EdgeMarket › What Liontrust Investment Partners Llp reported owning
What Liontrust Investment Partners Llp reported owning
As filed on Form 13F for the quarter ending 2026-03-31, up to 45 days after that date. Long-only US-listed equity — shorts, bonds, cash and non-US listings are not on the form, so this is one leg of the book, not the book.
Reported value
5.9BPositions
196Quarter
2026-03-31Shown below
50largest by value
| holding | value | % of book | shares | price | 1y |
|---|---|---|---|---|---|
| unmapped CUSIP S09895293 | 316.4M | 5.4% | 1.6M | — | — |
| AVGO Broadcom Inc. | 191.8M | 3.3% | 619.6K | 368.45 | +26.5% |
| GOOGL Alphabet Inc. | 184.3M | 3.1% | 641.1K | 344.82 | +73.0% |
| unmapped CUSIP S57503559 | 177.5M | 3.0% | 6.1M | — | — |
| TSM TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | 175.9M | 3.0% | 520.6K | 418.95 | +83.3% |
| V VISA INC. | 141.8M | 2.4% | 469.1K | 371.04 | +7.9% |
| TMO THERMO FISHER SCIENTIFIC INC. | 128.1M | 2.2% | 260.7K | 629.27 | +27.2% |
| ISRG INTUITIVE SURGICAL INC | 122.1M | 2.1% | 265.0K | 378.81 | -21.2% |
| MA Mastercard Inc | 116.1M | 2.0% | 232.4K | 580.63 | -2.0% |
| SCHW SCHWAB CHARLES CORP | 113.0M | 1.9% | 1.2M | 112.30 | +17.6% |
| NDAQ NASDAQ, INC. | 110.1M | 1.9% | 1.3M | 98.22 | +3.9% |
| VLTO Veralto Corp | 106.9M | 1.8% | 1.2M | 98.77 | -9.3% |
| NVDA NVIDIA CORP | 106.3M | 1.8% | 609.8K | 214.72 | +22.4% |
| CTAS CINTAS CORP | 105.6M | 1.8% | 624.6K | 203.79 | -6.0% |
| unmapped CUSIP SBFZ1K461 | 105.1M | 1.8% | 216.8K | — | — |
| CDNS CADENCE DESIGN SYSTEMS INC | 102.3M | 1.7% | 368.2K | 319.02 | -7.7% |
| BDX BECTON DICKINSON & CO | 101.5M | 1.7% | 645.3K | 192.00 | -3.6% |
| EXC EXELON CORP | 100.9M | 1.7% | 2.1M | 43.78 | -2.5% |
| IDXX IDEXX LABORATORIES INC /DE | 99.6M | 1.7% | 177.3K | 556.93 | -13.0% |
| ECL ECOLAB INC. | 99.2M | 1.7% | 372.8K | 281.63 | -1.3% |
| IR Ingersoll Rand Inc. | 97.7M | 1.7% | 1.2M | 80.51 | +1.9% |
| unmapped CUSIP SBJT1GR57 | 95.5M | 1.6% | 1.3M | — | — |
| unmapped CUSIP SBRJL1761 | 94.0M | 1.6% | 2.5M | — | — |
| unmapped CUSIP SBNZHB812 | 92.5M | 1.6% | 186.5K | — | — |
| EW Edwards Lifesciences Corp | 91.2M | 1.6% | 1.1M | 89.79 | +10.3% |
| WAT WATERS CORP /DE/ | 89.0M | 1.5% | 298.9K | 410.70 | +38.4% |
| unmapped CUSIP SB15C5570 | 88.4M | 1.5% | 948.2K | — | — |
| AMT AMERICAN TOWER CORP /MA/ | 84.6M | 1.4% | 490.2K | 175.80 | -16.1% |
| WST WEST PHARMACEUTICAL SERVICES INC | 84.5M | 1.4% | 337.0K | 353.08 | +43.3% |
| VRSN VERISIGN INC/CA | 82.1M | 1.4% | 330.6K | 281.80 | +3.8% |
| NVR NVR INC | 78.7M | 1.3% | 11.9K | 6,358.51 | -20.8% |
| ADSK Autodesk, Inc. | 78.6M | 1.3% | 328.4K | 253.82 | -12.1% |
| CNM Core & Main, Inc. | 78.2M | 1.3% | 1.6M | 44.88 | -29.8% |
| MPWR MONOLITHIC POWER SYSTEMS, INC. | 77.9M | 1.3% | 71.3K | 1,316.28 | +59.3% |
| WMS ADVANCED DRAINAGE SYSTEMS, INC. | 72.0M | 1.2% | 524.8K | 143.73 | +1.4% |
| unmapped CUSIP SBS3BQJ68 | 70.1M | 1.2% | 305.1K | — | — |
| CAVA CAVA GROUP, INC. | 69.3M | 1.2% | 856.1K | 73.63 | +7.4% |
| unmapped CUSIP 89055F103 | 66.7M | 1.1% | 189.8K | — | — |
| INTU INTUIT INC. | 66.7M | 1.1% | 154.2K | 367.00 | -47.5% |
| PGR PROGRESSIVE CORP/OH/ | 61.7M | 1.1% | 311.1K | 219.28 | -13.2% |
| ARM ARM HOLDINGS PLC /UK | 52.5M | 0.9% | 347.3K | 243.32 | +85.5% |
| PANW Palo Alto Networks Inc | 50.9M | 0.9% | 317.4K | 357.87 | +94.0% |
| PTC PTC INC. | 50.5M | 0.9% | 354.3K | 154.68 | -26.7% |
| unmapped CUSIP SB5BSZB32 | 46.7M | 0.8% | 450.0K | — | — |
| MSFT MICROSOFT CORP | 45.8M | 0.8% | 123.8K | 483.24 | -4.4% |
| unmapped CUSIP SBW5TBS05 | 42.6M | 0.7% | 679.9K | — | — |
| AAPL Apple Inc. | 41.2M | 0.7% | 162.5K | 309.35 | +36.9% |
| META Meta Platforms, Inc. | 37.1M | 0.6% | 64.9K | 549.90 | -26.5% |
| TTAN ServiceTitan, Inc. | 35.4M | 0.6% | 557.9K | 94.87 | -7.5% |
| AMZN AMAZON COM INC | 35.1M | 0.6% | 168.7K | 258.63 | +15.6% |
A position that grew quarter on quarter may simply reflect a higher price: if the stock rose 40% and the manager did nothing, the reported value rose 40%. Reading that as accumulation is reading the price back to yourself. More on that →
The whole archive is one click away.
Screener, filings, insider flow, backtests and the AI — open without an account.
Free plan for good. Pro is $69.99/mo, or $4.99 for a 7-day trial. See the plans →