Life Cycle Investment Partners Ltd

CIK 0002072459 • 3 13F filings • Feb 9, 2026 – Aug 13, 2026

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Filer information

Filed by: Life Cycle Investment Partners Ltd, Investment Compliance
Address: 4 FREDERICKS PLACE, LONDON, X0, EC2R 8AB
Phone: 07468117037
AUM: $14.29B

AUM over time

$21.45B latest

Sector allocation over time

Past 3 quarters

Q4 2025

Q2 2026

Q1 2026

TechnologyHealthcareConsumer DiscretionaryConsumer StaplesFinancialsCommunicationIndustrialsEnergyReal EstateOther

Holdings by filing

Portfolio value: $14.29B118 positionsView on SEC.gov

			% of Portfolio
AbbVie Inc	COM	$109.8M	0.8%Prev: 0.6%	480,642 SH	Decreased-61,740 SH
Advanced Micro Devices Inc	COM	$23.9M	0.2%Prev: 1.6%	111,398 SH	Decreased-485,846 SH
Alnylam Pharmaceuticals Inc	COM	$35.0M	0.2%Prev: 0.2%	88,076 SH	Decreased-77,348 SH
Alphabet Inc	COM	$870.7M	6.1%Prev: 6.6%	2,781,915 SH	Decreased-1,150,664 SH
Amazon.com Inc	COM	$608.7M	4.3%Prev: 3.9%	2,636,934 SH	Decreased-907,761 SH
AMETEK Inc	COM	$46.9M	0.3%Prev: 0.5%	228,399 SH	Decreased-196,749 SH
Amphenol Corp	COM	$27.3M	0.2%Prev: 0.5%	202,348 SH	Decreased-435,212 SH
Apollo Global Management Inc	COM	$30.3M	0.2%Prev: 0.2%	209,632 SH	Decreased-89,454 SH
Apple Inc	COM	$787.9M	5.5%Prev: 5.8%	2,898,293 SH	Decreased-1,380,936 SH
Applied Materials Inc	COM	$61.4M	0.4%Prev: 1.1%	239,069 SH	Decreased-87,343 SH
Argenx SE	ADR	$38.5M	0.3%Prev: 0.1%	45,826 SH	Increased+23,336 SH
Arista Networks Inc	COM	$164.9M	1.2%Prev: 1.1%	1,258,541 SH	Decreased-107,130 SH
Arthur J Gallagher & Co	COM	$19.7M	0.1%Prev: 0.2%	76,175 SH	Decreased-68,761 SH
Automatic Data Processing Inc	COM	$136.7M	1.0%Prev: 0.2%	531,460 SH	Increased+350,128 SH
Bank of America Corp	COM	$91.0M	0.6%Prev: 0.9%	1,655,028 SH	Decreased-1,579,319 SH
Bank of New York Mellon Corp/The	COM	$39.0M	0.3%	335,985 SH	New
Berkshire Hathaway Inc	COM	$112.9M	0.8%Prev: 0.9%	224,625 SH	Decreased-170,463 SH
BJ's Wholesale Club Holdings Inc	COM	$31.9M	0.2%	353,793 SH	New
Booking Holdings Inc	COM	$361.5M	2.5%Prev: 0.2%	67,496 SH	Increased-149,391 SH
Bristol-Myers Squibb Co	COM	$34.4M	0.2%	637,858 SH	New
Broadcom Inc	COM	$322.6M	2.3%Prev: 2.7%	932,082 SH	Decreased-624,061 SH
Brookfield Corp	COM	$23.7M	0.2%Prev: 0.1%	384,342 SH	Decreased-253,874 SH
Canadian Natural Resources Ltd	COM	$3.9M	0.0%Prev: 0.0%	84,874 SH	Increased-11,520 SH
Canadian Pacific Kansas City Ltd	COM	$30.5M	0.2%	301,991 SH	New
CareTrust REIT Inc	REIT	$39.7M	0.3%	1,099,054 SH	New
