Fund HoldingsLiontrust Investment Partners LLP

Total Portfolio Value
$5.86B
Total Bought
$1.96B
Total Sold
$2.85B
Net Transaction
-$882.94M
Filing Period:
Securities
SharesValue ($K)
Q4 2025
Q1 2026
Change
Q4 2025
Q1 2026
Weight (%)
Change
ASTRAZENECA PLC(AZN)01,633,436+1,633,4360316,4245.40%+316,424
DEUTSCHE BANK AG06,133,102+6,133,1020177,4773.03%+177,477
TAIWAN SEMICONDUCTOR MANUFACTURING(TSM)0520,558+520,5580175,9233.00%+175,923
SPOTIFY TECHNOLOGY SA(SPOT)0216,783+216,7830105,1201.79%+105,120
BROADCOM INC(AVGO)254,358619,552+365,19488,033191,7583.27%+103,724
EXELON CORP(EXC)02,059,053+2,059,0530100,9351.72%+100,935
ALCON AG(ALC)01,294,335+1,294,335095,4541.63%+95,454
UBS GROUP AG(UBS)02,458,659+2,458,659094,0261.61%+94,026
LINDE PLC(LIN)0186,500+186,500092,4591.58%+92,459
TOTALENERGIES0948,204+948,204088,3961.51%+88,396
WATERS CORP(WAT)0298,855+298,855088,9991.52%+88,999
FERGUSON ENTERPRISES INC(FERG)0305,144+305,144070,0971.20%+70,097
NEBIUS NV CLASS A0450,000+450,000046,6920.80%+46,692
SUNBELT RENTALS HOLDINGS INC(SUNB)0679,916+679,916042,5890.73%+42,589
ARM HOLDINGS AMERICAN DEPOSITARY S0347,339+347,339052,5450.90%+52,545
MONOLITHIC POWER SYSTEMS INC(MPWR)54,93371,266+16,33349,78977,9191.33%+28,130
SEAGATE TECHNOLOGY HOLDINGS PLC(STX)063,295+63,295024,7960.42%+24,796
CATERPILLAR INC(CAT)025,328+25,328017,9440.31%+17,944
INGERSOLL RAND INC(IR)01,220,028+1,220,028097,7491.67%+97,749
CREDICORP LTD(BAP)049,038+49,038016,6330.28%+16,633
CIENA CORP(CIEN)70,65282,167+11,51516,52331,9000.54%+15,376
CAVA GROUP INC(CAVA)935,648856,057-79,59154,91369,2551.18%+14,342
TEXAS INSTRUMENT INC(TXN)067,251+67,251013,0560.22%+13,056
NU HOLDINGS LTD CLASS A0829,847+829,847011,9250.20%+11,925
APPLIED MATERIAL INC83,33997,521+14,18221,41733,3320.57%+11,914
SANDISK CORP(SNDK)018,718+18,718011,8920.20%+11,892
BROOKFIELD ASSET MANAGEMENT VOTING(BAM)0251,090+251,090011,1610.19%+11,161
UNITED RENTALS INC(URI)015,154+15,154011,0410.19%+11,041
BAKER HUGHES CLASS A(BKR)0173,957+173,957010,6200.18%+10,620
CREDO TECHNOLOGY GROUP HOLDING LTD(CRDO)0112,032+112,032010,5160.18%+10,516
LUMENTUM HOLDINGS INC(LITE)17,16121,580+4,4196,32515,1660.26%+8,840
FIREFLY AEROSPACE INC(FLY)0304,890+304,89008,6800.15%+8,680
GOLDMAN SACHS GROUP INC(GS)8679,602+8,7357628,1230.14%+7,361
FERRARI NV(RACE)022,101+22,10107,3590.13%+7,359
AMAZON COM INC(AMZN)120,336168,670+48,33427,77635,1290.60%+7,353
MICRON TECHNOLOGY INC(MU)65,99476,796+10,80218,83525,9450.44%+7,109
LINDE PLC(LIN)012,063+12,06305,9960.10%+5,996
SLB NV(SLB)0116,510+116,51005,9870.10%+5,987
HALLIBURTON(HAL)0151,088+151,08805,8910.10%+5,891
ELI LILLY(LLY)030,753+30,753028,2860.48%+28,286
APPLE INC(AAPL)132,294162,533+30,23935,96541,2490.70%+5,284
ANALOG DEVICES INC(ADI)016,257+16,25705,1720.09%+5,172
QIAGEN NV(QGEN)0122,989+122,98904,9240.08%+4,924
BLOOM ENERGY CLASS A CORP035,255+35,25504,7770.08%+4,777
CINTAS CORP(CTAS)536,959624,600+87,641100,986105,6451.80%+4,659
ERMENEGILDO ZEGNA NV(ZGN)0443,035+443,03504,6160.08%+4,616
VERIZON COMMUNICATIONS INC(VZ)215,067265,708+50,6418,76013,3390.23%+4,579
