Liontrust Investment Partners Llp Portfolio Stock Holdings

Liontrust Investment Partners Llp disclosed 204 stock positions valued at approximately $6.7 billion in its latest SEC 13F filing. The largest holdings include ALPHABET INC CLASS A, MICROSOFT CORP, and DEUTSCHE BANK AG. The filing reflects positions held as of March 31, 2026 and was filed on May 13, 2026.

Report Period
March 31, 2026
No. of Stocks
204
Portfolio Value
$6.7B
Holdings by Sector
Liontrust Investment Partners Llp Portfolio Holdings in Q1 2026

194 holdings in the latest reporting period.

Page 1 of 2
CompanySymbolSectorPortfolio %SharesChange (Shares)Change %Value
ALPHABET INC CLASS AGOOGLCommunication Services4.49%966,073--$302,380,849
MICROSOFT CORPMSFTTechnology3.38%470,357--$227,474,052
DEUTSCHE BANK AGDBOther3.29%5,702,338--$221,741,341
THERMO FISHER SCIENTIFIC INCTMOHealthcare3.14%364,964--$211,478,390
CADENCE DESIGN SYSTEMS INCCDNSTechnology2.63%566,776--$177,162,842
INTUITIVE SURGICAL INCISRGHealthcare2.47%294,305--$166,682,580
VISA INC CLASS AVFinancial Services2.45%470,364--$164,961,358
MASTERCARD INC CLASS AMAFinancial Services2.13%251,103--$143,349,681
NASDAQ INCNDAQFinancial Services2.04%1,417,767--$137,707,709
SPOTIFY TECHNOLOGY SASPOTOther2.00%231,585--$134,483,725
ECOLAB INCECLBasic Materials1.95%501,653--$131,693,946
CHARLES SCHWAB CORPSCHWFinancial Services1.95%1,312,220--$131,103,900
VERALTO CORPVLTOIndustrials1.94%1,309,819--$130,693,740
BOOKING HOLDINGS INCBKNGConsumer Cyclical1.69%21,325--$114,202,412
ALCON AGALCOther1.67%1,411,358--$112,730,494
INTUIT INCINTUTechnology1.62%165,096--$109,362,892
BECTON DICKINSONBDXHealthcare1.58%547,096--$106,174,921
EDWARDS LIFESCIENCES CORPEWHealthcare1.57%1,244,381--$106,083,480
AUTODESK INCADSKTechnology1.57%358,252--$106,046,174
NVIDIA CORPNVDATechnology1.55%558,796--$104,215,454
UBS GROUP AGUBSOther1.55%2,233,585--$104,201,075
PTC INCPTCTechnology1.52%586,190--$102,120,160
IDEXX LABORATORIES INCIDXXHealthcare1.51%150,780--$102,007,193
CINTAS CORPCTASIndustrials1.50%536,959--$100,985,879
WEST PHARMACEUTICAL SERVICES INCWSTHealthcare1.50%366,188--$100,752,966
AGILENT TECHNOLOGIES INCAHealthcare1.43%705,794--$96,037,390
NVR INCNVRConsumer Cyclical1.41%13,043--$95,119,599
AMERICAN TOWER REIT CORPAMTReal Estate1.39%535,363--$93,993,682
PAYLOCITY HOLDING CORPPCTYTechnology1.38%609,746--$92,986,265
CORE & MAIN INC CLASS ACNMIndustrials1.33%1,730,797--$89,949,520
BROADCOM INCAVGOTechnology1.31%254,358--$88,033,304
VERISIGN INCVRSNTechnology1.30%359,500--$87,340,525
TOPBUILD CORPBLDIndustrials1.28%207,446--$86,544,397
ADVANCED DRAINAGE SYSTEMS INCWMSIndustrials1.23%573,573--$83,070,578
MASIMO CORPMASIHealthcare1.21%627,796--$81,651,148
INGERSOLL RAND INCIRIndustrials1.20%1,023,584--$81,088,324
PROGRESSIVE CORPPGRFinancial Services1.14%337,309--$76,812,005
FERGUSON ENTERPRISES INCFERGIndustrials1.13%340,330--$76,027,828
SERVICETITAN INC CLASS ATTANOther1.01%641,923--$68,364,800
PALO ALTO NETWORKS INCPANWTechnology0.95%347,216--$63,957,187
ZSCALER INCZSTechnology0.86%258,925--$58,237,411
CAVA GROUP INCCAVAConsumer Cyclical0.81%935,648--$54,913,181
MONOLITHIC POWER SYSTEMS INCMPWRTechnology0.74%54,933--$49,789,074
TAIWAN SEMICONDUCTOR MANUFACTURINGTSMTechnology0.73%162,064--$49,249,629
AMPHENOL CORP CLASS AAPHTechnology0.71%351,909--$47,556,982
