Fund HoldingsLiontrust Investment Partners LLP

Total Portfolio Value
$6.40B
Total Bought
$1.39B
Total Sold
$1.81B
Net Transaction
-$420.63M
Filing Period:
Securities
SharesValue ($K)
Q4 2024
Q1 2025
Change
Q4 2024
Q1 2025
Weight (%)
Change
SPOTIFY TECHNOLOGY SA(SPOT)0412,838+412,8380227,0733.55%+227,073
ALCON AG(ALC)01,281,552+1,281,5520120,5431.88%+120,543
BECTON DICKINSON(BDX)0497,549+497,5490113,9691.78%+113,969
DEUTSCHE BANK AG04,804,129+4,804,1290113,2331.77%+113,233
FERGUSON ENTERPRISES INC(FERG)0576,916+576,916090,9221.42%+90,922
UBS GROUP AG(UBS)02,744,564+2,744,564083,3531.30%+83,353
IDEXX LABORATORIES INC(IDXX)0187,629+187,629078,7951.23%+78,795
LOGITECH INTERNATIONAL SA0785,336+785,336065,6141.02%+65,614
SMURFIT WESTROCK PLC0774,911+774,911034,6070.54%+34,607
BROOKFIELD RENEWABLE PARTNERS NON01,266,997+1,266,997028,0770.44%+28,077
VERISIGN INC453,695436,549-17,14693,897110,8271.73%+16,930
EATON PLC058,646+58,646015,9420.25%+15,942
APPLE INC(AAPL)66,800146,590+79,79016,72832,5620.51%+15,834
WALMART INC(WMT)0176,638+176,638015,5070.24%+15,507
STARBUCKS CORP(SBUX)0143,866+143,866014,1120.22%+14,112
APOLLO GLOBAL MANAGEMENT INC(APO)098,076+98,076013,4310.21%+13,431
AMERICAN TOWER REIT CORP(AMT)704,932651,384-53,548129,292141,7412.21%+12,450
INDIVIOR PLC01,326,647+1,326,647012,4230.19%+12,423
SHERWIN WILLIAMS(SHW)032,025+32,025011,1830.17%+11,183
SHOPIFY SUBORDINATE VOTING INC CLA0115,082+115,082010,9460.17%+10,946
MICRON TECHNOLOGY INC(MU)136,261253,036+116,77511,46821,9860.34%+10,519
QIAGEN NV0257,569+257,569010,2040.16%+10,204
ALIBABA GROUP HOLDING ADR REPRESEN(BABA)177,294188,172+10,87815,03324,8820.39%+9,849
CREDICORP LTD(BAP)052,827+52,82709,8340.15%+9,834
NEBIUS NV CLASS A0450,000+450,00009,5000.15%+9,500
SEAGATE TECHNOLOGY HOLDINGS PLC(STX)0105,743+105,74308,9830.14%+8,983
NIKE INC CLASS B(NKE)0139,108+139,10808,8310.14%+8,831
BLACKROCK INC(BLK)08,507+8,50708,0520.13%+8,052
AGNICO EAGLE MINES LTD(AEM)061,375+61,37506,6540.10%+6,654
CROWDSTRIKE HOLDINGS INC CLASS A(CRWD)36,06953,682+17,61312,34118,9270.30%+6,586
EPAM SYSTEMS INC(EPAM)038,415+38,41506,4860.10%+6,486
BLACKSTONE INC(BX)72,873135,474+62,60112,56518,9370.30%+6,372
ICON PLC(ICLR)035,566+35,56606,2240.10%+6,224
UNITEDHEALTH GROUP INC(UNH)27,82138,438+10,61714,07420,1320.31%+6,058
ARM HOLDINGS AMERICAN DEPOSITARY S117,230191,182+73,95214,46120,4160.32%+5,955
NEWMONT(NEM)0313,496+313,496015,1360.24%+15,136
AMPHENOL CORP CLASS A453,081563,382+110,30131,46636,9520.58%+5,486
WEST PHARMACEUTICAL SERVICES INC(WST)288,784446,738+157,95494,594100,0161.56%+5,422
PALANTIR TECHNOLOGIES INC CLASS A(PLTR)0114,208+114,20809,6390.15%+9,639
ORACLE CORP(ORCL)129,969191,752+61,78321,65826,8090.42%+5,151
ON HOLDING AG CLASS A0110,894+110,89404,8700.08%+4,870
VERIZON COMMUNICATIONS INC(VZ)0104,447+104,44704,7380.07%+4,738
MCCORMICK & CO NON-VOTING INC(MKC)056,008+56,00804,6100.07%+4,610
BLOCK INC CLASS A(XYZ)0139,494+139,49407,5790.12%+7,579
BRIGHT HORIZONS FAMILY SOLUTIONS I(BFAM)666,876616,067-50,80973,92378,2651.22%+4,342
HOME DEPOT INC(HD)037,129+37,129013,6070.21%+13,607
ELEVANCE HEALTH INC(ELV)029,782+29,782012,9540.20%+12,954
