StockDriftsStockDriftsTop 32 Local Pensions Partnership Investment Ltd Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| GOOGL | ALPHABET INC | 10.45% | 1.68M | $483.7M | -16.13%(-323.60K) | $177.58(+126.73%) | 2026-03-31 | |
| V | VISA INC | 7.61% | 1.17M | $352.5M | -7.88%(-99.80K) | $295.50(+8.40%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 7.21% | 901.8K | $333.8M | -8.69%(-85.80K) | $425.90(-4.86%) | 2026-03-31 | |
| HEI-A | HEICO CORP | 5.59% | 1.41M | $258.9M | +11.85%(+149.91K) | $198.96(+9.92%) | 2026-03-31 | |
| KLAC | KLA CORP | 5.44% | 171.2K | $252.0M | -17.97%(-37.50K) | $700.83(+163.93%) | 2026-03-31 | |
| APH | AMPHENOL CORP | 5.33% | 1.95M | $246.6M | -13.05%(-292.90K) | $67.31(+85.19%) | 2026-03-31 | |
| AMZN | AMAZON.COM INC | 5.31% | 1.18M | $245.6M | -5.14%(-63.90K) | $207.07(+30.45%) | 2026-03-31 | |
| MCO | MOODY'S CORP | 4.26% | 451.6K | $197.1M | -3.07%(-14.30K) | $473.98(-7.52%) | 2026-03-31 | |
| AZO | AUTOZONE INC | 4.08% | 55.9K | $188.7M | -3.62%(-2.10K) | $3200.47(+5.20%) | 2026-03-31 | |
| CDNS | CADENCE DESIGN SYSTEMS INC | 4.01% | 668.5K | $185.7M | -11.20%(-84.30K) | $286.82(+23.61%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +3.54% | +11.00% |
| Top 20 Holdings Unweighted | +1.54% | +4.70% |
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