Liontrust Investment Partners LLP

data from 31/03/2026

Capitalization

$ 7.132 B

5.84%

Performance

$ 305.549 M

12.85%

Average holding period

7 years

Capitalization

Portfolio size

Portfolio performance

Portfolio performance %

Performance compared to S&P 500 (%)

Stock in Liontrust Investment Partners LLP

Date Ticket Name Weight Capitalization Share number First added Performance ($) Performance (%)
2026/03/31 ASTRAZENECA PLC 4.44% 316.424 M $ 1633436 2026/03/31 0.000 $ 0.00 %
2026/03/31 DB DEUTSCHE BANK AG 3.11% 221.741 M $ 5702338 2023/12/31 -50.067 M $ -22.58 %
2026/03/31 AVGO BROADCOM INC 2.69% 191.758 M $ 619552 2023/06/30 -9.307 M $ -10.57 %
2026/03/31 GOOGL ALPHABET INC CLASS A 2.58% 184.341 M $ 641053 2021/09/30 -24.577 M $ -8.13 %
2026/03/31 DEUTSCHE BANK AG 2.49% 177.477 M $ 6133102 2026/03/31 0.000 $ 0.00 %
2026/03/31 TSM TAIWAN SEMICONDUCTOR MANUFACTURING 2.47% 175.923 M $ 520558 2021/09/30 5.520 M $ 11.21 %
2026/03/31 V VISA INC CLASS A 1.99% 141.790 M $ 469129 2021/09/30 -22.799 M $ -13.82 %
2026/03/31 SPOT SPOTIFY TECHNOLOGY SA 1.89% 134.484 M $ 231585 2023/06/30 -22.186 M $ -16.50 %
2026/03/31 TMO THERMO FISHER SCIENTIFIC INC 1.80% 128.125 M $ 260666 2021/09/30 -32.088 M $ -15.17 %
2026/03/31 ISRG INTUITIVE SURGICAL INC 1.71% 122.145 M $ 264963 2021/09/30 -31.011 M $ -18.60 %
2026/03/31 MA MASTERCARD INC CLASS A 1.63% 116.113 M $ 232385 2021/09/30 -17.884 M $ -12.48 %
2026/03/31 BKNG BOOKING HOLDINGS INC 1.60% 114.202 M $ 21325 2023/06/30 -110.611 M $ -96.86 %
2026/03/31 SCHW CHARLES SCHWAB CORP 1.58% 113.025 M $ 1202648 2021/09/30 -7.781 M $ -5.94 %
2026/03/31 ALC ALCON AG 1.58% 112.730 M $ 1411358 2024/12/31 -4.883 M $ -4.33 %
2026/03/31 NDAQ NASDAQ INC 1.54% 110.120 M $ 1297206 2021/09/30 -17.353 M $ -12.60 %
2026/03/31 VLTO VERALTO CORP 1.50% 106.877 M $ 1208747 2023/12/31 -14.880 M $ -11.39 %
2026/03/31 NVDA NVIDIA CORP 1.49% 106.347 M $ 609786 2021/09/30 -6.761 M $ -6.49 %
2026/03/31 CTAS CINTAS CORP 1.48% 105.645 M $ 624600 2025/12/31 -10.165 M $ -10.07 %
2026/03/31 SPOTIFY TECHNOLOGY SA 1.47% 105.120 M $ 216783 2026/03/31 0.000 $ 0.00 %
2026/03/31 UBS UBS GROUP AG 1.46% 104.201 M $ 2233585 2024/03/31 -16.171 M $ -15.52 %
2026/03/31 CDNS CADENCE DESIGN SYSTEMS INC 1.43% 102.305 M $ 368175 2021/09/30 -19.673 M $ -11.10 %
