Liontrust Investment Partners LLP

data from 30/09/2025

Capitalization

$ 7.112 B 1.78 %

Average holding period

7 ans

Performance

$ 1.063 B 24.06 %

Capitalization

Portfolio size

Portfolio performance

Portfolio performance %

Performance compared to S&P 500 (%)

Stock in Liontrust Investment Partners LLP

Date Ticket Name Weight Capitalization Share number First added Performance ($) Performance (%)
2025/09/30 GOOGL ALPHABET INC CLASS A 3.90% 277.072 M $ 1139746 2021/09/30 78.474 M $ 37.94 %
2025/09/30 SPOT SPOTIFY TECHNOLOGY SA 3.84% 272.988 M $ 391100 2023/06/30 -27.405 M $ -9.04 %
2025/09/30 MSFT MICROSOFT CORP 3.61% 256.377 M $ 494984 2021/09/30 10.588 M $ 4.13 %
2025/09/30 CDNS CADENCE DESIGN SYSTEMS INC 3.31% 235.586 M $ 670687 2021/09/30 30.255 M $ 13.99 %
2025/09/30 TMO THERMO FISHER SCIENTIFIC INC 3.06% 217.905 M $ 449271 2021/09/30 37.112 M $ 19.62 %
2025/09/30 V VISA INC CLASS A 2.81% 199.774 M $ 585195 2021/09/30 -9.101 M $ -3.85 %
2025/09/30 DB DEUTSCHE BANK AG 2.60% 185.221 M $ 5263259 2023/12/31 30.565 M $ 20.75 %
2025/09/30 VLTO VERALTO CORP 2.15% 152.739 M $ 1432689 2023/12/31 7.004 M $ 5.61 %
2025/09/30 NDAQ NASDAQ INC 1.93% 137.250 M $ 1551725 2021/09/30 -1.579 M $ -1.08 %
2025/09/30 SCHW CHARLES SCHWAB CORP 1.92% 136.593 M $ 1430746 2021/09/30 6.380 M $ 4.64 %
2025/09/30 ISRG INTUITIVE SURGICAL INC 1.83% 130.440 M $ 291661 2021/09/30 -22.557 M $ -17.70 %
2025/09/30 PTC PTC INC 1.82% 129.672 M $ 638716 2021/09/30 20.679 M $ 17.80 %
2025/09/30 NVDA NVIDIA CORP 1.75% 124.430 M $ 666900 2021/09/30 21.378 M $ 18.10 %
2025/09/30 ADSK AUTODESK INC 1.75% 124.179 M $ 390905 2021/09/30 3.332 M $ 2.62 %
2025/09/30 ECL ECOLAB INC 1.74% 124.014 M $ 452836 2021/09/30 2.095 M $ 1.64 %
2025/09/30 INTU INTUIT INC 1.72% 122.551 M $ 179454 2021/09/30 -22.805 M $ -13.30 %
2025/09/30 FERG FERGUSON ENTERPRISES INC 1.66% 117.938 M $ 526445 2024/12/31 3.790 M $ 3.13 %
2025/09/30 BKNG BOOKING HOLDINGS INC 1.61% 114.761 M $ 21255 2023/06/30 -7.986 M $ -6.74 %
2025/09/30 NVR NVR INC 1.61% 114.285 M $ 14224 2021/09/30 11.438 M $ 8.79 %
2025/09/30 BLD TOPBUILD CORP 1.59% 112.740 M $ 288442 2023/09/30 25.264 M $ 20.73 %
2025/09/30 AMT AMERICAN TOWER REIT CORP 1.58% 112.419 M $ 584539 2021/09/30 -17.660 M $ -12.99 %
2025/09/30 BDX BECTON DICKINSON 1.57% 111.373 M $ 595037 2025/03/31 9.347 M $ 8.66 %
