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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 $5,867,174,191 across 33 holdings for the quarter ended 2025-09-30, in a 13F-HR filed 2025-11-12. Its ten largest share positions make up 59.01% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0000919574-25-006579

Period
2025-09-30
Reported value
$5.87B
Holdings
33
Top 10 weight
59.01%
New
0
Sold out
2

Largest buys vs the previous quarter

SecurityShares changeApprox. value
TYLadded+359,700$188M
AMZNadded+182,400$40M
AAPLadded+75,200$19.1M
CDNSadded+40,000$14.1M
BROadded+127,000$11.9M

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.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
GOOGLreduced-256,800-$62.4M
ANSYS INCexited-80,672-$28.3M
APHreduced-205,400-$25.4M
TTDexited-312,500-$22.5M
MSFTreduced-30,500-$15.8M

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, Q3 2025

Share positions as resolved from 13F-HR 0000919574-25-006579, largest first. % of portfolio is the value over $5,867,174,191, 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,653,045 shares; 2025Q1: 2,590,845 shares; 2025Q2: 2,409,445 shares; 2025Q3: 2,152,645 shares 2,152,645$523M8.92%-256,800Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,073,749 shares; 2025Q1: 1,073,749 shares; 2025Q2: 1,018,149 shares; 2025Q3: 987,649 shares 987,649$512M8.72%-30,500Timeline
VVISA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,493,960 shares; 2025Q1: 1,418,760 shares; 2025Q2: 1,266,160 shares; 2025Q3: 1,266,160 shares 1,266,160$432M7.36%0Timeline
APHAMPHENOL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,469,500 shares; 2025Q1: 3,390,600 shares; 2025Q2: 3,030,100 shares; 2025Q3: 2,824,700 shares 2,824,700$350M5.96%-205,400Timeline
HEI-AHEICO CORP NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,287,305 shares; 2025Q1: 1,344,005 shares; 2025Q2: 1,290,905 shares; 2025Q3: 1,282,905 shares 1,282,905$326M5.56%-8,000Timeline
KLACKLA CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 259,700 shares; 2025Q1: 267,800 shares; 2025Q2: 267,800 shares; 2025Q3: 255,300 shares 255,300$275M4.69%-12,500Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 962,600 shares; 2025Q2: 1,060,600 shares; 2025Q3: 1,243,000 shares 1,243,000$273M4.65%+182,400Timeline
CDNSCADENCE DESIGN SYSTEM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 621,600 shares; 2025Q1: 732,600 shares; 2025Q2: 732,600 shares; 2025Q3: 772,600 shares 772,600$271M4.63%+40,000Timeline
AZOAUTOZONE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 65,480 shares; 2025Q1: 61,880 shares; 2025Q2: 58,947 shares; 2025Q3: 60,747 shares 60,747$261M4.44%+1,800Timeline
ADSKAUTODESK INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 774,000 shares; 2025Q1: 774,000 shares; 2025Q2: 754,500 shares; 2025Q3: 754,500 shares 754,500$240M4.08%0Timeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 962,580 shares; 2025Q1: 876,380 shares; 2025Q2: 856,780 shares; 2025Q3: 931,980 shares 931,980$237M4.04%+75,200Timeline
BKNGBOOKING HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 54,200 shares; 2025Q1: 46,000 shares; 2025Q2: 43,796 shares; 2025Q3: 43,796 shares 43,796$236M4.03%0Timeline
MCOMOODYS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 521,468 shares; 2025Q1: 483,968 shares; 2025Q2: 465,868 shares; 2025Q3: 465,868 shares 465,868$222M3.78%0Timeline
TYLTYLER TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 69,992 shares; 2025Q1: 58,792 shares; 2025Q2: 53,792 shares; 2025Q3: 413,492 shares 413,492$216M3.69%+359,700Timeline
ADPAUTOMATIC DATA PROCESSING INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 721,272 shares; 2025Q1: 721,272 shares; 2025Q2: 721,272 shares; 2025Q3: 721,272 shares 721,272$212M3.61%0Timeline
INTUINTUITQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 316,981 shares; 2025Q1: 316,981 shares; 2025Q2: 299,281 shares; 2025Q3: 299,281 shares 299,281$204M3.48%0Timeline
TXNTEXAS INSTRS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,099,081 shares; 2025Q1: 1,099,081 shares; 2025Q2: 1,081,581 shares; 2025Q3: 1,081,581 shares 1,081,581$199M3.39%0Timeline
TMOTHERMO FISHER SCIENTIFIC INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 357,305 shares; 2025Q1: 357,305 shares; 2025Q2: 357,305 shares; 2025Q3: 371,405 shares 371,405$180M3.07%+14,100Timeline
COSTCOSTCO WHOLESALE CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 195,300 shares; 2025Q1: 177,000 shares; 2025Q2: 159,400 shares; 2025Q3: 159,400 shares 159,400$148M2.51%0Timeline
NKENIKE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,849,461 shares; 2025Q1: 1,849,461 shares; 2025Q2: 1,849,461 shares; 2025Q3: 1,849,461 shares 1,849,461$129M2.2%0Timeline
IDXXIDEXX LABS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 82,326 shares; 2025Q1: 75,826 shares; 2025Q2: 75,826 shares; 2025Q3: 72,326 shares 72,326$46.2M0.79%-3,500Timeline
MSCIMSCI INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 82,879 shares; 2025Q1: 74,879 shares; 2025Q2: 74,879 shares; 2025Q3: 78,379 shares 78,379$44.5M0.76%+3,500Timeline
CDWCDW CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 236,176 shares; 2025Q1: 220,176 shares; 2025Q2: 220,176 shares; 2025Q3: 231,176 shares 231,176$36.8M0.63%+11,000Timeline
BROBROWN & BROWN INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 284,000 shares; 2025Q1: 284,000 shares; 2025Q2: 262,000 shares; 2025Q3: 389,000 shares 389,000$36.5M0.62%+127,000Timeline
VEEVVEEVA SYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 126,000 shares; 2025Q1: 120,500 shares; 2025Q2: 120,500 shares; 2025Q3: 120,500 shares 120,500$35.9M0.61%0Timeline
JKHYHENRY JACK & ASSOC INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 197,285 shares; 2025Q1: 176,285 shares; 2025Q2: 176,285 shares; 2025Q3: 236,285 shares 236,285$35.2M0.6%+60,000Timeline
ROLROLLINS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 777,719 shares; 2025Q1: 702,719 shares; 2025Q2: 596,719 shares; 2025Q3: 596,719 shares 596,719$35.1M0.6%0Timeline
WSTWEST PHARMACEUTICAL SVSC INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 106,380 shares; 2025Q1: 126,380 shares; 2025Q2: 126,380 shares; 2025Q3: 126,380 shares 126,380$33.2M0.57%0Timeline
CNMCORE & MAIN INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 465,000 shares; 2025Q1: 408,000 shares; 2025Q2: 463,000 shares; 2025Q3: 543,000 shares 543,000$29.2M0.5%+80,000Timeline
MANHMANHATTAN ASSOCIATES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 55,000 shares; 2025Q1: 138,500 shares; 2025Q2: 138,500 shares; 2025Q3: 138,500 shares 138,500$28.4M0.48%0Timeline
MEDPMEDPACE HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 45,000 shares; 2025Q3: 45,000 shares 45,000$23.1M0.39%0Timeline
SPSCSPS COMM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 145,500 shares; 2025Q1: 175,500 shares; 2025Q2: 175,500 shares; 2025Q3: 185,500 shares 185,500$19.3M0.33%+10,000Timeline
SITESITEONE LANDSCAPE SUPPLY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 171,204 shares; 2025Q1: 152,704 shares; 2025Q2: 152,704 shares; 2025Q3: 142,704 shares 142,704$18.4M0.31%-10,000Timeline

Sold out in Q3 2025

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

SecurityShares beforeValue beforeType
ANSYS INCANSYS INC80,672$28.3Mshares
TTDTHE TRADE DESK INC312,500$22.5Mshares

How Q3 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 0000919574-25-006579 base2025-11-12acceptance time not in the bulk data set