13F-HR filed by Life Cycle Investment Partners Ltd
Life Cycle Investment Partners Ltd filed this 13F-HR for the quarter ended 2026-06-30, filed 2026-08-13, with 158 holding rows worth $21,447,831,915.
- Accession
- 0002072459-26-000014
- Filer
- CIK 2072459
- Filed
- 2026-08-13
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q2 2026
A holdings report, 158 entries on the cover page, a total value of $21,447,831,915 stated on the cover page (in dollars after the unit check, H1), rows summing to $21,447,831,915 with VALUE read as dollars as filed, 13F file number 028-26137. The quarter's positions are built on this report. The resolved quarter.
The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).
| Issuer as filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| NVIDIA Corp | 67066G104 | COM | 8,474,723 | $1,695,707,325 | dollars as filed | |
| Alphabet Inc. Reg. Shares A | 02079K305 | COM | 3,932,579 | $1,405,385,757 | dollars as filed | |
| Apple Inc | 037833100 | COM | 4,279,229 | $1,238,237,703 | dollars as filed | |
| Microsoft Corp | 594918104 | COM | 2,490,204 | $928,895,896 | dollars as filed | |
| Amazon.com, Inc | 023135106 | COM | 3,544,695 | $844,842,606 | dollars as filed | |
| TAIWAN SEMICONDUCTOR MFG | 874039100 | SPONSORED ADS | 1,329,941 | $635,139,923 | dollars as filed | |
| Broadcom Inc. | 11135F101 | COM | 1,556,143 | $587,833,018 | dollars as filed | |
| Visa Inc | 92826C839 | COM | 1,554,682 | $533,395,847 | dollars as filed | |
| STEEL DYNAMICS INC COM | 858119100 | Stock | 2,298,976 | $527,523,033 | dollars as filed | |
| META PLATFORMS INC CL A | 30303M102 | COM | 903,206 | $508,766,908 | dollars as filed | |
| DELTA AIR LINES INC COM NEW | 247361702 | Stock | 4,797,621 | $449,345,183 | dollars as filed | |
| Progressive Corporation | 743315103 | COM | 1,985,189 | $433,664,537 | dollars as filed | |
| GE Vernova Inc. | 36828A101 | COM | 316,645 | $372,013,545 | dollars as filed | |
| HCA Healthcare Inc | 40412C101 | COM | 912,404 | $355,737,196 | dollars as filed | |
| Advanced Micro Devices,Inc. | 007903107 | COM | 597,244 | $346,945,012 | dollars as filed | |
| VALERO ENERGY CORP COM | 91913Y100 | Stock | 1,312,007 | $341,699,103 | dollars as filed | |
| Lam Research Corporation | 512807306 | COM | 724,308 | $313,864,386 | dollars as filed | |
| THOR INDS INC | 885160101 | COM | 4,099,664 | $308,130,746 | dollars as filed | |
| CME Group Inc. Class A | 12572Q105 | COM | 1,354,402 | $299,092,594 | dollars as filed | |
| DOLLAR GEN CORP COM | 256677105 | Stock | 2,591,286 | $298,282,931 | dollars as filed | |
| GENERAL MTRS CO COM | 37045V100 | Stock | 3,606,537 | $277,991,872 | dollars as filed | |
| Intel Corp | 458140100 | COM | 1,854,351 | $258,923,030 | dollars as filed | |
| Vertex Pharmaceuticals Incorporated | 92532F100 | COM | 514,179 | $255,408,135 | dollars as filed | |
| Micron Technology,Inc. | 595112103 | COM | 207,664 | $239,704,479 | dollars as filed | |
| Applied Materials,Inc. | 038222105 | COM | 326,412 | $235,995,876 | dollars as filed | |
