Liontrust Investment Partners LLP Top Holdings and 13F Report (2025)

About Liontrust Investment Partners LLP

Investment Activity

Liontrust 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: $307,367,862
Thermo Fisher Scientific: $254,234,840
Microsoft: $231,771,470
Cadence Design Systems: $224,579,728
Alphabet: $219,136,520

Largest New Holdings this Quarter

Alcon: $144,819,777 Holding
Core & Main: $111,767,254 Holding
FERGUSON ENTERPRISES INC: $104,595,127 Holding
SMURFIT WESTROCK PLC: $46,836,404 Holding
Expedia 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 Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
V Visa	$307,367,862	$11,402,723 ▼	-3.6%	972,560	4.5%	Business Services
TMO Thermo Fisher Scientific	$254,234,840	$42,612,559 ▲	20.1%	488,697	3.7%	Medical
MSFT Microsoft	$231,771,470	$49,104,329 ▼	-17.5%	549,873	3.4%	Computer and Technology
CDNS Cadence Design Systems	$224,579,728	$8,093,191 ▼	-3.5%	747,453	3.3%	Computer and Technology
GOOGL Alphabet	$219,136,520	$217,015,792 ▲	10,233.1%	1,157,615	3.2%	Computer and Technology
PTC PTC	$184,519,429	$71,709 ▼	0.0%	1,003,532	2.7%	Computer and Technology
NDAQ Nasdaq	$165,764,623	$11,326,070 ▼	-6.4%	2,144,155	2.4%	Finance
INTU Intuit	$158,964,620	$3,165,755 ▼	-2.0%	252,927	2.3%	Computer and Technology
PCTY Paylocity	$156,398,044	$5,235,290 ▼	-3.2%	784,068	2.3%	Computer and Technology
SPOT Spotify Technology	$155,005,091	$95,631,949 ▼	-38.2%	346,473	2.2%	Business Services
A Agilent Technologies	$153,220,144	$8,266,746 ▼	-5.1%	1,140,540	2.2%	Medical
ISRG Intuitive Surgical	$150,801,551	$49,777,759 ▼	-24.8%	288,914	2.2%	Medical
ECL Ecolab	$150,755,396	$4,614,464 ▼	-3.0%	643,374	2.2%	Basic Materials
PYPL PayPal	$148,071,667	$22,058,195 ▲	17.5%	1,734,876	2.1%	Computer and Technology
ALC Alcon	$144,819,777	$144,819,777 ▲	New Holding	1,706,670	2.1%	Medical
VERALTO CORP	$141,299,764	$33,930,818 ▼	-19.4%	1,387,332	2.0%	EQUITY
NOW ServiceNow	$138,617,051	$3,519,598 ▼	-2.5%	130,756	2.0%	Computer and Technology
ADSK Autodesk	$136,731,273	$6,666,286 ▼	-4.6%	462,602	2.0%	Computer and Technology
NVR NVR	$134,992,744	$5,561,652 ▼	-4.0%	16,505	2.0%	Construction
MASI Masimo	$131,072,156	$2,604,797 ▼	-1.9%	792,935	1.9%	Medical
AMT American Tower	$129,291,578	$5,090,178 ▼	-3.8%	704,932	1.9%	Finance
SCHW Charles Schwab	$123,419,520	$4,102,078 ▼	-3.2%	1,667,606	1.8%	Finance
EW Edwards Lifesciences	$119,220,799	$29,779,382 ▲	33.3%	1,610,439	1.7%	Medical
MORN Morningstar	$112,353,576	$23,284,934 ▼	-17.2%	333,631	1.6%	Business Services
CNM Core & Main	$111,767,254	$111,767,254 ▲	New Holding	2,195,389	1.6%	Industrials
