Life Cycle Investment Partners Ltd
Filing Date
Global Rank
#314
/ 8,623
▲ 33
· as of Mar 2026
Top Industry
Semiconductors
13.9%
3Y Alpha vs SPY
-5.3%
Period ended 4 months ago
Filed May 12, 2026 · 3mo
2 quarters · since Dec 2025
Clone Performance
Feb 2026–Jul 2026 · vs SPYHypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.
Cloned portfolio
+7.3%
SPY
+7.3%
Annualised alpha
+0.1%
Max drawdown
−9.4%
Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. It tracks 100% of reported value on average across 2 quarters. Past performance does not predict future results.
Portfolio Concentration
129 tracked positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
7.3%
+0.1 pts
Top 5
28.6%
−1.5 pts
Top 10
43.1%
−3.9 pts
HHI
268
Diversified−41
Portfolio Trend
2 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 31.6% | $4,948,543,992 |
| Financial Services | 13.5% | $2,107,812,900 |
| Consumer Cyclical | 10.6% | $1,657,921,836 |
| Communication Services | 10.3% | $1,608,881,324 |
| Healthcare | 8.8% | $1,383,409,627 |
| Industrials | 8.2% | $1,286,730,513 |
| Basic Materials | 5.4% | $846,821,398 |
| Energy | 5.3% | $825,670,969 |
| Consumer Defensive | 4.3% | $676,662,995 |
| Real Estate | 1.1% | $170,024,618 |
| Utilities | 0.8% | $128,871,074 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| NVDA | Nvidia Corp | +1,215,686 | 6,565,261 | $1,144,981,518 | |
| BAC | Bank Of America Corp /De/ | +1,014,287 | 2,669,315 | $130,129,106 | |
| VLO | Valero Energy Corp/Tx | +842,896 | 1,130,716 | $279,377,309 | |
| KMI | Kinder Morgan, Inc. | +798,760 | 2,525,694 | $84,686,519 | |
| THO | Thor Industries Inc | +786,122 | 3,274,505 | $261,600,204 | |
| SU | Suncor Energy Inc | +763,399 | 1,412,843 | $93,403,050 | |
| AAPL | Apple Inc. | +670,036 | 3,568,329 | $905,606,216 | |
| GOOGL | Alphabet Inc. | +593,769 | 3,375,684 | $970,711,691 | |
| CTRE | CareTrust REIT, Inc. | +523,728 | 1,622,782 | $59,474,960 | |
| PLTR | Palantir Technologies Inc. | +490,333 | 1,095,407 | $160,236,135 | |
| WMT | Walmart Inc. | +445,628 | 812,340 | $100,957,615 | |
| OGE | Oge Energy Corp. | +433,773 | 1,228,362 | $58,912,241 | |
| CVE | Cenovus Energy Inc. | +427,855 | 1,294,337 | $34,338,760 | |
| NFLX | Netflix Inc | +404,486 | 1,149,060 | $110,482,119 | |
| FCX | Freeport-Mcmoran Inc | +399,730 | 857,460 | $50,401,498 | |
| AMZN | Amazon Com Inc | +369,664 | 3,006,598 | $626,184,165 | |
| APH | Amphenol Corp /De/ | +340,268 | 542,616 | $68,559,531 | |
| CTRA | Coterra Energy Inc. | +307,750 | 1,035,983 | $36,404,442 | |
| CPRT | Copart Inc | +272,691 | 775,433 | $25,744,375 | |
| ROL | Rollins Inc | +271,641 | 760,403 | $40,613,124 | |
| CME | Cme Group Inc. | +258,887 | 1,055,927 | $311,868,039 | |
| PEP | Pepsico Inc | +258,110 | 754,484 | $117,163,820 | |
| RRC | Range Resources Corp | +254,848 | 854,096 | $38,588,057 | |
| ABBV | AbbVie Inc. | +242,206 | 722,848 | $157,212,211 | |
| OXY | Occidental Petroleum Corp /De/ | +226,912 | 725,223 | $47,139,495 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
12 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| TSN | Tyson Foods, Inc. | −1,781,522 | 1,036,963 | $66,438,219 | |
| DAL | Delta Air Lines, Inc. | −1,171,969 | 5,622,434 | $373,779,412 | |
| STLD | Steel Dynamics Inc | −766,045 | 2,696,347 | $485,342,460 | |
| GM | General Motors Co | −613,313 | 3,191,163 | $237,741,643 | |
| DG | Dollar General Corp | −480,944 | 2,255,358 | $267,778,655 | |
| F | Ford Motor Co | −352,124 | 2,176,200 | $25,113,348 | |
| INTU | Intuit Inc. | −208,818 | 69,264 | $29,948,368 | |