ICON PLC(ICLR)041,110+41,11004,5490.08%+4,549
PALANTIR TECHNOLOGIES INC CLASS A(PLTR)050,377+50,37707,3690.13%+7,369
T MOBILE US INC(TMUS)057,402+57,402012,0560.21%+12,056
EATON PLC011,110+11,11003,9740.07%+3,974
ARISTA NETWORKS INC(ANET)028,591+28,59103,5100.06%+3,510
ASTERA LABS INC(ALAB)52,986105,270+52,2848,81511,5380.20%+2,723
XP CLASS A INC0139,069+139,06902,6480.05%+2,648
COREWEAVE INC CLASS A(CRWV)0127,752+127,75209,8970.17%+9,897
FABRINET(FN)04,629+4,62902,4140.04%+2,414
COMSTOCK RESOURCES INC(CRK)13,186128,938+115,7523062,7180.05%+2,412
ULTRA CLEAN HOLDINGS INC(UCTT)038,773+38,77302,4110.04%+2,411
NVIDIA CORP(NVDA)0609,786+609,7860106,3471.82%+106,347
TRANE TECHNOLOGIES PLC(TT)05,077+5,07702,1160.04%+2,116
NOMAD FOODS LTD(NOMD)0192,916+192,91601,8540.03%+1,854
MERCADOLIBRE INC(MELI)013,836+13,836023,9230.41%+23,923
TOWER SEMICONDUCTOR LTD(TSEM)07,672+7,67201,3460.02%+1,346
MAPLEBEAR INC(CART)0219,822+219,82208,2350.14%+8,235
FREEPORT MCMORAN INC(FCX)188,662182,540-6,1229,58210,7300.18%+1,148
ADECOAGRO SA(AGRO)076,190+76,19001,1440.02%+1,144
SHOPIFY SUBORDINATE VOTING INC CLA08,206+8,20609710.02%+971
PLANET LABS CLASS A(PL)0254,849+254,84907,1230.12%+7,123
ECOPETROL ADR REPRESENTING SA(EC)056,000+56,00008390.01%+839
CBOE GLOBAL MARKETS INC(CBOE)054,986+54,986015,4550.26%+15,455
RELIANCE INC(RS)045,062+45,062013,6950.23%+13,695
DELL TECHNOLOGIES INC CLASS C(DELL)03,977+3,97706530.01%+653
MORGAN STANLEY(MS)61,84269,423+7,58110,97911,4250.20%+446
COHERENT CORP(COHR)17,44015,349-2,0913,2193,6560.06%+437
YUM CHINA HOLDINGS INC(YUMC)08,300+8,30004080.01%+408
AKAMAI TECHNOLOGIES INC(AKAM)03,137+3,13703600.01%+360
IQVIA HOLDINGS INC(IQV)47,18863,928+16,74010,63710,9020.19%+266
ITAU UNIBANCO HOLDING ADR REP PRE(ITUB)0190,550+190,55001,5970.03%+1,597
SOCIEDAD QUIMICA Y MINERA DE CHILE(SQM)14,00014,747+7479631,1940.02%+230
VALE ADR REPRESENTING ONE SA160,000145,000-15,0002,0852,3070.04%+222
SIFY TECHNOLOGIES AMERICAN DEPOSIT(SIFY)127,259135,109+7,8501,5511,7280.03%+177
INTER AND CO INC CLASS A019,000+19,00001510.00%+151
BUENAVENTURA ADR REPRESENTING(BVN)013,000+13,00004690.01%+469
VNET GROUP ADR INC(VNET)056,929+56,92904780.01%+478
REMITLY GLOBAL INC(RELY)067,021+67,02101,0500.02%+1,050
HESAI AMERICAN DEPOSITARY SHARE EA(HSAI)136,136164,684+28,5483,0493,1490.05%+99
SOUTHERN COPPER CORP(SCCO)3,0253,000-254345160.01%+82
AIRBNB INC CLASS A71,42177,227+5,8069,6939,7520.17%+59
BRUKER CORP(BRKR)1,8023,844+2,042851390.00%+54
INTERPARFUMS INC(IPAR)06,029+6,02905480.01%+548
CHOICE HOTELS INTERNATIONAL INC(CHH)04,251+4,25104390.01%+439
HINGHAM INSTITUTION FOR SAVINGS7,3507,35002,0872,1010.04%+14
BENTLEY SYSTEMS INC CLASS B(BSY)07,349+7,34902580.00%+258
DONNELLEY FINANCIAL SOLUTIONS INC(DFIN)07,912+7,91203730.01%+373
DORMAN PRODUCTS INC(DORM)02,123+2,12302220.00%+222
ZOETIS INC CLASS A(ZTS)19,87620,935+1,0592,5012,4750.04%-26
ADOBE INC(ADBE)2,4643,358+8948628160.01%-46
UFP TECHNOLOGIES INC(UFPT)1,8281,753-754063390.01%-66
OSI SYSTEMS INC(OSIS)0977+97702590.00%+259
POOL CORP(POOL)01,881+1,88103810.01%+381
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