| ARISTA NETWORKS INC | 040413205 | COM | 1,365,671 | $232,000,189 | dollars as filed | |
| JPMorgan Chase & Co | 46625H100 | COM | 699,121 | $228,843,277 | dollars as filed | |
| Berkshire Hathaway Inc | 084670702 | COM | 395,088 | $197,698,084 | dollars as filed | |
| EOG RES INC COM | 26875P101 | Stock | 1,460,421 | $189,460,416 | dollars as filed | |
| Bank of America Corp | 060505104 | COM | 3,234,347 | $184,293,092 | dollars as filed | |
| NEWMONT CORP | 651639106 | COM | 1,966,748 | $183,694,263 | dollars as filed | |
| BLOOM ENERGY CORP | 093712107 | COM | 601,090 | $181,949,943 | dollars as filed | |
| Palantir Technologies Inc. Class A | 69608A108 | COM | 1,340,443 | $156,389,485 | dollars as filed | |
| Eli Lilly and Company | 532457108 | COM | 125,054 | $149,993,519 | dollars as filed | |
| SUNCOR ENERGY INC NEW COM | 867224107 | Stock | 2,623,555 | $141,089,123 | dollars as filed | |
| KINSALECAPGROUPINC | 49714P108 | STOK | 419,977 | $138,512,614 | dollars as filed | |
| AbbVie,Inc. | 00287Y109 | COM | 542,382 | $136,485,006 | dollars as filed | |
| NORTHROP GRUMMAN CORP COM | 666807102 | Stock | 256,791 | $130,786,224 | dollars as filed | |
| PepsiCo,Inc. | 713448108 | COM | 929,252 | $125,820,721 | dollars as filed | |
| Morgan Stanley | 617446448 | COM | 586,695 | $122,642,723 | dollars as filed | |
| UnitedHealth Group Inc | 91324P102 | COM | 277,679 | $115,411,723 | dollars as filed | |
| AMPHENOL CORP NEW | 032095101 | COM | 637,560 | $112,414,579 | dollars as filed | |
| Walmart Inc. | 931142103 | COM | 983,477 | $111,388,605 | dollars as filed | |
| AMETEK INC COM | 031100100 | Stock | 425,148 | $102,860,307 | dollars as filed | |
| UBS GROUP AG SHS | H42097107 | Stock | 2,031,327 | $100,861,379 | dollars as filed | |
| KINDER MORGAN INC DEL COM | 49456B101 | Stock | 3,149,584 | $100,692,200 | dollars as filed | |
| KLA CORP | 482480100 | COM | 330,520 | $99,721,189 | dollars as filed | |
| PARKER-HANNIFIN CORP COM | 701094104 | Stock | 101,263 | $99,047,366 | dollars as filed | |
| Tesla Motors, Inc | 88160R101 | COM | 233,875 | $98,367,825 | dollars as filed | |
| DELL TECHNOLOGIES INC CL C | 24703L202 | Stock | 224,558 | $96,887,795 | dollars as filed | |
| McDonalds Corporation | 580135101 | COM | 352,443 | $95,268,867 | dollars as filed | |
| Netflix, Inc | 64110L106 | COM | 1,311,995 | $93,676,443 | dollars as filed | |
| BANK OF NY MELLON CORP COM | 064058100 | Stock | 615,477 | $89,004,129 | dollars as filed | |
| Union Pacific Corporation | 907818108 | COM | 314,896 | $85,651,712 | dollars as filed | |
| T-Mobile US,Inc. | 872590104 | COM | 483,610 | $81,115,905 | dollars as filed | |
| Stryker Corporation | 863667101 | COM | 255,072 | $80,306,868 | dollars as filed | |
| CARETRUST REIT INC COM | 14174T107 | REIT | 1,990,126 | $80,301,584 | dollars as filed | |
| METTLER TOLEDO INTERNATIONAL COM | 592688105 | Stock | 62,486 | $79,826,490 | dollars as filed | |
| PRIMERICA INC | 74164M108 | COM | 263,891 | $74,997,822 | dollars as filed | |
