MondegarAI
Liontrust Investment Partners LLP

Q3 2025 · 13F-HR/A

Liontrust Investment Partners LLPholdings as filed

Filed 2025-11-24 · accession 0001544204-25-000011

$6.84B
Reported value
189
Positions
2025-09-30
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
02079K305GOOGLALPHABET INC CLASS A$277.1M4.05%1,139,746CommonSOLE
L8681T102SPOTSPOTIFY TECHNOLOGY SA$273.0M3.99%391,100CommonSOLE
594918104MSFTMICROSOFT CORP$256.4M3.75%494,984CommonSOLE
127387108CDNSCADENCE DESIGN SYSTEMS INC$235.6M3.44%670,687CommonSOLE
883556102TMOTHERMO FISHER SCIENTIFIC INC$217.9M3.18%449,271CommonSOLE
92826C839VVISA INC CLASS A$199.8M2.92%585,195CommonSOLE
D18190898DBDEUTSCHE BANK AG$185.2M2.71%5,263,259CommonSOLE
92338C103VLTOVERALTO CORP$152.7M2.23%1,432,689CommonSOLE
631103108NDAQNASDAQ INC$137.3M2.01%1,551,725CommonSOLE
808513105SCHWCHARLES SCHWAB CORP$136.6M2.00%1,430,746CommonSOLE
46120E602ISRGINTUITIVE SURGICAL INC$130.4M1.91%291,661CommonSOLE
69370C100PTCPTC INC$129.7M1.90%638,716CommonSOLE
67066G104NVDANVIDIA CORP$124.4M1.82%666,900CommonSOLE
052769106ADSKAUTODESK INC$124.2M1.81%390,905CommonSOLE
278865100ECLECOLAB INC$124.0M1.81%452,836CommonSOLE
461202103INTUINTUIT INC$122.6M1.79%179,454CommonSOLE
31488V107FERGFERGUSON ENTERPRISES INC$117.9M1.72%526,445CommonSOLE
09857L108BKNGBOOKING HOLDINGS INC$114.8M1.68%21,255CommonSOLE
62944T105NVRNVR INC$114.3M1.67%14,224CommonSOLE
89055F103BLDTOPBUILD CORP$112.7M1.65%288,442CommonSOLE
03027X100AMTAMERICAN TOWER REIT CORP$112.4M1.64%584,539CommonSOLE
075887109BDXBECTON DICKINSON$111.4M1.63%595,037CommonSOLE
92343E102VRSNVERISIGN INC$109.4M1.60%391,253CommonSOLE
70438V106PCTYPAYLOCITY HOLDING CORP$106.0M1.55%665,745CommonSOLE
45168D104IDXXIDEXX LABORATORIES INC$105.9M1.55%165,692CommonSOLE
28176E108EWEDWARDS LIFESCIENCES CORP$105.8M1.55%1,360,161CommonSOLE
21874C102CNMCORE & MAIN INC CLASS A$101.8M1.49%1,890,756CommonSOLE
574795100MASIMASIMO CORP$100.6M1.47%681,895CommonSOLE
00846U101AAGILENT TECHNOLOGIES INC$98.7M1.44%768,744CommonSOLE
45687V106IRINGERSOLL RAND INC$92.5M1.35%1,119,396CommonSOLE
H42097107UBSUBS GROUP AG$92.3M1.35%2,259,318CommonSOLE
00790R104WMSADVANCED DRAINAGE SYSTEMS INC$87.0M1.27%626,997CommonSOLE
617700109MORNMORNINGSTAR INC$86.1M1.26%371,158CommonSOLE
H01301128ALCALCON AG$86.1M1.26%1,155,375CommonSOLE
11135F101AVGOBROADCOM INC$81.1M1.19%245,894CommonSOLE
