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Investment manager · 13F filer · SEC CIK 1544204
Liontrust Investment Partners LLP
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Reported value$6.8Bas of Jun 30, 2026
Positions194 35 new, 45 sold out
Top 10 weight30.0%AZN alone is 4%
FiledAug 1849 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
AZNAstrazeneca PLC
4.4%New
TSMTaiwan Semiconductor Manufacturing Co Ltd
3.9%Added +245%
GOOGLAlphabet Inc.
3.8%Trimmed −25%
AVGOBroadcom Inc.
3.6%Added +153%
DBDeutsche Bank Aktiengesellschaft
3.0%Added +6%
TMOThermo Fisher Scientific Inc.
2.7%
VVisa Inc.
2.4%
CDNSCadence Design Systems Inc
2.2%Trimmed −30%
WSTWest Pharmaceutical Services Inc
2.1%Added +10%
WATWaters Corp
2.0%Added +6213%
NVDANVIDIA Corp
1.9%Added +17%
UBSUBS Group AG
1.8%+10%
AZNAstrazeneca PLC
4.4%New
TSMTaiwan Semiconductor Manufacturing Co Ltd
3.9%
GOOGLAlphabet Inc.
3.8%
AVGOBroadcom Inc.
3.6%
DBDeutsche Bank Aktiengesellschaft
3.0%
TMOThermo Fisher Scientific Inc.
2.7%
VVisa Inc.
2.4%
CDNSCadence Design Systems Inc
2.2%
WSTWest Pharmaceutical Services Inc
2.1%
WAT2.0%NVDAUBS1.8%Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
AZN Astrazeneca PLC 4.4% NewTSM Taiwan Semiconductor Manufacturing Co Ltd 3.9% Added +245%GOOGL Alphabet Inc. 3.8% Trimmed −25%AVGO Broadcom Inc. 3.6% Added +153%DB Deutsche Bank Aktiengesellschaft 3.0% Added +6%TMO Thermo Fisher Scientific Inc. 2.7% HeldV Visa Inc. 2.4% HeldCDNS Cadence Design Systems Inc 2.2% Trimmed −30%WST West Pharmaceutical Services Inc 2.1% Added +10%WAT Waters Corp 2.0% Added +6213%NVDA NVIDIA Corp 1.9% Added +17%UBS UBS Group AG 1.8% Added +10%
What changed
Biggest moves since Mar 31, 2026
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