| TYSON FOODS INC CL A | 902494103 | Stock | 1,287,756 | $73,724,031 | dollars as filed | |
| Prologis,Inc. | 74340W103 | COM | 530,350 | $71,846,515 | dollars as filed | |
| SYNOPSYS INC COM | 871607107 | Stock | 159,426 | $71,115,156 | dollars as filed | |
| IDEXX LABS INC COM | 45168D104 | Stock | 134,346 | $70,725,108 | dollars as filed | |
| EXPEDITORS INTL WASH INC COM | 302130109 | Stock | 417,189 | $67,993,463 | dollars as filed | |
| Analog Devices,Inc. | 032654105 | COM | 169,602 | $67,360,826 | dollars as filed | |
| FREEPORT MCMORAN INC CL B | 35671D857 | Stock | 1,056,384 | $66,435,990 | dollars as filed | |
| PNC FINL SVCS GROUP INC COM | 693475105 | Stock | 267,807 | $65,939,440 | dollars as filed | |
| Gilead Sciences,Inc. | 375558103 | COM | 521,552 | $65,892,880 | dollars as filed | |
| PACCAR INC COM | 693718108 | Stock | 538,653 | $64,702,998 | dollars as filed | |
| JONES LANG LASALLE INC COM | 48020Q107 | Stock | 208,573 | $64,647,201 | dollars as filed | |
| STERIS PLC SHS USD | G8473T100 | Stock | 302,017 | $63,595,720 | dollars as filed | |
| Johnson & Johnson | 478160104 | COM | 248,443 | $63,097,069 | dollars as filed | |
| MARVELL TECHNOLOGY INC | 573874104 | COM | 211,740 | $63,075,229 | dollars as filed | |
| RELIANCE INC | 759509102 | COM | 166,117 | $62,061,311 | dollars as filed | |
| SEAGATE TECHNOLOGY HLDNGS | G7997R103 | ORD SHS | 63,773 | $61,540,945 | dollars as filed | |
| LITHIA MTRS INC COM | 536797103 | Stock | 209,362 | $60,817,567 | dollars as filed | |
| CHURCH & DWIGHT CO INC COM | 171340102 | Stock | 621,492 | $60,210,145 | dollars as filed | |
| BJS WHSL CLUB HLDGS INC COM | 05550J101 | Stock | 654,392 | $57,076,070 | dollars as filed | |
| Amgen Inc. | 031162100 | COM | 151,355 | $54,808,673 | dollars as filed | |
| CRH PLC ORD | G25508105 | Stock | 500,974 | $53,604,218 | dollars as filed | |
| OLD DOMINION FREIGHT LINE INC COM | 679580100 | Stock | 243,808 | $52,808,813 | dollars as filed | |
| PALO ALTO NETWORKS INC | 697435105 | COM | 153,205 | $52,245,969 | dollars as filed | |
| SUNBELT RENTALS HOLDINGS INC SHS | 866966104 | Stock | 696,536 | $52,107,858 | dollars as filed | |
| Qualcomm Incorporated | 747525103 | COM | 273,506 | $50,541,174 | dollars as filed | |
| ALNYLAM PHARMACEUTICALS INC COM | 02043Q107 | Stock | 165,424 | $49,797,587 | dollars as filed | |
| RESMED INC COM | 761152107 | Stock | 255,432 | $49,778,588 | dollars as filed | |
| SHOPIFY INC | 82509L107 | CL A SUB VTG SHS | 431,739 | $49,295,959 | dollars as filed | |
| NXP SEMICONDUCTORS N V COM | N6596X109 | Stock | 170,606 | $47,945,404 | dollars as filed | |
| OLLIES BARGAIN OUTLET HLDGS | 681116109 | COM | 623,529 | $47,936,910 | dollars as filed | |
| Merck & Co.,Inc. | 58933Y105 | COM | 371,133 | $47,690,591 | dollars as filed | |
| Elevance Health, Inc. | 036752103 | COM | 122,371 | $47,324,537 | dollars as filed | |
| CANADIAN PACIFIC KANSAS CITY COM | 13646K108 | Stock | 543,436 | $47,096,766 | dollars as filed | |
