Institutions / Life Cycle Investment Partners Ltd

Life Cycle Investment Partners Ltd

CIK 2072459 · Institution · as of Dec 31, 2025
Portfolio value
$14.29B
Positions
118
As of
Dec 31, 2025

Top holdings

Dec 31, 2025View all 118 →
CompanyClassValueShares% of portfolio
Microsoft Corp$1.03B2,136,4717.2%
NVIDIA Corp$997.70M5,349,5757.0%
Alphabet Inc.$870.74M2,781,9156.1%
Apple Inc.$787.93M2,898,2935.5%
Amazon.com Inc$608.66M2,636,9344.3%
Steel Dynamics Inc$586.70M3,462,3924.1%
Taiwan Semiconductor Manufacturing Co LtdTSMADR$495.16M1,629,4163.5%
Delta Air Lines, Inc.$471.53M6,794,4033.3%
Visa Inc$451.05M1,286,1173.2%
Meta Platforms Inc$408.70M619,1512.9%
HCA Healthcare, Inc.$374.04M801,1772.6%
Dollar General Corp$363.30M2,736,3022.5%
Booking Holdings Inc$361.46M67,4962.5%
Progressive CORP/OH$353.91M1,554,1292.5%
Broadcom Inc.$322.59M932,0822.3%
General Motors Co$309.38M3,804,4762.2%
Thor Industries Inc$255.48M2,488,3831.8%
Kinsale Capital Group, Inc.$229.65M587,1681.6%
CME Group Inc$217.66M797,0401.5%
Old Dominion Freight Line, Inc.$188.65M1,203,1301.3%
Intuit Inc.$184.21M278,0821.3%
Vertex Pharmaceuticals Inc / Ma$166.32M366,8541.2%
Newmont Corp$166.19M1,664,4041.2%
Tyson Foods Inc$165.22M2,818,4851.2%
Arista Networks, Inc.ANETCommon Stock$164.91M1,258,5411.2%

Activity

Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.
No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.