Arkolith/Funds/Liontrust Investment Partners LLP

Liontrust Investment Partners LLP

CIK 1544204
Holdings as of Jun 30, 2026·disclosed Aug 18, 2026·~49-day 13F lag·13F-HR
Active Filer

Liontrust Investment Partners LLP holds a diversified book of 194 stocks worth $6.8B as of Q2 2026 (disclosed Aug 18, 2026, a ~49-day 13F lag). This quarter they opened AstraZeneca PLC and trimmed Ecolab Inc. Their largest long position is AstraZeneca PLC at 4% of the equity book.

Opened
73
bought for the first time
Added to
61
already held, bought more
Trimmed
71
sold some, still holds it
Sold out
48
exited the position entirely
  • AstraZeneca PLC
  • Deutsche Bank AG
  • Spotify Technology Sa
  • +45 more · largest first, by prior value

Concentration

Top-heavy: diversified book

Top 5 holdings
19%
Top 10 holdings
30%
Top 20 holdings
47%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

99% mapped to company sectors

Information Technology
38%
Health Care
18%
Financials
15%
Industrials
11%
Consumer Discretionary
6%
Materials
5%
Communication Services
2%
Utilities
1%

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought
Trimmed / exited

Funds with the most overlap

Other tracked managers holding the same core names as Liontrust Investment Partners LLP

Manager / fundShared namesTheir $ in those
Vanguard Personalized Indexing Management, LLC80 / 80$5.0B
Vident Advisory, LLC80 / 80$4.4B
Arax Advisory Partners80 / 80$2.0B
Integrated Wealth Concepts LLC80 / 80$2.0B
GAMMA Investing LLC80 / 80$863.5M
BlackRock, Inc.79 / 80$2.0T
FMR LLC79 / 80$769.7B
MORGAN STANLEY79 / 80$454.2B

Ranked by the share of each fund's own book sitting in the names it shares with Liontrust Investment Partners LLP: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