2025/09/30 VRSN VERISIGN INC 1.54% 109.383 M $ 391253 2021/09/30 -3.803 M $ -3.20 %
2025/09/30 PCTY PAYLOCITY HOLDING CORP 1.49% 106.033 M $ 665745 2023/09/30 -15.370 M $ -12.10 %
2025/09/30 IDXX IDEXX LABORATORIES INC 1.49% 105.859 M $ 165692 2024/12/31 18.006 M $ 19.12 %
2025/09/30 EW EDWARDS LIFESCIENCES CORP 1.49% 105.780 M $ 1360161 2023/09/30 -630.303 K $ -0.56 %
2025/09/30 CNM CORE & MAIN INC CLASS A 1.43% 101.779 M $ 1890756 2024/12/31 -12.993 M $ -10.80 %
2025/09/30 MASI MASIMO CORP 1.41% 100.614 M $ 681895 2022/03/31 -14.641 M $ -12.29 %
2025/09/30 A AGILENT TECHNOLOGIES INC 1.39% 98.668 M $ 768744 2022/09/30 8.388 M $ 8.78 %
2025/09/30 IR INGERSOLL RAND INC 1.30% 92.484 M $ 1119396 2025/06/30 -549.552 K $ -0.67 %
2025/09/30 UBS UBS GROUP AG 1.30% 92.315 M $ 2259318 2024/03/31 15.285 M $ 21.29 %
2025/09/30 WST WEST PHARMACEUTICAL SERVICES INC 1.30% 92.246 M $ 421601 2024/06/30 18.352 M $ 19.89 %
2025/09/30 WMS ADVANCED DRAINAGE SYSTEMS INC 1.22% 86.964 M $ 626997 2021/09/30 15.754 M $ 20.76 %
2025/09/30 MORN MORNINGSTAR INC 1.21% 86.112 M $ 371158 2023/03/31 -32.098 M $ -26.10 %
2025/09/30 ALC ALCON AG 1.21% 86.052 M $ 1155375 2024/12/31 -16.707 M $ -15.61 %
2025/09/30 AVGO BROADCOM INC 1.14% 81.123 M $ 245894 2023/06/30 15.023 M $ 19.68 %
2025/09/30 PANW PALO ALTO NETWORKS INC 1.09% 77.288 M $ 379568 2021/09/30 -407.965 K $ -0.50 %
2025/09/30 TMDX TRANSMEDICS GROUP INC 0.99% 70.187 M $ 523748 2023/09/30 -11.423 M $ -16.27 %
2025/09/30 TREX TREX INC 0.97% 68.827 M $ 1332051 2021/09/30 -3.808 M $ -4.98 %
2025/09/30 BFAM BRIGHT HORIZONS FAMILY SOLUTIONS I 0.84% 60.025 M $ 552873 2021/09/30 -8.742 M $ -12.15 %
2025/09/30 TSM TAIWAN SEMICONDUCTOR MANUFACTURING 0.75% 53.035 M $ 189891 2021/09/30 7.141 M $ 23.31 %
2025/09/30 NEBIUS NV CLASS A 0.71% 50.522 M $ 450000 2023/06/30 25.623 M $ 102.91 %
2025/09/30 APH AMPHENOL CORP CLASS A 0.70% 49.857 M $ 402888 2024/06/30 5.501 M $ 25.32 %
2025/09/30 META META PLATFORMS INC CLASS A 0.70% 49.455 M $ 67343 2021/09/30 -247.746 K $ -0.50 %
2025/09/30 SHOP SHOPIFY SUBORDINATE VOTING INC CLA 0.65% 46.546 M $ 313211 2021/09/30 8.590 M $ 28.84 %
2025/09/30 ORCL ORACLE CORP 0.63% 45.108 M $ 160389 2024/06/30 13.398 M $ 28.64 %
2025/09/30 COIN COINBASE GLOBAL INC CLASS A 0.62% 43.920 M $ 130138 2024/06/30 -1.080 M $ -3.71 %
