Liontrust Investment Partners LLP Top Holdings and 13F Report (2025) About Liontrust Investment Partners LLPInvestment ActivityLiontrust Investment Partners LLP has $6.90 billion in total holdings as of December 31, 2024.Liontrust Investment Partners LLP owns shares of 212 different stocks, but just 44 companies or ETFs make up 80% of its holdings.Approximately 21.17% of the portfolio was purchased this quarter.About 24.64% of the portfolio was sold this quarter.This quarter, Liontrust Investment Partners LLP has purchased 219 new stocks and bought additional shares in 64 stocks.Liontrust Investment Partners LLP sold shares of 84 stocks and completely divested from 52 stocks this quarter.Largest Holdings Visa $307,367,862Thermo Fisher Scientific $254,234,840Microsoft $231,771,470Cadence Design Systems $224,579,728Alphabet $219,136,520 Largest New Holdings this Quarter Alcon $144,819,777 HoldingCore & Main $111,767,254 HoldingFERGUSON ENTERPRISES INC $104,595,127 HoldingSMURFIT WESTROCK PLC $46,836,404 HoldingExpedia Group $22,474,007 Holding Largest Purchases this Quarter Alphabet 1,146,412 shares (about $217.02M)Alcon 1,706,670 shares (about $144.82M)Core & Main 2,195,389 shares (about $111.77M)FERGUSON ENTERPRISES INC 600,866 shares (about $104.60M)SMURFIT WESTROCK PLC 866,481 shares (about $46.84M) Largest Sales this Quarter Brown & Brown 964,701 shares (about $98.42M)Spotify Technology 213,760 shares (about $95.63M)VeriSign 427,671 shares (about $88.51M)Intuitive Surgical 95,367 shares (about $49.78M)Microsoft 116,499 shares (about $49.10M) Sector Allocation Over TimeMap of 500 Largest Holdings ofLiontrust Investment Partners LLP Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorVVisa$307,367,862$11,402,723 ▼-3.6%972,5604.5%Business ServicesTMOThermo Fisher Scientific$254,234,840$42,612,559 ▲20.1%488,6973.7%MedicalMSFTMicrosoft$231,771,470$49,104,329 ▼-17.5%549,8733.4%Computer and TechnologyCDNSCadence Design Systems$224,579,728$8,093,191 ▼-3.5%747,4533.3%Computer and TechnologyGOOGLAlphabet$219,136,520$217,015,792 ▲10,233.1%1,157,6153.2%Computer and TechnologyPTCPTC$184,519,429$71,709 ▼0.0%1,003,5322.7%Computer and TechnologyNDAQNasdaq$165,764,623$11,326,070 ▼-6.4%2,144,1552.4%FinanceINTUIntuit$158,964,620$3,165,755 ▼-2.0%252,9272.3%Computer and TechnologyPCTYPaylocity$156,398,044$5,235,290 ▼-3.2%784,0682.3%Computer and TechnologySPOTSpotify Technology$155,005,091$95,631,949 ▼-38.2%346,4732.2%Business ServicesAAgilent Technologies$153,220,144$8,266,746 ▼-5.1%1,140,5402.2%MedicalISRGIntuitive Surgical$150,801,551$49,777,759 ▼-24.8%288,9142.2%MedicalECLEcolab$150,755,396$4,614,464 ▼-3.0%643,3742.2%Basic MaterialsPYPLPayPal$148,071,667$22,058,195 ▲17.5%1,734,8762.1%Computer and TechnologyALCAlcon$144,819,777$144,819,777 ▲New Holding1,706,6702.1%MedicalVERALTO CORP$141,299,764$33,930,818 ▼-19.4%1,387,3322.0%EQUITYNOWServiceNow$138,617,051$3,519,598 ▼-2.5%130,7562.0%Computer and TechnologyADSKAutodesk$136,731,273$6,666,286 ▼-4.6%462,6022.0%Computer and