Local Pensions Partnership Investment Ltd
LONDON X0 · SEC CIK 0001698810
$46.29亿2026Q1 申报市值
32持仓数
59.3%前十大占比 · 第一大 10.4%
0 / 0新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
HEI/A 加仓+$2,743.14万
TYL 加仓+$821.28万
VEEV 加仓+$368.87万
2026Q1 卖出最多 按季末市值估算
GOOGL 减仓-$9,305.60万
KLAC 减仓-$5,519.74万
APH 减仓-$3,700.94万
AAPL 减仓-$3,278.13万
MSFT 减仓-$3,175.84万
2026Q1 持仓明细 点表头排序
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 |
|---|---|---|---|---|---|---|---|---|
| SPSC | SPS COMMERCE INC | $1,032.03万 | 0.22% | 185,500 | 0 | 0.0% | — | 不变 |
| MEDP | MEDPACE HOLDINGS INC | $1,825.67万 | 0.39% | 38,000 | 0 | 0.0% | — | 不变 |
| MANH | MANHATTAN ASSOCIATES INC | $1,843.02万 | 0.40% | 138,500 | 0 | 0.0% | — | 不变 |
| CNM | CORE & MAIN INC | $1,992.03万 | 0.43% | 403,000 | -140,000 | -25.8% | -$692.02万 | 减仓 |
| ROL | ROLLINS INC | $2,215.22万 | 0.48% | 414,719 | -149,000 | -26.4% | -$795.88万 | 减仓 |
| BRO | BROWN & BROWN INC | $2,647.73万 | 0.57% | 406,000 | 0 | 0.0% | — | 不变 |
| VEEV | VEEVA SYSTEMS INC | $2,748.92万 | 0.59% | 156,500 | 21,000 | 15.5% | $368.87万 | 加仓 |
| CDW | CDW CORP/DE | $3,015.90万 | 0.65% | 249,176 | 0 | 0.0% | — | 不变 |
| WST | WEST PHARMACEUTICAL SERVICES I | $3,032.46万 | 0.66% | 120,880 | 0 | 0.0% | — | 不变 |
| IDXX | IDEXX LABORATORIES INC | $3,265.46万 | 0.71% | 58,126 | -4,700 | -7.5% | -$264.04万 | 减仓 |
| JKHY | JACK HENRY & ASSOCIATES INC | $3,338.62万 | 0.72% | 211,285 | -25,000 | -10.6% | -$395.04万 | 减仓 |
| MSCI | MSCI INC | $3,957.04万 | 0.85% | 73,379 | -5,000 | -6.4% | -$269.63万 | 减仓 |
| NKE | NIKE INC | $9,772.55万 | 2.11% | 1,849,461 | 0 | 0.0% | — | 不变 |
| INTU | INTUIT INC | $1.29亿 | 2.80% | 299,281 | 0 | 0.0% | — | 不变 |
| ADP | AUTOMATIC DATA PROCESSING INC | $1.47亿 | 3.17% | 721,272 | 0 | 0.0% | — | 不变 |
| COST | COSTCO WHOLESALE CORP | $1.48亿 | 3.20% | 148,500 | -10,900 | -6.8% | -$1,086.01万 | 减仓 |
| TYL | TYLER TECHNOLOGIES INC | $1.59亿 | 3.43% | 463,292 | 24,000 | 5.5% | $821.28万 | 加仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $1.68亿 | 3.63% | 341,705 | -18,300 | -5.1% | -$900.03万 | 减仓 |
| TXN | TEXAS INSTRUMENTS INC | $1.76亿 | 3.81% | 908,081 | -92,200 | -9.2% | -$1,789.74万 | 减仓 |
| ADSK | AUTODESK INC | $1.81亿 | 3.90% | 754,500 | 0 | 0.0% | — | 不变 |
| BKNG | BOOKING HOLDINGS INC | $1.84亿 | 3.98% | 43,796 | 0 | 0.0% | — | 不变 |
| AAPL | APPLE INC | $1.86亿 | 4.01% | 731,680 | -129,200 | -15.0% | -$3,278.13万 | 减仓 |
| CDNS | CADENCE DESIGN SYSTEMS INC | $1.86亿 | 4.01% | 668,500 | -84,300 | -11.2% | -$2,341.52万 | 减仓 |
| AZO | AUTOZONE INC | $1.89亿 | 4.08% | 55,897 | -2,100 | -3.6% | -$709.00万 | 减仓 |
| MCO | MOODY'S CORP | $1.97亿 | 4.26% | 451,568 | -14,300 | -3.1% | -$624.22万 | 减仓 |
| AMZN | AMAZON.COM INC | $2.46亿 | 5.31% | 1,179,100 | -63,900 | -5.1% | -$1,330.88万 | 减仓 |
| APH | AMPHENOL CORP | $2.47亿 | 5.33% | 1,951,700 | -292,900 | -13.0% | -$3,700.94万 | 减仓 |
| KLAC | KLA CORP | $2.52亿 | 5.44% | 171,200 | -37,500 | -18.0% | -$5,519.74万 | 减仓 |
| HEI/A | HEICO CORP | $2.59亿 | 5.59% | 1,414,810 | 149,905 | 11.9% | $2,743.14万 | 加仓 |
| MSFT | MICROSOFT CORP | $3.34亿 | 7.21% | 901,849 | -85,800 | -8.7% | -$3,175.84万 | 减仓 |
| V | VISA INC | $3.52亿 | 7.61% | 1,166,360 | -99,800 | -7.9% | -$3,015.91万 | 减仓 |
| GOOGL | ALPHABET INC | $4.84亿 | 10.45% | 1,682,045 | -323,600 | -16.1% | -$9,305.60万 | 减仓 |