TREX Trex	$108,845,883	$41,557,993 ▲	61.8%	1,576,791	1.6%	Construction
FERGUSON ENTERPRISES INC	$104,595,127	$104,595,127 ▲	New Holding	600,866	1.5%	EQUITY
BLD TopBuild	$99,743,996	$3,636,451 ▼	-3.5%	320,370	1.4%	Construction
NVDA NVIDIA	$94,728,837	$34,515,887 ▼	-26.7%	705,405	1.4%	Computer and Technology
WST West Pharmaceutical Services	$94,594,087	$30,754,608 ▲	48.2%	288,784	1.4%	Medical
VRSN VeriSign	$93,896,717	$88,510,790 ▼	-48.5%	453,695	1.4%	Computer and Technology
WMS Advanced Drainage Systems	$85,778,668	$11,285,334 ▲	15.1%	742,030	1.2%	Construction
ANSS ANSYS	$85,550,599	$5,574,716 ▼	-6.1%	253,611	1.2%	Computer and Technology
DB Deutsche Bank Aktiengesellschaft	$83,485,165	$2,186,940 ▲	2.7%	4,845,135	1.2%	Finance
PANW Palo Alto Networks	$80,250,001	$38,608,091 ▲	92.7%	441,031	1.2%	Computer and Technology
UBS UBS Group	$80,029,162	$2,378,217 ▲	3.1%	2,615,450	1.2%	Finance
BFAM Bright Horizons Family Solutions	$73,923,205	$32,601,318 ▼	-30.6%	666,876	1.1%	Business Services
VRSK Verisk Analytics	$66,343,926	$15,732,837 ▼	-19.2%	240,874	1.0%	Business Services
LOGI Logitech International	$62,561,127	$21,924,845 ▲	54.0%	755,544	0.9%	Computer and Technology
TSM Taiwan Semiconductor Manufacturing	$51,241,940	$22,401,883 ▼	-30.4%	259,466	0.7%	Computer and Technology
AVGO Broadcom	$49,409,973	$42,454,773 ▲	610.4%	213,121	0.7%	Computer and Technology
META Meta Platforms	$47,313,307	$24,360,144 ▼	-34.0%	80,807	0.7%	Computer and Technology
SMURFIT WESTROCK PLC	$46,836,404	$46,836,404 ▲	New Holding	866,481	0.7%	EQUITY
AMAT Applied Materials	$43,212,905	$17,192,105 ▲	66.1%	265,713	0.6%	Computer and Technology
NFLX Netflix	$42,352,852	$161,329 ▼	-0.4%	47,517	0.6%	Consumer Discretionary
AMZN Amazon.com	$41,267,040	$39,894,756 ▲	2,907.2%	188,099	0.6%	Retail/Wholesale
TMDX TransMedics Group	$37,185,602	$35,243,836 ▲	1,815.0%	596,401	0.5%	Medical
MELI MercadoLibre	$32,731,770	$7,893,443 ▲	31.8%	19,249	0.5%	Retail/Wholesale
APH Amphenol	$31,466,475	$20,146,125 ▲	178.0%	453,081	0.5%	Computer and Technology
LLY Eli Lilly and Company	$30,297,140	$10,611,140 ▲	53.9%	39,245	0.4%	Medical
COST Costco Wholesale	$27,007,975	$11,308,605 ▼	-29.5%	29,476	0.4%	Retail/Wholesale
BEP Brookfield Renewable Partners	$26,921,326	$13,247,326 ▲	96.9%	1,181,278	0.4%	Utilities
CEG Constellation Energy	$26,762,204	$2,601,524 ▲	10.8%	119,629	0.4%	Energy
MA Mastercard	$26,076,800	$1,061,565 ▼	-3.9%	49,522	0.4%	Business Services
SHOP Shopify	$25,481,687	$10,903,677 ▲	74.8%	239,613	0.4%	Computer and Technology
DHR Danaher	$25,393,969	$18,507,469 ▲	268.8%	110,625	0.4%	Medical