2025/09/30 NOW SERVICENOW INC 0.61% 43.321 M $ 47074 2021/09/30 -11.788 M $ -10.49 %
2025/09/30 CAVA CAVA GROUP INC 0.61% 43.189 M $ 714934 2025/09/30 0.000 $ 0.00 %
2025/09/30 LLY ELI LILLY 0.58% 41.092 M $ 53856 2023/09/30 -910.141 K $ -2.12 %
2025/09/30 EBAY EBAY INC 0.57% 40.507 M $ 445379 2025/06/30 7.360 M $ 22.15 %
2025/09/30 NFLX NETFLIX INC 0.52% 37.079 M $ 30927 2021/09/30 -3.805 M $ -10.47 %
2025/09/30 STX SEAGATE TECHNOLOGY HOLDINGS PLC 0.48% 33.890 M $ 143564 2024/06/30 32.695 M $ 63.56 %
2025/09/30 VRSK VERISK ANALYTICS INC 0.47% 33.375 M $ 132700 2023/03/31 -6.201 M $ -19.26 %
2025/09/30 BABA ALIBABA GROUP HOLDING ADR REPRESEN 0.46% 32.748 M $ 183228 2024/06/30 7.877 M $ 57.60 %
2025/09/30 AAPL APPLE INC 0.46% 32.682 M $ 128352 2021/09/30 1.937 M $ 24.11 %
2025/09/30 NEM NEWMONT 0.46% 32.428 M $ 384631 2024/12/31 8.831 M $ 44.71 %
2025/09/30 SW SMURFIT WESTROCK PLC 0.44% 31.157 M $ 742735 2024/12/31 -427.026 K $ -1.35 %
2025/09/30 CHKP CHECK POINT SOFTWARE TECHNOLOGIES 0.43% 30.367 M $ 146764 2025/06/30 -2.155 M $ -6.48 %
2025/09/30 MELI MERCADOLIBRE INC 0.43% 30.364 M $ 12993 2021/09/30 -3.742 M $ -10.59 %
2025/09/30 TTAN SERVICETITAN INC CLASS A 0.43% 30.234 M $ 299852 2025/06/30 -173.882 K $ -5.92 %
2025/09/30 UBER UBER TECHNOLOGIES INC 0.43% 30.223 M $ 308497 2023/06/30 1.425 M $ 5.01 %
2025/09/30 SNOW SNOWFLAKE INC 0.39% 27.782 M $ 123175 2022/09/30 240.171 K $ 0.80 %
2025/09/30 CEG CONSTELLATION ENERGY CORP 0.38% 27.026 M $ 82129 2024/06/30 444.160 K $ 1.96 %
2025/09/30 AEM AGNICO EAGLE MINES LTD 0.36% 25.599 M $ 151869 2025/03/31 7.517 M $ 41.73 %
2025/09/30 NET CLOUDFLARE INC CLASS A 0.35% 25.021 M $ 116599 2024/06/30 2.204 M $ 9.58 %
2025/09/30 AMZN AMAZON COM INC 0.35% 24.920 M $ 113496 2021/09/30 21.516 K $ 0.08 %
2025/09/30 DELL DELL TECHNOLOGIES INC CLASS C 0.35% 24.825 M $ 175111 2024/06/30 2.617 M $ 15.64 %
2025/09/30 BEP BROOKFIELD RENEWABLE PARTNERS NON 0.33% 23.704 M $ 919102 2024/06/30 265.402 K $ 1.10 %
2025/09/30 DHR DANAHER CORP 0.33% 23.602 M $ 119045 2021/09/30 87.142 K $ 0.36 %
2025/09/30 CRWD CROWDSTRIKE HOLDINGS INC CLASS A 0.32% 22.916 M $ 46732 2024/03/31 -712.449 K $ -3.72 %
2025/09/30 TSLA TESLA INC 0.32% 22.579 M $ 50771 2022/09/30 5.296 M $ 40.00 %
2025/09/30 GEV GE VERNOVA INC 0.31% 21.894 M $ 35605 2024/06/30 1.204 M $ 16.21 %
2025/09/30 ARM ARM HOLDINGS AMERICAN DEPOSITARY S 0.30% 21.046 M $ 148748 2023/09/30 -3.603 M $ -12.52 %
