Life Cycle Investment Partners Ltd

Position in HEI — Heico Corp

CIK 2072459 LONDON, X0

Position in HEI

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$45,480,623

+$14,367,857 QoQ

Shares Held

176,343

+19.6% QoQ

Ownership

0.126%

of shares outstanding

% of Portfolio

0.21%

of 13F equity value

Holder Rank

#112

of 912 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Industrials · as of Jun 30, 2026

Life Cycle Investment Partners Ltd holds $199,492,285 across 4 Aerospace & Defense names. HEI ranks #2 (22.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NOC	Northrop Grumman Corp /De/	256,791	$130,786,224
2	HEI	Heico Corp This page	176,343	$45,480,623
3	LMT	Lockheed Martin Corp	23,801	$12,125,657
4	GE	General Electric Co	29,700	$11,099,781

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30 HEI-A	$45,480,623	176,343	+19.6%	Shares	Sole	2026-08-13
2026-03-31 HEI-A	$31,112,766	147,391	+58.9%	Shares	Sole	2026-05-12
2025-12-31 HEI-A	$23,419,950	92,778	—	Shares	Sole	2026-02-09
No filing history on record for this holder in this stock.