Fund HoldingsLiontrust Investment Partners LLP

Total Portfolio Value
$6.74B
Total Bought
$1.09B
Total Sold
$1.20B
Net Transaction
-$112.36M
Filing Period:
Securities
SharesValue ($K)
Q3 2025
Q4 2025
Change
Q3 2025
Q4 2025
Weight (%)
Change
MASTERCARD INC CLASS A(MA)0251,103+251,1030143,3502.13%+143,350
CINTAS CORP(CTAS)0536,959+536,9590100,9861.50%+100,986
WEST PHARMACEUTICAL SERVICES INC(WST)0366,188+366,1880100,7531.50%+100,753
PROGRESSIVE CORP(PGR)0337,309+337,309076,8121.14%+76,812
ZSCALER INC(ZS)0258,925+258,925058,2370.86%+58,237
TOTALENERGIES(TTE)0861,493+861,493056,2450.83%+56,245
MONOLITHIC POWER SYSTEMS INC(MPWR)2,20954,933+52,7242,03449,7890.74%+47,755
SERVICETITAN INC CLASS A(TTAN)299,852641,923+342,07130,23468,3651.01%+38,131
DEUTSCHE BANK AG
NAMEN AKT
5,263,2595,702,338+439,079185,221221,7413.29%+36,521
INTUITIVE SURGICAL INC291,661294,305+2,644130,440166,6832.47%+36,243
QUALCOMM INC(QCOM)0203,228+203,228034,7620.52%+34,762
ALCON AG(ALC)01,411,358+1,411,3580112,7301.67%+112,730
ALPHABET INC CLASS A(GOOG)1,139,746966,073-173,673277,072302,3814.49%+25,309
KLA CORP(KLAC)016,558+16,558020,1190.30%+20,119
CIENA CORP(CIEN)070,652+70,652016,5230.25%+16,523
MARVELL TECHNOLOGY INC(MRVL)0185,171+185,171015,7360.23%+15,736
UBS GROUP AG(UBS)2,259,3182,233,585-25,73392,315104,2011.55%+11,886
CAVA GROUP INC(CAVA)714,934935,648+220,71443,18954,9130.81%+11,724
BOSTON SCIENTIFIC CORP(BSX)0120,520+120,520011,4920.17%+11,492
VERTIV HOLDINGS CLASS A(VRT)20,55586,323+65,7683,10113,9850.21%+10,884
OMNICELL INC(OMCL)0440,128+440,128019,9380.30%+19,938
IQVIA HOLDINGS INC(IQV)047,188+47,188010,6370.16%+10,637
CREDO TECHNOLOGY GROUP HOLDING LTD
ORDINARY SHARES
79,090152,750+73,66011,51621,9790.33%+10,463
GE VERNOVA INC(GEV)35,60549,489+13,88421,89432,3450.48%+10,451
FREEPORT MCMORAN INC(FCX)0188,662+188,66209,5820.14%+9,582
MCCORMICK & CO NON-VOTING INC(MKC)0173,749+173,749011,8340.18%+11,834
OCCIDENTAL PETROLEUM CORP(OXY)0217,039+217,03908,9250.13%+8,925
ECOLAB INC(ECL)0501,653+501,6530131,6941.95%+131,694
MAGNUM ICE CREAM NV(MICC)0440,432+440,43206,9760.10%+6,976
BROADCOM INC(AVGO)245,894254,358+8,46481,12388,0331.31%+6,910
APPLOVIN CORP CLASS A(APP)9,31019,787+10,4776,69013,3330.20%+6,643
LUMENTUM HOLDINGS INC(LITE)017,161+17,16106,3250.09%+6,325
NEWMONT(NEM)384,631384,631032,42838,4050.57%+5,977
BLACKSTONE INC(BX)116,185166,425+50,24019,85025,6530.38%+5,803
MICRON TECHNOLOGY INC(MU)065,994+65,994018,8350.28%+18,835
NU HOLDINGS LTD CLASS A(NU)483,546793,271+309,7257,74213,2790.20%+5,538
ROBINHOOD MARKETS INC CLASS A(HOOD)61,415126,228+64,8138,79314,2760.21%+5,483
APPLIED MATERIAL INC083,339+83,339021,4170.32%+21,417
EXPEDIA GROUP INC(EXPE)89,35686,191-3,16519,10024,4190.36%+5,319
FABRINET(FN)011,608+11,60805,2850.08%+5,285
BARRICK MINING CORP(B)476,177476,177015,60420,7380.31%+5,133
VERISK ANALYTICS INC(VRSK)132,700171,662+38,96233,37538,3990.57%+5,024
BEAM THERAPEUTICS INC(BEAM)0170,404+170,40404,7240.07%+4,724
LINDE PLC(LIN)09,316+9,31603,9720.06%+3,972
XP CLASS A INC(XP)0231,700+231,70003,7930.06%+3,793
KLAVIYO INC SERIES A(KVYO)0193,578+193,57806,2850.09%+6,285
EATON PLC(ETN)057,317+57,317018,2560.27%+18,256
