Life Cycle Investment Partners Ltd

CIK

2072459

Location

LONDON, X0

Portfolio Value

Large $15,434,059,345

Diversification

Diversified

Filing Date

Global Rank

#317 / 8,605 ▲ 34 · as of Mar 2026

Top Industry

Semiconductors 14.1%

3Y Alpha vs SPY

-15.1%

Period ended 3 months ago

Filed May 12, 2026 · 59d

2 quarters · since Dec 2025

Clone Performance

Feb 2026–Jul 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+7.2%

SPY

+9.6%

Annualised alpha

-6.9%

Max drawdown

−9.6%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

129 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

7.4%

−0.0 pts

Top 5

29.0%

−1.9 pts

Top 10

43.7%

−4.6 pts

HHI

274

Diversified−45

Portfolio Trend

2 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	31.7%	$4,895,988,424	24
Financial Services	13.7%	$2,107,812,900	18
Communication Services	10.4%	$1,608,881,324	4
Consumer Cyclical	9.7%	$1,503,185,503	12
Healthcare	9.0%	$1,383,409,627	15
Industrials	8.3%	$1,286,730,513	16
Basic Materials	5.5%	$846,821,398	7
Energy	5.3%	$825,670,969	16
Consumer Defensive	4.4%	$676,662,995	7
Real Estate	1.1%	$170,024,618	4
Utilities	0.8%	$128,871,074	6

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
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
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	$6,447,347
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
EOG	Eog Resources Inc	1,046,117	$151,237,134
SUNB	Sunbelt Rentals Holdings, Inc.	565,205	$36,789,192
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
KLAC	Kla Corp	19,486	$2,869,138
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
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	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.

