Life Cycle Investment Partners Ltd
Top Portfolio Positions
129 positions ·
$15,902,951,442 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| NVDA |
Nvidia Corp
Technology
|
6,565,261 | $1,144,981,518 | 7.20% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
3,375,684 | $970,711,691 | 6.10% | |
| AAPL |
Apple Inc.
Technology
|
3,568,329 | $905,606,216 | 5.69% | |
| MSFT |
Microsoft Corp
Technology
|
2,236,542 | $827,900,752 | 5.21% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
3,006,598 | $626,184,165 | 3.94% | |
| TSM |
Taiwan Semiconductor Manufacturing Co Ltd
Technology
|
1,663,279 | $562,105,138 | 3.53% | |
| THO |
Thor Industries Inc
Consumer Cyclical
|
6,549,010 | $523,200,408 | 3.29% | |
| STLD |
Steel Dynamics Inc
Basic Materials
|
2,696,347 | $485,342,460 | 3.05% | |
| META |
Meta Platforms, Inc.
Communication Services
|
776,311 | $444,150,812 | 2.79% | |
| V |
Visa Inc.
Financial Services
|
1,350,306 | $408,116,485 | 2.57% |
Portfolio Trend
2 quarters · across all stocks
Holdings in TSM
Shares Held
Position Value (USD)
2 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $562,105,138 | 1,663,279 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $495,163,228 | 1,629,416 | Shares | Sole | 2026-02-09 | |
| No 13F history on record for this holder in this stock. | ||||||