697435105PANWPALO ALTO NETWORKS INC$77.3M1.13%379,568CommonSOLE
89531P105TREXTREX INC$68.8M1.01%1,332,051CommonSOLE
109194100BFAMBRIGHT HORIZONS FAMILY SOLUTIONS I$60.0M0.88%552,873CommonSOLE
874039100TSMTAIWAN SEMICONDUCTOR MANUFACTURING$53.0M0.78%189,891CommonSOLE
N97284108NBISNEBIUS NV CLASS A$50.5M0.74%450,000CommonSOLE
032095101APHAMPHENOL CORP CLASS A$49.9M0.73%402,888CommonSOLE
30303M102METAMETA PLATFORMS INC CLASS A$49.5M0.72%67,343CommonSOLE
82509L107SHOPSHOPIFY SUBORDINATE VOTING INC CLA$46.5M0.68%313,211CommonSOLE
68389X105ORCLORACLE CORP$45.1M0.66%160,389CommonSOLE
19260Q107COINCOINBASE GLOBAL INC CLASS A$43.9M0.64%130,138CommonSOLE
81762P102NOWSERVICENOW INC$43.3M0.63%47,074CommonSOLE
148929102CAVACAVA GROUP INC$43.2M0.63%714,934CommonSOLE
532457108LLYELI LILLY$41.1M0.60%53,856CommonSOLE
278642103EBAYEBAY INC$40.5M0.59%445,379CommonSOLE
64110L106NFLXNETFLIX INC$37.1M0.54%30,927CommonSOLE
G7997R103STXSEAGATE TECHNOLOGY HOLDINGS PLC$33.9M0.50%143,564CommonSOLE
92345Y106VRSKVERISK ANALYTICS INC$33.4M0.49%132,700CommonSOLE
01609W102BABAALIBABA GROUP HOLDING ADR REPRESEN$32.7M0.48%183,228CommonSOLE
037833100AAPLAPPLE INC$32.7M0.48%128,352CommonSOLE
651639106NEMNEWMONT$32.4M0.47%384,631CommonSOLE
G8267P108SWSMURFIT WESTROCK PLC$31.2M0.46%742,735CommonSOLE
M22465104CHKPCHECK POINT SOFTWARE TECHNOLOGIES$30.4M0.44%146,764CommonSOLE
58733R102MELIMERCADOLIBRE INC$30.4M0.44%12,993CommonSOLE
81764X103TTANSERVICETITAN INC CLASS A$30.2M0.44%299,852CommonSOLE
90353T100UBERUBER TECHNOLOGIES INC$30.2M0.44%308,497CommonSOLE
833445109SNOWSNOWFLAKE INC$27.8M0.41%123,175CommonSOLE
21037T109CEGCONSTELLATION ENERGY CORP$27.0M0.39%82,129CommonSOLE
008474108AEMAGNICO EAGLE MINES LTD$25.6M0.37%151,869CommonSOLE
18915M107NETCLOUDFLARE INC CLASS A$25.0M0.37%116,599CommonSOLE
023135106AMZNAMAZON COM INC$24.9M0.36%113,496CommonSOLE
24703L202DELLDELL TECHNOLOGIES INC CLASS C$24.8M0.36%175,111CommonSOLE
G16258108BEPBROOKFIELD RENEWABLE PARTNERS NON$23.7M0.35%919,102CommonSOLE
235851102DHRDANAHER CORP$23.6M0.34%119,045CommonSOLE
22788C105CRWDCROWDSTRIKE HOLDINGS INC CLASS A$22.9M0.33%46,732CommonSOLE
88160R101TSLATESLA INC$22.6M0.33%50,771CommonSOLE
36828A101GEVGE VERNOVA INC$21.9M0.32%35,605CommonSOLE
042068205ARMARM HOLDINGS AMERICAN DEPOSITARY S$21.0M0.31%148,748CommonSOLE
22160K105COSTCOSTCO WHOLESALE CORP$20.3M0.30%21,916CommonSOLE
09260D107BXBLACKSTONE INC$19.9M0.29%116,185CommonSOLE
