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Local Pensions Partnership Investment Ltd

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13F filer, CIK 1698810, LONDON, United Kingdom

Local Pensions Partnership Investment Ltd reported $4,765,773,339 across 32 holdings for the quarter ended 2026-06-30, in a 13F-HR filed 2026-07-30. Its ten largest share positions make up 66.95% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001698810-26-000007

Period
2026-06-30
Reported value
$4.77B
Holdings
32
Top 10 weight
66.95%
New
2
Sold out
2

Largest buys vs the previous quarter

SecurityShares changeApprox. value
KLACadded+1,290,370$389M
BKNGadded+943,543$168M
WABnew+62,500$16.8M
CWnew+22,000$16.7M
AMZNadded+13,990$3.33M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
INTUexited-299,281-$129M
GOOGLreduced-333,798-$119M
MSFTreduced-125,896-$46.9M
HEI-Areduced-171,840-$44.3M
AAPLreduced-117,387-$33.9M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q2 2026

Share positions as resolved from 13F-HR 0001698810-26-000007, largest first. % of portfolio is the value over $4,765,773,339, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
GOOGLALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,653,045 shares; 2025Q1: 2,590,845 shares; 2025Q2: 2,409,445 shares; 2025Q3: 2,152,645 shares; 2025Q4: 2,005,645 shares; 2026Q1: 1,682,045 shares; 2026Q2: 1,348,247 shares 1,348,247$481M10.1%-333,798Timeline
KLACKLA CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 259,700 shares; 2025Q1: 267,800 shares; 2025Q2: 267,800 shares; 2025Q3: 255,300 shares; 2025Q4: 208,700 shares; 2026Q1: 171,200 shares; 2026Q2: 1,461,570 shares 1,461,570$441M9.25%+1,290,370Timeline
VVISA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,493,960 shares; 2025Q1: 1,418,760 shares; 2025Q2: 1,266,160 shares; 2025Q3: 1,266,160 shares; 2025Q4: 1,266,160 shares; 2026Q1: 1,166,360 shares; 2026Q2: 1,071,979 shares 1,071,979$367M7.71%-94,381Timeline
APHAMPHENOL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 3,469,500 shares; 2025Q1: 3,390,600 shares; 2025Q2: 3,030,100 shares; 2025Q3: 2,824,700 shares; 2025Q4: 2,244,600 shares; 2026Q1: 1,951,700 shares; 2026Q2: 1,951,700 shares 1,951,700$344M7.22%0Timeline
HEI-AHEICO CORP NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,287,305 shares; 2025Q1: 1,344,005 shares; 2025Q2: 1,290,905 shares; 2025Q3: 1,282,905 shares; 2025Q4: 1,264,905 shares; 2026Q1: 1,414,810 shares; 2026Q2: 1,242,970 shares 1,242,970$320M6.72%-171,840Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,073,749 shares; 2025Q1: 1,073,749 shares; 2025Q2: 1,018,149 shares; 2025Q3: 987,649 shares; 2025Q4: 987,649 shares; 2026Q1: 901,849 shares; 2026Q2: 775,953 shares 775,953$289M6.07%-125,896Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 962,600 shares; 2025Q2: 1,060,600 shares; 2025Q3: 1,243,000 shares; 2025Q4: 1,243,000 shares; 2026Q1: 1,179,100 shares; 2026Q2: 1,193,090 shares 1,193,090$284M5.96%+13,990Timeline
TXNTEXAS INSTRS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,099,081 shares; 2025Q1: 1,099,081 shares; 2025Q2: 1,081,581 shares; 2025Q3: 1,081,581 shares; 2025Q4: 1,000,281 shares; 2026Q1: 908,081 shares; 2026Q2: 847,784 shares 847,784$253M5.3%-60,297Timeline
CDNSCADENCE DESIGN SYSTEM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 621,600 shares; 2025Q1: 732,600 shares; 2025Q2: 732,600 shares; 2025Q3: 772,600 shares; 2025Q4: 752,800 shares; 2026Q1: 668,500 shares; 2026Q2: 602,828 shares 602,828$226M4.75%-65,672Timeline
MCOMOODYS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 521,468 shares; 2025Q1: 483,968 shares; 2025Q2: 465,868 shares; 2025Q3: 465,868 shares; 2025Q4: 465,868 shares; 2026Q1: 451,568 shares; 2026Q2: 407,207 shares 407,207$184M3.87%-44,361Timeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 962,580 shares; 2025Q1: 876,380 shares; 2025Q2: 856,780 shares; 2025Q3: 931,980 shares; 2025Q4: 860,880 shares; 2026Q1: 731,680 shares; 2026Q2: 614,293 shares 614,293$178M3.73%-117,387Timeline
BKNGBOOKING HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 54,200 shares; 2025Q1: 46,000 shares; 2025Q2: 43,796 shares; 2025Q3: 43,796 shares; 2025Q4: 43,796 shares; 2026Q1: 43,796 shares; 2026Q2: 987,339 shares 987,339$176M3.69%+943,543Timeline
AZOAUTOZONE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 65,480 shares; 2025Q1: 61,880 shares; 2025Q2: 58,947 shares; 2025Q3: 60,747 shares; 2025Q4: 57,997 shares; 2026Q1: 55,897 shares; 2026Q2: 50,406 shares 50,406$161M3.38%-5,491Timeline