2026/03/31 BDX BECTON DICKINSON 1.42% 101.462 M $ 645308 2025/03/31 3.250 M $ 3.06 %
2026/03/31 EXC EXELON CORP 1.42% 100.935 M $ 2059053 2025/03/31 354.312 K $ 12.46 %
2026/03/31 IDXX IDEXX LABORATORIES INC 1.40% 99.644 M $ 177337 2024/12/31 -17.285 M $ -16.95 %
2026/03/31 ECL ECOLAB INC 1.39% 99.166 M $ 372775 2021/09/30 1.756 M $ 1.33 %
2026/03/31 IR INGERSOLL RAND INC 1.37% 97.749 M $ 1220028 2025/06/30 921.225 K $ 1.14 %
2026/03/31 A AGILENT TECHNOLOGIES INC 1.35% 96.037 M $ 705794 2022/09/30 -15.591 M $ -16.23 %
2026/03/31 ALCON AG 1.34% 95.454 M $ 1294335 2026/03/31 0.000 $ 0.00 %
2026/03/31 UBS GROUP AG 1.32% 94.026 M $ 2458659 2026/03/31 0.000 $ 0.00 %
2026/03/31 LINDE PLC 1.30% 92.459 M $ 186500 2026/03/31 0.000 $ 0.00 %
2026/03/31 EW EDWARDS LIFESCIENCES CORP 1.28% 91.161 M $ 1138371 2023/09/30 -6.433 M $ -6.06 %
2026/03/31 WAT WATERS CORP 1.25% 88.999 M $ 298855 2023/09/30 -466.422 K $ -21.60 %
2026/03/31 TOTALENERGIES 1.24% 88.396 M $ 948204 2026/03/31 0.000 $ 0.00 %
2026/03/31 AMT AMERICAN TOWER REIT CORP 1.19% 84.605 M $ 490236 2021/09/30 -1.601 M $ -1.70 %
2026/03/31 WST WEST PHARMACEUTICAL SERVICES INC 1.18% 84.464 M $ 336995 2024/06/30 -8.972 M $ -8.90 %
2026/03/31 VRSN VERISIGN INC 1.15% 82.097 M $ 330558 2021/09/30 1.945 M $ 2.23 %
2026/03/31 NVR NVR INC 1.10% 78.656 M $ 11936 2021/09/30 -9.168 M $ -9.64 %
2026/03/31 ADSK AUTODESK INC 1.10% 78.618 M $ 328394 2021/09/30 -20.281 M $ -19.12 %
2026/03/31 CNM CORE & MAIN INC CLASS A 1.10% 78.198 M $ 1582952 2024/12/31 -4.448 M $ -4.95 %
2026/03/31 MPWR MONOLITHIC POWER SYSTEMS INC 1.09% 77.919 M $ 71266 2024/12/31 10.272 M $ 20.63 %
2026/03/31 WMS ADVANCED DRAINAGE SYSTEMS INC 1.01% 71.963 M $ 524782 2021/09/30 -4.417 M $ -5.32 %
2026/03/31 FERGUSON ENTERPRISES INC 0.98% 70.097 M $ 305144 2026/03/31 0.000 $ 0.00 %
2026/03/31 CAVA CAVA GROUP INC 0.97% 69.255 M $ 856057 2025/09/30 20.781 M $ 37.84 %
2026/03/31 BLD TOPBUILD CORP 0.93% 66.674 M $ 189793 2023/09/30 -13.669 M $ -15.79 %
2026/03/31 INTU INTUIT INC 0.93% 66.666 M $ 154184 2021/09/30 -37.979 M $ -34.73 %
2026/03/31 PGR PROGRESSIVE CORP 0.86% 61.663 M $ 311050 2025/12/31 -9.944 M $ -12.95 %
2026/03/31 TOTB.DE TOTALENERGIES 0.79% 56.245 M $ 861493 2025/12/31 21.029 M $ 37.39 %
2026/03/31 ARM ARM HOLDINGS AMERICAN DEPOSITARY S 0.74% 52.545 M $ 347339 2023/09/30 6.083 M $ 38.40 %
