Local Pensions Partnership Investment Ltd holds a focused book of 32 stocks worth $4.6B as of Q1 2026 (disclosed May 5, 2026, a ~45-day 13F lag). This quarter they trimmed Alphabet Inc-CL A. Their largest long position is Alphabet Inc-CL A at 10% of the equity book.
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1698810/holdings"
Use Arkolith to show Local Pensions Partnership Investment Ltd's latest holdings, largest changes, and filing provenance.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
100% mapped to company sectors
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.
Estimated $ traded · quarter-end prices, no cost basis
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Alphabet Inc COM | $483.7M | 1.68M | 10.4% | ▼−16% Reduced · −324K sh | |
| 2 | Visa Inc COM | $352.5M | 1.17M | 7.6% | ▼−7.9% Reduced · −100K sh | |
| 3 | Microsoft Corp COM | $333.8M | 901.8K | 7.2% | ▼−8.7% Reduced · −86K sh | |
| 4 | Heico Corp COM | $258.9M | 1.41M | 5.6% | ▲+12% Added · +150K sh | |
| 5 | Kla Corp COM | $252.0M | 171.2K | 5.4% | ▼−18% Reduced · −38K sh | |
| 6 | Amphenol Corp COM | $246.6M | 1.95M | 5.3% | ▼−13% Reduced · −293K sh | |
| 7 | Amazon.com Inc COM | $245.6M | 1.18M | 5.3% | ▼−5.1% Reduced · −64K sh | |
| 8 | Moody's Corp COM | $197.1M | 451.6K | 4.3% | ▼−3.1% Reduced · −14K sh | |
| 9 | Autozone Inc COM | $188.7M | 55.9K | 4.1% | ▼−3.6% Reduced · −2K sh | |
| 10 | Cadence Design Systems Inc COM | $185.7M | 668.5K | 4.0% | ▼−11% Reduced · −84K sh | |
| 11 | Apple Inc COM | $185.6M | 731.7K | 4.0% | ▼−15% Reduced · −129K sh | |
| 12 | Booking Holdings Inc COM | $184.3M | 43.8K | 4.0% | —Held | |
| 13 | Autodesk Inc COM | $180.6M | 754.5K | 3.9% | —Held | |
| 14 | Texas Instruments Inc COM | $176.3M | 908.1K | 3.8% | ▼−9.2% Reduced · −92K sh | |
| 15 | Thermo Fisher Scientific Inc COM | $168.1M | 341.7K | 3.6% | ▼−5.1% Reduced · −18K sh | |
| 16 | Tyler Technologies Inc COM | $158.5M | 463.3K | 3.4% | ▲+5.5% Added · +24K sh | |
| 17 | Costco Wholesale Corp COM | $148.0M | 148.5K | 3.2% | ▼−6.8% Reduced · −11K sh | |
| 18 | Automatic Data Processing Inc COM | $146.5M | 721.3K | 3.2% | —Held | |
| 19 | Intuit Inc COM | $129.4M | 299.3K | 2.8% | —Held | |
| 20 | Nike Inc COM | $97.7M | 1.85M | 2.1% | —Held | |
| 21 | Msci Inc COM | $39.6M | 73.4K | 0.9% | ▼−6.4% Reduced · −5K sh | |
| 22 | Jack Henry & Associates Inc COM | $33.4M | 211.3K | 0.7% | ▼−11% Reduced · −25K sh | |
| 23 | Idexx Laboratories Inc COM | $32.7M | 58.1K | 0.7% | ▼−7.5% Reduced · −5K sh | |
| 24 | West Pharmaceutical Services I COM | $30.3M | 120.9K | 0.7% | —Held | |
| 25 | CDW Corp COM | $30.2M | 249.2K | 0.7% | —Held | |
| 26 | Veeva Systems Inc COM | $27.5M | 156.5K | 0.6% | ▲+15% Added · +21K sh | |
| 27 | Brown & Brown Inc COM | $26.5M | 406.0K | 0.6% | —Held | |
| 28 | Rollins Inc COM | $22.2M | 414.7K | 0.5% | ▼−26% Reduced · −149K sh | |
| 29 | Core & Main Inc COM | $19.9M | 403.0K | 0.4% | ▼−26% Reduced · −140K sh | |
| 30 | Manhattan Associates Inc COM | $18.4M | 138.5K | 0.4% | —Held | |
| 31 | Medpace Holdings Inc COM | $18.3M | 38.0K | 0.4% | —Held | |
| 32 | SPS Commerce Inc COM | $10.3M | 185.5K | 0.2% | —Held |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q1 2026 | Mar 31, 2026 | May 5, 2026 | 32 | $4.6B | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 27, 2026 | 32 | $5.7B | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 12, 2025 | 33 | $5.9B | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Nov 12, 2025 | 35 | $5.4B | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Nov 12, 2025 | 35 | $5.0B | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Nov 12, 2025 | 36 | $5.4B | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~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.