Liontrust Investment Partners LLP
LONDON X0 · SEC CIK 0001544204
$68.05亿2026Q2 申报市值
194持仓数
30.0%前十大占比 · 第一大 4.4%
23 / 48新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
AZN 新建仓+$2.97亿
LIN 重新持有+$1.07亿
FERG 加仓+$7,850.26万
SHOP 加仓+$7,200.06万
SFM 新建仓+$5,220.24万
2026Q2 卖出最多 按季末市值估算
ASTRAZENECA PLC 清仓-$3.16亿
DEUTSCHE BANK AG 清仓-$1.77亿
SPOTIFY TECHNOLO 清仓-$1.05亿
ALCON AG 清仓-$9,545.43万
UBS GROUP AG 清仓-$9,402.60万
2026Q2 持仓明细 点表头排序 · 每页 100 行
导出 CSV 🔒| 代码 | 名称 | 市值 ▼ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| — | TOTALENERGIES | $0 | 0.00% | 0 | -948,204 | -100.0% | -$8,839.58万 | 清仓 |
| — | FERGUSON ENTERPRISES INC | $0 | 0.00% | 0 | -305,144 | -100.0% | -$7,009.69万 | 清仓 |
| — | NEBIUS NV CLASS A | $0 | 0.00% | 0 | -450,000 | -100.0% | -$4,669.20万 | 清仓 |
| — | SUNBELT RENTALS HOLDINGS INC | $0 | 0.00% | 0 | -679,916 | -100.0% | -$4,258.87万 | 清仓 |
| CIEN | CIENA CORP | $0 | 0.00% | 0 | -82,167 | -100.0% | -$3,189.97万 | 清仓 |
| — | SEAGATE TECHNOLOGY HOLDINGS PLC | $0 | 0.00% | 0 | -63,295 | -100.0% | -$2,479.64万 | 清仓 |
| CEG | CONSTELLATION ENERGY CORP | $0 | 0.00% | 0 | -72,158 | -100.0% | -$2,015.01万 | 清仓 |
| — | CREDICORP LTD | $0 | 0.00% | 0 | -49,038 | -100.0% | -$1,663.27万 | 清仓 |
| — | NU HOLDINGS LTD CLASS A | $0 | 0.00% | 0 | -829,847 | -100.0% | -$1,192.49万 | 清仓 |
| — | CREDO TECHNOLOGY GROUP HOLDING LTD | $0 | 0.00% | 0 | -112,032 | -100.0% | -$1,051.64万 | 清仓 |
| — | FIREFLY AEROSPACE INC | $0 | 0.00% | 0 | -304,890 | -100.0% | -$868.02万 | 清仓 |
| IBN | ICICI BANK ADR REP LTD | $0 | 0.00% | 0 | -319,452 | -100.0% | -$827.38万 | 清仓 |
| VRT | VERTIV HOLDINGS CLASS A | $0 | 0.00% | 0 | -30,619 | -100.0% | -$767.25万 | 清仓 |
| HOOD | ROBINHOOD MARKETS INC CLASS A | $0 | 0.00% | 0 | -109,691 | -100.0% | -$760.16万 | 清仓 |
| TRMB | TRIMBLE INC | $0 | 0.00% | 0 | -116,287 | -100.0% | -$758.54万 | 清仓 |
| — | FERRARI NV | $0 | 0.00% | 0 | -22,101 | -100.0% | -$735.93万 | 清仓 |
| BSX | BOSTON SCIENTIFIC CORP | $0 | 0.00% | 0 | -98,662 | -100.0% | -$619.10万 | 清仓 |
| — | LINDE PLC | $0 | 0.00% | 0 | -12,063 | -100.0% | -$599.60万 | 清仓 |
| UNH | UNITEDHEALTH GROUP INC | $0 | 0.00% | 0 | -18,679 | -100.0% | -$505.44万 | 清仓 |
| — | QIAGEN NV | $0 | 0.00% | 0 | -122,989 | -100.0% | -$492.36万 | 清仓 |
| MKC | MCCORMICK & CO NON-VOTING INC | $0 | 0.00% | 0 | -95,770 | -100.0% | -$483.06万 | 清仓 |
| — | ERMENEGILDO ZEGNA NV | $0 | 0.00% | 0 | -443,035 | -100.0% | -$461.64万 | 清仓 |
| — | ICON PLC | $0 | 0.00% | 0 | -41,110 | -100.0% | -$454.92万 | 清仓 |
| NKE | NIKE INC CLASS B | $0 | 0.00% | 0 | -80,880 | -100.0% | -$427.21万 | 清仓 |
| — | EATON PLC | $0 | 0.00% | 0 | -11,110 | -100.0% | -$397.37万 | 清仓 |
| — | MASIMO CORP | $0 | 0.00% | 0 | -20,138 | -100.0% | -$358.19万 | 清仓 |
| ANET | ARISTA NETWORKS INC | $0 | 0.00% | 0 | -28,591 | -100.0% | -$351.04万 | 清仓 |
| SOFI | SOFI TECHNOLOGIES INC | $0 | 0.00% | 0 | -186,655 | -100.0% | -$296.41万 | 清仓 |
| — | XP CLASS A INC | $0 | 0.00% | 0 | -139,069 | -100.0% | -$264.79万 | 清仓 |
| — | FABRINET | $0 | 0.00% | 0 | -4,629 | -100.0% | -$241.41万 | 清仓 |
| UCTT | ULTRA CLEAN HOLDINGS INC | $0 | 0.00% | 0 | -38,773 | -100.0% | -$241.09万 | 清仓 |
| — | TRANE TECHNOLOGIES PLC | $0 | 0.00% | 0 | -5,077 | -100.0% | -$211.58万 | 清仓 |
| — | NOMAD FOODS LTD | $0 | 0.00% | 0 | -192,916 | -100.0% | -$185.39万 | 清仓 |
| — | TOWER SEMICONDUCTOR LTD | $0 | 0.00% | 0 | -7,672 | -100.0% | -$134.63万 | 清仓 |
| UPST | UPSTART HOLDINGS INC | $0 | 0.00% | 0 | -52,013 | -100.0% | -$133.41万 | 清仓 |
| — | ADECOAGRO SA | $0 | 0.00% | 0 | -76,190 | -100.0% | -$114.44万 | 清仓 |
| — | SHOPIFY SUBORDINATE VOTING INC CLA | $0 | 0.00% | 0 | -8,206 | -100.0% | -$97.06万 | 清仓 |
| PCTY | PAYLOCITY HOLDING CORP | $0 | 0.00% | 0 | -4,137 | -100.0% | -$44.70万 | 清仓 |
| — | YUM CHINA HOLDINGS INC | $0 | 0.00% | 0 | -8,300 | -100.0% | -$40.80万 | 清仓 |
| FUTU | FUTU HOLDINGS ADR LTD | $0 | 0.00% | 0 | -2,000 | -100.0% | -$27.35万 | 清仓 |
| — | INTER AND CO INC CLASS A | $0 | 0.00% | 0 | -19,000 | -100.0% | -$15.12万 | 清仓 |
| AESI | ATLAS ENERGY SOLUTIONS INC | $0 | 0.00% | 0 | -7,688 | -100.0% | -$10.09万 | 清仓 |