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Latest Liontrust Investment Partners LLP Stock Portfolio

Liontrust Investment Partners LLP Performance:
2025 Q3: 1.59%YTD: 5.41%2024: 13.61%
Performance for 2025 Q3 is 1.59%, and YTD is 5.41%, and 2024 is 13.61%.

About Liontrust Investment Partners LLP and 13F Hedge Fund Stock Holdings

Liontrust Investment Partners LLP is a hedge fund based in United Kingdom. On 28-Jun-2023, the fund reported that it had an AUM (Regulated Assets under Management) of $36.4 Billions. In it's latest 13F Holdings report, Liontrust Investment Partners LLP reported an equity portfolio of $13.8 Billions as of 30 Sep, 2025.

The top stock holdings of Liontrust Investment Partners LLP are , MSFT, GOOG. The fund has invested 4.2% of it's portfolio in SPOTIFY TECHNOLOGY SA and 3.7% of portfolio in MICROSOFT CORP.

Liontrust Investment Partners LLP opened new stock positions in CAVA GROUP INC, JPMORGAN CHASE & CO (JPM) and SOFI TECHNOLOGIES INC (SOFI). The fund showed a lot of confidence in some stocks as they added substantially to SERVICETITAN INC CLASS A, BLACKSTONE INC (BX) and APPLE INC (AAPL).

Liontrust Investment Partners LLP Annual Return Estimates Vs S&P 500

Our best estimate is that Liontrust Investment Partners LLP made a return of 1.59% in the last quarter. In trailing 12 months, it's portfolio return was 7.29%.

New Buys

Ticker$ Bought
cava group inc43,189,200
jpmorgan chase & co13,854,300
ferrari nv11,134,100
sofi technologies inc10,607,700
maplebear inc8,703,440
aurora innovation inc class a3,731,130
intel corporation corp2,774,220
hingham institution for savings2,008,680
New stocks bought by Liontrust Investment Partners LLP

Additions

Ticker% Inc.
servicetitan inc class a1,095
blackstone inc382
apple inc327
coreweave inc class a291
ge vernova inc253
mntn inc class a227
amphenol corp class a183
exelon corp179
Additions to existing portfolio by Liontrust Investment Partners LLP

Reductions

None of the existing positions were reduced by Liontrust Investment Partners LLP

Sold off

None of the stocks were completely sold off by Liontrust Investment Partners LLP

Sector Distribution

Liontrust Investment Partners LLP has about 27.2% of it's holdings in Technology sector.

Sector%
Technology27.2
Others20.7
Healthcare15.8
Financial Services11.2
Industrials7.7
Consumer Cyclical6.8
Communication Services5.2
Basic Materials2.5
Real Estate1.8

Market Cap. Distribution

Liontrust Investment Partners LLP has about 70.4% of it's portfolio invested in the large-cap and mega-cap stocks.

Category%
LARGE-CAP49.4
MEGA-CAP21
UNALLOCATED20.8
MID-CAP8.4

Stocks belong to which Index?

About 63.5% of the stocks held by Liontrust Investment Partners LLP either belong to S&P 500 or RUSSELL 2000 index.

Index%
S&P 50062.2
Others36.5
RUSSELL 20001.3
Top 5 Winners (%)%
PL
planet labs class a
35.2 %
YNDX
nebius nv class a
34.2 %
APP
applovin corp class a
32.4 %
astera labs inc
31.9 %
MEDP
medpace holdings inc
22.0 %
Top 5 Winners ($)$
GOOG
alphabet inc class a
57.4 M
TMO
thermo fisher scientific inc
27.0 M
deutsche bank ag
22.1 M
CDNS
cadence design systems inc
21.8 M
YNDX
nebius nv class a
19.2 M
Top 5 Losers (%)%
SG
sweetgreen inc class a
-19.6 %
CNC
centene corp
-14.9 %
MORN
morningstar inc
-9.9 %
IPAR
interparfums inc
-9.8 %
UPST
upstart holdings inc
-9.8 %
Top 5 Losers ($)$
MORN
morningstar inc
-23.0 M
spotify technology sa
-20.4 M
ISRG
intuitive surgical inc
-20.3 M
INTU
intuit inc
-14.5 M
AMT
american tower reit corp
-12.7 M

Liontrust Investment Partners LLP Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of Liontrust Investment Partners LLP

Liontrust Investment Partners LLP has 216 stocks in it's portfolio. About 29.3% of the portfolio is in top 10 stocks. MORN proved to be the most loss making stock for the portfolio. GOOG was the most profitable stock for Liontrust Investment Partners LLP last quarter.

Last Reported on: 24 Nov, 2025
TickerNamesorted ascending% PortfolioShares Held$ ValueType% ChangeOptions