30212P303EXPEEXPEDIA GROUP INC$19.1M0.28%89,356CommonSOLE
26622P107DOCSDOXIMITY INC CLASS A$16.7M0.24%228,272CommonSOLE
12503M108CBOECBOE GLOBAL MARKETS INC$16.2M0.24%66,213CommonSOLE
038222105AMATAPPLIED MATERIAL INC$16.0M0.23%78,288CommonSOLE
06849F108BBARRICK MINING CORP$15.6M0.23%476,177CommonSOLE
03769M106APOAPOLLO GLOBAL MANAGEMENT INC$15.6M0.23%116,956CommonSOLE
642045108AESIATLAS ENERGY SOLUTIONS INC$14.9M0.22%1,312,507CommonSOLE
G29183103ETNEATON PLC$14.8M0.22%39,598CommonSOLE
21873S108CRWVCOREWEAVE INC CLASS A$13.9M0.20%101,720CommonSOLE
46625H100JPMJPMORGAN CHASE & CO$13.9M0.20%43,922CommonSOLE
931142103WMTWALMART INC$13.8M0.20%134,241CommonSOLE
G2519Y108BAPCREDICORP LTD$13.7M0.20%51,634CommonSOLE
759509102RSRELIANCE INC$13.5M0.20%48,013CommonSOLE
70450Y103PYPLPAYPAL HOLDINGS INC$13.4M0.20%199,605CommonSOLE
91324P102UNHUNITEDHEALTH GROUP INC$13.3M0.19%38,396CommonSOLE
595112103MUMICRON TECHNOLOGY INC$13.2M0.19%78,884CommonSOLE
57636Q104MAMASTERCARD INC CLASS A$12.2M0.18%21,454CommonSOLE
35969L108YMMFULL TRUCK ALLIANCE ADR LTD CLASS$11.9M0.17%918,835CommonSOLE
615369105MCOMOODYS CORP$11.9M0.17%24,939CommonSOLE
92532F100VRTXVERTEX PHARMACEUTICALS INC$11.9M0.17%30,300CommonSOLE
02079K107GOOGALPHABET INC CLASS C$11.7M0.17%47,998CommonSOLE
G25457105CRDOCREDO TECHNOLOGY GROUP HOLDING LTD$11.5M0.17%79,090CommonSOLE
N3167Y103RACEFERRARI NV$11.1M0.16%23,022CommonSOLE
83406F102SOFISOFI TECHNOLOGIES INC$10.6M0.16%401,504CommonSOLE
896239100TRMBTRIMBLE INC$10.5M0.15%128,497CommonSOLE
722304102PDDPDD HOLDINGS ADS INC$10.3M0.15%78,287CommonSOLE
69608A108PLTRPALANTIR TECHNOLOGIES INC CLASS A$10.3M0.15%56,696CommonSOLE
617446448MSMORGAN STANLEY$10.2M0.15%64,436CommonSOLE
036752103ELVELEVANCE HEALTH INC$10.2M0.15%31,665CommonSOLE
89677Q107TCOMTRIP COM GROUP ADR LTD$10.0M0.15%132,937CommonSOLE
512807306LRCXLAM RESEARCH CORP$9.9M0.14%74,068CommonSOLE
872590104TMUST MOBILE US INC$9.4M0.14%39,456CommonSOLE
N72482206QGENQIAGEN NV$9.4M0.14%212,393CommonSOLE
654106103NKENIKE INC CLASS B$9.3M0.14%133,388CommonSOLE
040413205ANETARISTA NETWORKS INC$9.1M0.13%62,606CommonSOLE
852234103XYZBLOCK INC CLASS A$9.1M0.13%126,060CommonSOLE
68213N109OMCLOMNICELL INC$9.1M0.13%298,040CommonSOLE
770700102HOODROBINHOOD MARKETS INC CLASS A$8.8M0.13%61,415CommonSOLE
565394103CARTMAPLEBEAR INC$8.7M0.13%236,764CommonSOLE
