Liontrust Investment Partners LLP Top Holdings and 13F Report (2025) About Liontrust Investment Partners LLPInvestment ActivityLiontrust Investment Partners LLP has $6.40 billion in total holdings as of March 31, 2025.Liontrust Investment Partners LLP owns shares of 210 different stocks, but just 46 companies or ETFs make up 80% of its holdings.Approximately 21.93% of the portfolio was purchased this quarter.About 24.14% of the portfolio was sold this quarter.This quarter, Liontrust Investment Partners LLP has purchased 212 new stocks and bought additional shares in 60 stocks.Liontrust Investment Partners LLP sold shares of 80 stocks and completely divested from 67 stocks this quarter.Largest Holdings Visa $257,187,174Thermo Fisher Scientific $244,018,064SPOTIFY TECHNOLOGY SA $227,073,285Cadence Design Systems $206,892,623Microsoft $201,109,562 Largest New Holdings this Quarter SBFZ1K461 - SPOTIFY TECHNOLOGY SA $227,073,285 HoldingSBJT1GR57 - ALCON AG $120,543,382 Holding075887109 - Becton, Dickinson and Company $113,968,574 HoldingS57503559 - DEUTSCHE BANK AG $113,233,148 HoldingSBS3BQJ68 - FERGUSON ENTERPRISES INC $90,922,293 Holding Largest Purchases this Quarter SPOTIFY TECHNOLOGY SA 412,838 shares (about $227.07M)ALCON AG 1,281,552 shares (about $120.54M)Becton, Dickinson and Company 497,549 shares (about $113.97M)DEUTSCHE BANK AG 4,804,129 shares (about $113.23M)FERGUSON ENTERPRISES INC 576,916 shares (about $90.92M) Largest Sales this Quarter FERGUSON ENTERPRISES INC 589,983 shares (about $94.53M)Visa 238,704 shares (about $83.66M)Ecolab 139,837 shares (about $35.45M)Agilent Technologies 282,749 shares (about $33.01M)Intuit 51,855 shares (about $31.84M) 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$257,187,174$83,656,204 ▼-24.5%733,8564.0%Business ServicesTMOThermo Fisher Scientific$244,018,064$842,437 ▲0.3%490,3903.8%MedicalSPOTIFY TECHNOLOGY SA$227,073,285$227,073,285 ▲New Holding412,8383.5%EQUITYCDNSCadence Design Systems$206,892,623$16,792,901 ▲8.8%813,4813.2%Computer and TechnologyMSFTMicrosoft$201,109,562$5,307,264 ▼-2.6%535,7353.1%Computer and TechnologyGOOGLAlphabet$189,557,867$10,544,283 ▲5.9%1,225,8013.0%Computer and TechnologyNDAQNasdaq$156,556,834$6,098,765 ▼-3.7%2,063,7602.4%FinancePTCPTC$143,781,204$11,716,079 ▼-7.5%927,9202.2%Computer and TechnologyAMTAmerican Tower$141,741,158$11,652,045 ▼-7.6%651,3842.2%FinancePCTYPaylocity$139,052,553$7,834,746 ▼-5.3%742,2472.2%Computer and TechnologyISRGIntuitive Surgical$134,275,621$8,814,815 ▼-6.2%271,1162.1%MedicalVERALTO CORP$127,893,770$7,301,734 ▼-5.4%1,312,4042.0%EQUITYECLEcolab$127,656,700$35,451,476 ▼-21.7%503,5372.0%Basic MaterialsSCHWCharles Schwab$125,553,370$4,986,827 ▼-3.8%1,603,9012.0%FinanceMASIMasimo$124,533,167$7,569,804 ▼-5.7%747,4981.9%MedicalINTUIntuit$123,456,197$31,838,451 ▼-20.5%201,0721.9%Computer and TechnologyALCON AG$120,543,382$120,543,382 ▲New Holding1,281,5521.9%EQUITYNVRNVR$115,011,936$4,556,721 ▼-3.8%15,8761.8%ConstructionADSKAutodesk$113,989,029$7,120,175 ▼-5.9%435,4051.8%Computer and TechnologyBDXBecton, Dickinson and Company$113,968,574$113,968,574 ▲New Holding497,5491.8%MedicalDEUTSCHE BANK AG$113,233,148$113,233,148 ▲New Holding4,804,1291.8%EQUITYVRSNVeriSign$110,826,695$4,352,855 ▼-3.8%436,5491.7%Computer and TechnologyEWEdwards Lifesciences$110,035,657$6,688,962 ▼-5.7%1,518,1521.7%MedicalPYPLPayPal$105,505,857$7,694,802 ▼-6.8%1,616,9481.6%Computer and TechnologyCNMCore & Main$101,967,531$4,091,712 ▼-3.9%2,110,6921.6%IndustrialsAAgilent Technologies$100,131,659$33,005,856 ▼-24.8%857,7911.6%MedicalWSTWest Pharmaceutical Services$100,015,703$35,362,741 ▲54.7%446,7381.6%MedicalMORNMorningstar$96,834,020$3,211,908 ▼-3.2%322,9201.5%Business ServicesBLDTopBuild$92,003,720$5,693,112 ▼-5.8%301,7011.4%ConstructionFERGUSON ENTERPRISES INC$90,922,293$90,922,293 ▲New Holding576,9161.4%EQUITYTREXTrex$86,356,354$5,255,203 ▼-5.7%1,486,3401.3%ConstructionNVDANVIDIA$84,929,061$8,477,267 ▲11.1%783,6231.3%Computer and TechnologyUBS GROUP AG$83,352,851$83,352,851 ▲New Holding2,744,5641.3%EQUITYIDXXIDEXX Laboratories$78,794,799$76,297,356 ▲3,055.0%187,6291.2%MedicalBFAMBright Horizons Family Solutions$78,265,152$6,454,775 ▼-7.6%616,0671.2%Business ServicesNOWServiceNow$78,157,064$25,943,018 ▼-24.9%98,1701.2%Computer and TechnologyWMSAdvanced Drainage Systems$75,942,004$4,679,556 ▼-5.8%698,9601.2%ConstructionPANWPalo Alto Networks$72,330,371$2,927,159 ▼-3.9%423,8771.1%Computer and TechnologyLOGITECH INTERNATIONAL SA$65,614,057$65,614,057 ▲New Holding785,3361.0%EQUITYVRSKVerisk Analytics$52,565,049$19,123,871 ▼-26.7%176,6180.8%Business ServicesAVGOBroadcom$44,523,488$8,840,639 ▲24.8%265,9230.7%Computer and TechnologyMETAMeta Platforms$41,349,219$5,224,703 ▼-11.2%71,7420.6%Computer and TechnologyTMDXTransMedics Group$37,297,139$2,828,720 ▼-7.0%554,3570.6%MedicalAPHAmphenol$36,952,225$7,234,643 ▲24.3%563,3820.6%Computer and TechnologyAMATApplied Materials$36,139,959$2,420,311 ▼-6.3%249,0350.6%Computer and TechnologySMURFIT WESTROCK PLC$34,607,487$34,607,487 ▲New Holding774,9110.5%EQUITYTSMTaiwan Semiconductor Manufacturing$33,611,846$9,459,510 ▼-22.0%202,4810.5%Computer and TechnologyAAPLApple$32,562,037$17,723,753 ▲119.4%146,5900.5%Computer and TechnologyMELIMercadoLibre$30,053,152$7,499,144 ▼-20.0%15,4050.5%Retail/WholesaleBROOKFIELD RENEWABLE PARTNERS NON$28,076,654$28,076,654 ▲New Holding1,266,9970.4%EQUITYMAMastercard$27,029,442$114,557 ▼-0.4%49,3130.4%Business ServicesAMZNAmazon.com$26,955,086$8,832,630 ▼-24.7%141,6750.4%Retail/WholesaleORCLOracle$26,808,847$8,637,881 ▲47.5%191,7520.4%Computer and TechnologyCOSTCostco Wholesale$26,591,550$1,286,261 ▼-4.6%28,1160.4%Retail/WholesaleLLYEli Lilly and Company$26,064,894$6,347,944 ▼-19.6%31,5590.4%MedicalBABAAlibaba Group$24,881,984$1,438,398 ▲6.1%188,1720.4%Retail/WholesaleCBOECboe Global Markets$24,583,693$2,672,259 ▼-9.8%108,6380.4%Financial ServicesMUMicron Technology$21,986,298$10,146,580 ▲85.7%253,0360.3%Computer and