TMOTHERMO FISHER SCIENTIFIC INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 357,305 shares; 2025Q1: 357,305 shares; 2025Q2: 357,305 shares; 2025Q3: 371,405 shares; 2025Q4: 360,005 shares; 2026Q1: 341,705 shares; 2026Q2: 304,551 shares 304,551$153M3.2%-37,154Timeline
ADPAUTOMATIC DATA PROCESSING INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 721,272 shares; 2025Q1: 721,272 shares; 2025Q2: 721,272 shares; 2025Q3: 721,272 shares; 2025Q4: 721,272 shares; 2026Q1: 721,272 shares; 2026Q2: 650,416 shares 650,416$146M3.06%-70,856Timeline
ADSKAUTODESK INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 774,000 shares; 2025Q1: 774,000 shares; 2025Q2: 754,500 shares; 2025Q3: 754,500 shares; 2025Q4: 754,500 shares; 2026Q1: 754,500 shares; 2026Q2: 680,379 shares 680,379$132M2.77%-74,121Timeline
TYLTYLER TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 69,992 shares; 2025Q1: 58,792 shares; 2025Q2: 53,792 shares; 2025Q3: 413,492 shares; 2025Q4: 439,292 shares; 2026Q1: 463,292 shares; 2026Q2: 447,292 shares 447,292$131M2.75%-16,000Timeline
COSTCOSTCO WHOLESALE CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 195,300 shares; 2025Q1: 177,000 shares; 2025Q2: 159,400 shares; 2025Q3: 159,400 shares; 2025Q4: 159,400 shares; 2026Q1: 148,500 shares; 2026Q2: 133,912 shares 133,912$125M2.63%-14,588Timeline
NKENIKE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,849,461 shares; 2025Q1: 1,849,461 shares; 2025Q2: 1,849,461 shares; 2025Q3: 1,849,461 shares; 2025Q4: 1,849,461 shares; 2026Q1: 1,849,461 shares; 2026Q2: 1,413,787 shares 1,413,787$58M1.22%-435,674Timeline
WSTWEST PHARMACEUTICAL SVSC INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 106,380 shares; 2025Q1: 126,380 shares; 2025Q2: 126,380 shares; 2025Q3: 126,380 shares; 2025Q4: 120,880 shares; 2026Q1: 120,880 shares; 2026Q2: 128,880 shares 128,880$46.3M0.97%+8,000Timeline
MSCIMSCI INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 82,879 shares; 2025Q1: 74,879 shares; 2025Q2: 74,879 shares; 2025Q3: 78,379 shares; 2025Q4: 78,379 shares; 2026Q1: 73,379 shares; 2026Q2: 63,379 shares 63,379$35.5M0.74%-10,000Timeline
IDXXIDEXX LABS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 82,326 shares; 2025Q1: 75,826 shares; 2025Q2: 75,826 shares; 2025Q3: 72,326 shares; 2025Q4: 62,826 shares; 2026Q1: 58,126 shares; 2026Q2: 59,126 shares 59,126$31.1M0.65%+1,000Timeline
VEEVVEEVA SYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 126,000 shares; 2025Q1: 120,500 shares; 2025Q2: 120,500 shares; 2025Q3: 120,500 shares; 2025Q4: 135,500 shares; 2026Q1: 156,500 shares; 2026Q2: 156,500 shares 156,500$27.8M0.58%0Timeline
CDWCDW CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 236,176 shares; 2025Q1: 220,176 shares; 2025Q2: 220,176 shares; 2025Q3: 231,176 shares; 2025Q4: 249,176 shares; 2026Q1: 249,176 shares; 2026Q2: 159,176 shares 159,176$22.4M0.47%-90,000Timeline
MEDPMEDPACE HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 45,000 shares; 2025Q3: 45,000 shares; 2025Q4: 38,000 shares; 2026Q1: 38,000 shares; 2026Q2: 42,000 shares 42,000$22.3M0.47%+4,000Timeline
BROBROWN & BROWN INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 284,000 shares; 2025Q1: 284,000 shares; 2025Q2: 262,000 shares; 2025Q3: 389,000 shares; 2025Q4: 406,000 shares; 2026Q1: 406,000 shares; 2026Q2: 326,000 shares 326,000$20.9M0.44%-80,000Timeline
JKHYHENRY JACK & ASSOC INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 197,285 shares; 2025Q1: 176,285 shares; 2025Q2: 176,285 shares; 2025Q3: 236,285 shares; 2025Q4: 236,285 shares; 2026Q1: 211,285 shares; 2026Q2: 145,285 shares 145,285$20M0.42%-66,000Timeline
CNMCORE & MAIN INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 465,000 shares; 2025Q1: 408,000 shares; 2025Q2: 463,000 shares; 2025Q3: 543,000 shares; 2025Q4: 543,000 shares; 2026Q1: 403,000 shares; 2026Q2: 403,000 shares 403,000$19.4M0.41%0Timeline
MANHMANHATTAN ASSOCIATES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 55,000 shares; 2025Q1: 138,500 shares; 2025Q2: 138,500 shares; 2025Q3: 138,500 shares; 2025Q4: 138,500 shares; 2026Q1: 138,500 shares; 2026Q2: 138,500 shares 138,500$19.3M0.4%0Timeline
ROLROLLINS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 777,719 shares; 2025Q1: 702,719 shares; 2025Q2: 596,719 shares; 2025Q3: 596,719 shares; 2025Q4: 563,719 shares; 2026Q1: 414,719 shares; 2026Q2: 414,719 shares 414,719$17.3M0.36%0Timeline
WABWABTECQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 62,500 shares 62,500$16.8M0.35%newTimeline
CWCURTISS WRIGHT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 22,000 shares 22,000$16.7M0.35%newTimeline

