Skip to content
Disclosery

Local Pensions Partnership Investment Ltd

Follow

13F filer, CIK 1698810, LONDON, United Kingdom

Local Pensions Partnership Investment Ltd reported $5,416,617,050 across 35 holdings for the quarter ended 2025-06-30, in a 13F-HR filed 2025-11-12. Its ten largest share positions make up 59.23% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0000919574-25-006577

Period
2025-06-30
Reported value
$5.42B
Holdings
35
Top 10 weight
59.23%
New
1
Sold out
1

Largest buys vs the previous quarter

SecurityShares changeApprox. value
AMZNadded+98,000$21.5M
MEDPnew+45,000$14.1M
CNMadded+55,000$3.32M

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
FNDexited-1,240,300-$99.8M
Vreduced-152,600-$54.1M
APHreduced-360,500-$35.6M
GOOGLreduced-181,400-$32M
MSFTreduced-55,600-$27.6M

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 2025

Share positions as resolved from 13F-HR 0000919574-25-006577, largest first. % of portfolio is the value over $5,416,617,050, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,073,749 shares; 2025Q1: 1,073,749 shares; 2025Q2: 1,018,149 shares 1,018,149$506M9.35%-55,600Timeline
VVISA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,493,960 shares; 2025Q1: 1,418,760 shares; 2025Q2: 1,266,160 shares 1,266,160$449M8.29%-152,600Timeline
GOOGLALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,653,045 shares; 2025Q1: 2,590,845 shares; 2025Q2: 2,409,445 shares 2,409,445$425M7.84%-181,400Timeline
HEI-AHEICO CORP NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,287,305 shares; 2025Q1: 1,344,005 shares; 2025Q2: 1,290,905 shares 1,290,905$334M6.16%-53,100Timeline
APHAMPHENOL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,469,500 shares; 2025Q1: 3,390,600 shares; 2025Q2: 3,030,100 shares 3,030,100$299M5.52%-360,500Timeline
BKNGBOOKING HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 54,200 shares; 2025Q1: 46,000 shares; 2025Q2: 43,796 shares 43,796$253M4.68%-2,204Timeline
KLACKLA CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 259,700 shares; 2025Q1: 267,800 shares; 2025Q2: 267,800 shares 267,800$240M4.43%0Timeline
INTUINTUITQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 316,981 shares; 2025Q1: 316,981 shares; 2025Q2: 299,281 shares 299,281$236M4.35%-17,700Timeline
MCOMOODYS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 521,468 shares; 2025Q1: 483,968 shares; 2025Q2: 465,868 shares 465,868$234M4.31%-18,100Timeline
ADSKAUTODESK INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 774,000 shares; 2025Q1: 774,000 shares; 2025Q2: 754,500 shares 754,500$234M4.31%-19,500Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 962,600 shares; 2025Q2: 1,060,600 shares 1,060,600$233M4.3%+98,000Timeline
CDNSCADENCE DESIGN SYSTEM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 621,600 shares; 2025Q1: 732,600 shares; 2025Q2: 732,600 shares 732,600$226M4.17%0Timeline
TXNTEXAS INSTRS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,099,081 shares; 2025Q1: 1,099,081 shares; 2025Q2: 1,081,581 shares 1,081,581$224M4.14%-17,500Timeline
ADPAUTOMATIC DATA PROCESSING INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 721,272 shares; 2025Q1: 721,272 shares; 2025Q2: 721,272 shares 721,272$222M4.11%0Timeline
AZOAUTOZONE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 65,480 shares; 2025Q1: 61,880 shares; 2025Q2: 58,947 shares 58,947$219M4.04%-2,933Timeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 962,580 shares; 2025Q1: 876,380 shares; 2025Q2: 856,780 shares 856,780$176M3.24%-19,600Timeline
COSTCOSTCO WHOLESALE CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 195,300 shares; 2025Q1: 177,000 shares; 2025Q2: 159,400 shares 159,400$158M2.91%-17,600Timeline
TMOTHERMO FISHER SCIENTIFIC INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 357,305 shares; 2025Q1: 357,305 shares; 2025Q2: 357,305 shares 357,305$145M2.67%0Timeline
NKENIKE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,849,461 shares; 2025Q1: 1,849,461 shares; 2025Q2: 1,849,461 shares 1,849,461$131M2.42%0Timeline
MSCIMSCI INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 82,879 shares; 2025Q1: 74,879 shares; 2025Q2: 74,879 shares 74,879$43.1M0.8%0Timeline
IDXXIDEXX LABS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 82,326 shares; 2025Q1: 75,826 shares; 2025Q2: 75,826 shares 75,826$40.7M0.75%0Timeline
CDWCDW CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 236,176 shares; 2025Q1: 220,176 shares; 2025Q2: 220,176 shares 220,176$39.3M0.73%0Timeline
VEEVVEEVA SYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 126,000 shares; 2025Q1: 120,500 shares; 2025Q2: 120,500 shares 120,500$34.7M0.64%0Timeline
ROLROLLINS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 777,719 shares; 2025Q1: 702,719 shares; 2025Q2: 596,719 shares 596,719$33.7M0.62%-106,000Timeline
TYLTYLER TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 69,992 shares; 2025Q1: 58,792 shares; 2025Q2: 53,792 shares 53,792$31.9M0.59%-5,000Timeline
JKHYHENRY JACK & ASSOC INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 197,285 shares; 2025Q1: 176,285 shares; 2025Q2: 176,285 shares 176,285$31.8M0.59%0Timeline
BROBROWN & BROWN INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 284,000 shares; 2025Q1: 284,000 shares; 2025Q2: 262,000 shares 262,000$29M0.54%-22,000Timeline
ANSYS INCANSYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 80,672 shares; 2025Q1: 80,672 shares; 2025Q2: 80,672 shares 80,672$28.3M0.52%0
CNMCORE & MAIN INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 465,000 shares; 2025Q1: 408,000 shares; 2025Q2: 463,000 shares 463,000$27.9M0.52%+55,000Timeline
WSTWEST PHARMACEUTICAL SVSC INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 106,380 shares; 2025Q1: 126,380 shares; 2025Q2: 126,380 shares 126,380$27.6M0.51%0Timeline
MANHMANHATTAN ASSOCIATES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 55,000 shares; 2025Q1: 138,500 shares; 2025Q2: 138,500 shares 138,500$27.4M0.5%0Timeline
SPSCSPS COMM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 145,500 shares; 2025Q1: 175,500 shares; 2025Q2: 175,500 shares 175,500$23.9M0.44%0Timeline
TTDTHE TRADE DESK INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 216,500 shares; 2025Q1: 312,500 shares; 2025Q2: 312,500 shares 312,500$22.5M0.42%0Timeline
SITESITEONE LANDSCAPE SUPPLY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 171,204 shares; 2025Q1: 152,704 shares; 2025Q2: 152,704 shares 152,704$18.5M0.34%0Timeline
MEDPMEDPACE HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 45,000 shares 45,000$14.1M0.26%newTimeline

Sold out in Q2 2025

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

SecurityShares beforeValue beforeType
FNDFLOOR & DECOR HLDGS INC1,240,300$99.8Mshares

How Q2 2025 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 0000919574-25-006577 base2025-11-12acceptance time not in the bulk data set