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 Est. Cost $174.14 Unrealized +64.0%

MSFT MICROSOFT CORP 8.4%

Value $478M Shares 987,649 Est. Cost $422.35 Unrealized +18.5%

V VISA INC 7.8%

Value $444M Shares 1,266,160 Est. Cost $298.33 Unrealized +14.1%

HEI/A HEICO CORP 5.6%

Value $319M Shares 1,264,905 Est. Cost $200.99 Unrealized +22.9%

APH AMPHENOL CORP 5.3%

Value $303M Shares 2,244,600 Est. Cost $69.34 Unrealized +92.6%

AMZN AMAZON.COM INC 5.1%

Value $287M Shares 1,243,000 Est. Cost $216.87 Unrealized +5.5%

KLAC KLA CORP 4.5%

Value $254M Shares 208,700 Est. Cost $670.46 Unrealized +74.8%

MCO MOODY'S CORP 4.2%

Value $238M Shares 465,868 Est. Cost $473.16 Unrealized +3.0%

CDNS CADENCE DESIGN SYSTEMS INC 4.1%

Value $235M Shares 752,800 Est. Cost $291.65 Unrealized +11.9%

BKNG BOOKING HOLDINGS INC 4.1%

Value $234M Shares 43,796 Est. Cost $4764.13 Unrealized +7.8%

AAPL APPLE INC 4.1%

Value $234M Shares 860,880 Est. Cost $233.79 Unrealized +14.8%

ADSK AUTODESK INC 3.9%

Value $223M Shares 754,500 Est. Cost $295.42 Unrealized +2.4%

TMO THERMO FISHER SCIENTIFIC INC 3.7%

Value $209M Shares 360,005 Est. Cost $544.39 Unrealized +3.8%

TYL TYLER TECHNOLOGIES INC 3.5%

Value $199M Shares 439,292 Est. Cost $561.60 Unrealized -15.2%

INTU INTUIT INC 3.5%

Value $198M Shares 299,281 Est. Cost $634.69 Unrealized +4.1%

AZO AUTOZONE INC 3.5%

Value $197M Shares 57,997 Est. Cost $3191.32 Unrealized +18.4%

ADP AUTOMATIC DATA PROCESSING INC 3.3%

Value $186M Shares 721,272 Est. Cost $287.90 Unrealized -8.0%

TXN TEXAS INSTRUMENTS INC 3.1%

Value $174M Shares 1,000,281 Est. Cost $193.15 Unrealized -11.6%

COST COSTCO WHOLESALE CORP 2.4%

Value $137M Shares 159,400 Est. Cost $922.64 Unrealized -1.8%

NKE NIKE INC 2.1%

Value $118M Shares 1,849,461 Est. Cost $76.48 Unrealized -15.1%

MSCI MSCI INC 0.8%

Value $44.98M Shares 78,379 Est. Cost $590.42 Unrealized -5.2%

JKHY JACK HENRY & ASSOCIATES INC 0.8%

Value $43.11M Shares 236,285 Est. Cost $173.19 Unrealized -4.0%

IDXX IDEXX LABORATORIES INC 0.7%

Value $42.51M Shares 62,826 Est. Cost $438.63 Unrealized +55.3%

CDW CDW CORP/DE 0.6%

Value $33.94M Shares 249,176 Est. Cost $186.80 Unrealized -21.3%

ROL ROLLINS INC 0.6%

Value $33.83M Shares 563,719 Est. Cost $48.31 Unrealized +21.4%

WST WEST PHARMACEUTICAL SERVICES I 0.6%

Value $33.27M Shares 120,880 Est. Cost $307.45 Unrealized -11.1%

BRO BROWN & BROWN INC 0.6%

Value $32.36M Shares 406,000 Est. Cost $102.32 Unrealized -18.5%

VEEV VEEVA SYSTEMS INC 0.5%

Value $30.25M Shares 135,500 Est. Cost $224.95 Unrealized +18.0%

CNM CORE & MAIN INC 0.5%