Sold out in Q2 2026

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
INTUINTUIT299,281$129Mshares
SPSCSPS COMM INC185,500$10.3Mshares

How Q2 2026 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001698810-26-000007 base2026-07-30acceptance time not in the bulk data set

Filings

Every filing of this filer: 13F reports and notices, the 13D and 13G it filed or is a reporting person of, and Forms 3, 4 and 5 it reported as an owner.

FilingSubjectFiledAcceptedIngested
13F-HR 0001698810-26-000007 Quarter ended 2026-06-302026-07-30acceptance time not in the bulk data set
13F-HR 0001698810-26-000005 Quarter ended 2026-03-312026-05-05acceptance time not in the bulk data set
13F-HR 0001698810-26-000003 Quarter ended 2025-12-312026-01-27acceptance time not in the bulk data set
13F-HR 0000919574-25-006575 Quarter ended 2024-12-312025-11-12acceptance time not in the bulk data set
13F-HR 0000919574-25-006579 Quarter ended 2025-09-302025-11-12acceptance time not in the bulk data set
13F-HR 0000919574-25-006576 Quarter ended 2025-03-312025-11-12acceptance time not in the bulk data set
13F-HR 0000919574-25-006577 Quarter ended 2025-06-302025-11-12acceptance time not in the bulk data set