194 positions
#SecurityValueShares% PortLast moveHistory
1AstraZeneca PLC
EQUITY
$297.0M1.59M
4.4%
New
New position
2Taiwan Semiconductor Manufacturing
EQUITY
$267.3M559.8K
3.9%
+7.5%
Added · +39K sh
3Alphabet Inc Class A
EQUITY
$258.6M723.5K
3.8%
+13%
Added · +82K sh
4Broadcom Inc
EQUITY
$242.6M642.3K
3.6%
+3.7%
Added · +23K sh
5Deutsche Bank AG
EQUITY
$205.4M6.06M
3.0%
New
New position
6Thermo Fisher Scientific Inc
EQUITY
$181.6M362.2K
2.7%
+39%
Added · +102K sh
7Visa Inc Class A
EQUITY
$162.8M474.5K
2.4%
+1.1%
Added · +5K sh
8Cadence Design Systems Inc
EQUITY
$149.6M398.7K
2.2%
+8.3%
Added · +31K sh
9West Pharmaceutical Services Inc
EQUITY
$144.4M402.2K
2.1%
+19%
Added · +65K sh
10Waters Corp
EQUITY
$134.6M359.0K
2.0%
+20%
Added · +60K sh
11Nvidia Corp
EQUITY
$131.2M655.8K
1.9%
+7.5%
Added · +46K sh
12UBS Group AG
EQUITY
$122.1M2.46M
1.8%
New
New position
13Charles Schwab Corp
EQUITY
$120.4M1.31M
1.8%
+8.5%
Added · +103K sh
14Mastercard Inc Class A
EQUITY
$119.5M232.8K
1.8%
+0.2%
Added · +377 sh
15Spotify Technology Sa
EQUITY
$119.2M259.7K
1.8%
New
New position
16Veralto Corp
EQUITY
$114.1M1.29M
1.7%
+6.4%
Added · +78K sh
17Intuitive Surgical Inc
EQUITY
$113.7M285.9K
1.7%
+7.9%
Added · +21K sh
18Idexx Laboratories Inc
EQUITY
$113.3M215.2K
1.7%
+21%
Added · +38K sh
19Cintas Corp
EQUITY
$112.9M663.6K
1.7%
+6.2%
Added · +39K sh
20Linde PLC
EQUITY
$111.4M214.6K
1.6%
New
New position
21Edwards Lifesciences Corp
EQUITY
$110.0M1.22M
1.6%
+6.8%
Added · +78K sh
22Monolithic Power Systems Inc
EQUITY
$104.8M75.8K
1.5%
+6.3%
Added · +5K sh
23Becton Dickinson
EQUITY
$102.1M674.6K
1.5%
+4.5%
Added · +29K sh
24Exelon Corp
EQUITY
$97.7M2.10M
1.4%
+1.8%
Added · +37K sh
25Progressive Corp
EQUITY
$97.2M445.0K
1.4%
+43%
Added · +134K sh
26Ecolab Inc
EQUITY
$94.5M339.2K
1.4%
−9.0%
Reduced · −34K sh
27Ingersoll Rand Inc
EQUITY
$94.4M1.15M
1.4%
−5.6%
Reduced · −69K sh
28Nasdaq Inc
EQUITY
$92.9M1.18M
1.4%
−9.1%
Reduced · −118K sh
29Alcon AG
EQUITY
$92.5M1.37M
1.4%
New
New position
30Apple Inc
EQUITY
$91.2M315.1K
1.3%
+94%
Added · +153K sh
31Shopify Subordinate Voting Inc Cla
EQUITY
$89.5M783.7K
1.3%
+412%
Added · +631K sh
32Verisign Inc
EQUITY
$89.3M355.1K
1.3%
+7.4%
Added · +25K sh
33Advanced Drainage Systems Inc
EQUITY
$87.7M558.7K
1.3%
+6.5%
Added · +34K sh
34NVR Inc
EQUITY
$86.9M12.8K
1.3%
+6.9%
Added · +822 sh
35Palo Alto Networks Inc
EQUITY
$86.2M252.8K
1.3%
−20%
Reduced · −65K sh
36Core & Main Inc Class A
EQUITY
$81.4M1.69M
1.2%
+6.6%
Added · +105K sh
37Ferguson Enterprises Inc
EQUITY
$80.4M337.7K
1.2%
42×
Added · +330K sh
38Amazon Com Inc
EQUITY
$79.4M333.3K
1.2%
+98%
Added · +165K sh
39American Tower REIT Corp
EQUITY
$77.0M470.8K
1.1%
−4.0%
Reduced · −19K sh
40Totalenergies
EQUITY
$75.4M969.5K
1.1%
New
New position
41Topbuild Corp
EQUITY
$73.0M205.9K
1.1%
+8.5%
Added · +16K sh
42Cava Group Inc
EQUITY
$71.5M911.7K
1.1%
+6.5%
Added · +56K sh
43Autodesk Inc
EQUITY
$69.2M356.0K
1.0%
+8.4%
Added · +28K sh
44Nebius NV Class A
EQUITY
$69.0M250.0K
1.0%
New
New position
45Zscaler Inc
EQUITY
$56.2M398.5K
0.8%
+110%
Added · +209K sh
46Servicetitan Inc Class A
EQUITY
$55.5M784.4K
0.8%
+41%
Added · +227K sh
47Meta Platforms Inc Class A
EQUITY
$55.0M97.6K
0.8%
+50%
Added · +33K sh
48Sprouts Farmers Market Inc
EQUITY
$52.2M617.2K
0.8%
New
New position
49Sunbelt Rentals Holdings Inc
EQUITY
$49.8M683.2K
0.7%
New
New position
50Eli Lilly
EQUITY
$46.5M38.8K
0.7%
+26%
Added · +8K sh
Showing 50 of 194 positions
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Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q2 2026Jun 30, 2026Aug 18, 2026197$6.8B13F-HR
Q1 2026Mar 31, 2026May 20, 2026196$5.9B13F-HR/A
Q4 2025Dec 31, 2025Feb 17, 2026206$6.7B13F-HR
Q3 2025Sep 30, 2025Nov 24, 2025191$6.8B13F-HR/A
Q2 2025Jun 30, 2025Aug 19, 2025200$7.0B13F-HR
Q1 2025Mar 31, 2025May 13, 2025210$6.4B13F-HR
Q4 2024Dec 31, 2024Feb 13, 2025214$6.9B13F-HR
Q3 2024Sep 30, 2024Oct 16, 2024223$7.0B13F-HR
Q2 2024Jun 30, 2024Jul 26, 2024223$7.0B13F-HR
Q1 2024Mar 31, 2024May 10, 2024196$7.2B13F-HR
Q4 2023Dec 31, 2023Feb 13, 2024196$6.9B13F-HR
Q3 2023Sep 30, 2023Nov 9, 2023194$6.3B13F-HR
Q2 2023Jun 30, 2023Aug 14, 2023205$6.9B13F-HR
Q1 2023Mar 31, 2023May 15, 2023193$6.8B13F-HR
Q4 2022Dec 31, 2022Feb 14, 2023187$5.7B13F-HR
Q3 2022Sep 30, 2022Nov 14, 2022248$6.3B13F-HR
Q2 2022Jun 30, 2022Jul 27, 2022252$7.1B13F-HR
Q1 2022Mar 31, 2022May 13, 2022202$7.7B13F-HR
Q4 2021Dec 31, 2021Jan 26, 2022206$8.4B13F-HR
Q3 2021Sep 30, 2021Nov 22, 2021229$7.2B13F-HR
Q4 2020Dec 31, 2020Feb 10, 2021225$5.0B13F-HR
Amended / restated
  • Q1 2026 · filed May 13, 202613F-HR · superseded
  • Q3 2025 · filed Nov 24, 202513F-HR · superseded

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.