Life Cycle Investment Partners
LONDON, X0files as Life Cycle Investment Partners Ltd
$21.4bn in 158 US stocks at the end of 30 June 2026. The top 10 are 41.5% of the money. It changed about 15.0% of the portfolio this quarter.
Value
$21.4bn
Stocks
158
Top 10 share
41.5%
Turnover
15.0%
What changed this quarter
New
Bought for the first time this quarter.
- GE VernovaGEV1.7% of the fund
- IntelINTC1.2% of the fund
- Bloom EnergyBE0.8% of the fund
- Analog DevicesADI0.3% of the fund
- Marvell TechnologyMRVL0.3% of the fund
- AmgenAMGN0.3% of the fund
- QualcommQCOM0.2% of the fund
- MerckMRK0.2% of the fund
- Public Service Enterprise GroupPEG0.2% of the fund
- Centerpoint EnergyCNP0.2% of the fund
- Devon EnergyDVN0.2% of the fund
- CorningGLW0.2% of the fund
- Vertiv HoldingsVRT0.2% of the fund
- GSKGSK0.1% of the fund
- DTE EnergyDTE0.1% of the fund
- WEC Energy GroupWEC0.1% of the fund
- Neurocrine BiosciencesNBIX<0.1% of the fund
- Beone MedicinesONC<0.1% of the fund
- CoherentCOHR<0.1% of the fund
- Ionis PharmaceuticalsIONS<0.1% of the fund
- Astera LabsALAB<0.1% of the fund
- Arrowhead PharmaceuticalsARWR<0.1% of the fund
- CienaCIEN<0.1% of the fund
- HubbellHUBB<0.1% of the fund
- Keysight TechnologiesKEYS<0.1% of the fund
Added
Bought more of a stock they already held.
- NvidiaNVDA7.9% of the fund+29%
- AlphabetGOOGL6.6% of the fund+17%
- AppleAAPL5.8% of the fund+20%
- MicrosoftMSFT4.3% of the fund+11%
- Amazon.comAMZN3.9% of the fund+18%
- BroadcomAVGO2.7% of the fund+39%
- VisaV2.5% of the fund+15%
- Meta PlatformsMETA2.4% of the fund+16%
- ProgressivePGR2.0% of the fund+28%
- HCA HealthcareHCA1.7% of the fund+31%
- Advanced Micro DevicesAMD1.6% of the fund+211%
- Valero EnergyVLO1.6% of the fund+16%
- Lam ResearchLRCX1.5% of the fund+459%
- Thor IndustriesTHO1.4% of the fund+25%
- CME GroupCME1.4% of the fund+28%
- Dollar GeneralDG1.4% of the fund+15%
- General MotorsGM1.3% of the fund+13%
- Vertex PharmaceuticalsVRTX1.2% of the fund+17%
- Micron TechnologyMU1.1% of the fund+34%
- Applied MaterialsAMAT1.1% of the fund+4%
- JPMorgan ChaseJPM1.1% of the fund+23%
- Berkshire HathawayBRK-B0.9% of the fund+16%
- EOG ResourcesEOG0.9% of the fund+40%
- Bank of AmericaBAC0.9% of the fund+21%
- NewmontNEM0.9% of the fund+12%
Cut
Sold some of their stake.
- Taiwan Semiconductor ManufacturingTSM3.0% of the fund-20%
- Steel DynamicsSTLD2.5% of the fund-15%
- Delta Air LinesDAL2.1% of the fund-15%
- Eli LillyLLY0.7% of the fund-10%
- Kinsale Capital GroupKNSL0.6% of the fund-26%
- AbbVieABBV0.6% of the fund-25%
- Dell TechnologiesDELL0.5% of the fund-9%
- Johnson & JohnsonJNJ0.3% of the fund-21%
- Old Dominion Freight LineODFL0.2% of the fund-78%
- Palo Alto NetworksPANW0.2% of the fund-48%
- Alnylam PharmaceuticalsALNY0.2% of the fund-7%
- ShopifySHOP0.2% of the fund-11%
- Topbuild COR0.2% of the fund-11%
- OracleORCL0.2% of the fund-52%
- Automatic Data ProcessingADP0.2% of the fund-66%
- Booking HoldingsBKNG0.2% of the fund-77%
- OGE EnergyOGE0.2% of the fund-37%
- Installed Building ProductsIBP0.2% of the fund-4%
- SaiaSAIA0.2% of the fund-13%
- CrowdStrike HoldingsCRWD0.1% of the fund-55%
- Argenx SEARGX<0.1% of the fund-62%
- ExxonMobil HoldingsXOM<0.1% of the fund-11%
- Eversource EnergyES<0.1% of the fund-6%
- WelltowerWELL<0.1% of the fund-51%
- SylvamoSLVM<0.1% of the fund-95%
Sold out
Sold their entire stake.
