Liontrust Investment Partners LLP Top Holdings and 13F Report (2025) About Liontrust Investment Partners LLPInvestment ActivityLiontrust Investment Partners LLP has $6.99 billion in total holdings as of June 30, 2025.Liontrust Investment Partners LLP owns shares of 198 different stocks, but just 46 companies or ETFs make up 80% of its holdings.Approximately 22.51% of the portfolio was purchased this quarter.About 23.68% of the portfolio was sold this quarter.This quarter, Liontrust Investment Partners LLP has purchased 210 new stocks and bought additional shares in 46 stocks.Liontrust Investment Partners LLP sold shares of 104 stocks and completely divested from 51 stocks this quarter.Largest Holdings Spotify Technology $303,272,719Microsoft $256,399,933Visa $236,372,762Cadence Design Systems $216,262,752Alphabet $206,811,368 Largest New Holdings this Quarter L8681T102 - Spotify Technology $303,272,719 HoldingD18190898 - Deutsche Bank Aktiengesellschaft $147,317,745 HoldingH01301128 - Alcon $106,999,616 Holding45687V106 - Ingersoll Rand $81,628,111 HoldingH42097107 - UBS Group $71,810,055 Holding Largest Purchases this Quarter Spotify Technology 395,226 shares (about $303.27M)Deutsche Bank Aktiengesellschaft 4,986,080 shares (about $147.32M)FERGUSON ENTERPRISES INC 544,089 shares (about $118.69M)Alcon 1,213,272 shares (about $107.00M)Booking 16,106 shares (about $93.24M) Largest Sales this Quarter PTC 253,908 shares (about $43.76M)Nasdaq 436,010 shares (about $38.99M)Cadence Design Systems 111,671 shares (about $34.41M)Amphenol 343,335 shares (about $33.90M)Visa 68,111 shares (about $24.18M) 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 PortfolioSectorSPOTSpotify Technology$303,272,719$303,272,719 ▲New Holding395,2264.3%Computer and TechnologyMSFTMicrosoft$256,399,933$10,080,014 ▼-3.8%515,4703.7%Computer and TechnologyVVisa$236,372,762$24,182,811 ▼-9.3%665,7453.4%Business ServicesCDNSCadence Design Systems$216,262,752$34,411,419 ▼-13.7%701,8103.1%Computer and TechnologyGOOGLAlphabet$206,811,368$9,211,542 ▼-4.3%1,173,5313.0%Computer and TechnologyTMOThermo Fisher Scientific$189,131,682$9,701,847 ▼-4.9%466,4622.7%MedicalINTUIntuit$171,522,973$13,152,633 ▲8.3%217,7712.5%Computer and TechnologyDBDeutsche Bank Aktiengesellschaft$147,317,745$147,317,745 ▲New Holding4,986,0802.1%FinanceNDAQNasdaq$145,553,405$38,988,014 ▼-21.1%1,627,7502.1%FinanceSCHWCharles Schwab$137,614,464$8,725,464 ▼-6.0%1,508,2692.0%FinanceAMTAmerican Tower$135,998,468$7,970,423 ▼-5.5%615,3221.9%FinanceNVRNVR$130,164,872$12,910,134 ▲11.0%17,6241.9%ConstructionECLEcolab$127,736,115$7,936,894 ▼-5.9%474,0801.8%Basic MaterialsISRGIntuitive Surgical$127,447,034$19,880,111 ▼-13.5%234,5321.8%MedicalADSKAutodesk$127,355,241$7,433,085 ▼-5.5%411,3941.8%Computer and TechnologyPCTYPaylocity$127,049,884$7,437,849 ▼-5.5%701,1971.8%Computer and TechnologyVERALTO CORP$124,929,764$7,557,420 ▼-5.7%1,237,5411.8%EQUITYMORNMorningstar$123,002,797$21,628,521 ▲21.3%391,8161.8%Business ServicesBLDTopBuild$121,854,441$24,181,759 ▲24.8%376,3961.7%ConstructionFERGUSON ENTERPRISES INC$121,068,077$118,693,932 ▲4,999.4%554,9721.7%EQUITYCNMCore & Main$120,265,480$7,114,782 ▼-5.6%1,992,8001.7%IndustrialsMASIMasimo$119,150,226$6,593,888 ▼-5.2%708,3001.7%MedicalVRSNVeriSign$118,990,798$7,084,553 ▼-5.6%412,0181.7%Computer and TechnologyBKNGBooking$118,557,846$93,241,499 ▲368.3%20,4791.7%Retail/WholesaleNVDANVIDIA$118,136,548$5,668,049 ▼-4.6%747,7471.7%Computer and TechnologyPTCPTC$116,159,228$43,758,505 ▼-27.4%674,0121.7%Computer and TechnologyNOWServiceNow$112,422,604$11,495,991 ▲11.4%109,3521.6%Computer and TechnologyEWEdwards Lifesciences$112,036,529$6,698,139 ▼-5.6%1,432,5091.6%MedicalPYPLPayPal$109,396,142$10,775,434 ▼-9.0%1,471,9611.6%Business ServicesBDXBecton, Dickinson and Company$107,905,840$22,203,025 ▲25.9%626,4491.5%MedicalALCAlcon$106,999,616$106,999,616 ▲New Holding1,213,2721.5%MedicalAAgilent Technologies$95,529,359$5,485,825 ▼-5.4%811,2071.4%MedicalIDXXIDEXX Laboratories$94,170,577$6,462,361 ▼-6.4%175,5801.3%MedicalWSTWest Pharmaceutical Services$92,246,299$5,499,976 ▼-5.6%421,6011.3%MedicalPANWPalo Alto Networks$81,849,042$4,893,147 ▼-5.6%399,9661.2%Computer and TechnologyIRIngersoll Rand$81,628,111$81,628,111 ▲New Holding981,3431.2%IndustrialsTREXTrex$76,414,450$4,412,719 ▼-5.5%1,405,1941.1%ConstructionAVGOBroadcom$76,319,491$3,017,816 ▲4.1%276,8711.1%Computer and TechnologyWMSAdvanced Drainage Systems$75,902,934$4,379,612 ▼-5.5%660,8301.1%ConstructionBFAMBright Horizons Family Solutions$71,935,683$4,204,037 ▼-5.5%582,0511.0%Business ServicesUBSUBS Group$71,810,055$71,810,055 ▲New Holding2,128,8941.0%FinanceTMDXTransMedics Group$70,187,469$4,101,912 ▼-5.5%523,7481.0%MedicalSTXSeagate Technology$51,443,398$51,443,398 ▲New Holding356,4290.7%Computer and TechnologyMETAMeta Platforms$49,288,174$3,663,879 ▼-6.9%66,7780.7%Computer and TechnologyORCLOracle$46,784,415$4,861,675 ▲11.6%213,9890.7%Computer and TechnologyLLYEli Lilly and Company$42,920,922$18,319,735 ▲74.5%55,0600.6%MedicalNFLXNetflix$36,339,971$5,621,668 ▲18.3%27,1370.5%Consumer DiscretionaryMELIMercadoLibre$35,344,118$4,918,852 ▼-12.2%13,5230.5%Retail/WholesaleCHKPCheck Point Software Technologies$33,248,344$33,248,344 ▲New Holding150,2750.5%Computer and TechnologyEBAYeBay$33,232,317$33,232,317 ▲New Holding446,3110.5%Retail/WholesaleVRSKVerisk Analytics$32,199,755$22,816,752 ▼-41.5%103,3700.5%Business ServicesSMURFIT WESTROCK PLC$31,700,401$31,700,401 ▲New Holding736,2530.5%EQUITYAMATApplied Materials$30,710,359$14,880,479 ▼-32.6%167,7520.4%Computer and TechnologyTSMTaiwan Semiconductor Manufacturing$30,632,999$15,226,923 ▼-33.2%135,2510.4%Computer and TechnologySNOWSnowflake$30,192,839$13,670,781 ▲82.7%134,9280.4%Computer and TechnologySHOPShopify$29,787,665$20,697,418 ▲227.7%258,2740.4%Computer and TechnologyCOINCoinbase Global$29,110,998$12,290,983 ▲73.1%83,0580.4%FinanceARM HOLDINGS AMERICAN DEPOSITARY S$28,775,002$2,146,775 ▼-6.9%177,9090.4%EQUITYUBERUber Technologies$28,466,390$1,897,349 ▲7.1%305,1060.4%Computer and TechnologyAMZNAmazon.com$26,225,442$4,856,636 ▼-15.6%119,5380.4%Retail/WholesaleYNDXYandex$24,898,500$24,898,500 ▲New Holding450,0000.4%Computer and TechnologyBEPBrookfield Renewable Partners$24,180,062$24,180,062 ▲New Holding947,8660.3%UtilitiesDHRDanaher$23,908,464$5,884,914 ▲32.7%121,0310.3%MedicalNETCloudflare$23,005,129$9,940,918 ▲76.1%117,4750.3%Computer and TechnologyCEGConstellation Energy$22,719,076$7,466,730 ▼-24.7%70,3900.3%EnergyAPHAmphenol$21,729,641$33,904,331 ▼-60.9%220,0470.3%Computer and TechnologyCBOECboe Global Markets$21,282,745$4,052,723 ▼-16.0%91,2600.3%Financial ServicesTRMBTrimble$19,913,066$361,361 ▲1.8%262,0830.3%IndustrialsNEMNewmont$19,750,490$1,486,213 ▲8.1%339,0060.3%Basic MaterialsCOSTCostco Wholesale$19,732,474$8,100,679 ▼-29.1%19,9330.3%Retail/WholesaleCRWDCrowdStrike$19,168,391$8,172,388 ▼-29.9%37,6360.3%Computer and TechnologyAEMAgnico Eagle Mines$18,012,067$10,712,738 ▲146.8%151,4510.3%Basic MaterialsETNEaton$17,508,218$17,508,218 ▲New Holding49,0440.3%IndustrialsDELLDell Technologies$16,734,410$16,734,410 ▲New Holding136,4960.2%Computer and TechnologyDOCSDoximity$16,688,467$15,394,684 ▲1,189.9%272,0650.2%MedicalTMUST-Mobile US$16,160,223$15,276,040 ▲1,727.7%67,8260.2%Computer and TechnologyRSReliance$15,800,156$2,590,303 ▼-14.1%50,3350.2%Basic MaterialsHRBH&R Block$15,192,235$2,414,666 ▼-13.7%276,7760.2%Consumer DiscretionaryMCOMoody's$15,141,999$419,329 ▼-2.7%30,1880.2%FinanceATLAS ENERGY SOLUTIONS INC$14,378,098$14,117,062 ▲5,408.1%1,075,4000.2%EQUITYNKENIKE$14,102,932$4,220,700 ▲42.7%198,5210.2%Consumer DiscretionaryBABAAlibaba Group$13,676,452$7,664,134 ▼-35.9%120,5930.2%Retail/WholesaleTSLATesla$13,240,069$7,360,182 ▼-35.7%41,6800.2%Auto/Tires/TrucksMUMicron Technology$13,056,119$18,130,568 ▼-58.1%105,9320.2%Computer and TechnologyZSZscaler$13,004,964$820,639 ▲6.7%41,4250.2%Computer and TechnologyUNHUnitedHealth Group$12,938,020$946,517 ▲7.9%41,4720.2%MedicalSHWSherwin-Williams$12,913,770$1,917,666 ▲17.4%37,6100.2%Basic MaterialsWMTWalmart$12,846,923$4,424,741 ▼-25.6%131,3860.2%Retail/WholesaleMAMastercard$12,144,647$15,566,300 ▼-56.2%21,6120.2%Business ServicesBARRICK MINING CORP$12,059,673$12,059,673 ▲New Holding579,2350.2%EQUITYVRTXVertex Pharmaceuticals$11,999,921$5,747,977 ▲91.9%26,9540.2%MedicalBAPCredicorp$11,302,065$11,302,065 ▲New Holding50,5640.2%FinanceQIAGEN NV$11,199,709$11,199,709 ▲New Holding233,3620.2%EQUITYEXPEExpedia Group$10,692,794$9,260,532 ▼-46.4%63,3910.2%Retail/WholesaleBLOCK INC CLASS A$10,611,889$1,136,061 ▲12.0%156,2180.2%EQUITYYMMFull Truck Alliance$10,492,311$602,440 ▼-5.4%888,4260.2%Business ServicesABNBAirbnb$10,383,264$12,857,493 ▼-55.3%78,4590.1%Consumer DiscretionaryAPOApollo Global Management$10,073,905$3,840,137 ▼-27.6%71,0080.1%FinanceMSMorgan Stanley$9,892,457$4,416,102 ▼-30.9%70,2290.1%FinanceFICOFair Isaac$9,799,694$9,799,694 ▲New Holding5,3610.1%Computer and TechnologyShowing largest 100 holdings. 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