009066101ABNBAIRBNB INC CLASS A$8.5M0.12%70,011CommonSOLE
92343V104VZVERIZON COMMUNICATIONS INC$8.3M0.12%188,477CommonSOLE
91680M107UPSTUPSTART HOLDINGS INC$8.3M0.12%162,680CommonSOLE
G4705A100ICLRICON PLC$8.2M0.12%46,801CommonSOLE
45104G104IBNICICI BANK ADR REP LTD$7.9M0.12%262,696CommonSOLE
G6683N103NUNU HOLDINGS LTD CLASS A$7.7M0.11%483,546CommonSOLE
049468101TEAMATLASSIAN CORP CLASS A$7.5M0.11%46,733CommonSOLE
74624M102PPURE STORAGE INC CLASS A$7.3M0.11%87,188CommonSOLE
03831W108APPAPPLOVIN CORP CLASS A$6.7M0.10%9,310CommonSOLE
61174X109MNSTMONSTER BEVERAGE CORP$6.7M0.10%98,986CommonSOLE
78781J109SAILSAILPOINT INC$6.5M0.09%294,099CommonSOLE
72703X106PLPLANET LABS CLASS A$6.4M0.09%493,538CommonSOLE
55318A108MNTNMNTN INC CLASS A$6.1M0.09%330,400CommonSOLE
74275K108PCORPROCORE TECHNOLOGIES INC$5.8M0.09%79,996CommonSOLE
04626A103ALABASTERA LABS INC$5.7M0.08%29,229CommonSOLE
02043Q107ALNYALNYLAM PHARMACEUTICALS INC$5.3M0.08%11,656CommonSOLE
30161N101EXCEXELON CORP$5.2M0.08%115,837CommonSOLE
443573100HUBSHUBSPOT INC$5.1M0.07%10,834CommonSOLE
836100107SOUNSOUNDHOUND AI INC CLASS A$4.3M0.06%270,464CommonSOLE
00827B106AFRMAFFIRM HOLDINGS INC CLASS A$4.0M0.06%55,389CommonSOLE
52567D107LMNDLEMONADE INC$3.9M0.06%72,514CommonSOLE
051774107AURAURORA INNOVATION INC CLASS A$3.7M0.05%692,232CommonSOLE
H5919C104ONONON HOLDING AG CLASS A$3.3M0.05%77,392CommonSOLE
15135B101CNCCENTENE CORP$3.1M0.05%87,602CommonSOLE
92537N108VRTVERTIV HOLDINGS CLASS A$3.1M0.05%20,555CommonSOLE
482480100KLACKLA CORP$3.1M0.04%2,833CommonSOLE
49845K101KVYOKLAVIYO INC SERIES A$2.8M0.04%101,825CommonSOLE
458140100INTCINTEL CORPORATION CORP$2.8M0.04%82,689CommonSOLE
46266A109IRMDIRADIMED CORP$2.7M0.04%37,786CommonSOLE
941848103WATWATERS CORP$2.5M0.04%8,367CommonSOLE
579780206MKCMCCORMICK & CO NON-VOTING INC$2.4M0.04%36,023CommonSOLE
22160N109CSGPCOSTAR GROUP INC$2.4M0.03%28,324CommonSOLE
465562106ITUBITAU UNIBANCO HOLDING ADR REP PRE$2.2M0.03%300,000CommonSOLE
898202106TRUPTRUPANION INC$2.2M0.03%50,768CommonSOLE
609839105MPWRMONOLITHIC POWER SYSTEMS INC$2.0M0.03%2,209CommonSOLE
433323102HIFSHINGHAM INSTITUTION FOR SAVINGS$2.0M0.03%7,615CommonSOLE
G6564A105NOMDNOMAD FOODS LTD$1.9M0.03%145,678CommonSOLE
31816X106FLYFIREFLY AEROSPACE INC$1.8M0.03%61,035CommonSOLE
87043Q108SGSWEETGREEN INC CLASS A$1.8M0.03%220,529CommonSOLE
G8994E103TTTRANE TECHNOLOGIES PLC$1.6M0.02%3,824CommonSOLE
