Life Cycle Investment Partners Ltd

Life Cycle Investment Partners Ltd reported 158 holdings worth US$21.4B as of Jun 30, 2026 (Form 13F)

As of Jun 30, 2026 · Filed Aug 13, 2026

Life Cycle Investment Partners Ltd reported 158 holdings worth US$21.4B as of Jun 30, 2026. Largest: Nvidia Corporation, Alphabet Inc (google) Class C and Apple Inc. Filed Aug 13, 2026 (Form 13F).

Holdings
158
Value as reported
US$21.4B

The filing in full

CompanySharesValue as reported% of portfolio
Nvidia Corporation8.47MUS$1.7B7.9%
Alphabet Inc (google) Class C3.93MUS$1.41B6.6%
Apple Inc4.28MUS$1.24B5.8%
Microsoft Corp.2.49MUS$929M4.3%
Amazon.com, Inc.3.54MUS$845M3.9%
Taiwan Semiconductor Manufacturing Co., Ltd.1.33MUS$635M3.0%
Broadcom Inc.1.56MUS$588M2.7%
Visa Inc.1.55MUS$533M2.5%
Steel Dynamics, Inc.2.3MUS$528M2.5%
Meta Platforms, Inc.903KUS$509M2.4%
Delta Air Lines, Inc.4.8MUS$449M2.1%
Progressive Corporation (the)1.99MUS$434M2.0%
Ge Vernova Inc.317KUS$372M1.7%
Hca Healthcare, Inc.912KUS$356M1.7%
Advanced Micro Devices Inc597KUS$347M1.6%
Valero Energy Corporation1.31MUS$342M1.6%
Lam Research Corporation724KUS$314M1.5%
Thor Industries, Inc.4.1MUS$308M1.4%
Cme Group Inc.1.35MUS$299M1.4%
Dollar General Corporation2.59MUS$298M1.4%
General Motors Company3.61MUS$278M1.3%
Intel Corporation1.85MUS$259M1.2%
Vertex Pharmaceuticals Incorporated514KUS$255M1.2%
Micron Technology, Inc.208KUS$240M1.1%
Applied Materials, Inc.326KUS$236M1.1%
Arista Networks, Inc.1.37MUS$232M1.1%
Jp Morgan Chase & Co.699KUS$229M1.1%
Berkshire Hathaway Inc.395KUS$198M0.92%
Eog Resources, Inc.1.46MUS$189M0.88%
Bank Of America Corporation3.23MUS$184M0.86%
Newmont Corporation1.97MUS$184M0.86%
Bloom Energy Corporation601KUS$182M0.85%
Palantir Technologies Inc.1.34MUS$156M0.73%
Eli Lilly And Company125KUS$150M0.70%
Suncor Energy Inc.2.62MUS$141M0.66%
Kinsale Capital Group, Inc.420KUS$139M0.65%
Abbvie Inc.542KUS$136M0.64%
Northrop Grumman Corporation257KUS$131M0.61%
Pepsico, Inc.929KUS$126M0.59%
Morgan Stanley587KUS$123M0.57%
Unitedhealth Group Incorporated278KUS$115M0.54%
Amphenol Corporation638KUS$112M0.52%
Walmart Inc.983KUS$111M0.52%
Ametek, Inc.425KUS$103M0.48%
Kinder Morgan, Inc.3.15MUS$101M0.47%
Kla Corporation331KUS$99.7M0.46%
Parker-hannifin Corporation101KUS$99M0.46%
Tesla, Inc.234KUS$98.4M0.46%
Dell Technologies Inc.225KUS$96.9M0.45%
Mcdonald's Corporation352KUS$95.3M0.44%
Netflix, Inc.1.31MUS$93.7M0.44%
The Bank Of New York Mellon Corporation615KUS$89M0.41%
Union Pacific Corporation315KUS$85.7M0.40%
T-mobile Us, Inc.484KUS$81.1M0.38%
Stryker Corporation255KUS$80.3M0.37%
Caretrust Reit, Inc.1.99MUS$80.3M0.37%
Mettler-toledo International, Inc.62,486US$79.8M0.37%
Primerica, Inc.264KUS$75M0.35%
Tyson Foods, Inc.1.29MUS$73.7M0.34%
Prologis, Inc.530KUS$71.8M0.33%
Synopsys, Inc.159KUS$71.1M0.33%
Idexx Laboratories, Inc.134KUS$70.7M0.33%
Expeditors International Of Washington, Inc.417KUS$68M0.32%
Analog Devices, Inc.170KUS$67.4M0.31%
Freeport-mcmoran, Inc.1.06MUS$66.4M0.31%
Pnc Financial Services Group, Inc. (the)268KUS$65.9M0.31%
Gilead Sciences, Inc.522KUS$65.9M0.31%
Paccar Inc.539KUS$64.7M0.30%
Jones Lang Lasalle Incorporated209KUS$64.6M0.30%
Johnson & Johnson248KUS$63.1M0.29%
Marvell Technology, Inc.212KUS$63.1M0.29%
Reliance, Inc.166KUS$62.1M0.29%
Lithia Motors, Inc.209KUS$60.8M0.28%
Church & Dwight Company, Inc.621KUS$60.2M0.28%
Bj's Wholesale Club Holdings, Inc.654KUS$57.1M0.27%
Amgen Inc.151KUS$54.8M0.26%
Old Dominion Freight Line, Inc.244KUS$52.8M0.25%
Palo Alto Networks, Inc.153KUS$52.2M0.24%
Sunbelt Rentals Holdings, Inc.697KUS$52.1M0.24%
Qualcomm Incorporated274KUS$50.5M0.24%
Alnylam Pharmaceuticals, Inc.165KUS$49.8M0.23%
Resmed Inc.255KUS$49.8M0.23%
Shopify Inc.432KUS$49.3M0.23%
Ollie's Bargain Outlet Holdings, Inc.624KUS$47.9M0.22%
Merck & Company, Inc.371KUS$47.7M0.22%
Elevance Health, Inc.122KUS$47.3M0.22%
Canadian Pacific Kansas City Limited543KUS$47.1M0.22%
Heico Corporation176KUS$45.5M0.21%
Lear Corporation337KUS$45.1M0.21%
Topbuild Corp.127KUS$44.9M0.21%
Oracle Corporation299KUS$43.8M0.20%
Occidental Petroleum Corporation868KUS$42.1M0.20%
Cenovus Energy Inc.1.67MUS$41.5M0.19%
Automatic Data Processing, Inc.181KUS$40.6M0.19%
Cintas Corporation236KUS$40.1M0.19%
Range Resources Corporation1.06MUS$39.3M0.18%
Booking Holdings Inc. Common Stock217KUS$38.7M0.18%
Public Service Enterprise Group Incorporated467KUS$37.9M0.18%
Oge Energy Corp774KUS$37.7M0.18%
Pacific Gas & Electric Co.2.23MUS$37.4M0.17%

Every holding of Life Cycle Investment Partners Ltd

Source

View original at SEC

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