CDW Corp/DE	COM	$18.9M	0.1%	139,121 SH	New
Cenovus Energy Inc	COM	$20.1M	0.1%Prev: 0.2%	866,482 SH	Decreased-805,176 SH
Church & Dwight Co Inc	COM	$27.2M	0.2%Prev: 0.3%	324,618 SH	Decreased-296,874 SH
Cintas Corp	COM	$27.2M	0.2%Prev: 0.2%	144,654 SH	Decreased-91,060 SH
CME Group Inc	COM	$217.7M	1.5%Prev: 1.4%	797,040 SH	Decreased-557,362 SH
Copart Inc	COM	$19.7M	0.1%Prev: 0.1%	502,742 SH	Decreased-463,769 SH
Coterra Energy Inc	COM	$19.2M	0.1%	728,233 SH	New
CRH PLC	COM	$35.4M	0.2%Prev: 0.2%	283,651 SH	Decreased-217,323 SH
Crowdstrike Holdings Inc	COM	$26.4M	0.2%Prev: 0.1%	56,275 SH	Decreased+15,355 SH
Dell Technologies Inc	COM	$20.8M	0.1%Prev: 0.5%	165,288 SH	Decreased-59,270 SH
Delta Air Lines Inc	COM	$471.5M	3.3%Prev: 2.1%	6,794,403 SH	Increased+1,996,782 SH
Dollar General Corp	COM	$363.3M	2.5%Prev: 1.4%	2,736,302 SH	Increased+145,016 SH
Elevance Health Inc	COM	$30.7M	0.2%Prev: 0.2%	87,604 SH	Decreased-34,767 SH
Eli Lilly & Co	COM	$97.9M	0.7%Prev: 0.7%	91,142 SH	Decreased-33,912 SH
Expeditors International of Washington Inc	COM	$32.2M	0.2%	215,930 SH	New
Exxon Mobil Corp	COM	$11.7M	0.1%Prev: 0.1%	97,046 SH	Decreased-9,478 SH
Flutter Entertainment PLC	COM	$25.0M	0.2%	116,127 SH	New
Ford Motor Co	COM	$33.2M	0.2%	2,528,324 SH	New
Freeport-McMoRan Inc	COM	$23.2M	0.2%Prev: 0.3%	457,730 SH	Decreased-598,654 SH
General Motors Co	COM	$309.4M	2.2%Prev: 1.3%	3,804,476 SH	Increased+197,939 SH
Gilead Sciences Inc	COM	$1.4M	0.0%Prev: 0.3%	11,553 SH	Decreased-509,999 SH
HCA Healthcare Inc	COM	$374.0M	2.6%Prev: 1.7%	801,177 SH	Increased-111,227 SH
HEICO Corp	COM	$23.4M	0.2%Prev: 0.2%	92,778 SH	Decreased-83,565 SH
IDACORP Inc	COM	$38.8M	0.3%	306,708 SH	New
IDEXX Laboratories Inc	COM	$47.9M	0.3%Prev: 0.3%	70,825 SH	Decreased-63,521 SH
Installed Building Products Inc	COM	$28.3M	0.2%	109,150 SH	New
Intuit Inc	COM	$184.2M	1.3%Prev: 0.1%	278,082 SH	Increased+186,851 SH
Johnson & Johnson	COM	$43.0M	0.3%Prev: 0.3%	207,551 SH	Decreased-40,892 SH
Jones Lang LaSalle Inc	COM	$37.1M	0.3%Prev: 0.3%	110,290 SH	Decreased-98,283 SH
JPMorgan Chase & Co	COM	$120.4M	0.8%Prev: 1.1%	373,767 SH	Decreased-325,354 SH
Kinder Morgan Inc	COM	$47.5M	0.3%Prev: 0.5%	1,726,934 SH	Decreased-1,422,650 SH
Kinsale Capital Group Inc	COM	$229.7M	1.6%Prev: 0.6%	587,168 SH	Increased+167,191 SH
Kraft Heinz Co/The	COM	$34.5M	0.2%	1,420,665 SH	New
Lear Corp	COM	$22.5M	0.2%Prev: 0.2%	196,672 SH	Decreased-139,993 SH
Lithia Motors Inc	COM	$58.4M	0.4%Prev: 0.3%	175,755 SH	Decreased-33,607 SH