ATLASSIAN CORP CLASS A066,467+66,467010,7770.16%+10,777
APPLE INC(AAPL)128,352132,294+3,94232,68235,9650.53%+3,283
COHERENT CORP(COHR)017,440+17,44003,2190.05%+3,219
SANMINA CORP(SANM)021,006+21,00603,1520.05%+3,152
ASTERA LABS INC(ALAB)29,22952,986+23,7575,7238,8150.13%+3,092
HESAI AMERICAN DEPOSITARY SHARE EA(HSAI)0136,136+136,13603,0490.05%+3,049
AMAZON COM INC(AMZN)0120,336+120,336027,7760.41%+27,776
LEMONADE INC(LMND)72,51493,854+21,3403,8826,6810.10%+2,799
ZOETIS INC CLASS A(ZTS)019,876+19,87602,5010.04%+2,501
JPMORGAN CHASE & CO(JPM)43,92250,027+6,10513,85416,1200.24%+2,265
ALNYLAM PHARMACEUTICALS INC(ALNY)11,65618,387+6,7315,3157,3120.11%+1,996
HURON CONSULTING GROUP INC(HURN)010,401+10,40101,7980.03%+1,798
SIFY TECHNOLOGIES AMERICAN DEPOSIT(SIFY)0127,259+127,25901,5510.02%+1,551
VALE ADR REPRESENTING ONE SA0160,000+160,00002,0850.03%+2,085
ALPHABET INC CLASS C(GOOG)47,99841,622-6,37611,69013,0610.19%+1,371
APOLLO GLOBAL MANAGEMENT INC(APO)116,956115,991-96515,58716,7910.25%+1,204
AIRBNB INC CLASS A071,421+71,42109,6930.14%+9,693
ROPER TECHNOLOGIES INC(ROP)2,8385,554+2,7161,4152,4720.04%+1,057
AURORA INNOVATION INC CLASS A692,2321,245,963+553,7313,7314,7840.07%+1,053
NOMAD FOODS LTD(NOMD)0228,817+228,81702,8630.04%+2,863
MONSTER BEVERAGE CORP(MNST)98,98698,98606,6637,5890.11%+927
IRADIMED CORP(IRMD)37,78636,471-1,3152,6893,5480.05%+859
FIREFLY AEROSPACE INC(FLY)61,035114,099+53,0641,7902,5520.04%+763
GOLDMAN SACHS GROUP INC(GS)0867+86707620.01%+762
MORGAN STANLEY(MS)64,43661,842-2,59410,24310,9790.16%+736
FERRARI NV
COM
23,02231,602+8,58011,13411,8290.18%+694
CREDICORP LTD(BAP)51,63450,034-1,60013,74914,3600.21%+611
SOFI TECHNOLOGIES INC(SOFI)401,504428,320+26,81610,60811,2130.17%+606
ICICI BANK ADR REP LTD(IBN)0283,445+283,44508,4470.13%+8,447
CENTENE CORP(CNC)087,602+87,60203,6050.05%+3,605
VERIZON COMMUNICATIONS INC(VZ)0215,067+215,06708,7600.13%+8,760
NASDAQ INC(NDAQ)01,417,767+1,417,7670137,7082.04%+137,708
SOUTHERN COPPER CORP(SCCO)03,025+3,02504340.01%+434
SOCIEDAD QUIMICA Y MINERA DE CHILE(SQM)13,00014,000+1,0005599630.01%+404
BBB FOODS INC CLASS A(TBBB)012,000+12,00004010.01%+401
FUTU HOLDINGS ADR LTD(FUTU)1,5003,790+2,2902616220.01%+361
CONSTELLATION ENERGY CORP(CEG)82,12977,493-4,63627,02627,3760.41%+350
COMSTOCK RESOURCES INC(CRK)013,186+13,18603060.00%+306
EDWARDS LIFESCIENCES CORP01,244,381+1,244,3810106,0831.57%+106,083
INTEL CORPORATION CORP(INTC)82,68982,68902,7743,0510.05%+277
INTER AND CO INC CLASS A(INTR)032,000+32,00002710.00%+271
ON HOLDING AG CLASS A(ONON)076,091+76,09103,5370.05%+3,537
METTLER TOLEDO INC(MTD)1,1351,13501,3931,5820.02%+189
VIPSHOP HOLDINGS SPONSORED ADS REP(VIPS)09,000+9,00001590.00%+159
AGNICO EAGLE MINES LTD(AEM)151,869151,869025,59925,7460.38%+147
HINGHAM INSTITUTION FOR SAVINGS7,6157,350-2652,0092,0870.03%+78
ETHZILLA CORP014,629+14,6290720.00%+72
BRUKER CORP(BRKR)01,802+1,8020850.00%+85
LATAM AIRLINES GROUP AMERICAN DEPO(LTM)04,026+4,02602170.00%+217
AFFIRM HOLDINGS INC CLASS A(AFRM)55,38954,743-6464,0484,0750.06%+27
UFP TECHNOLOGIES INC(UFPT)01,828+1,82804060.01%+406
ANGLOGOLD ASHANTI PLC(AU)3,0332,478-5552132140.00%+1
ADOBE INC(ADBE)02,464+2,46408620.01%+862
Page 1 of 1