LIONTRUST INVESTMENT PARTNERS LLP
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | APH | 220K | $21.73M |
 | INTU | 218K | $171.52M |
 | ORCL | 214K | $46.78M |
 | QGEN | 212K | $9.41M |
 | SAIL | 211K | $4.83M |
 | NKE | 199K | $14.10M |
 | SOUN | 191K | $2.05M |
 | VZ | 188K | $8.16M |
 | SG | 188K | $2.79M |
 | ARM | 178K | $28.78M |
 | IDXX | 176K | $94.17M |
 | AMAT | 168K | $30.71M |
 | XYZ | 156K | $10.61M |
 | AEM | 151K | $18.01M |
 | CHKP | 147K | $30.37M |
 | NOMD | 146K | $2.48M |
 | MNTN | 145K | $3.17M |
 | DELL | 136K | $16.73M |
 | TSM | 135K | $30.63M |
 | SNOW | 135K | $30.19M |
Amphenol Corporation
APH
Shares Held
220K
Value
$21.73M
Intuit Inc.
INTU
Shares Held
218K
Value
$171.52M
Oracle Corporation
ORCL
Shares Held
214K
Value
$46.78M
Qiagen N.V.
QGEN
Shares Held
212K
Value
$9.41M
SailPoint, Inc.
SAIL
Shares Held
211K
Value
$4.83M
NIKE, Inc.
NKE
Shares Held
199K
Value
$14.10M
SoundHound AI, Inc.
SOUN
Shares Held
191K
Value
$2.05M
Verizon Communications Inc.
VZ
Shares Held
188K
Value
$8.16M
Sweetgreen, Inc.
SG
Shares Held
188K
Value
$2.79M
Arm Holdings plc American Depositary Shares
ARM
Shares Held
178K
Value
$28.78M
IDEXX Laboratories, Inc.
IDXX
Shares Held
176K
Value
$94.17M
Applied Materials, Inc.
AMAT
Shares Held
168K
Value
$30.71M
Block, Inc.
XYZ
Shares Held
156K
Value
$10.61M
Agnico Eagle Mines Limited
AEM
Shares Held
151K
Value
$18.01M
Check Point Software Technologies Ltd.
CHKP
Shares Held
147K
Value
$30.37M
Nomad Foods Limited
NOMD
Shares Held
146K
Value
$2.48M
MNTN Inc.
MNTN
Shares Held
145K
Value
$3.17M
Dell Technologies Inc.
DELL
Shares Held
136K
Value
$16.73M
Taiwan Semiconductor Manufacturing Company Limited
TSM
Shares Held
135K
Value
$30.63M
Snowflake Inc.
SNOW
Shares Held
135K
Value
$30.19M