- IdacorpIDA-100%
- Coterra EnergyCTRA-100%
- Ford MotorF-100%
- Phillips 66PSX-100%
- Marathon PetroleumMPC-100%
- United Airlines HoldingsUAL-100%
- NOVNOV-100%
Holdings
- Suncor EnergySU
- Share
- 0.7%
- Value
- $141m
- Shares
- 2,623,555
+86%
- Topbuild COR
- Share
- 0.2%
- Value
- $45m
- Shares
- 126,758
-11%
- Cenovus EnergyCVE
- Share
- 0.2%
- Value
- $41m
- Shares
- 1,671,658
+29%
| Company | Share of fund | Value | Shares | Change |
|---|---|---|---|---|
| NvidiaNVDA | 7.9% | $1.7bn | 8,474,723 | +29% |
| AlphabetGOOGL | 6.6% | $1.4bn | 3,932,579 | +17% |
| AppleAAPL | 5.8% | $1.2bn | 4,279,229 | +20% |
| MicrosoftMSFT | 4.3% | $929m | 2,490,204 | +11% |
| Amazon.comAMZN | 3.9% | $845m | 3,544,695 | +18% |
| Taiwan Semiconductor ManufacturingTSM | 3.0% | $635m | 1,329,941 | -20% |
| BroadcomAVGO | 2.7% | $588m | 1,556,143 | +39% |
| VisaV | 2.5% | $533m | 1,554,682 | +15% |
| Steel DynamicsSTLD | 2.5% | $528m | 2,298,976 | -15% |
| Meta PlatformsMETA | 2.4% | $509m | 903,206 | +16% |
| Delta Air LinesDAL | 2.1% | $449m | 4,797,621 | -15% |
| ProgressivePGR | 2.0% | $434m | 1,985,189 | +28% |
| GE VernovaGEV | 1.7% | $372m | 316,645 | New |
| HCA HealthcareHCA | 1.7% | $356m | 912,404 | +31% |
| Advanced Micro DevicesAMD | 1.6% | $347m | 597,244 | +211% |
| Valero EnergyVLO | 1.6% | $342m | 1,312,007 | +16% |
| Lam ResearchLRCX | 1.5% | $314m | 724,308 | +459% |
| Thor IndustriesTHO | 1.4% | $308m | 4,099,664 | +25% |
| CME GroupCME | 1.4% | $299m | 1,354,402 | +28% |
| Dollar GeneralDG | 1.4% | $298m | 2,591,286 | +15% |
| General MotorsGM | 1.3% | $278m | 3,606,537 | +13% |
| IntelINTC | 1.2% | $259m | 1,854,351 | New |
| Vertex PharmaceuticalsVRTX | 1.2% | $255m | 514,179 | +17% |
| Micron TechnologyMU | 1.1% | $240m | 207,664 | +34% |
| Applied MaterialsAMAT | 1.1% | $236m | 326,412 | +4% |
| Arista NetworksANET | 1.1% | $232m | 1,365,671 | Held |
| JPMorgan ChaseJPM | 1.1% | $229m | 699,121 | +23% |
| Berkshire HathawayBRK-B | 0.9% | $198m | 395,088 | +16% |
| EOG ResourcesEOG | 0.9% | $189m | 1,460,421 | +40% |
| Bank of AmericaBAC | 0.9% | $184m | 3,234,347 | +21% |
| NewmontNEM | 0.9% | $184m | 1,966,748 | +12% |
| Bloom EnergyBE | 0.8% | $182m | 601,090 | New |
| Palantir TechnologiesPLTR | 0.7% | $156m | 1,340,443 | +22% |
| Eli LillyLLY | 0.7% | $150m | 125,054 | -10% |
| Suncor EnergySU | 0.7% | $141m | 2,623,555 | +86% |
| Kinsale Capital GroupKNSL | 0.6% | $139m | 419,977 | -26% |
| AbbVieABBV | 0.6% | $136m | 542,382 | -25% |
| Northrop GrummanNOC | 0.6% | $131m | 256,791 | +12% |
| PepsiCoPEP | 0.6% | $126m | 929,252 | +23% |
| Morgan StanleyMS | 0.6% | $123m | 586,695 | +22% |
| UnitedHealth GroupUNH | 0.5% | $115m | 277,679 | +22% |
| AmphenolAPH | 0.5% | $112m | 637,560 | +18% |
| WalmartWMT | 0.5% | $111m | 983,477 | +21% |
| AmetekAME | 0.5% | $103m | 425,148 | +22% |
| UBS Group AGUBS | 0.5% | $101m | 2,031,327 | +18% |
| Kinder MorganKMI | 0.5% | $101m | 3,149,584 | +25% |
| KLAKLAC | 0.5% | $100m | 330,520 | +70% |
| Parker-HannifinPH | 0.5% | $99m | 101,263 | +23% |
| TeslaTSLA | 0.5% | $98m | 233,875 | +13% |
| Dell TechnologiesDELL | 0.5% | $97m | 224,558 | -9% |