CRM Salesforce	$24,317,158	$5,603,371 ▼	-18.7%	72,734	0.4%	Computer and Technology
CBOE Cboe Global Markets	$23,535,344	$2,767,059 ▲	13.3%	120,447	0.3%	Financial Services
EXPE Expedia Group	$22,474,007	$22,474,007 ▲	New Holding	120,614	0.3%	Retail/Wholesale
NET Cloudflare	$21,960,798	$2,108,051 ▲	10.6%	203,945	0.3%	Computer and Technology
ABNB Airbnb	$21,933,512	$5,398,586 ▲	32.6%	166,909	0.3%	Consumer Discretionary
LAM RESEARCH CORP	$21,895,874	$21,895,874 ▲	New Holding	303,141	0.3%	EQUITY
COIN Coinbase Global	$21,711,849	$12,604,701 ▲	138.4%	87,442	0.3%	Finance
ORCL Oracle	$21,658,034	$3,660,914 ▲	20.3%	129,969	0.3%	Computer and Technology
SNOW Snowflake	$21,489,240	$6,695,681 ▲	45.3%	139,170	0.3%	Computer and Technology
UBER Uber Technologies	$20,352,390	$1,224,677 ▲	6.4%	337,407	0.3%	Computer and Technology
BKNG Booking	$20,281,090	$397,474 ▼	-1.9%	4,082	0.3%	Retail/Wholesale
PDD PDD	$19,637,856	$15,244,209 ▲	347.0%	202,473	0.3%	Retail/Wholesale
ARISTA NETWORKS INC	$18,140,184	$18,140,184 ▲	New Holding	164,120	0.3%	EQUITY
TSLA Tesla	$17,621,155	$29,224,286 ▼	-62.4%	43,634	0.3%	Auto/Tires/Trucks
INDV Indivior	$17,013,685	$546,673 ▼	-3.1%	1,326,647	0.2%	Medical
AAPL Apple	$16,728,056	$34,724,740 ▼	-67.5%	66,800	0.2%	Computer and Technology
TRMB Trimble	$16,266,851	$16,266,851 ▲	New Holding	230,213	0.2%	Industrials
SNPS Synopsys	$16,242,087	$3,137,367 ▲	23.9%	33,464	0.2%	Computer and Technology
TXN Texas Instruments	$15,586,956	$15,586,956 ▲	New Holding	83,126	0.2%	Computer and Technology
HRB H&R Block	$15,475,991	$15,475,991 ▲	New Holding	292,884	0.2%	Consumer Discretionary
DELL Dell Technologies	$15,348,816	$7,122,985 ▼	-31.7%	133,190	0.2%	Computer and Technology
BABA Alibaba Group	$15,032,758	$6,571,818 ▲	77.7%	177,294	0.2%	Retail/Wholesale
ONTO Onto Innovation	$14,694,794	$7,361,314 ▲	100.4%	88,167	0.2%	Computer and Technology
ARM HOLDINGS AMERICAN DEPOSITARY S	$14,461,493	$8,663,573 ▲	149.4%	117,230	0.2%	EQUITY
FTDR Frontdoor	$14,100,213	$23,297,074 ▼	-62.3%	257,915	0.2%	Construction
UNH UnitedHealth Group	$14,073,531	$14,073,531 ▲	New Holding	27,821	0.2%	Medical
QIAGEN NV	$13,904,756	$13,904,756 ▲	New Holding	311,954	0.2%	EQUITY
RS Reliance	$13,600,323	$282,454 ▼	-2.0%	50,510	0.2%	Basic Materials
GOLD Barrick Gold	$12,796,614	$12,701,351 ▲	13,332.9%	825,588	0.2%	Basic Materials
MDB MongoDB	$12,595,952	$257,022 ▲	2.1%	54,104	0.2%	Computer and Technology
BX Blackstone	$12,564,763	$3,717,375 ▲	42.0%	72,873	0.2%	Finance
UCTT Ultra Clean	$12,563,051	$9,219,701 ▲	275.8%	349,459	0.2%	Computer and Technology
