Local Pensions Partnership Investment Ltd Q4 2025 Filing

Filed January 27, 2026

Portfolio Value

$5.7B

Holdings

Report Date

Q4 2025

Filing Type

13F-HR

All Holdings (32 positions)

#	Stock	Shares	Value	% Portfolio
1	GOOGLALPHABET INC	2,005,645	$627.7M	11.05%
2	MSFTMICROSOFT CORP	987,649	$477.7M	8.41%
3	VVISA INC	1,266,160	$444.3M	7.82%
4	HEIHEICO CORP	1,264,905	$319.5M	5.62%
5	APHAMPHENOL CORP	2,244,600	$303.4M	5.34%
6	AMZNAMAZON.COM INC	1,243,000	$286.9M	5.05%
7	KLACKLA CORP	208,700	$253.5M	4.46%
8	MCOMOODY'S CORP	465,868	$238.0M	4.19%
9	CDNSCADENCE DESIGN SYSTEMS INC	752,800	$235.3M	4.14%
10	BKNGBOOKING HOLDINGS INC	43,796	$234.5M	4.13%
11	AAPLAPPLE INC	860,880	$234.1M	4.12%
12	ADSKAUTODESK INC	754,500	$223.4M	3.93%
13	TMOTHERMO FISHER SCIENTIFIC INC	360,005	$208.6M	3.67%
14	TYLTYLER TECHNOLOGIES INC	439,292	$199.4M	3.51%
15	INTUINTUIT INC	299,281	$198.3M	3.49%
16	AZOAUTOZONE INC	57,997	$196.7M	3.46%
17	ADPAUTOMATIC DATA PROCESSING INC	721,272	$185.6M	3.27%
18	TXNTEXAS INSTRUMENTS INC	1,000,281	$173.5M	3.06%
19	COSTCOSTCO WHOLESALE CORP	159,400	$137.4M	2.42%
20	NKENIKE INC	1,849,461	$117.9M	2.08%
21	MSCIMSCI INC	78,379	$45.0M	0.79%
22	JKHYJACK HENRY & ASSOCIATES INC	236,285	$43.1M	0.76%
23	IDXXIDEXX LABORATORIES INC	62,826	$42.5M	0.75%
24	CDWCDW CORP/DE	249,176	$33.9M	0.60%
25	ROLROLLINS INC	563,719	$33.8M	0.60%
26	WSTWEST PHARMACEUTICAL SERVICES I	120,880	$33.3M	0.59%
27	BROBROWN & BROWN INC	406,000	$32.4M	0.57%
28	VEEVVEEVA SYSTEMS INC	135,500	$30.2M	0.53%
29	CNMCORE & MAIN INC	543,000	$28.2M	0.50%
30	MANHMANHATTAN ASSOCIATES INC	138,500	$24.0M	0.42%
31	MEDPMEDPACE HOLDINGS INC	38,000	$21.3M	0.38%
32	SPSCSPS COMMERCE INC	185,500	$16.5M	0.29%