| HEICO CORP NEW | 422806208 | CL A | 176,343 | $45,480,623 | dollars as filed | |
| LEAR CORP COM NEW | 521865204 | Stock | 336,665 | $45,133,310 | dollars as filed | |
| TOPBUILD COR COM | 89055F103 | Stock | 126,758 | $44,939,514 | dollars as filed | |
| Oracle Corporation | 68389X105 | COM | 299,137 | $43,838,527 | dollars as filed | |
| OCCIDENTAL PETE CORP | 674599105 | COM | 867,574 | $42,138,069 | dollars as filed | |
| CENOVUS ENERGY INC | 15135U109 | COM | 1,671,658 | $41,461,549 | dollars as filed | |
| Automatic Data Processing,Inc. | 053015103 | COM | 181,332 | $40,609,301 | dollars as filed | |
| CINTAS CORP COM | 172908105 | Stock | 235,714 | $40,090,237 | dollars as filed | |
| RANGE RES CORP COM | 75281A109 | Stock | 1,057,854 | $39,341,590 | dollars as filed | |
| Booking Holdings Inc. | 09857L108 | COM | 216,887 | $38,657,939 | dollars as filed | |
| PUBLIC SVC ENTERPRISE GROUP COM | 744573106 | Stock | 467,036 | $37,904,642 | dollars as filed | |
| OGE ENERGY CORP | 670837103 | COM | 774,360 | $37,680,358 | dollars as filed | |
| PG&E CORP COM | 69331C108 | Stock | 2,226,416 | $37,448,317 | dollars as filed | |
| INSTALLED BLDG PRODS INC | 45780R101 | COM | 161,538 | $37,127,894 | dollars as filed | |
| CENTERPOINT ENERGY INC | 15189T107 | COM | 842,312 | $37,095,420 | dollars as filed | |
| DEVON ENERGY CORP NEW COM | 25179M103 | Stock | 893,631 | $36,924,833 | dollars as filed | |
| CORNING INC | 219350105 | COM | 140,344 | $35,848,068 | dollars as filed | |
| APOLLO GLOBAL MGMT INC COM | 03769M106 | Stock | 299,086 | $35,384,865 | dollars as filed | |
| NU HLDGS LTD | G6683N103 | ORD SHS CL A | 2,624,184 | $35,059,098 | dollars as filed | |
| SAIA INC | 78709Y105 | COM | 82,795 | $34,869,942 | dollars as filed | |
| VERTIV HOLDINGS CO COM CL A | 92537N108 | Stock | 103,065 | $34,508,223 | dollars as filed | |
| RPM INTL INC COM | 749685103 | Stock | 301,535 | $33,515,615 | dollars as filed | |
| ROLLINS INC COM | 775711104 | Stock | 802,434 | $33,493,595 | dollars as filed | |
| GALLAGHER ARTHUR J & CO COM | 363576109 | Stock | 144,936 | $33,272,958 | dollars as filed | |
| CROWDSTRIKE HLDGS INC | 22788C105 | COM | 40,920 | $31,227,689 | dollars as filed | |
| HALLIBURTON CO COM | 406216101 | Stock | 897,264 | $30,462,113 | dollars as filed | |
| GSK PLC SPONSORED ADR | 37733W204 | ADR | 530,080 | $27,786,794 | dollars as filed | |
| COPART INC COM | 217204106 | Stock | 966,511 | $27,245,945 | dollars as filed | |
| BROOKFIELD CORP CL A LTD VT SH | 11271J107 | Stock | 638,216 | $27,219,094 | dollars as filed | |
| DTE ENERGY CO COM | 233331107 | Stock | 160,443 | $24,446,700 | dollars as filed | |
| WEC ENERGY GROUP INC COM | 92939U106 | Stock | 206,524 | $24,115,807 | dollars as filed | |
| Intuit Inc. | 461202103 | COM | 91,231 | $23,811,291 | dollars as filed | |
| NEUROCRINE BIOSCIENCES INC | 64125C109 | COM | 126,308 | $21,287,319 | dollars as filed | |
| ARGENX SE SPONSORED ADR | 04016X101 | ADR | 22,490 | $20,865,547 | dollars as filed | |
