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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 $5,680,088,577 across 32 holdings for the quarter ended 2025-12-31, in a 13F-HR filed 2026-01-27. Its ten largest share positions make up 60.22% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001698810-26-000003

Period
2025-12-31
Reported value
$5.68B
Holdings
32
Top 10 weight
60.22%
New
0
Sold out
1

Largest buys vs the previous quarter

SecurityShares changeApprox. value
TYLadded+25,800$11.7M
VEEVadded+15,000$3.35M
CDWadded+18,000$2.45M
BROadded+17,000$1.35M

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
APHreduced-580,100-$78.4M
KLACreduced-46,600-$56.6M
GOOGLreduced-147,000-$46M
AAPLreduced-71,100-$19.3M
SITEexited-142,704-$18.4M

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, Q4 2025

Share positions as resolved from 13F-HR 0001698810-26-000003, largest first. % of portfolio is the value over $5,680,088,577, 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; 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; 2025Q4: 2,005,645 shares 2,005,645$628M11.05%-147,000Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q4: 987,649 shares 987,649$478M8.41%0Timeline
VVISA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q4: 1,266,160 shares 1,266,160$444M7.82%0Timeline
HEI-AHEICO CORP NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q4: 1,264,905 shares 1,264,905$319M5.62%-18,000Timeline
APHAMPHENOL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q4: 2,244,600 shares 2,244,600$303M5.34%-580,100Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 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 1,243,000$287M5.05%0Timeline
KLACKLA CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 259,700 shares; 2025Q1: 267,800 shares; 2025Q2: 267,800 shares; 2025Q3: 255,300 shares; 2025Q4: 208,700 shares 208,700$254M4.46%-46,600Timeline
MCOMOODYS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 521,468 shares; 2025Q1: 483,968 shares; 2025Q2: 465,868 shares; 2025Q3: 465,868 shares; 2025Q4: 465,868 shares 465,868$238M4.19%0Timeline
CDNSCADENCE DESIGN SYSTEM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 621,600 shares; 2025Q1: 732,600 shares; 2025Q2: 732,600 shares; 2025Q3: 772,600 shares; 2025Q4: 752,800 shares 752,800$235M4.14%-19,800Timeline
BKNGBOOKING HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 54,200 shares; 2025Q1: 46,000 shares; 2025Q2: 43,796 shares; 2025Q3: 43,796 shares; 2025Q4: 43,796 shares 43,796$234M4.13%0Timeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 962,580 shares; 2025Q1: 876,380 shares; 2025Q2: 856,780 shares; 2025Q3: 931,980 shares; 2025Q4: 860,880 shares 860,880$234M4.12%-71,100Timeline
ADSKAUTODESK INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 774,000 shares; 2025Q1: 774,000 shares; 2025Q2: 754,500 shares; 2025Q3: 754,500 shares; 2025Q4: 754,500 shares 754,500$223M3.93%0Timeline
TMOTHERMO FISHER SCIENTIFIC INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 357,305 shares; 2025Q1: 357,305 shares; 2025Q2: 357,305 shares; 2025Q3: 371,405 shares; 2025Q4: 360,005 shares 360,005$209M3.67%-11,400Timeline
TYLTYLER TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 69,992 shares; 2025Q1: 58,792 shares; 2025Q2: 53,792 shares; 2025Q3: 413,492 shares; 2025Q4: 439,292 shares 439,292$199M3.51%+25,800Timeline
INTUINTUITQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 316,981 shares; 2025Q1: 316,981 shares; 2025Q2: 299,281 shares; 2025Q3: 299,281 shares; 2025Q4: 299,281 shares 299,281$198M3.49%0Timeline
