Q3 2026 13F · SEC CIK 1698810

Local Pensions Partnership Investment Ltd

Pension fundFiled 2026-10-26 for Q3 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $4.8B
Reported positions: 33
Holdings vs S&P 500, 3 yrs: —
Average holding period: 1.5 yrs

Local Pensions Partnership Investment Ltd is a pension fund that reported 33 positions worth $4.8B in its Q3 2026 13F, filed 2026-10-26. Its largest holdings were Alphabet Inc (GOOGL, 8.6%), Microsoft Corp (MSFT, 8.2%), Visa Inc (V, 8.1%).

Local Pensions Partnership Investment Ltd holdings all 33 positions.

Weights are shares of the filer's total reported 13F value, compared with Q2 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	Q2 2026	Shares	Share change	Reported value
GOOGLAlphabet Inc	8.6%	10.1%	1,185,147	-12.1%	$407.9M
MSFTMicrosoft Corp	8.2%	6.1%	762,353	-1.8%	$391.0M
VVisa Inc	8.1%	7.7%	1,071,979	+0.0%	$385.3M
APHAmphenol Corp	6.2%	7.2%	3,479,600	+78.3%	$293.5M
AMZNAmazon Com Inc	6.1%	6.0%	1,167,390	-2.2%	$290.9M
HEI-AHeico Corp	6.0%	6.7%	1,255,970	+1.0%	$287.2M
KLACKla Corp	5.6%	9.2%	1,367,670	-6.4%	$266.8M
TXNTexas Instrs Inc	4.9%	5.3%	833,384	-1.7%	$233.4M
TMOThermo Fisher Scientific Inc	4.5%	3.2%	316,451	+3.9%	$213.7M
AAPLApple Inc	4.3%	3.7%	614,293	+0.0%	$204.6M
NVDANvidia Corporation	4.0%	New	834,700	—	$190.5M
CDNSCadence Design System Inc	4.0%	4.7%	575,028	-4.6%	$189.9M
MCOMoodys Corp	3.9%	3.9%	407,207	+0.0%	$184.9M
ADPAutomatic Data Processing in	3.5%	3.1%	650,416	+0.0%	$167.9M
BKNGBooking Holdings Inc	3.3%	3.7%	968,339	-1.9%	$157.7M
AZOAutozone Inc	3.0%	3.4%	50,406	+0.0%	$142.7M
TYLTyler Technologies Inc	3.0%	2.7%	447,292	+0.0%	$142.5M
ADSKAutodesk Inc	3.0%	2.8%	680,379	+0.0%	$142.2M
COSTCostco Wholesale Corporation	2.4%	2.6%	127,012	-5.2%	$115.6M
WSTWest Pharmaceutical Svsc Inc	1.0%	1.0%	128,880	+0.0%	$47.8M
VEEVVeeva Sys Inc	0.9%	0.6%	156,500	+0.0%	$44.7M
NKENike Inc	0.8%	1.2%	1,042,987	-26.2%	$36.9M
MSCIMsci Inc	0.6%	0.7%	54,879	-13.4%	$29.6M
MEDPMedpace Hldgs Inc	0.6%	0.5%	46,000	+9.5%	$28.7M
MANHManhattan Associates Inc	0.6%	0.4%	138,500	+0.0%	$27.5M
IDXXIdexx Labs Inc	0.6%	0.7%	50,626	-14.4%	$26.4M
WABWabtec	0.5%	0.4%	78,000	+24.8%	$22.4M
BROBrown & Brown Inc Com	0.4%	0.4%	326,000	+0.0%	$19.9M
JKHYHenry Jack & Assoc Inc Com	0.4%	0.4%	135,285	-6.9%	$19.4M
CDWCdw Corp/de	0.4%	0.5%	139,176	-12.6%	$17.8M
CNMCore & Main Inc	0.4%	0.4%	403,000	+0.0%	$16.7M
CWCurtiss Wright Corp	0.3%	0.3%	26,000	+18.2%	$14.1M
ROLRollins Inc	0.2%	0.4%	312,000	-24.8%	$9.4M

What Local Pensions Partnership Investment Ltd bought and sold in Q3 2026, against Q2 2026.

Sold out

Nothing sold out.

Share counts compared with the Q2 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, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 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
Q3 2026	$4.8B	33
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 Q3 2026 and filed Oct 26, 2026, lists 33 positions worth $4.8B. The largest are Alphabet Inc (GOOGL) at 8.6%, Microsoft Corp (MSFT) at 8.2%, Visa Inc (V) at 8.1%, Amphenol Corp (APH) at 6.2% and Amazon Com Inc (AMZN) at 6.1%.

What did Local Pensions Partnership Investment Ltd buy last quarter?

In Q3 2026, Local Pensions Partnership Investment Ltd added a new position in Nvidia Corporation (NVDA), Amphenol Corp (APH) (+78.3% shares), Wabtec (WAB) (+24.8% shares) and Curtiss Wright Corp (CW) (+18.2% shares), compared with its Q2 2026 filing.

What did Local Pensions Partnership Investment Ltd sell last quarter?

In Q3 2026, Local Pensions Partnership Investment Ltd Nike Inc (NKE) (-26.2% shares), Rollins Inc (ROL) (-24.8% shares) and Idexx Labs Inc (IDXX) (-14.4% shares), compared with its Q2 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 Dec 31, 2026 is due by Feb 14, 2027; this page updates the day after it is published.