| McDonald'sMCD | 0.4% | $95m | 352,443 | +21% |
| NetflixNFLX | 0.4% | $94m | 1,311,995 | +14% |
| Bank of New York MellonBNY | 0.4% | $89m | 615,477 | +21% |
| Union PacificUNP | 0.4% | $86m | 314,896 | +22% |
| T-Mobile USTMUS | 0.4% | $81m | 483,610 | +22% |
| StrykerSYK | 0.4% | $80m | 255,072 | +22% |
| CareTrust REITCTRE | 0.4% | $80m | 1,990,126 | +23% |
| Mettler Toledo InternationalMTD | 0.4% | $80m | 62,486 | +21% |
| PrimericaPRI | 0.3% | $75m | 263,891 | +8% |
| Tyson FoodsTSN | 0.3% | $74m | 1,287,756 | +24% |
| PrologisPLD | 0.3% | $72m | 530,350 | +23% |
| SynopsysSNPS | 0.3% | $71m | 159,426 | +24% |
| Idexx LaboratoriesIDXX | 0.3% | $71m | 134,346 | +23% |
| Expeditors International of WashingtonEXPD | 0.3% | $68m | 417,189 | +24% |
| Analog DevicesADI | 0.3% | $67m | 169,602 | New |
| Freeport-McMoRanFCX | 0.3% | $66m | 1,056,384 | +23% |
| PNC Financial Services GroupPNC | 0.3% | $66m | 267,807 | +24% |
| Gilead SciencesGILD | 0.3% | $66m | 521,552 | +4414% |
| PaccarPCAR | 0.3% | $65m | 538,653 | +12% |
| Jones Lang LasalleJLL | 0.3% | $65m | 208,573 | +22% |
| SterisSTE | 0.3% | $64m | 302,017 | +25% |
| Johnson & JohnsonJNJ | 0.3% | $63m | 248,443 | -21% |
| Marvell TechnologyMRVL | 0.3% | $63m | 211,740 | New |
| RelianceRS | 0.3% | $62m | 166,117 | +29% |
| Seagate Technology HoldingsSTX | 0.3% | $62m | 63,773 | +75% |
| Lithia MotorsLAD | 0.3% | $61m | 209,362 | +14% |
| Church & DwightCHD | 0.3% | $60m | 621,492 | +21% |
| BJ's Wholesale Club HoldingsBJ | 0.3% | $57m | 654,392 | +21% |
| AmgenAMGN | 0.3% | $55m | 151,355 | New |
| CRH PublicCRH | 0.2% | $54m | 500,974 | +24% |
| Old Dominion Freight LineODFL | 0.2% | $53m | 243,808 | -78% |
| Palo Alto NetworksPANW | 0.2% | $52m | 153,205 | -48% |
| Sunbelt Rentals HoldingsSUNB | 0.2% | $52m | 696,536 | +23% |
| QualcommQCOM | 0.2% | $51m | 273,506 | New |
| Alnylam PharmaceuticalsALNY | 0.2% | $50m | 165,424 | -7% |
| ResmedRMD | 0.2% | $50m | 255,432 | +23% |
| ShopifySHOP | 0.2% | $49m | 431,739 | -11% |
| NXP SemiconductorsNXPI | 0.2% | $48m | 170,606 | +24% |
| Ollie's Bargain Outlet HoldingsOLLI | 0.2% | $48m | 623,529 | +147% |
| MerckMRK | 0.2% | $48m | 371,133 | New |
| Elevance HealthELV | 0.2% | $47m | 122,371 | Held |
| Canadian Pacific Kansas CityCP | 0.2% | $47m | 543,436 | +24% |
| HeicoHEI-A | 0.2% | $45m | 176,343 | +20% |
| LearLEA | 0.2% | $45m | 336,665 | +22% |
| Topbuild COR | 0.2% | $45m | 126,758 | -11% |
| OracleORCL | 0.2% | $44m | 299,137 | -52% |
| Occidental PetroleumOXY | 0.2% | $42m | 867,574 | +20% |
| Cenovus EnergyCVE | 0.2% | $41m | 1,671,658 | +29% |
| Automatic Data ProcessingADP | 0.2% | $41m | 181,332 | -66% |
| CintasCTAS | 0.2% | $40m | 235,714 | +6% |
Showing the largest 100 of 158.
Over time and by industry
Value over time
Dec '25
Jun '26
Value is up 50.0% since 31 December 2025.
Where the money is
Technology37.1%
Financial services12.1%
Media & telecom9.7%
Industrials9.1%
Retail & consumer8.6%
Health care8.4%
Energy4.6%
Materials4.3%
Everyday goods3.4%
Real estate1.1%
Utilities0.9%
Other0.6%
From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.