2025/09/30 COST COSTCO WHOLESALE CORP 0.29% 20.286 M $ 21916 2021/09/30 -1.282 M $ -6.50 %
2025/09/30 BX BLACKSTONE INC 0.28% 19.850 M $ 116185 2024/06/30 646.671 K $ 14.22 %
2025/09/30 EXPE EXPEDIA GROUP INC 0.27% 19.100 M $ 89356 2024/12/31 2.857 M $ 26.72 %
2025/09/30 DOCS DOXIMITY INC CLASS A 0.23% 16.698 M $ 228272 2025/03/31 3.213 M $ 19.25 %
2025/09/30 CBOE CBOE GLOBAL MARKETS INC 0.23% 16.239 M $ 66213 2021/09/30 1.099 M $ 5.16 %
2025/09/30 AMAT APPLIED MATERIAL INC 0.23% 16.029 M $ 78288 2023/09/30 3.635 M $ 11.84 %
2025/09/30 B BARRICK MINING CORP 0.22% 15.604 M $ 476177 2025/06/30 6.922 M $ 57.40 %
2025/09/30 APO APOLLO GLOBAL MANAGEMENT INC 0.22% 15.587 M $ 116956 2025/03/31 -610.668 K $ -6.06 %
2025/09/30 HRB H&R BLOCK INC 0.21% 15.192 M $ 276776 2024/12/31 -1.196 M $ -7.87 %
2025/09/30 AESI ATLAS ENERGY SOLUTIONS INC 0.21% 14.923 M $ 1312507 2025/03/31 -2.151 M $ -14.96 %
2025/09/30 ETN EATON PLC 0.21% 14.820 M $ 39598 2024/06/30 846.499 K $ 4.83 %
2025/09/30 CRWV COREWEAVE INC CLASS A 0.20% 13.920 M $ 101720 2025/06/30 -914.886 K $ -16.07 %
2025/09/30 JPM JPMORGAN CHASE & CO 0.19% 13.854 M $ 43922 2025/09/30 0.000 $ 0.00 %
2025/09/30 WMT WALMART INC 0.19% 13.835 M $ 134241 2025/03/31 693.718 K $ 5.40 %
2025/09/30 BAP CREDICORP LTD 0.19% 13.749 M $ 51634 2022/06/30 2.162 M $ 19.13 %
2025/09/30 RS RELIANCE INC 0.19% 13.483 M $ 48013 2021/09/30 -1.665 M $ -10.54 %
2025/09/30 PYPL PAYPAL HOLDINGS INC 0.19% 13.386 M $ 199605 2021/09/30 -10.686 M $ -9.77 %
2025/09/30 UNH UNITEDHEALTH GROUP INC 0.19% 13.258 M $ 38396 2024/12/31 1.382 M $ 10.68 %
2025/09/30 MU MICRON TECHNOLOGY INC 0.19% 13.199 M $ 78884 2022/06/30 4.668 M $ 35.76 %
2025/09/30 ZS ZSCALER INC 0.18% 13.005 M $ 41425 2023/09/30 -591.548 K $ -4.55 %
2025/09/30 SHW SHERWIN WILLIAMS 0.18% 12.914 M $ 37610 2025/03/31 109.068 K $ 0.84 %
2025/09/30 MA MASTERCARD INC CLASS A 0.17% 12.203 M $ 21454 2021/09/30 148.474 K $ 1.22 %
2025/09/30 YMM FULL TRUCK ALLIANCE ADR LTD CLASS 0.17% 11.917 M $ 918835 2024/06/30 1.031 M $ 9.82 %
2025/09/30 MCO MOODYS CORP 0.17% 11.883 M $ 24939 2024/12/31 -758.020 K $ -5.01 %
2025/09/30 VRTX VERTEX PHARMACEUTICALS INC 0.17% 11.867 M $ 30300 2023/12/31 -1.444 M $ -12.03 %
2025/09/30 GOOG ALPHABET INC CLASS C 0.16% 11.690 M $ 47998 2021/09/30 3.524 M $ 37.30 %