YNDX Yandex	$12,465,000		0.0%	450,000	0.2%	Computer and Technology
CAMT Camtek	$12,461,680	$8,180,870 ▲	191.1%	154,286	0.2%	Computer and Technology
CRWD CrowdStrike	$12,341,369	$19,080,894 ▼	-60.7%	36,069	0.2%	Computer and Technology
GOOG Alphabet	$12,150,453	$762,903 ▲	6.7%	63,802	0.2%	Computer and Technology
BAP Credicorp	$11,562,909	$554,176 ▲	5.0%	63,075	0.2%	Finance
ADBE Adobe	$11,513,210	$182,763 ▼	-1.6%	25,891	0.2%	Computer and Technology
MU Micron Technology	$11,467,726	$2,535,741 ▲	28.4%	136,261	0.2%	Computer and Technology
MCO Moody's	$11,370,347	$11,370,347 ▲	New Holding	24,020	0.2%	Finance
ETN Eaton	$11,291,877	$5,301,623 ▼	-32.0%	34,025	0.2%	Industrials
YMM Full Truck Alliance	$11,257,788	$3,359,253 ▲	42.5%	1,040,461	0.2%	Business Services
CARR Carrier Global	$10,724,738	$10,724,738 ▲	New Holding	157,116	0.2%	Computer and Technology
TCOM Trip.com Group	$10,121,308	$3,341,957 ▼	-24.8%	147,412	0.1%	Consumer Discretionary
NEM Newmont	$9,351,116	$9,351,116 ▲	New Holding	251,239	0.1%	Basic Materials
HD Home Depot	$9,343,151	$9,343,151 ▲	New Holding	24,019	0.1%	Retail/Wholesale
MS Morgan Stanley	$9,310,195	$509,795 ▲	5.8%	74,055	0.1%	Finance
STX Seagate Technology	$8,897,180	$11,692,329 ▼	-56.8%	103,084	0.1%	Computer and Technology
ELV Elevance Health	$8,804,536	$10,055,107 ▼	-53.3%	23,867	0.1%	Medical
IOT Samsara	$8,528,201	$8,528,201 ▲	New Holding	195,198	0.1%	Computer and Technology
ZS Zscaler	$8,494,605	$4,164,765 ▲	96.2%	47,085	0.1%	Computer and Technology
ICLR ICON Public	$8,247,475	$16,860,684 ▼	-67.2%	39,328	0.1%	Medical
DXCM DexCom	$7,578,453	$1,527,481 ▼	-16.8%	97,447	0.1%	Medical
CNC Centene	$7,404,390	$422,667 ▲	6.1%	122,225	0.1%	Medical
OMCL Omnicell	$7,286,766	$599,417 ▲	9.0%	163,674	0.1%	Medical
VRTX Vertex Pharmaceuticals	$7,260,278	$817,078 ▲	12.7%	18,029	0.1%	Medical
ONON ON	$7,029,182	$16,725,334 ▼	-70.4%	128,340	0.1%	Retail/Wholesale
IT Gartner	$7,019,970	$1,630,726 ▼	-18.9%	14,490	0.1%	Business Services
RXRX Recursion Pharmaceuticals	$6,298,475	$393,926 ▼	-5.9%	931,727	0.1%	Medical
MRNA Moderna	$6,247,229	$5,706,689 ▲	1,055.7%	150,246	0.1%	Medical
DDOG Datadog	$5,941,366	$8,347,634 ▼	-58.4%	41,580	0.1%	Computer and Technology
NUE Nucor	$5,845,070	$5,845,070 ▲	New Holding	50,082	0.1%	Basic Materials
FN Fabrinet	$5,729,853	$4,630,453 ▲	421.2%	26,059	0.1%	Computer and Technology
PSTG Pure Storage	$5,529,253	$5,529,253 ▲	New Holding	90,009	0.1%	Computer and Technology
GE VERNOVA INC	$4,678,371	$6,834,178 ▼	-59.4%	14,223	0.1%	EQUITY
VRT Vertiv	$4,567,463	$30,422,941 ▼	-86.9%	40,203	0.1%	Computer and Technology
