Fund HoldingsLiontrust Investment Partners LLP

Total Portfolio Value
$7.04B
Total Bought
$0
Total Sold
$0
Net Transaction
$0
Filing Period:
Securities
SharesValue ($K)
Q2 2024
Q3 2024
Change
Q2 2024
Q3 2024
Weight (%)
Change
ADAPTHEALTH CORP023,638+23,63802360.00%+236
ADOBE INC ADBE US(ADBE)026,302+26,302014,6120.21%+14,612
ADVANCED DRAINAGE SYSTEMS IN(WMS)0644,406+644,4060103,3561.47%+103,356
ADVANCED MICRO DEVICES(AMD)161,810161,810026,24726,2470.37%0
AFYA LTD-CLASS A(AFYA)033,000+33,00005820.01%+582
AGILENT TECHNOLOGIES INC A US(A)01,202,076+1,202,0760155,8252.21%+155,825
AIRBNB INC-CLASS A125,827125,827019,07919,0790.27%0
ALCON INC1,879,7811,879,7810167,812167,8122.38%0
ALIBABA GROUP HOLDING-SP ADR BABA US(BABA)99,78799,78707,1857,1850.10%0
ALIGN TECHNOLOGY INC04,903+4,90301,1840.02%+1,184
ALNYLAM PHARMACEUTICALS INC ALNY US(ALNY)5,0835,08301,2351,2350.02%0
ALPHABET INC-CL A(GOOG)11,20311,20301081080.00%0
ALPHABET INC-CL A GOOGL US(GOOG)1,379,0201,379,0200251,188251,1883.57%0
ALPHABET INC-CL C GOOG US(GOOG)059,796+59,796010,9680.16%+10,968
AMAZON.COM INC(AMZN)06,255+6,2550710.00%+71
AMAZON.COM INC AMZN US(AMZN)0182,420+182,420035,2530.50%+35,253
AMERICAN TOWER CORP AMT US(AMT)0732,685+732,6850142,4192.02%+142,419
AMPHENOL CORP-CL A APH US163,000163,000010,98110,9810.16%0
ANSYS INC ANSS US0270,137+270,137086,8491.23%+86,849
APPLE INC AAPL US(AAPL)205,466205,466043,27543,2750.61%0
APPLIED MATERIALS INC AMAT US160,000160,000037,75837,7580.54%0
ARAMARK ARMK US(ARMK)060,916+60,91602,0720.03%+2,072
ARISTA NETWORKS INC46,00046,000016,12216,1220.23%0
ARM HOLDINGS PLC-ADR47,00047,00007,6907,6900.11%0
AUTODESK INC ADSK US0485,156+485,1560120,0521.71%+120,052
BANCO DE CHILE-ADR13,00013,00002942940.00%0
BANCOLOMBIA S.A.-SPONS ADR28,00028,00009149140.01%0
BARRICK GOLD CORP ABX CN06,146+6,14601020.00%+102
BEAM THERAPEUTICS INC(BEAM)80,00080,00001,8741,8740.03%0
BIOGEN INC BIIB US(BIIB)01,921+1,92104450.01%+445
BLACKSTONE INC(BX)51,31351,31306,3536,3530.09%0
BOOKING HOLDINGS INC(BKNG)04,162+4,162016,4880.23%+16,488
BRIGHT HORIZONS FAMILY SOLUT(BFAM)0960,979+960,9790105,7851.50%+105,785
BRINKS CO/THE(BCO)09,688+9,68809920.01%+992
BROADCOM INC AVGO US(AVGO)30,00030,000048,16648,1660.68%0
BROOKFIELD RENEWABLE PARTNER
PARTNERSHIP UNIT
600,000600,000014,86214,8620.21%0
BROWN & BROWN INC(BRO)0974,867+974,867087,1631.24%+87,163
CADENCE DESIGN SYS INC CDNS US(CDNS)0774,389+774,3890238,3183.39%+238,318
CALIX INC(CALX)018,213+18,21306450.01%+645
CAMTEK LTD(CAMT)53,00053,00006,6386,6380.09%0
CARDINAL HEALTH INC CAH US(CAH)0376+3760370.00%+37
CBOE GLOBAL MARKETS INC(CBOE)106,286106,286018,07518,0750.26%0
CEMEX SAB-SPONS ADR PART CER(CX)093,000+93,00005940.01%+594
CENTENE CORP CNC US(CNC)0115,248+115,24807,6410.11%+7,641
CHENIERE ENERGY INC LNG US(LNG)018,408+18,40803,2180.05%+3,218
CHURCH & DWIGHT CO INC CHD US(CHD)05,178+5,17805370.01%+537
CIA DE MINAS BUENAVENTUR-ADR BVN US(BVN)06,366+6,36601080.00%+108
CLARIVATE PLC(CLVT)067,526+67,52603840.01%+384
