Local Pensions Partnership Investment Ltd
LONDON X0 · SEC CIK 0001698810
$47.66亿2026Q2 申报市值
32持仓数
67.0%前十大占比 · 第一大 10.1%
2 / 2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
WAB 新建仓+$1,684.62万
CW 新建仓+$1,666.58万
AMZN 加仓+$333.26万
WST 加仓+$287.21万
MEDP 加仓+$212.05万
2026Q2 卖出最多 按季末市值估算
INTU 清仓-$1.29亿
GOOGL 减仓-$1.19亿
KLAC 减仓-$7,550.21万
MSFT 减仓-$4,693.84万
HEI/A 减仓-$4,430.12万
2026Q2 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 |
|---|---|---|---|---|---|---|---|---|
| INTU | INTUIT INC | $0 | 0.00% | 0 | -299,281 | -100.0% | -$1.29亿 | 清仓 |
| SPSC | SPS COMMERCE INC | $0 | 0.00% | 0 | -185,500 | -100.0% | -$1,032.03万 | 清仓 |
| CW | CURTISS-WRIGHT CORP | $1,666.58万 | 0.35% | 22,000 | 22,000 | — | $1,666.58万 | 新建仓 |
| WAB | WESTINGHOUSE AIR BRAKE TECHNOL | $1,684.62万 | 0.35% | 62,500 | 62,500 | — | $1,684.62万 | 新建仓 |
| ROL | ROLLINS INC | $1,731.24万 | 0.36% | 414,719 | 0 | 0.0% | — | 不变 |
| MANH | MANHATTAN ASSOCIATES INC | $1,929.65万 | 0.40% | 138,500 | 0 | 0.0% | — | 不变 |
| CNM | CORE & MAIN INC | $1,944.68万 | 0.41% | 403,000 | 0 | 0.0% | — | 不变 |
| JKHY | JACK HENRY & ASSOCIATES INC | $2,001.74万 | 0.42% | 145,285 | -66,000 | -31.2% | -$909.35万 | 减仓 |
| BRO | BROWN & BROWN INC | $2,090.47万 | 0.44% | 326,000 | -80,000 | -19.7% | -$513.00万 | 减仓 |
| MEDP | MEDPACE HOLDINGS INC | $2,226.48万 | 0.47% | 42,000 | 4,000 | 10.5% | $212.05万 | 加仓 |
| CDW | CDW CORP/DE | $2,239.21万 | 0.47% | 159,176 | -90,000 | -36.1% | -$1,266.07万 | 减仓 |
| VEEV | VEEVA SYSTEMS INC | $2,777.09万 | 0.58% | 156,500 | 0 | 0.0% | — | 不变 |
| IDXX | IDEXX LABORATORIES INC | $3,111.83万 | 0.65% | 59,126 | 1,000 | 1.7% | $52.63万 | 加仓 |
| MSCI | MSCI INC | $3,549.92万 | 0.74% | 63,379 | -10,000 | -13.6% | -$560.11万 | 减仓 |
| WST | WEST PHARMACEUTICAL SERVICES I | $4,626.92万 | 0.97% | 128,880 | 8,000 | 6.6% | $287.21万 | 加仓 |
| NKE | NIKE INC | $5,802.89万 | 1.22% | 1,413,787 | -435,674 | -23.6% | -$1,788.22万 | 减仓 |
| COST | COSTCO WHOLESALE CORP | $1.25亿 | 2.63% | 133,912 | -14,588 | -9.8% | -$1,364.49万 | 减仓 |
| TYL | TYLER TECHNOLOGIES INC | $1.31亿 | 2.75% | 447,292 | -16,000 | -3.5% | -$467.97万 | 减仓 |
| ADSK | AUTODESK INC | $1.32亿 | 2.77% | 680,379 | -74,121 | -9.8% | -$1,440.43万 | 减仓 |
| ADP | AUTOMATIC DATA PROCESSING INC | $1.46亿 | 3.06% | 650,416 | -70,856 | -9.8% | -$1,586.50万 | 减仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $1.53亿 | 3.20% | 304,551 | -37,154 | -10.9% | -$1,860.78万 | 减仓 |
| AZO | AUTOZONE INC | $1.61亿 | 3.38% | 50,406 | -5,491 | -9.8% | -$1,753.60万 | 减仓 |
| BKNG | BOOKING HOLDINGS INC | $1.76亿 | 3.69% | 987,339 | -107,561 | -9.8% | -$1,917.06万 | 减仓 |
| AAPL | APPLE INC | $1.78亿 | 3.73% | 614,293 | -117,387 | -16.0% | -$3,394.36万 | 减仓 |
| MCO | MOODY'S CORP | $1.84亿 | 3.87% | 407,207 | -44,361 | -9.8% | -$2,009.80万 | 减仓 |
| CDNS | CADENCE DESIGN SYSTEMS INC | $2.26亿 | 4.75% | 602,828 | -65,672 | -9.8% | -$2,464.21万 | 减仓 |
| TXN | TEXAS INSTRUMENTS INC | $2.53亿 | 5.30% | 847,784 | -60,297 | -6.6% | -$1,796.85万 | 减仓 |
| AMZN | AMAZON.COM INC | $2.84亿 | 5.96% | 1,193,090 | 13,990 | 1.2% | $333.26万 | 加仓 |
| MSFT | MICROSOFT CORP | $2.89亿 | 6.07% | 775,953 | -125,896 | -14.0% | -$4,693.84万 | 减仓 |
| HEI/A | HEICO CORP | $3.20亿 | 6.72% | 1,242,970 | -171,840 | -12.1% | -$4,430.12万 | 减仓 |
| APH | AMPHENOL CORP | $3.44亿 | 7.22% | 1,951,700 | 0 | 0.0% | — | 不变 |
| V | VISA INC | $3.67亿 | 7.71% | 1,071,979 | -94,381 | -8.1% | -$3,234.20万 | 减仓 |
| KLAC | KLA CORP | $4.41亿 | 9.25% | 1,461,570 | -250,430 | -14.6% | -$7,550.21万 | 减仓 |
| GOOGL | ALPHABET INC | $4.81亿 | 10.10% | 1,348,247 | -333,798 | -19.8% | -$1.19亿 | 减仓 |