LI

Liontrust Investment Partners LLP

13F
Liontrust Investment Partners LLP
Last update 2024-10-16 219 Stocks (0 new)
Value $7.04 Bil Turnover 0 %
Countries:
Top Holdings: MSFT(4.23%)V(3.76%)GOOGL(3.57%)CDNS(3.39%)TMO(3.20%)
Summary Stock Picks Current Portfolio
Liontrust Investment Partners ... Top Holdings of 2024-09-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
MSFT 		Microsoft Corp
666,372
297,835.0
0%
4.230
0%
0.010
+3.16%
+1.79%
3,189,786.9
Software
V 		Visa Inc
1,008,640
264,737.7
0%
3.760
0%
0.050
+10.28%
+1.13%
618,934.0
Credit Services
GOOGL 		Alphabet Inc
1,390,223
251,296.6
0%
3.570
0%
0.010
+20.43%
+3.54%
2,407,813.7
Interactive Media
CDNS 		Cadence Design Systems Inc
774,389
238,318.2
0%
3.390
0%
0.280
+16.18%
+1.71%
83,814.8
Software
TMO 		Thermo Fisher Scientific Inc
406,786
224,952.7
0%
3.200
0%
0.110
-6.54%
+7.58%
214,066.3
Medical Diagnostics & Research
PTC 		PTC Inc
1,003,922
182,382.5
0%
2.590
0%
0.840
+1.39%
+2.13%
22,601.6
Software
IQV 		IQVIA Holdings Inc
851,811
180,106.9
0%
2.560
0%
0.470
-15.62%
+0.43%
35,820.8
Medical Diagnostics & Research
SPOT 		Spotify Technology SA
560,233
175,795.5
0%
2.500
0%
0.280
+32.39%
+8.53%
98,115.2
Interactive Media
ISRG 		Intuitive Surgical Inc
384,281
170,947.4
0%
2.430
0%
0.110
+25.10%
+13.54%
211,086.2
Medical Devices & Instruments
INTU 		Intuit Inc
257,964
169,536.5
0%
2.410
0%
0.090
-0.67%
-3.72%
169,106.1
Software

Liontrust Investment Partners LLP's Historical Top Holdings Breakdowns

Liontrust Investment Partners LLP's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
MSFT 		Microsoft Corp2024-06-30Add
+2.95%
●
389.33 ($422.32) 452.85
$429.03
1.59%
Add 231.68%
666,372
465,464
SPOT 		Spotify Technology SA2023-06-30New Buy
+2.31%
●
130.92 ($144.73) 160.57
$485.53
235.47%
New holding
998,914
998,914
LXFR 		Luxfer Holdings PLC2023-06-30Reduce
-2.21%
●
14.23 ($15.34) 16.9
$13.73
-10.50%
Reduce -85.86%
185,700
-1,127,321
BLD 		TopBuild Corp2023-12-31Add
+1.88%
●
218.49 ($286.36) 379.11
$346.18
20.89%
Add 5342.93%
352,702
346,222
VLTO 		Veralto Corp2023-12-31Add
+1.84%
●
67.51 ($74.66) 85.12
$102.94
37.88%
Add 5689.81%
1,563,249
1,536,249
EQIX 		Equinix Inc2024-06-30Reduce
-1.83%
●
692.71 ($758.91) 809.68
$915.59
20.65%
Reduce -88.42%
20,891
-159,440
FRCB 		First Republic Bank2023-03-31Reduce
-1.70%
●
12.18 ($102.49) 147
$0
-100.00%
Reduce -97.06%
24,233
-799,084
ADBE 		Adobe Inc2024-06-30Reduce
-1.54%
●
439.02 ($484.22) 555.54
$429.99
-11.20%
Reduce -89.25%
26,302
-218,466
FERG 		Ferguson PLC2023-06-30New Buy
+1.51%
●
124.52 ($142.29) 157.31
$177.55
24.78%
New holding
667,110
667,110
ISRG 		Intuitive Surgical Inc2023-03-31Reduce
-1.46%
●
224.75 ($246.36) 271.36
$592.64
140.56%
Reduce -34.6%
594,700
-314,600

Liontrust Investment Partners LLP Total Holding History ($B)

To

Liontrust Investment Partners LLP's Asset Allocation

To

Liontrust Investment Partners LLP Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Liontrust Investment Partners LLP's Hypothetical Growth since 2024-09-30

Liontrust Investment Partners LLP's Yearly Returns

Year Portfolio % % Excess Gain %

Liontrust Investment Partners LLP's Holdings Heat Map

Size field:

Liontrust Investment Partners LLP's Holdings Bubble Chart

Liontrust Investment Partners LLP News

  • 1

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