1 2025 | -4.5% | -4.6% | +0.1% | 100% |

## Quarter by quarter

| Quarter | Value | Positions |
|---|---|---|
| Q2 2026 | $4.8B | 32 |
| Q1 2026 | $4.6B | 32 |
| Q4 2025 | $5.7B | 32 |
| Q3 2025 | $5.9B | 33 |
| Q2 2025 | $5.4B | 35 |
| Q1 2025 | $5.0B | 35 |
| Q4 2024 | $5.4B | 36 |