SQM Sociedad Química y Minera de Chile	$4,524,166	$228,741 ▼	-4.8%	124,427	0.1%	Basic Materials
PALANTIR TECHNOLOGIES INC CLASS A	$4,307,734	$26,700,569 ▼	-86.1%	56,958	0.1%	EQUITY
AFRM Affirm	$4,246,922	$4,246,922 ▲	New Holding	69,736	0.1%	Business Services
WINA Winmark	$4,238,474	$102,198 ▼	-2.4%	10,783	0.1%	Retail/Wholesale
UPST Upstart	$3,913,759	$13,941,543 ▼	-78.1%	63,566	0.1%	Finance
IRMD Iradimed	$3,806,220	$264,440 ▲	7.5%	69,204	0.1%	Medical
PLD Prologis	$3,516,216	$819,386 ▼	-18.9%	33,266	0.1%	Finance
CRDO Credo Technology Group	$3,368,028	$664,573 ▼	-16.5%	50,112	0.0%	Computer and Technology
ALNY Alnylam Pharmaceuticals	$3,299,752	$2,103,671 ▲	175.9%	14,023	0.0%	Medical
BLOCK INC CLASS A	$3,064,654	$3,064,654 ▲	New Holding	36,059	0.0%	EQUITY
CHENIERE ENERGY INC	$2,821,028	$1,134,299 ▼	-28.7%	13,129	0.0%	EQUITY
MNST Monster Beverage	$2,814,115	$562,970 ▼	-16.7%	53,541	0.0%	Consumer Staples
KLAVIYO INC SERIES A	$2,785,844	$2,785,844 ▲	New Holding	67,552	0.0%	EQUITY
BEAM Beam Therapeutics	$2,732,464	$748,464 ▲	37.7%	110,180	0.0%	Medical
HUBS HubSpot	$2,723,674	$2,723,674 ▲	New Holding	3,909	0.0%	Computer and Technology
TRUP Trupanion	$2,613,115	$448,935 ▲	20.7%	54,214	0.0%	Finance
IDXX IDEXX Laboratories	$2,458,728	$2,458,728 ▲	New Holding	5,947	0.0%	Medical
SG Sweetgreen	$2,408,443	$2,408,443 ▲	New Holding	75,123	0.0%	Retail/Wholesale
OTIS Otis Worldwide	$2,316,917		0.0%	25,018	0.0%	Construction
WAT Waters	$2,270,398		0.0%	6,120	0.0%	Medical
KLAC KLA	$2,251,419	$2,251,419 ▲	New Holding	3,573	0.0%	Computer and Technology
PFGC Performance Food Group	$2,246,494	$1,799,055 ▼	-44.5%	26,570	0.0%	Retail/Wholesale
CPA Copa	$2,192,606		0.0%	24,950	0.0%	Transportation
ASTERA LABS INC	$2,124,101	$2,124,101 ▲	New Holding	16,037	0.0%	EQUITY
APPLOVIN CORP CLASS A	$2,109,752	$2,109,752 ▲	New Holding	6,515	0.0%	EQUITY
TT Trane Technologies	$1,976,761	$513,027 ▼	-20.6%	5,352	0.0%	Construction
ZTS Zoetis	$1,772,515	$1,772,515 ▲	New Holding	10,879	0.0%	Medical
NU NU	$1,740,480	$859,880 ▲	97.6%	168,000	0.0%	Finance
LGIH LGI Homes	$1,669,277		0.0%	18,672	0.0%	Finance
CSX CSX	$1,667,939		0.0%	51,687	0.0%	Transportation
ITUB Itaú Unibanco	$1,661,600	$16,284 ▼	-1.0%	335,000	0.0%	Finance
AI C3.ai	$1,638,627	$1,638,627 ▲	New Holding	47,593	0.0%	Computer and Technology
PL Planet Labs PBC	$1,566,094	$1,566,094 ▲	New Holding	387,647	0.0%	Computer and Technology
CSGP CoStar Group	$1,564,886	$1,564,886 ▲	New Holding	21,859	0.0%	Computer and Technology
EA Electronic Arts	$1,536,882	$596,904 ▼	-28.0%	10,505	0.0%	Consumer Discretionary
MMYT MakeMyTrip	$1,479,289	$1,664,551 ▼	-52.9%	13,175	0.0%	Computer and Technology