2026/03/31 PANW PALO ALTO NETWORKS INC 0.71% 50.893 M $ 317449 2021/09/30 -8.292 M $ -12.96 %
2026/03/31 PTC PTC INC 0.71% 50.479 M $ 354266 2021/09/30 -18.594 M $ -18.21 %
2026/03/31 NEBIUS NV CLASS A 0.65% 46.692 M $ 450000 2026/03/31 0.000 $ 0.00 %
2026/03/31 MSFT MICROSOFT CORP 0.64% 45.815 M $ 123767 2021/09/30 -53.362 M $ -23.46 %
2026/03/31 SUNBELT RENTALS HOLDINGS INC 0.60% 42.589 M $ 679916 2026/03/31 0.000 $ 0.00 %
2026/03/31 AAPL APPLE INC 0.58% 41.249 M $ 162533 2021/09/30 -2.391 M $ -6.65 %
2026/03/31 NBIS NEBIUS NV CLASS A 0.55% 39.209 M $ 468424 2023/06/30 9.392 M $ 23.95 %
2026/03/31 META META PLATFORMS INC CLASS A 0.52% 37.139 M $ 64913 2021/09/30 -5.063 M $ -13.33 %
2026/03/31 TTAN SERVICETITAN INC CLASS A 0.50% 35.401 M $ 557852 2025/06/30 -27.628 M $ -40.41 %
2026/03/31 AMZN AMAZON COM INC 0.49% 35.129 M $ 168670 2021/09/30 -2.714 M $ -9.77 %
2026/03/31 APH AMPHENOL CORP CLASS A 0.49% 34.968 M $ 276755 2024/06/30 -3.093 M $ -6.50 %
2026/03/31 QCOM QUALCOMM INC 0.49% 34.762 M $ 203228 2025/12/31 -8.590 M $ -24.71 %
2026/03/31 NEM NEWMONT 0.47% 33.586 M $ 310261 2024/12/31 3.231 M $ 8.41 %
2026/03/31 AMAT APPLIED MATERIAL INC 0.47% 33.332 M $ 97521 2023/09/30 7.067 M $ 33.00 %
2026/03/31 CIEN CIENA CORP 0.45% 31.900 M $ 82167 2025/12/31 10.906 M $ 66.00 %
2026/03/31 EBAY EBAY INC 0.41% 29.503 M $ 324135 2025/06/30 1.668 M $ 4.50 %
2026/03/31 VRSK VERISK ANALYTICS INC 0.41% 29.228 M $ 154034 2023/03/31 -5.826 M $ -15.17 %
2026/03/31 LLY ELI LILLY 0.40% 28.286 M $ 30753 2023/09/30 -3.248 M $ -14.41 %
2026/03/31 ZS ZSCALER INC 0.37% 26.559 M $ 189315 2023/09/30 -21.913 M $ -37.63 %
2026/03/31 CHKP CHECK POINT SOFTWARE TECHNOLOGIES 0.37% 26.045 M $ 140360 2025/06/30 -5.995 M $ -23.02 %
2026/03/31 MU MICRON TECHNOLOGY INC 0.36% 25.945 M $ 76796 2022/06/30 3.460 M $ 18.37 %
2026/03/31 BX BLACKSTONE INC 0.36% 25.653 M $ 166425 2024/06/30 -6.516 M $ -25.40 %
2026/03/31 GEV GE VERNOVA INC 0.36% 25.551 M $ 29271 2024/06/30 10.854 M $ 33.56 %
2026/03/31 SEAGATE TECHNOLOGY HOLDINGS PLC 0.35% 24.796 M $ 63295 2026/03/31 0.000 $ 0.00 %
2026/03/31 MELI MERCADOLIBRE INC 0.34% 23.923 M $ 13836 2021/09/30 -3.130 M $ -14.16 %
2026/03/31 CRDO CREDO TECHNOLOGY GROUP HOLDING LTD 0.31% 21.979 M $ 152750 2023/06/30 -7.641 M $ -34.76 %