| HCA | HCA Healthcare, Inc. | −106,977 | 694,200 | $328,523,208 | |
| ODFL | Old Dominion Freight Line, Inc. | −99,969 | 1,103,161 | $215,557,659 | |
| BKNG | Booking Holdings Inc. | −29,213 | 38,283 | $161,183,680 | |
| KNSL | Kinsale Capital Group, Inc. | −22,857 | 564,311 | $192,802,496 | |
| PGR | Progressive Corp/Oh/ | −3,751 | 1,550,378 | $307,346,934 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter
20 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| EOG | Eog Resources Inc | 1,046,117 | $151,237,134 | |
| SUNB | Sunbelt Rentals Holdings, Inc. | 565,205 | $36,789,192 | |
| KLAC | Kla Corp | 19,486 | $28,691,381 | |
| LRCX | Lam Research Corp | 129,568 | $27,683,498 | |
| HAL | Halliburton Co | 529,386 | $20,640,760 | |
| STX | Seagate Technology Holdings plc | 36,520 | $14,307,075 | |
| ASML | Asml Holding NV | 5,369 | $7,091,536 | |
| GE | General Electric Co | 23,112 | $6,558,492 | |
| KB | KB Financial Group Inc. | 47,650 | $4,752,134 | |
| PSX | Phillips 66 | 12,024 | $2,190,532 | |
| CB | Chubb Ltd | 5,518 | $1,798,481 | |
| WELL | Welltower Inc. | 8,378 | $1,656,414 | |
| CVX | Chevron Corp | 5,957 | $1,232,503 | |
| MPC | Marathon Petroleum Corp | 4,994 | $1,219,434 | |
| UAL | United Airlines Holdings, Inc. | 11,593 | $1,067,367 | |
| NOV | NOV Inc. | 56,484 | $1,062,464 | |
| ETR | Entergy Corp /De/ | 9,404 | $1,056,633 | |
| ES | Eversource Energy | 14,088 | $976,016 | |
| PCG | PG&E Corp | 54,793 | $962,713 | |
| NRG | Nrg Energy, Inc. | 5,380 | $786,233 | |
| No positions match the current search. | ||||
Sold Out
Positions the filer fully exited
8 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| NOW | ServiceNow, Inc. | 875,393 | $134,101,453 | |
| KHC | Kraft Heinz Co | 1,420,665 | $34,451,126 | |
| BMY | Bristol Myers Squibb Co | 637,858 | $34,406,060 | |
| FLUT | Flutter Entertainment plc | 116,127 | $24,971,950 | |
| MKC | Mccormick & Co Inc | 344,821 | $23,485,758 | |
| TAP-A | Molson Coors Beverage Co | 433,627 | $20,241,708 | |
| CDW | CDW Corp | 139,121 | $18,948,280 | |
| CRM | Salesforce, Inc. | 11,111 | $2,943,415 | |
| No positions match the current search. | ||||
129 tracked positions ·
$15,641,351,246 total
· as of Mar 31, 2026
All sectors
Basic Materials
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Real Estate
Technology
Utilities
Showing 1–50
of 129 positions by value
· page 1 of 3
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| NVDA |
Nvidia Corp
Technology
|
Added | 6,565,261 | $1,144,981,518 | 7.32% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Added | 3,375,684 | $970,711,691 | 6.21% | |
| AAPL |
Apple Inc.
Technology
|
Added | 3,568,329 | $905,606,216 | 5.79% | |
| MSFT |
Microsoft Corp
Technology
|
Added | 2,236,542 | $827,900,752 | 5.29% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Added | 3,006,598 | $626,184,165 | 4.00% | |
| TSM |
Taiwan Semiconductor Manufacturing Co Ltd
Technology
|
Added | 1,663,279 | $562,105,138 | 3.59% | |
| STLD |
Steel Dynamics Inc
Basic Materials
|
Reduced | 2,696,347 | $485,342,460 | 3.10% | |
| META |
Meta Platforms, Inc.
Communication Services
|
Added | 776,311 | $444,150,812 | 2.84% | |
| V |
Visa Inc.
Financial Services
|
Added | 1,350,306 | $408,116,485 | 2.61% | |
| DAL |
Delta Air Lines, Inc.
Industrials
|
Reduced | 5,622,434 | $373,779,412 | 2.39% | |
| AVGO |
Broadcom Inc.
Technology
|
Added | 1,119,595 | $346,525,848 | 2.22% | |
| HCA |
HCA Healthcare, Inc.
Healthcare
|
Reduced | 694,200 | $328,523,208 | 2.10% | |
| CME |
Cme Group Inc.
