Local Pensions Partnership Investment Ltd Long-Term Concentrated

Location: London, United Kingdom

CIK: 0001698810 · Show all filings

Period: Q4 2025 (← Previous) (Next →)

Filing Date: Jan 27, 2026

Total Value: $5.68B (100.0% shares, 0.0% debt)

Holdings (32)

GOOGL ALPHABET INC 11.1%

Value $628M Shares 2,005,645 Share Price $312.97 Est. Cost/Share $174.14 Unrealized @ Report Date +79.7%

MSFT MICROSOFT CORP 8.4%

Value $478M Shares 987,649 Share Price $483.63 Est. Cost/Share $422.35 Unrealized @ Report Date +14.5%

V VISA INC 7.8%

Value $444M Shares 1,266,160 Share Price $350.88 Est. Cost/Share $298.33 Unrealized @ Report Date +17.6%

HEI/A HEICO CORP 5.6%

Value $319M Shares 1,264,905 Share Price $252.56 Est. Cost/Share $200.99 Unrealized @ Report Date +25.5%

APH AMPHENOL CORP 5.3%

Value $303M Shares 2,244,600 Share Price $135.16 Est. Cost/Share $69.34 Unrealized @ Report Date +94.9%

AMZN AMAZON.COM INC 5.1%

Value $287M Shares 1,243,000 Share Price $230.84 Est. Cost/Share $216.87 Unrealized @ Report Date +6.4%

KLAC KLA CORP 4.5%

Value $254M Shares 208,700 Share Price $1214.85 Est. Cost/Share $670.46 Unrealized @ Report Date +81.2%

MCO MOODY'S CORP 4.2%

Value $238M Shares 465,868 Share Price $510.98 Est. Cost/Share $473.16 Unrealized @ Report Date +8.0%

CDNS CADENCE DESIGN SYSTEMS INC 4.1%

Value $235M Shares 752,800 Share Price $312.63 Est. Cost/Share $291.65 Unrealized @ Report Date +7.2%

BKNG BOOKING HOLDINGS INC 4.1%

Value $234M Shares 43,796 Share Price $5354.24 Est. Cost/Share $4764.13 Unrealized @ Report Date +12.4%

AAPL APPLE INC 4.1%

Value $234M Shares 860,880 Share Price $271.89 Est. Cost/Share $233.79 Unrealized @ Report Date +16.3%

ADSK AUTODESK INC 3.9%

Value $223M Shares 754,500 Share Price $296.08 Est. Cost/Share $295.42 Unrealized @ Report Date +0.2%

TMO THERMO FISHER SCIENTIFIC INC 3.7%

Value $209M Shares 360,005 Share Price $579.50 Est. Cost/Share $544.39 Unrealized @ Report Date +6.4%

TYL TYLER TECHNOLOGIES INC 3.5%

Value $199M Shares 439,292 Share Price $453.87 Est. Cost/Share $561.60 Unrealized @ Report Date -19.2%

INTU INTUIT INC 3.5%

Value $198M Shares 299,281 Share Price $662.56 Est. Cost/Share $634.69 Unrealized @ Report Date +4.4%

AZO AUTOZONE INC 3.5%

Value $197M Shares 57,997 Share Price $3392.28 Est. Cost/Share $3191.32 Unrealized @ Report Date +6.3%

ADP AUTOMATIC DATA PROCESSING INC 3.3%

Value $186M Shares 721,272 Share Price $257.26 Est. Cost/Share $287.90 Unrealized @ Report Date -10.7%

TXN TEXAS INSTRUMENTS INC 3.1%

Value $174M Shares 1,000,281 Share Price $173.49 Est. Cost/Share $193.15 Unrealized @ Report Date -10.2%

COST COSTCO WHOLESALE CORP 2.4%

Value $137M Shares 159,400 Share Price $862.23 Est. Cost/Share $922.64 Unrealized @ Report Date -6.5%

NKE NIKE INC 2.1%

Value $118M Shares 1,849,461 Share Price $63.74 Est. Cost/Share $76.48 Unrealized @ Report Date -16.7%

MSCI MSCI INC 0.8%

Value $44.98M Shares 78,379 Share Price $573.86 Est. Cost/Share $590.42 Unrealized @ Report Date -2.8%

JKHY JACK HENRY & ASSOCIATES INC 0.8%

Value $43.11M Shares 236,285 Share Price $182.44 Est. Cost/Share $173.19 Unrealized @ Report Date +5.4%

IDXX IDEXX LABORATORIES INC 0.7%

Value $42.51M Shares 62,826 Share Price $676.62 Est. Cost/Share $438.63 Unrealized @ Report Date +54.2%

CDW CDW CORP/DE 0.6%

Value $33.94M Shares 249,176 Share Price $136.21 Est. Cost/Share $186.80 Unrealized @ Report Date -27.1%

ROL ROLLINS INC 0.6%

Value $33.83M Shares 563,719 Share Price $60.01 Est. Cost/Share $48.31 Unrealized @ Report Date +24.2%

WST WEST PHARMACEUTICAL SERVICES I 0.6%

Value $33.27M Shares 120,880 Share Price $275.23 Est. Cost/Share $307.45 Unrealized @ Report Date -10.5%

BRO BROWN & BROWN INC 0.6%

Value $32.36M Shares 406,000 Share Price $79.69 Est. Cost/Share $102.32 Unrealized @ Report Date -22.1%

