Q2 2026 13F · SEC CIK 1698810

Local Pensions Partnership Investment Ltd

Pension fundFiled 2026-07-30 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $4.8B
Reported positions: 32
Holdings vs S&P 500, 3 yrs: —
Average holding period: 1.3 yrs

Local Pensions Partnership Investment Ltd is a pension fund that reported 32 positions worth $4.8B in its Q2 2026 13F, filed 2026-07-30. Its largest holdings were Alphabet Inc (GOOGL, 10.1%), Kla Corp (KLAC, 9.2%), Visa Inc Com Cl A (V, 7.7%).

Local Pensions Partnership Investment Ltd holdings all 32 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Local Pensions Partnership Investment Ltd 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
GOOGLAlphabet Inc	10.1%	10.4%	1,348,247	-19.8%	$481.5M
KLACKla Corp	9.2%	5.4%	1,461,570	+753.7%	$440.6M
VVisa Inc Com Cl A	7.7%	7.6%	1,071,979	-8.1%	$367.3M
APHAmphenol Corp	7.2%	5.3%	1,951,700	+0.0%	$344.2M
HEI-AHeico Corp New	6.7%	5.6%	1,242,970	-12.1%	$320.4M
MSFTMicrosoft Corp	6.1%	7.2%	775,953	-14.0%	$289.3M
AMZNAmazon Com Inc Com	6.0%	5.3%	1,193,090	+1.2%	$284.2M
TXNTexas Instruments Inc	5.3%	3.8%	847,784	-6.6%	$252.6M
CDNSCadence Design System Inc	4.7%	4.0%	602,828	-9.8%	$226.2M
MCOMoodys Corp	3.9%	4.3%	407,207	-9.8%	$184.5M
AAPLApple Inc	3.7%	4.0%	614,293	-16.0%	$177.6M
BKNGBooking Holdings Inc Com	3.7%	4.0%	987,339	+2154.4%	$176.0M
AZOAutozone Inc	3.4%	4.1%	50,406	-9.8%	$161.0M
TMOThermo Fisher Scientific Inc	3.2%	3.6%	304,551	-10.9%	$152.5M
ADPAutomatic Data Processing Inc Com	3.1%	3.2%	650,416	-9.8%	$145.6M
ADSKAutodesk Inc	2.8%	3.9%	680,379	-9.8%	$132.2M
TYLTyler Technologies Inc	2.7%	3.4%	447,292	-3.5%	$130.8M
COSTCostco Whsl Corp New	2.6%	3.2%	133,912	-9.8%	$125.3M
NKENike Inc Cl B	1.2%	2.1%	1,413,787	-23.6%	$58.0M
WSTWest Pharmaceutical Svsc Inc	1.0%	0.7%	128,880	+6.6%	$46.3M
MSCIMSCI Inc	0.7%	0.9%	63,379	-13.6%	$35.5M
IDXXIdexx Labs Inc	0.7%	0.7%	59,126	+1.7%	$31.1M
VEEVVeeva Sys Inc	0.6%	0.6%	156,500	+0.0%	$27.8M
CDWCdw Corp	0.5%	0.7%	159,176	-36.1%	$22.4M
MEDPMedpace Hldgs Inc	0.5%	0.4%	42,000	+10.5%	$22.3M
BROBrown & Brown Inc	0.4%	0.6%	326,000	-19.7%	$20.9M
JKHYHenry Jack & Assoc Inc	0.4%	0.7%	145,285	-31.2%	$20.0M
CNMCore & Main Inc	0.4%	0.4%	403,000	+0.0%	$19.4M
MANHManhattan Associates Inc	0.4%	0.4%	138,500	+0.0%	$19.3M
ROLRollins Inc	0.4%	0.5%	414,719	+0.0%	$17.3M
WABWabtec Corp	0.4%	New	62,500	—	$16.8M
CWCurtiss Wright Corp	0.3%	New	22,000	—	$16.7M

What Local Pensions Partnership Investment Ltd bought and sold in Q2 2026, against Q1 2026.

Share counts compared with the Q1 2026 13F; a split also changes share counts.

How the holdings did against the S&P 500.

1 year: +13.0% /yr; S&P 500 +22.0%
3 years: —
5 years: —

A portfolio of the filer's 20 largest 13F positions, weighted by value and rebuilt each quarter on the day the filing became public. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$4.8B	32
Q1 2026	$4.6B	32
Q4 2025	$5.7B	32
Q3 2025	$5.9B	33
Q2 2025	$5.4B	35

Questions about Local Pensions Partnership Investment Ltd's portfolio

What stocks does Local Pensions Partnership Investment Ltd own?

Local Pensions Partnership Investment Ltd's latest 13F, for Q2 2026 and filed Jul 30, 2026, lists 32 positions worth $4.8B. The largest are Alphabet Inc (GOOGL) at 10.1%, Kla Corp (KLAC) at 9.2%, Visa Inc Com Cl A (V) at 7.7%, Amphenol Corp (APH) at 7.2% and Heico Corp New (HEI-A) at 6.7%.

What did Local Pensions Partnership Investment Ltd buy last quarter?

In Q2 2026, Local Pensions Partnership Investment Ltd added a new position in Wabtec Corp (WAB), a new position in Curtiss Wright Corp (CW), Booking Holdings Inc Com (BKNG) (+2154.4% shares), Kla Corp (KLAC) (+753.7% shares) and Medpace Hldgs Inc (MEDP) (+10.5% shares), compared with its Q1 2026 filing.

What did Local Pensions Partnership Investment Ltd sell last quarter?

In Q2 2026, Local Pensions Partnership Investment Ltd sold all of Intuit (INTU), sold all of Sps Comm Inc (SPSC), Cdw Corp (CDW) (-36.1% shares), Henry Jack & Assoc Inc (JKHY) (-31.2% shares) and Nike Inc Cl B (NKE) (-23.6% shares), compared with its Q1 2026 filing.

When is Local Pensions Partnership Investment Ltd's next 13F filing due?

13F filings are due 45 days after each quarter ends. Local Pensions Partnership Investment Ltd's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.