Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Liontrust Investment Partners LLP (CIK 1544204) reported $5.86B across 166 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: ($316.4M, 5.40%), AVGO ($191.8M, 3.27%), GOOGL ($184.3M, 3.15%), ($177.5M, 3.03%), TSM ($175.9M, 3.00%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | ASTRAZENECA PLC | $316.4M | 5.40% | 1.6M | New | |
| 2 | AVGO | BROADCOM INC | $191.8M | 3.27% | 619,552 | Added |
| 3 | GOOGL | ALPHABET INC CLASS A | $184.3M | 3.15% | 641,053 | Trimmed |
| 4 | DEUTSCHE BANK AG | $177.5M | 3.03% | 6.1M | New | |
| 5 | TSM | TAIWAN SEMICONDUCTOR MANUFACTURING | $175.9M | 3.00% | 520,558 | Added |
| 6 | V | VISA INC CLASS A | $141.8M | 2.42% | 469,129 | Trimmed |
| 7 | TMO | THERMO FISHER SCIENTIFIC INC | $128.1M | 2.19% | 260,666 | Trimmed |
| 8 | ISRG | INTUITIVE SURGICAL INC | $122.1M | 2.09% | 264,963 | Trimmed |
| 9 | MA | MASTERCARD INC CLASS A | $116.1M | 1.98% | 232,385 | Trimmed |
| 10 | SCHW | CHARLES SCHWAB CORP | $113.0M | 1.93% | 1.2M | Trimmed |
| 11 | NDAQ | NASDAQ INC | $110.1M | 1.88% | 1.3M | Trimmed |
| 12 | NVDA | NVIDIA CORP | $106.3M | 1.82% | 609,786 | Added |
| 13 | VLTO | VERALTO CORP | $106.9M | 1.82% | 1.2M | Trimmed |
| 14 | CTAS | CINTAS CORP | $105.6M | 1.80% | 624,600 | Added |
| 15 | SPOTIFY TECHNOLOGY SA | $105.1M | 1.79% | 216,783 | New | |
| 16 | CDNS | CADENCE DESIGN SYSTEMS INC | $102.3M | 1.75% | 368,175 | Trimmed |
| 17 | BDX | BECTON DICKINSON | $101.5M | 1.73% | 645,308 | Added |
| 18 | EXC | EXELON CORP | $100.9M | 1.72% | 2.1M | Added |
| 19 | IDXX | IDEXX LABORATORIES INC | $99.6M | 1.70% | 177,337 | Added |
| 20 | ECL | ECOLAB INC | $99.2M | 1.69% | 372,775 | Trimmed |
| 21 | IR | INGERSOLL RAND INC | $97.7M | 1.67% | 1.2M | Added |
| 22 | ALCON AG | $95.5M | 1.63% | 1.3M | New | |
| 23 | UBS GROUP AG | $94.0M | 1.61% | 2.5M | New | |
| 24 | LINDE PLC | $92.5M | 1.58% | 186,500 | New | |
| 25 | EW | EDWARDS LIFESCIENCES CORP | $91.2M | 1.56% | 1.1M | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31