Local Pensions Partnership Investment Ltd

Fundamental concentrated ★Highest signal CIK 1698810
League rank
#443
in Fundamental concentrated · #1320 overall
Long book
$4.63B
Q1 2026
Positions
32
Top-10 weight
59%
concentration
Last quarter
+15.7%
SPY +14.8%
Turnover
0%
of book per quarter

Strategy in plain words

auto-generated from filings

Local Pensions Partnership Investment Ltd is a concentrated fundamental stock-picker, running a $4.63B US long book across 32 positions.

The portfolio is concentrated: the top 10 names carry 59% of the portfolio. The book barely moves quarter to quarter — a patient, low-turnover holder. Current anchor positions: ALPHABET INC-CL A, VISA INC-CLASS A SHARES, MICROSOFT CORP, HEICO CORP-CLASS A, KLA CORP.

Over the last 6 quarters its long book ran on average 1.1pp per quarter behind the S&P 500, beating the index in 2 of 6 quarters. We rate its filings highest-signal: new buys here are worth attention.

Implied long-book return vs S&P 500

methodology: positions priced quarterly, no shorts/options
Fund long book S&P 500
Q4 2024
-4.3%
Q1 2025
+13.9%
Q2 2025
+5.9%
Q3 2025
+1.3%
Q4 2025
-11.5%
Q1 2026
+15.7%

Sector allocation

Technology
50%
Consumer discretionary
14%
Services media
13%
Other
11%
Industrials
10%
Healthcare
1%
Materials
1%
Financials
1%

Long book by quarter

$5.38B
Q4 2024
$5.04B
Q1 2025
$5.42B
Q2 2025
$5.87B
Q3 2025
$5.68B
Q4 2025
$4.63B
Q1 2026

What does Local Pensions own?

Q1 2026 13F
CompanySectorSharesValue% of bookChange
GOOGL ALPHABET INC-CL ATechnology1.7M$483.7M10.4%-16.1%
V VISA INC-CLASS A SHARESServices media1.2M$352.5M7.6%-7.9%
MSFT MICROSOFT CORPTechnology901.8K$333.8M7.2%-8.7%
HEI/A HEICO CORP-CLASS AIndustrials1.4M$258.9M5.6%+11.9%
KLAC KLA CORPOther171.2K$252.0M5.4%-18.0%
APH AMPHENOL CORP-CL ATechnology2.0M$246.6M5.3%-13.0%
AMZN AMAZON.COM INCConsumer discretionary1.2M$245.6M5.3%-5.1%
MCO MOODY'S CORPServices media451.6K$197.1M4.3%-3.1%
AZO AUTOZONE INCConsumer discretionary55.9K$188.7M4.1%-3.6%
CDNS CADENCE DESIGN SYS INCTechnology668.5K$185.7M4.0%-11.2%
AAPL APPLE INCTechnology731.7K$185.6M4.0%-15.0%
BKNG BOOKING HOLDINGS INCIndustrials43.8K$184.3M4.0%Held
ADSK AUTODESK INCTechnology754.5K$180.6M3.9%Held
TXN TEXAS INSTRUMENTS INCTechnology908.1K$176.3M3.8%-9.2%
TMO THERMO FISHER SCIENTIFIC INCOther341.7K$168.1M3.6%-5.1%
TYL TYLER TECHNOLOGIES INCTechnology463.3K$158.5M3.4%+5.5%
COST COSTCO WHOLESALE CORPConsumer discretionary148.5K$148.0M3.2%-6.8%
ADP AUTOMATIC DATA PROCESSINGTechnology721.3K$146.5M3.2%Held
INTU INTUIT INCTechnology299.3K$129.4M2.8%Held
NKE NIKE INC -CL BOther1.8M$97.7M2.1%Held
MSCI MSCI INCServices media73.4K$39.6M0.9%-6.4%
JKHY JACK HENRY & ASSOCIATES INCTechnology211.3K$33.4M0.7%-10.6%
IDXX IDEXX LABORATORIES INCMaterials58.1K$32.7M0.7%-7.5%
WST WEST PHARMACEUTICAL SERVICESHealthcare120.9K$30.3M0.7%Held
CDW CDW CORP/DEConsumer discretionary249.2K$30.2M0.7%Held
VEEV VEEVA SYSTEMS INC-CLASS ATechnology156.5K$27.5M0.6%+15.5%
BRO BROWN & BROWN INCFinancials406.0K$26.5M0.6%Held
ROL ROLLINS INCServices media414.7K$22.2M0.5%-26.4%
CNM CORE & MAIN INC-CLASS AConsumer discretionary403.0K$19.9M0.4%-25.8%
MANH MANHATTAN ASSOCIATES INCTechnology138.5K$18.4M0.4%Held
MEDP MEDPACE HOLDINGS INCHealthcare38.0K$18.3M0.4%Held
SPSC SPS COMMERCE INCTechnology185.5K$10.3M0.2%Held

13F filing history

PeriodFormFiledEntriesReported valueFlagsSource
Q1 202613F-HRMay 5, 202632$4.63B canonicalSEC ↗
Q4 202513F-HRJan 27, 202632$5.68B canonicalSEC ↗
Q3 202513F-HRNov 12, 202533$5.87B canonicalSEC ↗
Q2 202513F-HRNov 12, 202535$5.42B canonicalSEC ↗
Q1 202513F-HRNov 12, 202535$5.04B canonicalSEC ↗
Q4 202413F-HRNov 12, 202536$5.38B canonicalSEC ↗