2026/03/31 BEP BROOKFIELD RENEWABLE PARTNERS NON 0.30% 21.205 M $ 786251 2024/06/30 4.458 M $ 21.02 %
2026/03/31 STX SEAGATE TECHNOLOGY HOLDINGS PLC 0.29% 20.886 M $ 75843 2024/06/30 8.826 M $ 42.26 %
2026/03/31 CEG CONSTELLATION ENERGY CORP 0.28% 20.150 M $ 72158 2024/06/30 -5.736 M $ -20.95 %
2026/03/31 ETN EATON PLC 0.26% 18.256 M $ 57317 2024/06/30 2.245 M $ 12.29 %
2026/03/31 SHOP SHOPIFY SUBORDINATE VOTING INC CLA 0.25% 18.166 M $ 153143 2021/09/30 -9.865 M $ -26.31 %
2026/03/31 NFLX NETFLIX INC 0.25% 18.102 M $ 188273 2021/09/30 690.454 K $ 2.55 %
2026/03/31 CAT CATERPILLAR INC 0.25% 17.944 M $ 25328 2026/03/31 0.000 $ 0.00 %
2026/03/31 EXPE EXPEDIA GROUP INC 0.24% 17.421 M $ 75450 2024/12/31 -4.518 M $ -18.50 %
2026/03/31 CREDICORP LTD 0.23% 16.633 M $ 49038 2026/03/31 0.000 $ 0.00 %
2026/03/31 ORCL ORACLE CORP 0.23% 16.192 M $ 110069 2024/06/30 -10.332 M $ -24.52 %
2026/03/31 JPM JPMORGAN CHASE & CO 0.23% 16.120 M $ 50027 2025/09/30 -1.404 M $ -8.71 %
2026/03/31 MRVL MARVELL TECHNOLOGY INC 0.22% 15.736 M $ 185171 2025/12/31 2.605 M $ 16.56 %
2026/03/31 CBOE CBOE GLOBAL MARKETS INC 0.22% 15.455 M $ 54986 2021/09/30 1.766 M $ 11.98 %
2026/03/31 CRWD CROWDSTRIKE HOLDINGS INC CLASS A 0.21% 15.251 M $ 39065 2024/03/31 -2.626 M $ -16.71 %
2026/03/31 LITE LUMENTUM HOLDINGS INC 0.21% 15.166 M $ 21580 2025/12/31 5.735 M $ 90.66 %
2026/03/31 BAP CREDICORP LTD 0.20% 14.360 M $ 50034 2022/06/30 2.611 M $ 18.18 %
2026/03/31 AEM AGNICO EAGLE MINES LTD 0.20% 14.131 M $ 69619 2025/03/31 5.080 M $ 19.73 %
2026/03/31 NOW SERVICENOW INC 0.20% 14.059 M $ 134471 2021/09/30 -6.886 M $ -31.75 %
2026/03/31 RS RELIANCE INC 0.19% 13.695 M $ 45062 2021/09/30 678.183 K $ 5.21 %
2026/03/31 B BARRICK MINING CORP 0.19% 13.594 M $ 333272 2025/06/30 -1.314 M $ -6.34 %
2026/03/31 VZ VERIZON COMMUNICATIONS INC 0.19% 13.339 M $ 265708 2025/03/31 2.037 M $ 23.25 %
2026/03/31 NU NU HOLDINGS LTD CLASS A 0.19% 13.279 M $ 793271 2023/12/31 -1.880 M $ -14.16 %
2026/03/31 TXN TEXAS INSTRUMENT INC 0.18% 13.056 M $ 67251 2026/03/31 0.000 $ 0.00 %
2026/03/31 TSLA TESLA INC 0.18% 12.865 M $ 34607 2022/09/30 -2.801 M $ -17.34 %
2026/03/31 TMUS T MOBILE US INC 0.17% 12.056 M $ 57402 2024/12/31 274.895 K $ 3.44 %
2026/03/31 NU HOLDINGS LTD CLASS A 0.17% 11.925 M $ 829847 2026/03/31 0.000 $ 0.00 %