Fund HoldingsLiontrust Investment Partners LLP

Total Portfolio Value
$6.80B
Total Bought
$2.64B
Total Sold
$1.80B
Net Transaction
+$840.17M
Filing Period:
Securities
SharesValue ($K)
Q1 2026
Q2 2026
Change
Q1 2026
Q2 2026
Weight (%)
Change
ASTRAZENECA PLC(AZN)01,586,940+1,586,9400296,9844.36%+296,984
DEUTSCHE BANK AG
NAMEN AKT
06,064,095+6,064,0950205,3923.02%+205,392
UBS GROUP AG(UBS)02,458,659+2,458,6590122,1021.79%+122,102
SPOTIFY TECHNOLOGY SA(SPOT)0259,680+259,6800119,2271.75%+119,227
LINDE PLC(LIN)0214,571+214,5710111,3621.64%+111,362
ALCON AG(ALC)01,366,637+1,366,637092,5041.36%+92,504
TAIWAN SEMICONDUCTOR MANUFACTURING(TSM)520,558559,772+39,214175,923267,3303.93%+91,408
FERGUSON ENTERPRISES INC(FERG)7,986337,704+329,7181,86380,4041.18%+78,541
TOTALENERGIES(TTE)0969,454+969,454075,4031.11%+75,403
ALPHABET INC CLASS A(GOOG)641,053723,493+82,440184,341258,5553.80%+74,213
SHOPIFY SUBORDINATE VOTING INC CLA(SHOP)153,143783,719+630,57618,16689,4871.32%+71,321
NEBIUS NV CLASS A(NBIS)0250,000+250,000069,0431.01%+69,043
WEST PHARMACEUTICAL SERVICES INC(WST)336,995402,233+65,23884,464144,4022.12%+59,937
THERMO FISHER SCIENTIFIC INC(TMO)260,666362,213+101,547128,125181,5992.67%+53,474
SPROUTS FARMERS MARKET INC(SFM)0617,195+617,195052,2020.77%+52,202
BROADCOM INC(AVGO)619,552642,254+22,702191,758242,6113.57%+50,854
APPLE INC(AAPL)162,533315,103+152,57041,24991,1781.34%+49,929
SUNBELT RENTALS HOLDINGS INC(SUNB)0683,211+683,211049,8370.73%+49,837
CADENCE DESIGN SYSTEMS INC(CDNS)368,175398,713+30,538102,305149,6452.20%+47,340
WATERS CORP(WAT)298,855358,979+60,12488,999134,6311.98%+45,632
WISE PLC CLASS A03,712,549+3,712,549044,5540.65%+44,554
AMAZON COM INC(AMZN)168,670333,258+164,58835,12979,4291.17%+44,300
PROGRESSIVE CORP(PGR)311,050445,001+133,95161,66397,2101.43%+35,548
PALO ALTO NETWORKS INC(PANW)317,449252,805-64,64450,89386,2121.27%+35,318
HEICO CORP(HEI)083,537+83,537029,7440.44%+29,744
ZSCALER INC(ZS)189,315398,491+209,17626,55956,2470.83%+29,688
SEAGATE TECHNOLOGY HOLDINGS PLC
ORD SHS
029,040+29,040028,0240.41%+28,024
COSTCO WHOLESALE CORP(COST)029,063+29,063027,1880.40%+27,188
MONOLITHIC POWER SYSTEMS INC(MPWR)71,26675,786+4,52077,919104,7641.54%+26,845
WALMART INC(WMT)0235,163+235,163026,6350.39%+26,635
TJX INC(TJX)0169,148+169,148025,6260.38%+25,626
NVIDIA CORP(NVDA)609,786655,849+46,063106,347131,2291.93%+24,882
VISA INC CLASS A(V)469,129474,452+5,323141,790162,7802.39%+20,990
SERVICETITAN INC CLASS A(TTAN)557,852784,421+226,56935,40155,4660.82%+20,065
CREDICORP LTD(BAP)049,953+49,953019,4610.29%+19,461
EDWARDS LIFESCIENCES CORP1,138,3711,216,379+78,00891,161110,0341.62%+18,873
ERMENEGILDO ZEGNA NV
ORD SHS
01,443,157+1,443,157018,7900.28%+18,790
ELI LILLY(LLY)30,75338,794+8,04128,28646,5310.68%+18,245
META PLATFORMS INC CLASS A(META)64,91397,579+32,66637,13954,9650.81%+17,827
FERRARI NV
COM
045,737+45,737016,9610.25%+16,961
ADVANCED DRAINAGE SYSTEMS INC(WMS)524,782558,705+33,92371,96387,6941.29%+15,731
ALIBABA GROUP HOLDING ADR REPRESEN(BABA)46,744217,994+171,2505,86520,9230.31%+15,059
MORGAN STANLEY(MS)69,423124,651+55,22811,42526,0570.38%+14,632
TEXAS INSTRUMENT INC(TXN)67,25190,601+23,35013,05627,0050.40%+13,949
IDEXX LABORATORIES INC(IDXX)177,337215,198+37,86199,644113,2891.66%+13,645
JPMORGAN CHASE(JPM)041,143+41,143013,4670.20%+13,467
NU HOLDINGS CLASS A(NU)0863,541+863,541011,5370.17%+11,537