TechnologyNVRNVR$134,992,744$5,561,652 ▼-4.0%16,5052.0%ConstructionMASIMasimo$131,072,156$2,604,797 ▼-1.9%792,9351.9%MedicalAMTAmerican Tower$129,291,578$5,090,178 ▼-3.8%704,9321.9%FinanceSCHWCharles Schwab$123,419,520$4,102,078 ▼-3.2%1,667,6061.8%FinanceEWEdwards Lifesciences$119,220,799$29,779,382 ▲33.3%1,610,4391.7%MedicalMORNMorningstar$112,353,576$23,284,934 ▼-17.2%333,6311.6%Business ServicesCNMCore & Main$111,767,254$111,767,254 ▲New Holding2,195,3891.6%Industrial ProductsTREXTrex$108,845,883$41,557,993 ▲61.8%1,576,7911.6%ConstructionFERGUSON ENTERPRISES INC$104,595,127$104,595,127 ▲New Holding600,8661.5%EQUITYBLDTopBuild$99,743,996$3,636,451 ▼-3.5%320,3701.4%ConstructionNVDANVIDIA$94,728,837$34,515,887 ▼-26.7%705,4051.4%Computer and TechnologyWSTWest Pharmaceutical Services$94,594,087$30,754,608 ▲48.2%288,7841.4%MedicalVRSNVeriSign$93,896,717$88,510,790 ▼-48.5%453,6951.4%Computer and TechnologyWMSAdvanced Drainage Systems$85,778,668$11,285,334 ▲15.1%742,0301.2%ConstructionANSSANSYS$85,550,599$5,574,716 ▼-6.1%253,6111.2%Computer and TechnologyDBDeutsche Bank Aktiengesellschaft$83,485,165$2,186,940 ▲2.7%4,845,1351.2%FinancePANWPalo Alto Networks$80,250,001$38,608,091 ▲92.7%441,0311.2%Computer and TechnologyUBSUBS Group$80,029,162$2,378,217 ▲3.1%2,615,4501.2%FinanceBFAMBright Horizons Family Solutions$73,923,205$32,601,318 ▼-30.6%666,8761.1%Business ServicesVRSKVerisk Analytics$66,343,926$15,732,837 ▼-19.2%240,8741.0%Business ServicesLOGILogitech International$62,561,127$21,924,845 ▲54.0%755,5440.9%Computer and TechnologyTSMTaiwan Semiconductor Manufacturing$51,241,940$22,401,883 ▼-30.4%259,4660.7%Computer and TechnologyAVGOBroadcom$49,409,973$42,454,773 ▲610.4%213,1210.7%Computer and TechnologyMETAMeta Platforms$47,313,307$24,360,144 ▼-34.0%80,8070.7%Computer and TechnologySMURFIT WESTROCK PLC$46,836,404$46,836,404 ▲New Holding866,4810.7%EQUITYAMATApplied Materials$43,212,905$17,192,105 ▲66.1%265,7130.6%Computer and TechnologyNFLXNetflix$42,352,852$161,329 ▼-0.4%47,5170.6%Consumer DiscretionaryAMZNAmazon.com$41,267,040$39,894,756 ▲2,907.2%188,0990.6%Retail/WholesaleTMDXTransMedics Group$37,185,602$35,243,836 ▲1,815.0%596,4010.5%MedicalMELIMercadoLibre$32,731,770$7,893,443 ▲31.8%19,2490.5%Retail/WholesaleAPHAmphenol$31,466,475$20,146,125 ▲178.0%453,0810.5%Computer and TechnologyLLYEli Lilly and Company$30,297,140$10,611,140 ▲53.9%39,2450.4%MedicalCOSTCostco Wholesale$27,007,975$11,308,605 ▼-29.5%29,4760.4%Retail/WholesaleBEPBrookfield Renewable Partners$26,921,326$13,247,326 ▲96.9%1,181,2780.4%UtilitiesCEGConstellation Energy$26,762,204$2,601,524 ▲10.8%119,6290.4%Oils/EnergyMAMastercard$26,076,800$1,061,565 ▼-3.9%49,5220.4%Business ServicesSHOPShopify$25,481,687$10,903,677 ▲74.8%239,6130.4%Computer and TechnologyDHRDanaher$25,393,969$18,507,469 ▲268.8%110,6250.4%MedicalCRMSalesforce$24,317,158$5,603,371 ▼-18.7%72,7340.4%Computer and TechnologyCBOECboe Global Markets$23,535,344$2,767,059 ▲13.3%120,4470.3%Financial ServicesEXPEExpedia Group$22,474,007$22,474,007 ▲New