§ 13F · FUND PROFILE
Local Pensions Partnership Investment Ltd.
AUM · $4.8B (13F)Positions · 32Turnover · n/a · Q2Filed · Jul 30, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$34M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 30, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | GOOGL | ALPHABET INC | 1.35M | $481M | 10.1% | −20% |
| 2 | KLAC | KLA CORP | 1.46M | $441M | 9.2% | +754% |
| 3 | V | VISA INC | 1.07M | $367M | 7.7% | −8% |
| 4 | APH | AMPHENOL CORP | 1.95M | $344M | 7.2% | ±0% |
| 5 | HEI/A | HEICO CORP | 1.24M | $320M | 6.7% | −12% |
| 6 | MSFT | MICROSOFT CORP | 776K | $289M | 6.1% | −14% |
| 7 | AMZN | AMAZON.COM INC | 1.19M | $284M | 6.0% | +1% |
| 8 | TXN | TEXAS INSTRUMENTS INC | 848K | $253M | 5.3% | −7% |
| 9 | CDNS | CADENCE DESIGN SYSTEMS INC | 603K | $226M | 4.7% | −10% |
| 10 | MCO | MOODY'S CORP | 407K | $184M | 3.9% | −10% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE LOCAL SIGNAL
AC read
Local Pensions Partnership Investment Ltd is a Income / Defensive fund managing $4.8 billion in assets. The fund runs a portfolio of 32 positions.
Read the full dossier →