CROWDSTRIKE HOLDINGS INC CLASS A(CRWD)39,06535,054-4,01115,25126,7510.39%+11,500
CARRIER GLOBAL CORP(CARR)0147,903+147,903010,8490.16%+10,849
EATON PLC(ETN)022,099+22,09909,4170.14%+9,417
UBER TECHNOLOGIES INC(UBER)105,032229,194+124,1627,55516,5390.24%+8,984
FIREFLY AEROSPACE INC(FLY)0300,441+300,44108,8330.13%+8,833
DANAHER CORP(DHR)47,89192,954+45,0639,08017,7060.26%+8,626
NVR INC(NVR)11,93612,758+82278,65686,9251.28%+8,269
AMPHENOL CORP CLASS A276,755244,421-32,33434,96843,0960.63%+8,128
SNOWFLAKE INC(SNOW)45,79258,018+12,2266,90614,7660.22%+7,859
CHARLES SCHWAB CORP(SCHW)1,202,6481,305,310+102,662113,025120,4411.77%+7,416
HESAI AMERICAN DEPOSITARY SHARE EA(HSAI)164,684571,201+406,5173,14910,4070.15%+7,259
VERALTO CORP(VLTO)1,208,7471,286,674+77,927106,877114,1021.68%+7,225
VERISIGN INC330,558355,072+24,51482,09789,3221.31%+7,225
CINTAS CORP(CTAS)624,600663,625+39,025105,645112,8691.66%+7,224
EBAY INC(EBAY)324,135328,412+4,27729,50336,7000.54%+7,197
CREDO TECHNOLOGY GROUP HOLDING LTD
ORDINARY SHARES
025,476+25,47606,9280.10%+6,928
ICON PLC(ICLR)038,857+38,85706,7500.10%+6,750
VERTEX PHARMACEUTICALS INC(VRTX)13,69125,460+11,7696,11412,6470.19%+6,533
TOPBUILD CORP189,793205,906+16,11366,67473,0001.07%+6,326
DATADOG INC CLASS A(DDOG)021,830+21,83005,6840.08%+5,684
MONGODB INC CLASS A(MDB)016,087+16,08705,4040.08%+5,404
COGNEX CORP(CGNX)074,174+74,17405,3720.08%+5,372
QIAGEN NV(QGEN)0116,320+116,32004,5080.07%+4,508
MAPLEBEAR INC(CART)219,822266,573+46,7518,23512,6220.19%+4,388
LAM RESEARCH CORP(LRCX)21,37320,603-7704,5678,9280.13%+4,361
ZOOM COMMUNICATIONS INC CLASS A(ZM)047,350+47,35004,0870.06%+4,087
UNITED RENTALS INC(URI)15,15413,209-1,94511,04114,9640.22%+3,924
OMNICELL INC(OMCL)232,916272,186+39,2707,77511,3010.17%+3,526
PALANTIR TECHNOLOGIES INC CLASS A(PLTR)50,37792,817+42,4407,36910,8290.16%+3,460
ASTERA LABS INC(ALAB)105,27031,014-74,25611,53814,9800.22%+3,443
MASTERCARD INC CLASS A(MA)232,385232,762+377116,113119,5471.76%+3,433
CORE & MAIN INC CLASS A(CNM)1,582,9521,687,635+104,68378,19881,4281.20%+3,231
JBT MAREL CORP(JBTM)021,855+21,85503,1690.05%+3,169
RELIANCE INC(RS)45,06245,062013,69516,8350.25%+3,140
BLOCK INC CLASS A(XYZ)5,11042,234+37,1243083,2100.05%+2,902
FULL TRUCK ALLIANCE ADR LTD CLASS(YMM)8,000363,523+355,523662,9520.04%+2,885
TRANE TECHNOLOGIES PLC(TT)05,077+5,07702,4940.04%+2,494
MICRON TECHNOLOGY INC(MU)76,79624,478-52,31825,94528,2550.42%+2,310
TOWER SEMICONDUCTOR LTD(TSEM)08,811+8,81102,2960.03%+2,296
CAVA GROUP INC(CAVA)856,057911,654+55,59769,25571,5471.05%+2,292
XP CLASS A INC(XP)0139,069+139,06902,2610.03%+2,261
ALNYLAM PHARMACEUTICALS INC(ALNY)18,21826,759+8,5416,0288,0550.12%+2,027
GOLDMAN SACHS GROUP INC(GS)9,6029,731+1298,1239,8420.14%+1,718
CENTENE CORP(CNC)53,42253,42201,7493,4290.05%+1,680
HALLIBURTON(HAL)151,088219,956+68,8685,8917,4680.11%+1,577
BLOOM ENERGY CLASS A CORP35,25520,437-14,8184,7776,1860.09%+1,410
NOMAD FOODS LTD(NOMD)092,987+92,98701,0180.01%+1,018
ALPHABET INC CLASS C(GOOG)13,51513,513-23,8774,7750.07%+898
MONSTER BEVERAGE CORP(MNST)82,06071,118-10,9425,9466,8360.10%+890
FREEPORT MCMORAN INC(FCX)182,540183,813+1,27310,73011,5600.17%+830
INTEL CORPORATION CORP(INTC)61,97025,334-36,6362,7353,5370.05%+803
LEMONADE INC(LMND)59,16569,323+10,1583,7084,5090.07%+801
TRACTOR SUPPLY(TSCO)024,851+24,85107860.01%+786
Page 1 of 3