Value $28.22M Shares 543,000 Est. Cost $49.74 Unrealized +3.1%

MANH MANHATTAN ASSOCIATES INC 0.4%

Value $23.99M Shares 138,500 Est. Cost $238.71 Unrealized -23.4%

MEDP MEDPACE HOLDINGS INC 0.4%

Value $21.34M Shares 38,000 Est. Cost $300.23 Unrealized +89.1%

SPSC SPS COMMERCE INC 0.3%

Value $16.54M Shares 185,500 Est. Cost $178.98 Unrealized -48.2%

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
GOOGL	ALPHABET INC	2,005,645	$628M	11.1%	$174.14	+64.0%	COM	02079K305
MSFT	MICROSOFT CORP	987,649	$478M	8.4%	$422.35	+18.5%	COM	594918104
V	VISA INC	1,266,160	$444M	7.8%	$298.33	+14.1%	COM	92826C839
HEI/A	HEICO CORP	1,264,905	$319M	5.6%	$200.99	+22.9%	COM	422806208
APH	AMPHENOL CORP	2,244,600	$303M	5.3%	$69.34	+92.6%	COM	032095101
AMZN	AMAZON.COM INC	1,243,000	$287M	5.1%	$216.87	+5.5%	COM	023135106
KLAC	KLA CORP	208,700	$254M	4.5%	$670.46	+74.8%	COM	482480100
MCO	MOODY'S CORP	465,868	$238M	4.2%	$473.16	+3.0%	COM	615369105
CDNS	CADENCE DESIGN SYSTEMS INC	752,800	$235M	4.1%	$291.65	+11.9%	COM	127387108
BKNG	BOOKING HOLDINGS INC	43,796	$234M	4.1%	$4764.13	+7.8%	COM	09857L108
AAPL	APPLE INC	860,880	$234M	4.1%	$233.79	+14.8%	COM	037833100
ADSK	AUTODESK INC	754,500	$223M	3.9%	$295.42	+2.4%	COM	052769106
TMO	THERMO FISHER SCIENTIFIC INC	360,005	$209M	3.7%	$544.39	+3.8%	COM	883556102
TYL	TYLER TECHNOLOGIES INC	439,292	$199M	3.5%	$561.60	-15.2%	COM	902252105
INTU	INTUIT INC	299,281	$198M	3.5%	$634.69	+4.1%	COM	461202103
AZO	AUTOZONE INC	57,997	$197M	3.5%	$3191.32	+18.4%	COM	053332102
ADP	AUTOMATIC DATA PROCESSING INC	721,272	$186M	3.3%	$287.90	-8.0%	COM	053015103
TXN	TEXAS INSTRUMENTS INC	1,000,281	$174M	3.1%	$193.15	-11.6%	COM	882508104
COST	COSTCO WHOLESALE CORP	159,400	$137M	2.4%	$922.64	-1.8%	COM	22160K105
NKE	NIKE INC	1,849,461	$118M	2.1%	$76.48	-15.1%	COM	654106103
MSCI	MSCI INC	78,379	$44.98M	0.8%	$590.42	-5.2%	COM	55354G100
JKHY	JACK HENRY & ASSOCIATES INC	236,285	$43.11M	0.8%	$173.19	-4.0%	COM	426281101
IDXX	IDEXX LABORATORIES INC	62,826	$42.51M	0.7%	$438.63	+55.3%	COM	45168D104
CDW	CDW CORP/DE	249,176	$33.94M	0.6%	$186.80	-21.3%	COM	12514G108
ROL	ROLLINS INC	563,719	$33.83M	0.6%	$48.31	+21.4%	COM	775711104
WST	WEST PHARMACEUTICAL SERVICES I	120,880	$33.27M	0.6%	$307.45	-11.1%	COM	955306105
BRO	BROWN & BROWN INC	406,000	$32.36M	0.6%	$102.32	-18.5%	COM	115236101
VEEV	VEEVA SYSTEMS INC	135,500	$30.25M	0.5%	$224.95	+18.0%	COM	922475108
CNM	CORE & MAIN INC	543,000	$28.22M	0.5%	$49.74	+3.1%	COM	21874C102
MANH	MANHATTAN ASSOCIATES INC	138,500	$23.99M	0.4%	$238.71	-23.4%	COM	562750109
MEDP	MEDPACE HOLDINGS INC	38,000	$21.34M	0.4%	$300.23	+89.1%	COM	58506Q109
SPSC	SPS COMMERCE INC	185,500	$16.54M	0.3%	$178.98	-48.2%	COM	78463M107