AZOAUTOZONE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 65,480 shares; 2025Q1: 61,880 shares; 2025Q2: 58,947 shares; 2025Q3: 60,747 shares; 2025Q4: 57,997 shares 57,997$197M3.46%-2,750Timeline
ADPAUTOMATIC DATA PROCESSING INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 721,272 shares; 2025Q1: 721,272 shares; 2025Q2: 721,272 shares; 2025Q3: 721,272 shares; 2025Q4: 721,272 shares 721,272$186M3.27%0Timeline
TXNTEXAS INSTRS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q4: 1,000,281 shares 1,000,281$174M3.06%-81,300Timeline
COSTCOSTCO WHOLESALE CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 195,300 shares; 2025Q1: 177,000 shares; 2025Q2: 159,400 shares; 2025Q3: 159,400 shares; 2025Q4: 159,400 shares 159,400$137M2.42%0Timeline
NKENIKE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q4: 1,849,461 shares 1,849,461$118M2.08%0Timeline
MSCIMSCI INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 82,879 shares; 2025Q1: 74,879 shares; 2025Q2: 74,879 shares; 2025Q3: 78,379 shares; 2025Q4: 78,379 shares 78,379$45M0.79%0Timeline
JKHYHENRY JACK & ASSOC INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 197,285 shares; 2025Q1: 176,285 shares; 2025Q2: 176,285 shares; 2025Q3: 236,285 shares; 2025Q4: 236,285 shares 236,285$43.1M0.76%0Timeline
IDXXIDEXX LABS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 82,326 shares; 2025Q1: 75,826 shares; 2025Q2: 75,826 shares; 2025Q3: 72,326 shares; 2025Q4: 62,826 shares 62,826$42.5M0.75%-9,500Timeline
CDWCDW CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 236,176 shares; 2025Q1: 220,176 shares; 2025Q2: 220,176 shares; 2025Q3: 231,176 shares; 2025Q4: 249,176 shares 249,176$33.9M0.6%+18,000Timeline
ROLROLLINS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 777,719 shares; 2025Q1: 702,719 shares; 2025Q2: 596,719 shares; 2025Q3: 596,719 shares; 2025Q4: 563,719 shares 563,719$33.8M0.6%-33,000Timeline
WSTWEST PHARMACEUTICAL SVSC INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 106,380 shares; 2025Q1: 126,380 shares; 2025Q2: 126,380 shares; 2025Q3: 126,380 shares; 2025Q4: 120,880 shares 120,880$33.3M0.59%-5,500Timeline
BROBROWN & BROWN INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 284,000 shares; 2025Q1: 284,000 shares; 2025Q2: 262,000 shares; 2025Q3: 389,000 shares; 2025Q4: 406,000 shares 406,000$32.4M0.57%+17,000Timeline
VEEVVEEVA SYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 126,000 shares; 2025Q1: 120,500 shares; 2025Q2: 120,500 shares; 2025Q3: 120,500 shares; 2025Q4: 135,500 shares 135,500$30.2M0.53%+15,000Timeline
CNMCORE & MAIN INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 465,000 shares; 2025Q1: 408,000 shares; 2025Q2: 463,000 shares; 2025Q3: 543,000 shares; 2025Q4: 543,000 shares 543,000$28.2M0.5%0Timeline
MANHMANHATTAN ASSOCIATES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 55,000 shares; 2025Q1: 138,500 shares; 2025Q2: 138,500 shares; 2025Q3: 138,500 shares; 2025Q4: 138,500 shares 138,500$24M0.42%0Timeline
MEDPMEDPACE HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 45,000 shares; 2025Q3: 45,000 shares; 2025Q4: 38,000 shares 38,000$21.3M0.38%-7,000Timeline
SPSCSPS COMM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 145,500 shares; 2025Q1: 175,500 shares; 2025Q2: 175,500 shares; 2025Q3: 185,500 shares; 2025Q4: 185,500 shares 185,500$16.5M0.29%0Timeline

Sold out in Q4 2025

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

SecurityShares beforeValue beforeType
SITESITEONE LANDSCAPE SUPPLY INC142,704$18.4Mshares

How Q4 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 0001698810-26-000003 base2026-01-27acceptance time not in the bulk data set