McCormick & Co Inc/MD	COM	$23.5M	0.2%	344,821 SH	New
McDonald's Corp	COM	$40.0M	0.3%Prev: 0.4%	130,930 SH	Decreased-221,513 SH
MercadoLibre Inc	COM	$6.7M	0.0%Prev: 0.1%	3,313 SH	Decreased-5,069 SH
Meta Platforms Inc	COM	$408.7M	2.9%Prev: 2.4%	619,151 SH	Decreased-284,055 SH
Mettler-Toledo International Inc	COM	$47.2M	0.3%	33,859 SH	New
Micron Technology Inc	COM	$18.8M	0.1%Prev: 1.1%	65,921 SH	Decreased-141,743 SH
Microsoft Corp	COM	$1.03B	7.2%Prev: 4.3%	2,136,471 SH	Increased-353,733 SH
Molson Coors Beverage Co	COM	$20.2M	0.1%	433,627 SH	New
Morgan Stanley	COM	$55.5M	0.4%Prev: 0.6%	312,422 SH	Decreased-274,273 SH
Netflix Inc	COM	$69.8M	0.5%Prev: 0.4%	744,574 SH	Decreased-567,421 SH
Newmont Corp	COM	$166.2M	1.2%Prev: 0.9%	1,664,404 SH	Decreased-302,344 SH
Northrop Grumman Corp	COM	$47.1M	0.3%Prev: 0.6%	82,596 SH	Decreased-174,195 SH
NU Holdings Ltd/Cayman Islands	COM	$43.3M	0.3%Prev: 0.2%	2,588,809 SH	Increased-35,375 SH
NVIDIA Corp	COM	$997.7M	7.0%Prev: 7.9%	5,349,575 SH	Decreased-3,125,148 SH
NXP Semiconductors NV	COM	$19.1M	0.1%Prev: 0.2%	87,793 SH	Decreased-82,813 SH
Occidental Petroleum Corp	COM	$20.5M	0.1%Prev: 0.2%	498,311 SH	Decreased-369,263 SH
OGE Energy Corp	COM	$33.9M	0.2%Prev: 0.2%	794,589 SH	Decreased+20,229 SH
Old Dominion Freight Line Inc	COM	$188.7M	1.3%Prev: 0.2%	1,203,130 SH	Increased+959,322 SH
Ollie's Bargain Outlet Holdings Inc	COM	$17.5M	0.1%	159,265 SH	New
Oracle Corp	COM	$103.0M	0.7%Prev: 0.2%	528,345 SH	Increased+229,208 SH
PACCAR Inc	COM	$35.8M	0.3%Prev: 0.3%	326,745 SH	Decreased-211,908 SH
Palantir Technologies Inc	COM	$107.6M	0.8%Prev: 0.7%	605,074 SH	Decreased-735,369 SH
Palo Alto Networks Inc	COM	$36.2M	0.3%Prev: 0.2%	196,738 SH	Decreased+43,533 SH
Parker-Hannifin Corp	COM	$47.0M	0.3%Prev: 0.5%	53,436 SH	Decreased-47,827 SH
PepsiCo Inc	COM	$71.2M	0.5%Prev: 0.6%	496,374 SH	Decreased-432,878 SH
PNC Financial Services Group Inc/The	COM	$28.6M	0.2%	137,156 SH	New
Primerica Inc	COM	$40.7M	0.3%Prev: 0.3%	157,586 SH	Decreased-106,305 SH
Progressive Corp/The	COM	$353.9M	2.5%Prev: 2.0%	1,554,129 SH	Decreased-431,060 SH
Prologis Inc	REIT	$35.7M	0.2%	279,529 SH	New
Range Resources Corp	COM	$21.1M	0.1%Prev: 0.2%	599,248 SH	Decreased-458,606 SH
Reliance Inc	COM	$24.2M	0.2%Prev: 0.3%	83,617 SH	Decreased-82,500 SH
ResMed Inc	COM	$31.2M	0.2%Prev: 0.2%	129,653 SH	Decreased-125,779 SH
Rollins Inc	COM	$29.3M	0.2%Prev: 0.2%	488,762 SH	Decreased-313,672 SH
RPM International Inc	COM	$16.2M	0.1%Prev: 0.2%	155,533 SH	Decreased-146,002 SH
