Life Cycle Investment Partners Ltd
Long book
$15.69B
Q1 2026
Positions
130
Top-10 weight
43%
concentration
Last quarter
+13.3%
SPY +14.8%
Turnover
20%
of book per quarter
Strategy in plain words
auto-generated from filingsLife Cycle Investment Partners Ltd is a diversified fundamental manager, running a $15.69B US long book across 130 positions.
The portfolio is moderately concentrated (top 10 ≈ 43% of the book). Turnover is modest: positions are typically held for years. Current anchor positions: NVIDIA CORP, ALPHABET INC-CL A, APPLE INC, MICROSOFT CORP, AMAZON.COM INC.
We rate its filings as signal-bearing: position changes reflect genuine views.
Implied long-book return vs S&P 500
methodology: positions priced quarterly, no shorts/options Fund long book S&P 500
Q4 2025
-6.4%
Q1 2026
+13.3%
Sector allocation
Technology 40%
Industrials 16%
Financials 12%
Consumer discretionary 9%
Healthcare 8%
Energy 5%
Services media 4%
Materials 2%
Long book by quarter
What does Life Cycle own?
Q1 2026 13F| Company | Sector | Shares | Value | % of book | Change |
|---|---|---|---|---|---|
| NVDA NVIDIA CORP | Technology | 6.6M | $1.14B | 7.3% | +22.7% |
| GOOGL ALPHABET INC-CL A | Technology | 3.4M | $970.7M | 6.2% | +21.3% |
| AAPL APPLE INC | Technology | 3.6M | $905.6M | 5.8% | +23.1% |
| MSFT MICROSOFT CORP | Technology | 2.2M | $827.9M | 5.3% | +4.7% |
| AMZN AMAZON.COM INC | Consumer discretionary | 3.0M | $626.2M | 4.0% | +14.0% |
| STLD STEEL DYNAMICS INC | Industrials | 2.7M | $485.3M | 3.1% | -22.1% |
| META META PLATFORMS INC-CLASS A | Technology | 776.3K | $444.2M | 2.8% | +25.4% |
| V VISA INC-CLASS A SHARES | Services media | 1.4M | $408.1M | 2.6% | +5.0% |
| DAL DELTA AIR LINES INC | Industrials | 5.6M | $373.8M | 2.4% | -17.2% |
| AVGO BROADCOM INC | Technology | 1.1M | $346.5M | 2.2% | +20.1% |
| HCA HCA HEALTHCARE INC | Healthcare | 694.2K | $328.5M | 2.1% | -13.4% |
| CME CME GROUP INC | Financials | 1.1M | $311.9M | 2.0% | +32.5% |
| PGR PROGRESSIVE CORP | Financials | 1.6M | $307.3M | 2.0% | -0.2% |
| VLO VALERO ENERGY CORP | Energy | 1.1M | $279.4M | 1.8% | +292.9% |
| DG DOLLAR GENERAL CORP | Consumer discretionary | 2.3M | $267.8M | 1.7% | -17.6% |
| THO THOR INDUSTRIES INC | Industrials | 3.3M | $261.6M | 1.7% | +31.6% |
| GM GENERAL MOTORS CO | Industrials | 3.2M | $237.7M | 1.5% | -16.1% |
| ODFL OLD DOMINION FREIGHT LINE | Industrials | 1.1M | $215.6M | 1.4% | -8.3% |
| VRTX VERTEX PHARMACEUTICALS INC | Healthcare | 440.4K | $196.7M | 1.3% | +20.1% |
| KNSL KINSALE CAPITAL GROUP INC | Financials | 564.3K | $192.8M | 1.2% | -3.9% |
| NEM NEWMONT CORP | Materials | 1.8M | $190.4M | 1.2% | +5.7% |
| JPM JPMORGAN CHASE & CO | Financials | 568.4K | $167.2M | 1.1% | +52.1% |
| ANET ARISTA NETWORKS INC | Technology | 1.4M | $166.3M | 1.1% | +7.6% |
| BRK/B BERKSHIRE HATHAWAY INC-CL B | Financials | 341.4K | $163.6M | 1.0% | +52.0% |
| BKNG BOOKING HOLDINGS INC | Industrials | 38.3K | $161.2M | 1.0% | -43.3% |
| PLTR PALANTIR TECHNOLOGIES INC-A | Technology | 1.1M | $160.2M | 1.0% | +81.0% |
| ABBV ABBVIE INC | Healthcare | 722.8K | $157.2M | 1.0% | +50.4% |
| NOC NORTHROP GRUMMAN CORP | Technology | 229.8K | $156.8M | 1.0% | +178.2% |
| EOG EOG RESOURCES INC | Energy | 1.0M | $151.2M | 1.0% | New |
| BAC BANK OF AMERICA CORP | Financials | 2.7M | $130.1M | 0.8% | +61.3% |
| LLY ELI LILLY & CO | Healthcare | 139.6K | $128.4M | 0.8% | +53.1% |
| PEP PEPSICO INC | Consumer staples | 754.5K | $117.2M | 0.7% | +52.0% |
| NFLX NETFLIX INC | Services media | 1.1M | $110.5M | 0.7% | +54.3% |
| ADP AUTOMATIC DATA PROCESSING | Technology | 538.0K | $109.3M | 0.7% | +1.2% |
| AMAT APPLIED MATERIALS INC | Technology | 312.9K | $106.9M | 0.7% | +30.9% |
| WMT WALMART INC | Consumer discretionary | 812.3K | $101.0M | 0.6% | +121.5% |
| SU SUNCOR ENERGY INC | Energy | 1.4M | $93.4M | 0.6% | +117.5% |
| ORCL ORACLE CORP | Technology | 618.8K | $91.0M | 0.6% | +17.1% |
| MCD MCDONALD'S CORP | Consumer discretionary | 290.9K | $90.4M | 0.6% | +122.2% |
| KMI KINDER MORGAN INC | Utilities | 2.5M | $84.7M | 0.5% | +46.3% |
| TMUS T-MOBILE US INC | Communications | 397.7K | $83.5M | 0.5% | +54.0% |
| MS MORGAN STANLEY | Financials | 480.4K | $79.1M | 0.5% | +53.8% |
| JNJ JOHNSON & JOHNSON | Healthcare | 314.7K | $76.9M | 0.5% | +51.6% |
| TSLA TESLA INC | Industrials | 206.9K | $76.9M | 0.5% | +56.6% |
| AME AMETEK INC | Technology | 347.9K | $74.6M | 0.5% | +52.3% |
| PH PARKER HANNIFIN CORP | Industrials | 82.6K | $74.0M | 0.5% | +54.7% |
| APH AMPHENOL CORP-CL A | Technology | 542.6K | $68.6M | 0.4% | +168.2% |
| SYK STRYKER CORP | Healthcare | 208.6K | $68.5M | 0.4% | +54.1% |
| TSN TYSON FOODS INC-CL A | Consumer staples | 1.0M | $66.4M | 0.4% | -63.2% |
| IDA IDACORP INC | Utilities | 462.9K | $66.2M | 0.4% | +50.9% |
13F filing history
Similar funds
DIAMANT ASSET MANAGEMENT, INC. LILLY ENDOWMENT INCBROOKFIELD Corp /ON/GQG Partners LLCMITSUBISHI UFJ FINANCIAL GROUP INCNewport Trust Company, LLCVIKING GLOBAL INVESTORS LPPARNASSUS INVESTMENTS, LLC MASTERCARD FOUNDATION ASSET MANAGEMENT CORPPZENA INVESTMENT MANAGEMENT LLCCOATUE MANAGEMENT LLCWinslow Capital Management, LLC