TechnologyNFLXNetflix$21,391,306$22,919,723 ▼-51.7%22,9390.3%Consumer DiscretionaryABNBAirbnb$20,978,848$1,039,899 ▲5.2%175,6140.3%Consumer DiscretionaryUBERUber Technologies$20,748,342$3,835,132 ▼-15.6%284,7700.3%Computer and TechnologyARM HOLDINGS AMERICAN DEPOSITARY S$20,416,326$7,897,334 ▲63.1%191,1820.3%EQUITYBKNGBooking$20,146,017$1,340,611 ▲7.1%4,3730.3%Retail/WholesaleUNHUnitedHealth Group$20,131,903$5,560,654 ▲38.2%38,4380.3%MedicalEXPEExpedia Group$19,884,717$390,496 ▼-1.9%118,2910.3%Retail/WholesaleBXBlackstone$18,936,556$8,750,368 ▲85.9%135,4740.3%FinanceCRWDCrowdStrike$18,927,200$6,209,992 ▲48.8%53,6820.3%Computer and TechnologyCEGConstellation Energy$18,857,244$5,263,551 ▼-21.8%93,5240.3%EnergyDHRDanaher$18,704,200$3,973,925 ▼-17.5%91,2400.3%MedicalPDDPDD$18,526,627$5,436,052 ▼-22.7%156,5410.3%Retail/WholesaleARISTA NETWORKS INC$17,685,740$4,969,722 ▲39.1%228,2620.3%EQUITYHRBH&R Block$17,613,316$1,531,056 ▲9.5%320,7670.3%Consumer DiscretionaryRSReliance$16,916,996$2,332,234 ▲16.0%58,5870.3%Basic MaterialsTRMBTrimble$16,893,518$1,780,034 ▲11.8%257,3270.3%IndustrialsTSLATesla$16,806,526$5,498,339 ▲48.6%64,8500.3%Auto/Tires/TrucksEATON PLC$15,941,742$15,941,742 ▲New Holding58,6460.2%EQUITYBARRICK GOLD CORP$15,867,200$182,231 ▼-1.1%816,2140.2%EQUITYWMTWalmart$15,507,050$15,507,050 ▲New Holding176,6380.2%Retail/WholesaleNEMNewmont$15,135,587$3,005,768 ▲24.8%313,4960.2%Basic MaterialsLAM RESEARCH CORP$14,520,298$7,518,052 ▼-34.1%199,7290.2%EQUITYMCOMoody's$14,447,567$3,261,693 ▲29.2%31,0240.2%FinanceSBUXStarbucks$14,111,816$14,111,816 ▲New Holding143,8660.2%Retail/WholesaleHDHome Depot$13,607,407$4,804,684 ▲54.6%37,1290.2%Retail/WholesaleSNPSSynopsys$13,474,896$876,141 ▼-6.1%31,4210.2%Computer and TechnologyAPOApollo Global Management$13,430,527$13,430,527 ▲New Holding98,0760.2%FinanceELVElevance Health$12,953,979$2,572,788 ▲24.8%29,7820.2%MedicalINDIVIOR PLC$12,423,242$12,423,242 ▲New Holding1,326,6470.2%EQUITYYMMFull Truck Alliance$11,996,610$1,290,076 ▼-9.7%939,4370.2%Business ServicesMSMorgan Stanley$11,851,339$3,211,342 ▲37.2%101,5800.2%FinanceSHWSherwin-Williams$11,182,810$11,182,810 ▲New Holding32,0250.2%Basic MaterialsSHOPIFY SUBORDINATE VOTING INC CLA$10,946,483$10,946,483 ▲New Holding115,0820.2%EQUITYSNOWSnowflake$10,791,724$9,549,364 ▼-46.9%73,8350.2%Computer and TechnologyADBEAdobe$10,738,073$808,098 ▲8.1%27,9980.2%Computer and TechnologyQIAGEN NV$10,203,940$10,203,940 ▲New Holding257,5690.2%EQUITYCREDICORP LTD$9,834,274$9,834,274 ▲New Holding52,8270.2%EQUITYONTOOnto Innovation$9,661,212$1,036,972 ▼-9.7%79,6210.2%Computer and TechnologyPALANTIR TECHNOLOGIES INC CLASS A$9,639,155$4,831,900 ▲100.5%114,2080.2%EQUITYNEBIUS NV CLASS A$9,499,500$9,499,500 ▲New Holding450,0000.1%EQUITYGOOGAlphabet$9,306,152$661,634 ▼-6.6%59,5670.1%Computer and TechnologySEAGATE TECHNOLOGY HOLDINGS PLC$8,982,868$8,982,868 ▲New Holding105,7430.1%EQUITYShowing largest 100 holdings. 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