Life Cycle Investment Partners Ltd

All holdings · as of Dec 31, 2025

Company	Class	Value	Shares	% of portfolio
MICROSOFT CORP	—	$1.03B	2,136,471	7.2%
NVIDIA Corp	—	$997.70M	5,349,575	7.0%
Alphabet Inc.	—	$870.74M	2,781,915	6.1%
Apple Inc.	—	$787.93M	2,898,293	5.5%
Amazon.com Inc	—	$608.66M	2,636,934	4.3%
STEEL DYNAMICS INC	—	$586.70M	3,462,392	4.1%
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTDTSM	ADR	$495.16M	1,629,416	3.5%
DELTA AIR LINES, INC.	—	$471.53M	6,794,403	3.3%
Visa Inc	—	$451.05M	1,286,117	3.2%
Meta Platforms Inc	—	$408.70M	619,151	2.9%
HCA Healthcare, Inc.	—	$374.04M	801,177	2.6%
DOLLAR GENERAL CORP	—	$363.30M	2,736,302	2.5%
Booking Holdings Inc	—	$361.46M	67,496	2.5%
PROGRESSIVE CORP/OH	—	$353.91M	1,554,129	2.5%
Broadcom Inc.	—	$322.59M	932,082	2.3%
General Motors Co	—	$309.38M	3,804,476	2.2%
THOR INDUSTRIES INC	—	$255.48M	2,488,383	1.8%
Kinsale Capital Group, Inc.	—	$229.65M	587,168	1.6%
CME Group Inc	—	$217.66M	797,040	1.5%
OLD DOMINION FREIGHT LINE, INC.	—	$188.65M	1,203,130	1.3%
INTUIT INC.	—	$184.21M	278,082	1.3%
VERTEX PHARMACEUTICALS INC / MA	—	$166.32M	366,854	1.2%
Newmont Corp	—	$166.19M	1,664,404	1.2%
TYSON FOODS INC	—	$165.22M	2,818,485	1.2%
Arista Networks, Inc.ANET	Common Stock	$164.91M	1,258,541	1.2%
AUTOMATIC DATA PROCESSING INC	—	$136.71M	531,460	1.0%
ServiceNow Inc	—	$134.10M	875,393	0.9%
JPMORGAN CHASE & CO	—	$120.44M	373,767	0.8%
Warren E. Buffett	—	$112.91M	224,625	0.8%
AbbVie Inc.	—	$109.82M	480,642	0.8%
Palantir Technologies Inc	—	$107.55M	605,074	0.8%
ORACLE CORP	—	$102.98M	528,345	0.7%
ELI LILLY & Co	—	$97.95M	91,142	0.7%
BANK OF AMERICA CORP /DE	—	$91.03M	1,655,028	0.6%
PEPSICO INC	—	$71.24M	496,374	0.5%
Netflix Inc	—	$69.81M	744,574	0.5%
APPLIED MATERIALS INC /DE	—	$61.44M	239,069	0.4%
Tesla Inc	—	$59.43M	132,145	0.4%
LITHIA MOTORS INC	—	$58.41M	175,755	0.4%
UBS Group AG	—	$55.88M	1,512,017	0.4%
Morgan Stanley	—	$55.46M	312,422	0.4%
T-Mobile US, Inc.TMUS	Common Stock	$52.44M	258,263	0.4%
Shopify Inc	—	$52.02M	323,136	0.4%
IDEXX LABORATORIES INC /DE	—	$47.92M	70,825	0.3%
UNITEDHEALTH GROUP INC	—	$47.79M	144,755	0.3%
STRYKER CORP	—	$47.58M	135,364	0.3%
KINDER MORGAN, INC.	—	$47.47M	1,726,934	0.3%
Mettler-Toledo International Inc	—	$47.21M	33,859	0.3%
Northrop Grumman Corp	—	$47.10M	82,596	0.3%
Parker-Hannifin Corp	—	$46.97M	53,436	0.3%