Liontrust Investment Partners LLP
Annual return '25
+10.6%
SPY '25
+17.7%
Alpha
-7.2ptsvs SPY
Invested
$6.7B
Holdings
204
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 99%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$GOOGL
ALPHABET INC CLASS A
Q4 2025: New position (20.3k shares)
4.5%
02
$MSFT
MICROSOFT CORP
Q1 2026: Increased +285.7% (525 → 2.0k shares)
3.4%
03
$DB
DEUTSCHE BANK AG
Held since at least Q1 2024
3.3%
04
$TMO
THERMO FISHER SCIENTIFIC INC
Held since at least Q1 2024
3.1%
05
$CDNS
CADENCE DESIGN SYSTEMS INC
Held since at least Q1 2024
2.6%
06
$ISRG
INTUITIVE SURGICAL INC
Held since at least Q1 2024
2.5%
07
$V
VISA INC CLASS A
Q1 2026: Exited (was 618 shares)
2.4%
08
$MA
MASTERCARD INC CLASS A
Q4 2025: New position (422 shares)
2.1%
09
$NDAQ
NASDAQ INC
Held since at least Q1 2024
2.0%
10
$SPOT
SPOTIFY TECHNOLOGY SA
Held since at least Q1 2024
2.0%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 10:55 UTC.