DLR Digital Realty Trust	$1,462,263	$519,931 ▼	-26.2%	8,246	0.0%	Finance
IONS Ionis Pharmaceuticals	$1,455,070	$630,084 ▼	-30.2%	41,621	0.0%	Medical
GPN Global Payments	$1,268,071	$282,167 ▼	-18.2%	11,316	0.0%	Business Services
LAUR Laureate Education	$1,221,717	$32,867 ▲	2.8%	66,797	0.0%	Consumer Discretionary
TAP Molson Coors Beverage	$1,210,484	$30,265 ▼	-2.4%	21,118	0.0%	Consumer Staples
GLOB Globant	$1,181,883	$541,625 ▼	-31.4%	5,512	0.0%	Computer and Technology
FTNT Fortinet	$1,180,528	$1,906,513 ▼	-61.8%	12,495	0.0%	Computer and Technology
ZBH Zimmer Biomet	$1,139,114	$23,661 ▼	-2.0%	10,784	0.0%	Medical
LOMA Loma Negra Compañía Industrial Argentina Sociedad Anónima	$1,134,300	$656,700 ▲	137.5%	95,000	0.0%	Construction
MRK Merck & Co., Inc.	$1,110,794	$6,443,620 ▼	-85.3%	11,166	0.0%	Medical
TWLO Twilio	$1,088,906		0.0%	10,075	0.0%	Computer and Technology
BRO Brown & Brown	$1,037,135	$98,418,766 ▼	-99.0%	10,166	0.0%	Finance
ALGN Align Technology	$1,022,325		0.0%	4,903	0.0%	Medical
MPWR Monolithic Power Systems	$978,672	$978,672 ▲	New Holding	1,654	0.0%	Computer and Technology
USFD US Foods	$968,793	$2,312,259 ▼	-70.5%	14,361	0.0%	Consumer Staples
ARMK Aramark	$924,169	$1,348,608 ▼	-59.3%	24,770	0.0%	Business Services
VRRM Verra Mobility	$904,235		0.0%	37,396	0.0%	Industrials
BCO Brink's	$898,756		0.0%	9,688	0.0%	Business Services
IBP Installed Building Products	$877,126		0.0%	5,005	0.0%	Construction
ICE Intercontinental Exchange	$864,109		0.0%	5,799	0.0%	Finance
VALE Vale	$860,390	$204,010 ▼	-19.2%	97,000	0.0%	Basic Materials
EQIX Equinix	$840,115	$18,857,800 ▼	-95.7%	891	0.0%	Finance
MTD Mettler-Toledo International	$755,011		0.0%	617	0.0%	Medical
TMUS T-Mobile US	$699,935	$699,935 ▲	New Holding	3,171	0.0%	Computer and Technology
CALX Calix	$635,087		0.0%	18,213	0.0%	Computer and Technology
WIX Wix.com	$626,915	$41,194 ▲	7.0%	2,922	0.0%	Computer and Technology
FI Fiserv	$621,601	$2,276,670 ▼	-78.6%	3,026	0.0%	Business Services
FCX Freeport-McMoRan	$578,473	$19,421 ▼	-3.2%	15,191	0.0%	Basic Materials
POOL Pool	$578,234		0.0%	1,696	0.0%	Consumer Discretionary
VIST Vista Energy	$541,100	$541,100 ▼	-50.0%	10,000	0.0%	Energy
WSC WillScot Mobile Mini	$506,734		0.0%	15,149	0.0%	Finance
HII Huntington Ingalls Industries	$457,685	$74,832 ▲	19.5%	2,422	0.0%	Aerospace
BCH Banco de Chile	$453,600	$158,760 ▲	53.8%	20,000	0.0%	Finance
NVT nVent Electric	$430,908	$430,908 ▲	New Holding	6,322	0.0%	Computer and Technology
YPF YPF Sociedad Anónima	$425,100	$425,100 ▲	New Holding	10,000	0.0%	Energy