| BEONE MEDICINES LTD SPONSORED ADS | 07725L102 | ADR | 73,048 | $20,816,489 | dollars as filed | |
| COHERENT CORP COM | 19247G107 | Stock | 45,097 | $17,789,414 | dollars as filed | |
| IONIS PHARMACEUTICALS INC COM | 462222100 | Stock | 219,896 | $17,435,554 | dollars as filed | |
| ASTERA LABS INC COM | 04626A103 | COM | 35,895 | $17,338,003 | dollars as filed | |
| ARROWHEAD PHARMACEUTICALS IN | 04280A100 | COM | 209,068 | $17,041,133 | dollars as filed | |
| CIENA CORP COM NEW | 171779309 | Stock | 32,169 | $15,780,825 | dollars as filed | |
| HUBBELL INC COM | 443510607 | Stock | 29,563 | $15,467,362 | dollars as filed | |
| KEYSIGHT TECHNOLOGIES INC COM | 49338L103 | Stock | 42,713 | $14,952,540 | dollars as filed | |
| EXXON MOBIL CORP | 30231G102 | COM | 106,524 | $14,563,961 | dollars as filed | |
| LUMENTUM HLDGS INC COM | 55024U109 | Stock | 16,762 | $14,382,802 | dollars as filed | |
| MERCADOLIBREINC | 58733R102 | STOK | 8,382 | $14,227,523 | dollars as filed | |
| ASMLHLDGNVFSPONSOREDADR1ADRREPS1ORDSHS | N07059210 | STOK | 6,635 | $13,199,934 | dollars as filed | |
| KRYSTAL BIOTECH INC COM | 501147102 | Stock | 35,124 | $13,054,537 | dollars as filed | |
| ADMA BIOLOGICS INC | 000899104 | COM | 1,522,981 | $12,747,351 | dollars as filed | |
| Lockheed Martin Corporation | 539830109 | COM | 23,801 | $12,125,657 | dollars as filed | |
| REVOLUTION MEDICINES INC COM | 76155X100 | Stock | 64,397 | $12,060,270 | dollars as filed | |
| CREDO TECHNOLOGY GROUP HOLDING ORDINARY SHARES | G25457105 | Stock | 43,532 | $11,838,527 | dollars as filed | |
| General Electric Company | 369604301 | COM | 29,700 | $11,099,781 | dollars as filed | |
| UNITED THERAPEUTICS CORP DEL COM | 91307C102 | Stock | 20,312 | $11,005,651 | dollars as filed | |
| MAXLINEAR INC | 57776J100 | COM | 81,591 | $10,446,096 | dollars as filed | |
| SHELL PLC SPON ADS | 780259305 | ADR | 133,691 | $10,366,400 | dollars as filed | |
| KB FINL GROUP INC SPONSORED ADR | 48241A105 | ADR | 89,944 | $9,440,522 | dollars as filed | |
| CRISPR THERAPEUTICS AG NAMEN AKT | H17182108 | Stock | 143,692 | $7,836,962 | dollars as filed | |
| SITIME CORP COM | 82982T106 | Stock | 5,496 | $4,097,598 | dollars as filed | |
| CANADIAN NAT RES LTD MED TERM COM | 136385101 | Stock | 96,394 | $3,812,822 | dollars as filed | |
| Chubb Limited | H1467J104 | COM | 11,070 | $3,771,992 | dollars as filed | |
| Chevron Corporation | 166764100 | COM | 11,924 | $1,976,522 | dollars as filed | |
| ENTERGY CORP NEW COM | 29364G103 | Stock | 9,404 | $1,080,143 | dollars as filed | |
| EVERSOURCE ENERGY COM | 30040W108 | Stock | 13,285 | $960,107 | dollars as filed | |
| WELLTOWER INC COM | 95040Q104 | REIT | 4,121 | $935,343 | dollars as filed | |
| SYLVAMO CORP | 871332102 | COMMON STOCK | 15,850 | $599,130 | dollars as filed | |
| NRG ENERGY INC COM NEW | 629377508 | Stock | 3,145 | $459,359 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0002072459-26-000014 | this filing | 2026-08-13 | acceptance time not in the bulk data set |