CLOUDFLARE INC - CLASS A(NET)184,368184,368015,27115,2710.22%0
CNH INDUSTRIAL NV
SHS
65,77565,77506636630.01%0
COINBASE GLOBAL INC -CLASS A(COIN)36,67836,67808,1518,1510.12%0
CONFLUENT INC-CLASS A305,000305,00009,0079,0070.13%0
CONSTELLATION ENERGY(CEG)108,000108,000021,62921,6290.31%0
COPA HOLDINGS SA-CLASS A(CPA)024,950+24,95002,3750.03%+2,375
COSTCO WHOLESALE CORP COST US(COST)41,81841,818035,54535,5450.51%0
COUPANG INC(CPNG)260,000260,00005,4475,4470.08%0
CREDICORP LTD BAP US(BAP)060,052+60,05209,6880.14%+9,688
CREDO TECHNOLOGY GROUP HOLDI
ORDINARY SHARES
60,00060,00001,9161,9160.03%0
CROWDSTRIKE HOLDINGS INC - A(CRWD)91,83591,835035,19035,1900.50%0
CSX CORP CSX US(CSX)051,687+51,68701,7290.02%+1,729
DANAHER CORP DHR US(DHR)030,000+30,00007,4960.11%+7,496
DATADOG INC - CLASS A(DDOG)100,000100,000012,96912,9690.18%0
DELL TECHNOLOGIES -C(DELL)195,000195,000026,89226,8920.38%0
DELTA AIR LINES INC DAL US(DAL)023,399+23,39901,1100.02%+1,110
DEUTSCHE BANK AG-REGISTERED DBK GR
NAMEN AKT
4,718,2144,718,214075,38675,3861.07%0
DEXCOM INC(DXCM)117,088117,088013,27513,2750.19%0
DIGITAL REALTY TRUST INC DLR US(DLR)011,178+11,17801,7000.02%+1,700
DRAFTKINGS INC-CL A(DKNG)170,000170,00006,4896,4890.09%0
EATON CORP PLC ETN US(ETN)50,00050,000015,67815,6780.22%0
ECOLAB INC ECL US(ECL)663,067663,0670157,810157,8102.24%0
EDWARDS LIFESCIENCES CORP EW US01,208,178+1,208,1780111,5991.59%+111,599
ELASTIC NV
ORD SHS
25,00025,00002,8482,8480.04%0
ELECTRONIC ARTS INC EA US(EA)014,585+14,58502,0320.03%+2,032
ELEVANCE HEALTH INC(ELV)051,124+51,124027,7020.39%+27,702
ELI LILLY & CO LLY UN(LLY)25,50025,500023,08723,0870.33%0
ENVISTA HOLDINGS CORP(NVST)015,985+15,98502660.00%+266
EQUINIX INC EQIX US(EQIX)020,891+20,891015,8060.22%+15,806
ERMENEGILDO ZEGNA NV
ORD SHS
250,000250,00002,9602,9600.04%0
ESTEE LAUDER COMPANIES-CL A EL US(EL)90,00090,00009,5769,5760.14%0
FABRINET(FN)5,0005,00001,2241,2240.02%0
FERGUSON PLC635,046635,0460122,313122,3131.74%0
FISERV INC(FISV)014,109+14,10902,1030.03%+2,103
FORTINET INC FTNT US(FTNT)032,674+32,67401,9690.03%+1,969
FREEPORT-MCMORAN INC FCX US(FCX)015,701+15,70107630.01%+763
FRONTDOOR INC(FTDR)0684,055+684,055023,1140.33%+23,114
FULL TRUCK ALLIANCE -SPN ADR(YMM)729,994729,99405,8695,8690.08%0
GARTNER INC IT US(IT)17,85617,85608,0188,0180.11%0
GE HEALTHCARE TECHNOLOGY(GEHC)190,000190,000014,80514,8050.21%0
GE VERNOVA INC(GEV)35,00035,00006,0036,0030.09%0
GEOPARK LTD42,00042,00004604600.01%0
GLOBAL PAYMENTS INC GPN US(GPN)013,834+13,83401,3380.02%+1,338
GLOBANT SA
COM
8,0388,03801,4331,4330.02%0
GOLD FIELDS LTD-SPONS ADR(GFI)02,243+2,2430330.00%+33
GOODRX HOLDINGS INC-CLASS A(GDRX)66,61566,61505205200.01%0
HALEON PLC-ADR(HLN)03,606+3,6060300.00%+30
HASBRO INC HAS US(HAS)016,759+16,75909800.01%+980
HOST HOTELS & RESORTS INC HST US(HST)0748+7480130.00%+13
HUDBAY MINERALS INC(HBM)011,000+11,00001000.00%+100
HUNTINGTON INGALLS INDUSTRIE(HII)02,026+2,02604990.01%+499
ICON PLC ICLR US(ICLR)119,728119,728037,53137,5310.53%0
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