AHCO AdaptHealth	$385,493	$160,459 ▲	71.3%	40,493	0.0%	Medical
YUMC Yum China	$378,490	$105,979 ▲	38.9%	7,857	0.0%	Retail/Wholesale
ILMN Illumina	$377,638	$22,316 ▼	-5.6%	2,826	0.0%	Medical
LIVN LivaNova	$349,918		0.0%	7,556	0.0%	Medical
CLVT Clarivate	$343,032		0.0%	67,526	0.0%	Computer and Technology
MRVI Maravai LifeSciences	$336,445	$97,490 ▲	40.8%	61,733	0.0%	Medical
ZG Zillow Group	$332,782	$332,782 ▲	New Holding	4,697	0.0%	Finance
TGS Transportadora de Gas del Sur	$321,970	$321,970 ▲	New Holding	11,000	0.0%	Energy
CAAP Corporación América Airports	$317,220	$317,220 ▲	New Holding	17,000	0.0%	Transportation
NVST Envista	$308,351		0.0%	15,985	0.0%	Medical
TS Tenaris	$302,320	$302,320 ▲	New Holding	8,000	0.0%	Industrials
CIB Bancolombia	$299,345	$582,935 ▼	-66.1%	9,500	0.0%	Finance
BEKE KE	$283,171	$283,171 ▲	New Holding	15,373	0.0%	Computer and Technology
BILI Bilibili	$274,638	$274,638 ▲	New Holding	15,165	0.0%	Consumer Discretionary
LC LendingClub	$245,100	$245,100 ▲	New Holding	15,139	0.0%	Finance
ENVA Enova International	$218,127	$218,127 ▲	New Holding	2,275	0.0%	Finance
QFIN Qifu Technology	$191,900	$191,900 ▲	New Holding	5,000	0.0%	Business Services
VESTIS CORP	$171,983	$313,227 ▼	-64.6%	11,285	0.0%	EQUITY
HBM Hudbay Minerals	$148,154	$58,973 ▲	66.1%	18,274	0.0%	Basic Materials
IQV IQVIA	$0	$180,106,918 ▼	-100.0%	0	0.0%	Medical
ALCON INC	$0	$167,812,188 ▼	-100.0%	0	0.0%	Equity
FERG Ferguson	$0	$120,130,104 ▼	-100.0%	0	0.0%	Industrials
LRCX Lam Research	$0	$34,607,625 ▼	-100.0%	0	0.0%	Computer and Technology
AMD Advanced Micro Devices	$0	$26,247,200 ▼	-100.0%	0	0.0%	Computer and Technology
QGEN Qiagen	$0	$17,071,384 ▼	-100.0%	0	0.0%	Medical
ST Sensata Technologies	$0	$16,241,580 ▼	-100.0%	0	0.0%	Computer and Technology
ANET Arista Networks	$0	$16,122,080 ▼	-100.0%	0	0.0%	Computer and Technology
GEHC GE HealthCare Technologies	$0	$14,804,800 ▼	-100.0%	0	0.0%	Medical
NEE NextEra Energy	$0	$13,453,900 ▼	-100.0%	0	0.0%	Utilities
NKE NIKE	$0	$12,812,900 ▼	-100.0%	0	0.0%	Consumer Discretionary
SMCI Super Micro Computer	$0	$9,914,135 ▼	-100.0%	0	0.0%	Computer and Technology
EL Estée Lauder Companies	$0	$9,576,000 ▼	-100.0%	0	0.0%	Consumer Staples
CFLT Confluent	$0	$9,006,650 ▼	-100.0%	0	0.0%	Computer and Technology
DKNG DraftKings	$0	$6,488,900 ▼	-100.0%	0	0.0%	Consumer Discretionary
STVN Stevanato Group	$0	$6,103,809 ▼	-100.0%	0	0.0%	Medical
LULU Lululemon Athletica	$0	$5,974,000 ▼	-100.0%	0	0.0%	Consumer Discretionary
INTC Intel	$0	$5,765,406 ▼	-100.0%	0	0.0%	Computer and Technology
CPNG Coupang	$0	$5,447,000 ▼	-100.0%	0	0.0%	Retail/Wholesale