Financial Services
|
Added | 1,055,927 | $311,868,039 | 1.99% | |
| PGR |
Progressive Corp/Oh/
Financial Services
|
Reduced | 1,550,378 | $307,346,934 | 1.96% | |
| VLO |
Valero Energy Corp/Tx
Energy
|
Added | 1,130,716 | $279,377,309 | 1.79% | |
| DG |
Dollar General Corp
Consumer Defensive
|
Reduced | 2,255,358 | $267,778,655 | 1.71% | |
| THO |
Thor Industries Inc
Consumer Cyclical
|
Added | 3,274,505 | $261,600,204 | 1.67% | |
| GM |
General Motors Co
Consumer Cyclical
|
Reduced | 3,191,163 | $237,741,643 | 1.52% | |
| ODFL |
Old Dominion Freight Line, Inc.
Industrials
|
Reduced | 1,103,161 | $215,557,659 | 1.38% | |
| VRTX |
Vertex Pharmaceuticals Inc / Ma
Healthcare
|
Added | 440,409 | $196,660,234 | 1.26% | |
| KNSL |
Kinsale Capital Group, Inc.
Financial Services
|
Reduced | 564,311 | $192,802,496 | 1.23% | |
| NEM |
NEWMONT Corp /DE/
Basic Materials
|
Added | 1,758,525 | $190,360,331 | 1.22% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Added | 568,369 | $167,191,425 | 1.07% | |
| ANET |
Arista Networks, Inc.
Technology
|
Added | 1,354,408 | $166,294,214 | 1.06% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Added | 341,359 | $163,579,232 | 1.05% | |
| BKNG |
Booking Holdings Inc.
Consumer Cyclical
|
Reduced | 38,283 | $161,183,680 | 1.03% | |
| PLTR |
Palantir Technologies Inc.
Technology
|
Added | 1,095,407 | $160,236,135 | 1.02% | |
| ABBV |
AbbVie Inc.
Healthcare
|
Added | 722,848 | $157,212,211 | 1.01% | |
| NOC |
Northrop Grumman Corp /De/
Industrials
|
Added | 229,796 | $156,776,023 | 1.00% | |
| EOG |
Eog Resources Inc
Energy
|
NEW | 1,046,117 | $151,237,134 | 0.97% | |
| BAC |
Bank Of America Corp /De/
Financial Services
|
Added | 2,669,315 | $130,129,106 | 0.83% | |
| LLY |
ELI LILLY & Co
Healthcare
|
Added | 139,583 | $128,384,255 | 0.82% | |
| PEP |
Pepsico Inc
Consumer Defensive
|
Added | 754,484 | $117,163,820 | 0.75% | |
| NFLX |
Netflix Inc
Communication Services
|
Added | 1,149,060 | $110,482,119 | 0.71% | |
| ADP |
Automatic Data Processing Inc
Technology
|
Added | 538,029 | $109,316,732 | 0.70% | |
| AMAT |
Applied Materials Inc /De
Technology
|
Added | 312,863 | $106,933,444 | 0.68% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
Added | 812,340 | $100,957,615 | 0.65% | |
| SU |
Suncor Energy Inc
Energy
|
Added | 1,412,843 | $93,403,050 | 0.60% | |
| ORCL |
Oracle Corp
Technology
|
Added | 618,761 | $91,025,930 | 0.58% | |
| MCD |
Mcdonalds Corp
Consumer Cyclical
|
Added | 290,939 | $90,420,931 | 0.58% | |
| KMI |
Kinder Morgan, Inc.
Energy
|
Added | 2,525,694 | $84,686,519 | 0.54% | |
| TMUS |
T-Mobile US, Inc.
Communication Services
|
Added | 397,737 | $83,536,702 | 0.53% | |
| MS |
Morgan Stanley
Financial Services
|
Added | 480,392 | $79,058,111 | 0.51% | |
| JNJ |
Johnson & Johnson
Healthcare
|
Added | 314,732 | $76,933,090 | 0.49% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
Added | 206,933 | $76,927,342 | 0.49% | |
| AME |
Ametek Inc/
Industrials
|
Added | 347,858 | $74,566,840 | 0.48% | |
| PH |
Parker-Hannifin Corp
Industrials
|
Added | 82,645 | $73,987,109 | 0.47% | |
| APH |
Amphenol Corp /De/
Technology
|
Added | 542,616 | $68,559,531 | 0.44% | |
| SYK |
Stryker Corp
Healthcare
|
Added | 208,589 | $68,540,259 | 0.44% | |
| UBS |
UBS Group AG
Financial Services
|
Added | 1,719,019 | $67,162,072 | 0.43% |
Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.