ORACLE CORPORCLTechnology0.63%216,154--$42,130,576
NEBIUS NV CLASS ANBISOther0.58%468,424--$39,209,431
NEWMONTNEMBasic Materials0.57%384,631--$38,405,405
VERISK ANALYTICS INCVRSKIndustrials0.57%171,662--$38,399,073
META PLATFORMS INC CLASS AMETACommunication Services0.56%57,560--$37,994,780
SHOPIFY SUBORDINATE VOTING INC CLASHOPTechnology0.56%232,942--$37,498,771
EBAY INCEBAYConsumer Cyclical0.55%425,415--$37,053,646
APPLE INCAAPLTechnology0.53%132,294--$35,965,447
QUALCOMM INCQCOMTechnology0.52%203,228--$34,762,149
GE VERNOVA INCGEVUtilities0.48%49,489--$32,344,526
ALIBABA GROUP HOLDING ADR REPRESENBABAConsumer Cyclical0.45%207,431--$30,405,236
AMAZON COM INCAMZNConsumer Cyclical0.41%120,336--$27,775,956
CONSTELLATION ENERGY CORPCEGUtilities0.41%77,493--$27,375,952
NETFLIX INCNFLXCommunication Services0.40%288,893--$27,086,608
CHECK POINT SOFTWARE TECHNOLOGIESCHKPOther0.39%140,360--$26,045,202
AGNICO EAGLE MINES LTDAEMBasic Materials0.38%151,869--$25,746,352
BLACKSTONE INCBXFinancial Services0.38%166,425--$25,652,750
SNOWFLAKE INCSNOWTechnology0.38%116,801--$25,621,467
EXPEDIA GROUP INCEXPEConsumer Cyclical0.36%86,191--$24,418,772
ELI LILLYLLYHealthcare0.33%20,965--$22,530,666
MERCADOLIBRE INCMELIConsumer Cyclical0.33%10,974--$22,104,489
CLOUDFLARE INC CLASS ANETTechnology0.33%112,029--$22,086,517
CREDO TECHNOLOGY GROUP HOLDING LTDG25457105Other0.33%152,750--$21,979,198
SERVICENOW INCNOWTechnology0.32%141,564--$21,686,189
DANAHER CORPDHRHealthcare0.32%94,442--$21,619,663
APPLIED MATERIAL INCAMATTechnology0.32%83,339--$21,417,290
BROOKFIELD RENEWABLE PARTNERS NONG16258108Other0.31%786,251--$21,205,189
SEAGATE TECHNOLOGY HOLDINGS PLCSTXOther0.31%75,843--$20,886,404
BARRICK MINING CORPBOther0.31%476,177--$20,737,508
KLA CORPKLACTechnology0.30%16,558--$20,119,295
OMNICELL INCOMCLHealthcare0.30%440,128--$19,937,798
MICRON TECHNOLOGY INCMUTechnology0.28%65,994--$18,835,348
EATON PLCETNOther0.27%57,317--$18,256,038
APOLLO GLOBAL MANAGEMENT INCAPOFinancial Services0.25%115,991--$16,790,857
CIENA CORPCIENTechnology0.25%70,652--$16,523,383
TESLA INCTSLAConsumer Cyclical0.24%35,918--$16,153,043
JPMORGAN CHASE & COJPMFinancial Services0.24%50,027--$16,119,700
ARM HOLDINGS AMERICAN DEPOSITARY SARMTechnology0.24%144,929--$15,842,189
MARVELL TECHNOLOGY INCMRVLTechnology0.23%185,171--$15,735,832
CROWDSTRIKE HOLDINGS INC CLASS ACRWDTechnology0.23%33,511--$15,708,616
CBOE GLOBAL MARKETS INCCBOEFinancial Services0.22%58,740--$14,743,740
CREDICORP LTDBAPOther0.21%50,034--$14,359,758
ROBINHOOD MARKETS INC CLASS AHOODFinancial Services0.21%126,228--$14,276,387
VERTIV HOLDINGS CLASS AVRTIndustrials0.21%86,323--$13,985,189
APPLOVIN CORP CLASS AAPPTechnology0.20%19,787--$13,332,876
NU HOLDINGS LTD CLASS AG6683N103Other0.20%793,271--$13,279,357
ALPHABET INC CLASS CGOOGCommunication Services0.19%41,622--$13,060,984
RELIANCE INCRSBasic Materials0.19%45,062--$13,017,060
ATLAS ENERGY SOLUTIONS INCAESIEnergy0.18%1,310,646--$12,346,285
MCCORMICK & CO NON-VOTING INCMKCConsumer Defensive0.18%173,749--$11,834,044
FERRARI NVRACEOther0.18%31,602--$11,828,541
BOSTON SCIENTIFIC CORPBSXHealthcare0.17%120,520--$11,491,582
MOODYS CORPMCOFinancial Services0.17%22,230--$11,356,196
SOFI TECHNOLOGIES INCSOFIFinancial Services0.17%428,320--$11,213,418
MORGAN STANLEYMSFinancial Services0.16%61,842--$10,978,810