REGN Regeneron Pharmaceuticals	$0	$5,255,150 ▼	-100.0%	0	0.0%	Medical
WDAY Workday	$0	$5,014,898 ▼	-100.0%	0	0.0%	Computer and Technology
MKL Markel Group	$0	$3,490,087 ▼	-100.0%	0	0.0%	Multi-Sector Conglomerates
ZGN Ermenegildo Zegna	$0	$2,960,000 ▼	-100.0%	0	0.0%	Retail/Wholesale
ESTC Elastic	$0	$2,847,750 ▼	-100.0%	0	0.0%	Computer and Technology
NTNX Nutanix	$0	$2,274,000 ▼	-100.0%	0	0.0%	Computer and Technology
FROG JFrog	$0	$2,065,250 ▼	-100.0%	0	0.0%	Computer and Technology
MRVL Marvell Technology	$0	$1,447,489 ▼	-100.0%	0	0.0%	Computer and Technology
DAL Delta Air Lines	$0	$1,110,049 ▼	-100.0%	0	0.0%	Transportation
HAS Hasbro	$0	$980,402 ▼	-100.0%	0	0.0%	Consumer Discretionary
CNHI CNH Industrial	$0	$662,647 ▼	-100.0%	0	0.0%	Industrials
CX CEMEX	$0	$594,270 ▼	-100.0%	0	0.0%	Construction
AFYA Afya	$0	$582,450 ▼	-100.0%	0	0.0%	Consumer Discretionary
TTWO Take-Two Interactive Software	$0	$580,289 ▼	-100.0%	0	0.0%	Consumer Discretionary
CHD Church & Dwight	$0	$536,855 ▼	-100.0%	0	0.0%	Consumer Staples
GDRX GoodRx	$0	$519,597 ▼	-100.0%	0	0.0%	Medical
GPRK GeoPark	$0	$459,900 ▼	-100.0%	0	0.0%	Energy
BIIB Biogen	$0	$445,326 ▼	-100.0%	0	0.0%	Medical
SE SEA	$0	$419,235 ▼	-100.0%	0	0.0%	Computer and Technology
SMG Scotts Miracle-Gro	$0	$295,437 ▼	-100.0%	0	0.0%	Basic Materials
BVN Compañía de Minas Buenaventura S.A.A.	$0	$107,904 ▼	-100.0%	0	0.0%	Basic Materials
UHS Universal Health Services	$0	$49,191 ▼	-100.0%	0	0.0%	Medical
IBM International Business Machines	$0	$44,794 ▼	-100.0%	0	0.0%	Computer and Technology
RL Ralph Lauren	$0	$39,388 ▼	-100.0%	0	0.0%	Consumer Discretionary
LHX L3Harris Technologies	$0	$39,302 ▼	-100.0%	0	0.0%	Aerospace
NVS Novartis	$0	$39,071 ▼	-100.0%	0	0.0%	Medical
CAH Cardinal Health	$0	$36,968 ▼	-100.0%	0	0.0%	Medical
VTRS Viatris	$0	$34,866 ▼	-100.0%	0	0.0%	Medical
GFI Gold Fields	$0	$33,421 ▼	-100.0%	0	0.0%	Basic Materials
HLN Haleon	$0	$29,786 ▼	-100.0%	0	0.0%	Medical
KHC Kraft Heinz	$0	$24,455 ▼	-100.0%	0	0.0%	Consumer Staples
OMC Omnicom Group	$0	$20,541 ▼	-100.0%	0	0.0%	Business Services
HST Host Hotels & Resorts	$0	$13,449 ▼	-100.0%	0	0.0%	Finance

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Liontrust Investment Partners LLP Top Holdings and 13F Report (2025)

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Liontrust Investment Partners LLP Top Holdings and 13F Report (2025)

About Liontrust Investment Partners LLP

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofLiontrust Investment Partners LLP

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

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