Saia Inc	COM	$19.4M	0.1%Prev: 0.2%	59,371 SH	Decreased-23,424 SH
Salesforce Inc	COM	$2.9M	0.0%	11,111 SH	New
ServiceNow Inc	COM	$134.1M	0.9%	875,393 SH	New
Shell PLC	ADR	$5.5M	0.0%Prev: 0.0%	74,369 SH	Decreased-59,322 SH
Shopify Inc	COM	$52.0M	0.4%Prev: 0.2%	323,136 SH	Increased-108,603 SH
Steel Dynamics Inc	COM	$586.7M	4.1%Prev: 2.5%	3,462,392 SH	Increased+1,163,416 SH
STERIS PLC	COM	$39.5M	0.3%Prev: 0.3%	155,761 SH	Decreased-146,256 SH
Stryker Corp	COM	$47.6M	0.3%Prev: 0.4%	135,364 SH	Decreased-119,708 SH
Suncor Energy Inc	COM	$28.9M	0.2%Prev: 0.7%	649,444 SH	Decreased-1,974,111 SH
Sylvamo Corp	COM	$13.4M	0.1%Prev: 0.0%	279,088 SH	Increased+263,238 SH
Synopsys Inc	COM	$39.4M	0.3%Prev: 0.3%	83,778 SH	Decreased-75,648 SH
T-Mobile US Inc	COM	$52.4M	0.4%Prev: 0.4%	258,263 SH	Decreased-225,347 SH
Taiwan Semiconductor Manufacturing Co Ltd	ADR	$495.2M	3.5%	1,629,416 SH	New
Tesla Inc	COM	$59.4M	0.4%Prev: 0.5%	132,145 SH	Decreased-101,730 SH
Thor Industries Inc	COM	$255.5M	1.8%Prev: 1.4%	2,488,383 SH	Decreased-1,611,281 SH
TopBuild Corp	COM	$37.2M	0.3%Prev: 0.2%	89,261 SH	Decreased-37,497 SH
Tyson Foods Inc	COM	$165.2M	1.2%Prev: 0.3%	2,818,485 SH	Increased+1,530,729 SH
UBS Group AG	COM	$55.9M	0.4%Prev: 0.5%	1,512,017 SH	Decreased-519,310 SH
Union Pacific Corp	COM	$37.3M	0.3%Prev: 0.4%	161,045 SH	Decreased-153,851 SH
UnitedHealth Group Inc	COM	$47.8M	0.3%Prev: 0.5%	144,755 SH	Decreased-132,924 SH
Valero Energy Corp	COM	$46.9M	0.3%Prev: 1.6%	287,820 SH	Decreased-1,024,187 SH
Vertex Pharmaceuticals Inc	COM	$166.3M	1.2%Prev: 1.2%	366,854 SH	Decreased-147,325 SH
Visa Inc	COM	$451.1M	3.2%Prev: 2.5%	1,286,117 SH	Decreased-268,565 SH
Walmart Inc	COM	$40.9M	0.3%Prev: 0.5%	366,712 SH	Decreased-616,765 SH

Sold (vs prior filing)

ADMA Biologics Inc — $12.7M
Amgen Inc — $54.8M
Analog Devices Inc — $67.4M
Arrowhead Pharmaceuticals Inc — $17.0M
ASML Holding NV — $13.2M
Astera Labs Inc — $17.3M
Bank of New York Mellon Corp/T — $89.0M
BeOne Medicines Ltd — $20.8M
BJ's Wholesale Club Holdings I — $57.1M
Bloom Energy Corp — $181.9M
Canadian Pacific Kansas City L — $47.1M
CareTrust REIT Inc — $80.3M
CenterPoint Energy Inc — $37.1M
Chevron Corp — $2.0M
Chubb Ltd — $3.8M
Ciena Corp — $15.8M
Coherent Corp — $17.8M
Corning Inc — $35.8M
Credo Technology Group Holding — $11.8M
CRISPR Therapeutics AG — $7.8M
… and 42 more

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Feb 9, 2026	Q4 2025	13F-HR	0002072459-26-000006	$14.29B	View
Aug 13, 2026	Q2 2026	13F-HR	0002072459-26-000014	$21.45B	View
May 12, 2026	Q1 2026