VEEV VEEVA SYSTEMS INC 0.5%

Value $30.25M Shares 135,500 Share Price $223.23 Est. Cost/Share $224.95 Unrealized @ Report Date -0.8%

CNM CORE & MAIN INC 0.5%

Value $28.22M Shares 543,000 Share Price $51.97 Est. Cost/Share $49.74 Unrealized @ Report Date +4.5%

MANH MANHATTAN ASSOCIATES INC 0.4%

Value $23.99M Shares 138,500 Share Price $173.24 Est. Cost/Share $238.71 Unrealized @ Report Date -27.4%

MEDP MEDPACE HOLDINGS INC 0.4%

Value $21.34M Shares 38,000 Share Price $561.52 Est. Cost/Share $300.23 Unrealized @ Report Date +87.1%

SPSC SPS COMMERCE INC 0.3%

Value $16.54M Shares 185,500 Share Price $89.16 Est. Cost/Share $178.98 Unrealized @ Report Date -50.2%

Ticker	Issuer	Shares	Value	%	Share Price	Est. Cost/Share	Unrealized @ Report Date	Class	CUSIP
GOOGL	ALPHABET INC	2,005,645	$628M	11.1%	$312.97	$174.14	+79.7%	COM	02079K305
MSFT	MICROSOFT CORP	987,649	$478M	8.4%	$483.63	$422.35	+14.5%	COM	594918104
V	VISA INC	1,266,160	$444M	7.8%	$350.88	$298.33	+17.6%	COM	92826C839
HEI/A	HEICO CORP	1,264,905	$319M	5.6%	$252.56	$200.99	+25.5%	COM	422806208
APH	AMPHENOL CORP	2,244,600	$303M	5.3%	$135.16	$69.34	+94.9%	COM	032095101
AMZN	AMAZON.COM INC	1,243,000	$287M	5.1%	$230.84	$216.87	+6.4%	COM	023135106
KLAC	KLA CORP	208,700	$254M	4.5%	$1214.85	$670.46	+81.2%	COM	482480100
MCO	MOODY'S CORP	465,868	$238M	4.2%	$510.98	$473.16	+8.0%	COM	615369105
CDNS	CADENCE DESIGN SYSTEMS INC	752,800	$235M	4.1%	$312.63	$291.65	+7.2%	COM	127387108
BKNG	BOOKING HOLDINGS INC	43,796	$234M	4.1%	$5354.24	$4764.13	+12.4%	COM	09857L108
AAPL	APPLE INC	860,880	$234M	4.1%	$271.89	$233.79	+16.3%	COM	037833100
ADSK	AUTODESK INC	754,500	$223M	3.9%	$296.08	$295.42	+0.2%	COM	052769106
TMO	THERMO FISHER SCIENTIFIC INC	360,005	$209M	3.7%	$579.50	$544.39	+6.4%	COM	883556102
TYL	TYLER TECHNOLOGIES INC	439,292	$199M	3.5%	$453.87	$561.60	-19.2%	COM	902252105
INTU	INTUIT INC	299,281	$198M	3.5%	$662.56	$634.69	+4.4%	COM	461202103
AZO	AUTOZONE INC	57,997	$197M	3.5%	$3392.28	$3191.32	+6.3%	COM	053332102
ADP	AUTOMATIC DATA PROCESSING INC	721,272	$186M	3.3%	$257.26	$287.90	-10.7%	COM	053015103
TXN	TEXAS INSTRUMENTS INC	1,000,281	$174M	3.1%	$173.49	$193.15	-10.2%	COM	882508104
COST	COSTCO WHOLESALE CORP	159,400	$137M	2.4%	$862.23	$922.64	-6.5%	COM	22160K105
NKE	NIKE INC	1,849,461	$118M	2.1%	$63.74	$76.48	-16.7%	COM	654106103
MSCI	MSCI INC	78,379	$44.98M	0.8%	$573.86	$590.42	-2.8%	COM	55354G100
JKHY	JACK HENRY & ASSOCIATES INC	236,285	$43.11M	0.8%	$182.44	$173.19	+5.4%	COM	426281101
IDXX	IDEXX LABORATORIES INC	62,826	$42.51M	0.7%	$676.62	$438.63	+54.2%	COM	45168D104
CDW	CDW CORP/DE	249,176	$33.94M	0.6%	$136.21	$186.80	-27.1%	COM	12514G108
ROL	ROLLINS INC	563,719	$33.83M	0.6%	$60.01	$48.31	+24.2%	COM	775711104
WST	WEST PHARMACEUTICAL SERVICES I	120,880	$33.27M	0.6%	$275.23	$307.45	-10.5%	COM	955306105
BRO	BROWN & BROWN INC	406,000	$32.36M	0.6%	$79.69	$102.32	-22.1%	COM	115236101
VEEV	VEEVA SYSTEMS INC	135,500	$30.25M	0.5%	$223.23	$224.95	-0.8%	COM	922475108
CNM	CORE & MAIN INC	543,000	$28.22M	0.5%	$51.97	$49.74	+4.5%	COM	21874C102
MANH	MANHATTAN ASSOCIATES INC	138,500	$23.99M	0.4%	$173.24	$238.71	-27.4%	COM	562750109
MEDP	MEDPACE HOLDINGS INC	38,000	$21.34M	0.4%	$561.52	$300.23	+87.1%	COM	58506Q109
SPSC	SPS COMMERCE INC	185,500	$16.54M	0.3%	$89.16	$178.98	-50.2%	COM	78463M107