Portfolio Positions

Compact Export CSV View 13F filing

129 positions · $15,434,059,345 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	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
NVDA	Nvidia Corp Technology	Added	6,565,261	+1,215,686	$1,144,981,518	+14.8%	7.42%
GOOGL	Alphabet Inc. Communication Services	Added	3,375,684	+593,769	$970,711,691	+11.5%	6.29%
AAPL	Apple Inc. Technology	Added	3,568,329	+670,036	$905,606,216	+14.9%	5.87%
MSFT	Microsoft Corp Technology	Added	2,236,542	+100,071	$827,900,752	−19.9%	5.36%
AMZN	Amazon Com Inc Consumer Cyclical	Added	3,006,598	+369,664	$626,184,165	+2.9%	4.06%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Added	1,663,279	+33,863	$562,105,138	+13.5%	3.64%
STLD	Steel Dynamics Inc Basic Materials	Reduced	2,696,347	-766,045	$485,342,460	−17.3%	3.14%
META	Meta Platforms, Inc. Communication Services	Added	776,311	+157,160	$444,150,812	+8.7%	2.88%
V	Visa Inc. Financial Services	Added	1,350,306	+64,189	$408,116,485	−9.5%	2.64%
DAL	Delta Air Lines, Inc. Industrials	Reduced	5,622,434	-1,171,969	$373,779,412	−20.7%	2.42%
AVGO	Broadcom Inc. Technology	Added	1,119,595	+187,513	$346,525,848	+7.4%	2.25%
HCA	HCA Healthcare, Inc. Healthcare	Reduced	694,200	-106,977	$328,523,208	−12.2%	2.13%
CME	Cme Group Inc. Financial Services	Added	1,055,927	+258,887	$311,868,039	+43.3%	2.02%
PGR	Progressive Corp/Oh/ Financial Services	Reduced	1,550,378	-3,751	$307,346,934	−13.2%	1.99%
VLO	Valero Energy Corp/Tx Energy	Added	1,130,716	+842,896	$279,377,309	+496.3%	1.81%
DG	Dollar General Corp Consumer Defensive	Reduced	2,255,358	-480,944	$267,778,655	−26.3%	1.73%
THO	Thor Industries Inc Consumer Cyclical	Added	3,274,505	+786,122	$261,600,204	+2.4%	1.69%
GM	General Motors Co Consumer Cyclical	Reduced	3,191,163	-613,313	$237,741,643	−23.2%	1.54%
ODFL	Old Dominion Freight Line, Inc. Industrials	Reduced	1,103,161	-99,969	$215,557,659	+14.3%	1.40%
VRTX	Vertex Pharmaceuticals Inc / Ma Healthcare	Added	440,409	+73,555	$196,660,234	+18.2%	1.27%
KNSL	Kinsale Capital Group, Inc. Financial Services	Reduced	564,311	-22,857	$192,802,496	−16.0%	1.25%
NEM	NEWMONT Corp /DE/ Basic Materials	Added	1,758,525	+94,121	$190,360,331	+14.5%	1.23%
JPM	Jpmorgan Chase & Co Financial Services	Added	568,369	+194,602	$167,191,425	+38.8%	1.08%
ANET	Arista Networks, Inc. Technology	Added	1,354,408	+95,867	$166,294,214	+0.8%	1.08%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	341,359	+116,734	$163,579,232	+44.9%	1.06%
PLTR	Palantir Technologies Inc. Technology	Added	1,095,407	+490,333	$160,236,135	+49.0%	1.04%
ABBV	AbbVie Inc. Healthcare	Added	722,848	+242,206	$157,212,211	+43.2%	1.02%
NOC	Northrop Grumman Corp /De/ Industrials	Added	229,796	+147,200	$156,776,023	+232.9%	1.02%
EOG	Eog Resources Inc Energy	NEW	1,046,117	NEW	$151,237,134	NEW	0.98%
BAC	Bank Of America Corp /De/ Financial Services	Added	2,669,315	+1,014,287	$130,129,106	+43.0%	0.84%
LLY	ELI LILLY & Co Healthcare	Added	139,583	+48,441	$128,384,255	+31.1%	0.83%
PEP	Pepsico Inc Consumer Defensive	Added	754,484	+258,110	$117,163,820	+64.5%	0.76%
NFLX	Netflix Inc Communication Services	Added	1,149,060	+404,486	$110,482,119	+58.3%	0.72%
ADP	Automatic Data Processing Inc Technology	Added	538,029	+6,569	$109,316,732	−20.0%	0.71%
AMAT	Applied Materials Inc /De Technology	Added	312,863	+73,794	$106,933,444	+74.1%	0.69%
WMT	Walmart Inc. Consumer Defensive	Added	812,340	+445,628	$100,957,615	+147.1%	0.65%
SU	Suncor Energy Inc Energy	Added	1,412,843	+763,399	$93,403,050	+224.2%	0.61%
ORCL	Oracle Corp Technology	Added	618,761	+90,416	$91,025,930	−11.6%	0.59%
MCD	Mcdonalds Corp Consumer Cyclical	Added	290,939	+160,009	$90,420,931	+126.0%	0.59%
KMI	Kinder Morgan, Inc. Energy	Added	2,525,694	+798,760	$84,686,519	+78.4%	0.55%
TMUS	T-Mobile US, Inc. Communication Services	Added	397,737	+139,474	$83,536,702	+59.3%	0.54%
MS	Morgan Stanley Financial Services	Added	480,392	+167,970	$79,058,111	+42.5%	0.51%
JNJ	Johnson & Johnson Healthcare	Added	314,732	+107,181	$76,933,090	+79.1%	0.50%
TSLA	Tesla, Inc. Consumer Cyclical	Added	206,933	+74,788	$76,927,342	+29.4%	0.50%
AME	Ametek Inc/ Industrials	Added	347,858	+119,459	$74,566,840	+59.0%	0.48%
PH	Parker-Hannifin Corp Industrials	Added	82,645	+29,209	$73,987,109	+57.5%	0.48%
APH	Amphenol Corp /De/ Technology	Added	542,616	+340,268	$68,559,531	+150.7%	0.44%
SYK	Stryker Corp Healthcare	Added	208,589	+73,225	$68,540,259	+44.1%	0.44%
UBS	UBS Group AG Financial Services	Added	1,719,019	+207,002	$67,162,072	−4.1%	0.44%
TSN	Tyson Foods, Inc. Consumer Defensive	Reduced	1,036,963	-1,781,522	$66,438,219	−59.8%	0.43%