Holding120,6140.3%Retail/WholesaleNETCloudflare$21,960,798$2,108,051 ▲10.6%203,9450.3%Computer and TechnologyABNBAirbnb$21,933,512$5,398,586 ▲32.6%166,9090.3%Consumer DiscretionaryLAM RESEARCH CORP$21,895,874$21,895,874 ▲New Holding303,1410.3%EQUITYCOINCoinbase Global$21,711,849$12,604,701 ▲138.4%87,4420.3%FinanceORCLOracle$21,658,034$3,660,914 ▲20.3%129,9690.3%Computer and TechnologySNOWSnowflake$21,489,240$6,695,681 ▲45.3%139,1700.3%Computer and TechnologyUBERUber Technologies$20,352,390$1,224,677 ▲6.4%337,4070.3%Computer and TechnologyBKNGBooking$20,281,090$397,474 ▼-1.9%4,0820.3%Retail/WholesalePDDPDD$19,637,856$15,244,209 ▲347.0%202,4730.3%Retail/WholesaleARISTA NETWORKS INC$18,140,184$18,140,184 ▲New Holding164,1200.3%EQUITYTSLATesla$17,621,155$29,224,286 ▼-62.4%43,6340.3%Auto/Tires/TrucksINDVIndivior$17,013,685$546,673 ▼-3.1%1,326,6470.2%MedicalAAPLApple$16,728,056$34,724,740 ▼-67.5%66,8000.2%Computer and TechnologyTRMBTrimble$16,266,851$16,266,851 ▲New Holding230,2130.2%Industrial ProductsSNPSSynopsys$16,242,087$3,137,367 ▲23.9%33,4640.2%Computer and TechnologyTXNTexas Instruments$15,586,956$15,586,956 ▲New Holding83,1260.2%Computer and TechnologyHRBH&R Block$15,475,991$15,475,991 ▲New Holding292,8840.2%Consumer DiscretionaryDELLDell Technologies$15,348,816$7,122,985 ▼-31.7%133,1900.2%Computer and TechnologyBABAAlibaba Group$15,032,758$6,571,818 ▲77.7%177,2940.2%Retail/WholesaleONTOOnto Innovation$14,694,794$7,361,314 ▲100.4%88,1670.2%Computer and TechnologyARM HOLDINGS AMERICAN DEPOSITARY S$14,461,493$8,663,573 ▲149.4%117,2300.2%EQUITYFTDRFrontdoor$14,100,213$23,297,074 ▼-62.3%257,9150.2%ConstructionUNHUnitedHealth Group$14,073,531$14,073,531 ▲New Holding27,8210.2%MedicalQIAGEN NV$13,904,756$13,904,756 ▲New Holding311,9540.2%EQUITYRSReliance$13,600,323$282,454 ▼-2.0%50,5100.2%Basic MaterialsGOLDBarrick Gold$12,796,614$12,701,351 ▲13,332.9%825,5880.2%Basic MaterialsMDBMongoDB$12,595,952$257,022 ▲2.1%54,1040.2%Computer and TechnologyBXBlackstone$12,564,763$3,717,375 ▲42.0%72,8730.2%FinanceUCTTUltra Clean$12,563,051$9,219,701 ▲275.8%349,4590.2%Computer and TechnologyYNDXYandex$12,465,0000.0%450,0000.2%Computer and TechnologyCAMTCamtek$12,461,680$8,180,870 ▲191.1%154,2860.2%Computer and TechnologyCRWDCrowdStrike$12,341,369$19,080,894 ▼-60.7%36,0690.2%Computer and TechnologyGOOGAlphabet$12,150,453$762,903 ▲6.7%63,8020.2%Computer and TechnologyBAPCredicorp$11,562,909$554,176 ▲5.0%63,0750.2%FinanceADBEAdobe$11,513,210$182,763 ▼-1.6%25,8910.2%Computer and TechnologyMUMicron Technology$11,467,726$2,535,741 ▲28.4%136,2610.2%Computer and TechnologyMCOMoody's$11,370,347$11,370,347 ▲New Holding24,0200.2%FinanceETNEaton$11,291,877$5,301,623 ▼-32.0%34,0250.2%Industrial ProductsYMMFull Truck Alliance$11,257,788$3,359,253 ▲42.5%1,040,4610.2%Business ServicesCARRCarrier Global$10,724,738$10,724,738 ▲New Holding157,1160.2%Computer and TechnologyTCOMTrip.com Group$10,121,308$3,341,957 ▼-24.8%147,4120.1%Consumer DiscretionaryShowing largest 100 holdings. 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