776696106ROPROPER TECHNOLOGIES INC$1.4M0.02%2,838CommonSOLE
592688105MTDMETTLER TOLEDO INC$1.4M0.02%1,135CommonSOLE
60770K107MRNAMODERNA INC$1.4M0.02%53,860CommonSOLE
75960P104RELYREMITLY GLOBAL INC$1.1M0.02%69,453CommonSOLE
518613203LAURLAUREATE EDUCATION INC$1.1M0.02%33,896CommonSOLE
204448104BVNBUENAVENTURA ADR REPRESENTING$1.0M0.01%42,000CommonSOLE
58506Q109MEDPMEDPACE HOLDINGS INC$900,2940.01%1,751CommonSOLE
00724F101ADBEADOBE INC$869,1760.01%2,464CommonSOLE
12763L105CDRECADRE HOLDINGS INC$856,8900.01%23,470CommonSOLE
104674106BRCBRADY NONVOTING CORP CLASS A$850,3710.01%10,898CommonSOLE
151290889CXCEMEX ADR REPRESENTING PARTICIPAT$827,0800.01%92,000CommonSOLE
55354G100MSCIMSCI INC$756,3580.01%1,333CommonSOLE
45780R101IBPINSTALLED BUILDING PRODUCTS INC$754,2860.01%3,058CommonSOLE
671044105OSISOSI SYSTEMS INC$689,3980.01%2,766CommonSOLE
73278L105POOLPOOL CORP$673,1620.01%2,171CommonSOLE
458334109IPARINTERPARFUMS INC$670,6560.01%6,817CommonSOLE
78351F107RYANRYAN SPECIALTY HOLDINGS INC CLASS$590,8220.01%10,483CommonSOLE
40090E106CIBGRUPO CIBEST AMERICAN DEPOSITARY S$571,3400.01%11,000CommonSOLE
833635105SQMSOCIEDAD QUIMICA Y MINERA DE CHILE$558,7400.01%13,000CommonSOLE
91912E105VALEVALE ADR REPRESENTING ONE SA$543,0000.01%50,000CommonSOLE
04041L106ARISUSDARIS WATER SOLUTIONS INC CLASS A$537,0950.01%21,780CommonSOLE
056752108BIDUBAIDU ADS REPTG INC CLASS A$536,8310.01%4,074CommonSOLE
169905106CHHCHOICE HOTELS INTERNATIONAL INC$523,4100.01%4,909CommonSOLE
25787G100DFINDONNELLEY FINANCIAL SOLUTIONS INC$458,0360.01%8,906CommonSOLE
90138A103VNETVNET GROUP ADR INC$419,8420.01%40,643CommonSOLE
08265T208BSYBENTLEY SYSTEMS INC CLASS B$390,0120.01%7,576CommonSOLE
407497106HLNEHAMILTON LANE INC CLASS A$389,4080.01%2,889CommonSOLE
902673102UFPTUFP TECHNOLOGIES INC$386,6250.01%1,937CommonSOLE
565788106MARAMARA HOLDINGS INC$373,2710.01%20,442CommonSOLE
258278100DORMDORMAN PRODUCTS INC$286,3520.00%1,837CommonSOLE
36118L106FUTUFUTU HOLDINGS ADR LTD$260,8650.00%1,500CommonSOLE
81141R100SESEA ADS REPRESENTING LTD CLASS A$231,8130.00%1,297CommonSOLE
G0378L100AUANGLOGOLD ASHANTI PLC$213,3390.00%3,033CommonSOLE
51817R205LTMLATAM AIRLINES GROUP AMERICAN DEPO$182,1770.00%4,026CommonSOLE
05278C107ATHMAUTOHOME ADS REPRESENTING INC CLA$132,9290.00%4,656CommonSOLE
116794108BRKRBRUKER CORP$44,6410.00%1,374CommonSOLE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.