EXELON CORP(EXC)087,467+87,46704,0300.06%+4,030
GE VERNOVA INC(GEV)027,915+27,91508,5220.13%+8,522
CREDO TECHNOLOGY GROUP HOLDING LTD(CRDO)094,372+94,37203,7900.06%+3,790
UPSTART HOLDINGS INC(UPST)0161,402+161,40207,4290.12%+7,429
RELIANCE INC(RS)50,51058,587+8,07713,60016,9170.26%+3,317
NOMAD FOODS LTD(NOMD)0164,258+164,25803,2280.05%+3,228
MOODYS CORP(MCO)24,02031,024+7,00411,37014,4480.23%+3,077
BARRICK GOLD CORP825,588816,214-9,37412,79715,8670.25%+3,071
LEMONADE INC(LMND)088,848+88,84802,7920.04%+2,792
MORGAN STANLEY(MS)0101,580+101,580011,8510.19%+11,851
MONSTER BEVERAGE CORP(MNST)090,450+90,45005,2930.08%+5,293
FABRINET(FN)011,556+11,55602,2820.04%+2,282
H&R BLOCK INC292,884320,767+27,88315,47617,6130.28%+2,137
CHARLES SCHWAB CORP(SCHW)1,667,6061,603,901-63,705123,420125,5531.96%+2,134
PLANET LABS CLASS A(PL)01,066,133+1,066,13303,6040.06%+3,604
ALNYLAM PHARMACEUTICALS INC(ALNY)018,880+18,88005,0980.08%+5,098
TRANE TECHNOLOGIES PLC(TT)05,169+5,16901,7420.03%+1,742
CAMTEK LTD029,621+29,62101,7370.03%+1,737
SOUNDHOUND AI INC CLASS A(SOUN)0201,835+201,83501,6390.03%+1,639
NU HOLDINGS LTD CLASS A0147,000+147,00001,5050.02%+1,505
KLAVIYO INC SERIES A(KVYO)0138,555+138,55504,1930.07%+4,193
C3 AI INC CLASS A(AI)0144,288+144,28803,0370.05%+3,037
CONFLUENT INC CLASS A055,226+55,22601,2940.02%+1,294
DOXIMITY INC CLASS A(DOCS)021,092+21,09201,2240.02%+1,224
CBOE GLOBAL MARKETS INC(CBOE)120,447108,638-11,80923,53524,5840.38%+1,048
GLOBANT SA08,761+8,76101,0310.02%+1,031
MASTERCARD INC CLASS A(MA)49,52249,313-20926,07727,0290.42%+953
AFFIRM HOLDINGS INC CLASS A(AFRM)0112,150+112,15005,0680.08%+5,068
BRADY NONVOTING CORP CLASS A(BRC)011,085+11,08507830.01%+783
INTERPARFUMS INC(IPAR)06,676+6,67607600.01%+760
RYAN SPECIALTY HOLDINGS INC CLASS(RYAN)010,261+10,26107580.01%+758
SOCIEDAD QUIMICA Y MINERA DE CHILE(SQM)0132,774+132,77405,2750.08%+5,275
FULL TRUCK ALLIANCE ADR LTD CLASS(YMM)1,040,461939,437-101,02411,25811,9970.19%+739
OSI SYSTEMS INC(OSIS)03,658+3,65807110.01%+711
ARIS WATER SOLUTIONS INC CLASS A022,154+22,15407100.01%+710
POOL CORP(POOL)03,904+3,90401,2430.02%+1,243
CHOICE HOTELS INTERNATIONAL INC(CHH)04,993+4,99306620.01%+662
INSTALLED BUILDING PRODUCTS INC(IBP)08,951+8,95101,5350.02%+1,535
SWEETGREEN INC CLASS A0122,325+122,32503,0610.05%+3,061
ZOETIS INC CLASS A(ZTS)014,691+14,69102,4190.04%+2,419
DONNELLEY FINANCIAL SOLUTIONS INC(DFIN)014,766+14,76606450.01%+645
VALE ADR REPRESENTING ONE SA0150,000+150,00001,4970.02%+1,497
TRIMBLE INC(TRMB)230,213257,327+27,11416,26716,8940.26%+627
CADRE HOLDINGS INC(CDRE)020,496+20,49606070.01%+607
PROGRESS SOFTWARE CORP(PRGS)011,438+11,43805890.01%+589
MEDPACE HOLDINGS INC(MEDP)01,828+1,82805570.01%+557
UFP TECHNOLOGIES INC(UFPT)02,567+2,56705180.01%+518
HAMILTON LANE INC CLASS A(HLNE)02,939+2,93904370.01%+437
WIX.COM LTD02,580+2,58004220.01%+422
UBER TECHNOLOGIES INC(UBER)337,407284,770-52,63720,35220,7480.32%+396
ITAU UNIBANCO HOLDING ADR REP PRE(ITUB)0368,500+368,50002,0270.03%+2,027
BENTLEY SYSTEMS INC CLASS B(BSY)08,977+8,97703530.01%+353
ATLAS ENERGY SOLUTIONS INC(AESI)019,524+19,52403480.01%+348
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