2026 Q1 Portfolio Activity
In 2026 Q1, Life Cycle Investment Partners Ltd maintained a portfolio of 138 distinct positions. The most significant new addition was EOG Resources Inc, now representing 0.96% of the total fund value. They heavily accumulated shares in Valero Energy Corp, increasing the position by 292.9%. The fund also reduced its exposure to Booking Holdings Inc by 43.3%.
Position History
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Life Cycle Investment Partners Ltd
AUM $15,686M
Total Positions
138
Quarter
2026 Q1
Top Holding
NVDA (7.3%)
Top 10 Concentration
43.0%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 138
Life Cycle Investment Partners Ltd Full Holdings List — 2026 Q1
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
NVDA
NVIDIA Corp
|
Technology | 7.30% | 6.98% |
#1
1
Prev: #2
|
7.4 |
—
|
1,215,686 | 22.7% |
P
S
|
6,565,261 | $1,144,981,518 |
$184.04
+6.4%
|
2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-12 | ||
|
GOOGL
Alphabet Inc
|
Communication Services | 6.19% | 6.09% |
#2
1
Prev: #3
|
6.5 |
—
|
593,769 | 21.3% |
P
S
|
3,375,684 | $970,711,691 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
AAPL
Apple Inc
|
Technology | 5.77% | 5.51% |
#3
1
Prev: #4
|
5.8 |
—
|
670,036 | 23.1% |
P
S
|
3,568,329 | $905,606,217 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
MSFT
Microsoft Corp
|
Technology | 5.28% | 7.23% |
#4
3
Prev: #1
|
3.1 |
—
|
100,071 | 4.7% |
P
S
|
2,236,542 | $827,900,752 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
AMZN
Amazon.com Inc
|
Consumer Cyclical | 3.99% | 4.26% |
#5
Prev: #5
|
4.1 |
—
|
369,664 | 14.0% |
P
S
|
3,006,598 | $626,184,165 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
TSM
Taiwan Semicond...
|
Technology | 3.58% | 3.46% |
#6
1
Prev: #7
|
1.9 |
—
|
33,863 | 2.1% |
P
S
|
1,663,279 | $562,105,138 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
STLD
Steel Dynamics ...
|
Basic Materials | 3.09% | 4.10% |
#7
1
Prev: #6
|
1.2 |
—
|
-766,045 | -22.1% |
P
S
|
2,696,347 | $485,342,460 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
META
Meta Platforms ...
|
Communication Services | 2.83% | 2.86% |
#8
2
Prev: #10
|
3.6 |
—
|
157,160 | 25.4% |
P
S
|
776,311 | $444,150,812 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
V
Visa Inc
|
Financial Services | 2.60% | 3.16% |
#9
Prev: #9
|
1.5 |
—
|
64,189 | 5.0% |
P
S
|
1,350,306 | $408,116,485 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
DAL
Delta Air Lines...
|
Industrials | 2.38% | 3.30% |
#10
2
Prev: #8
|
1.5 |
—
|
-1,171,969 | -17.2% |
P
S
|
5,622,434 | $373,779,412 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
AVGO
Broadcom Inc
|
Technology | 2.21% | 2.26% |
#11
4
Prev: #15
|
3.4 |
—
|
187,513 | 20.1% |
P
S
|
1,119,595 | $346,525,848 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
HCA
HCA Healthcare ...
|
Healthcare | 2.09% | 2.62% |
#12
1
Prev: #11
|
1.3 |
—
|
-106,977 | -13.4% |
P
S
|
694,200 | $328,523,208 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
CME
CME Group Inc
|
Financial Services | 1.99% | 1.52% |
#13
6
Prev: #19
|
3.3 |
—
|
258,887 | 32.5% |
P
S
|
1,055,927 | $311,868,039 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
PGR
Progressive Cor...
|
Financial Services | 1.96% | 2.48% |
#14
Prev: #14
|
1.3 |
—
|
-3,751 | -0.2% |
P
S
|
1,550,378 | $307,346,935 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
VLO
Valero Energy C...
|
Energy | 1.78% | 0.33% |
#15
37
Prev: #52
|
3.7 |
—
|
842,896 | 292.9% |
P
S
|
1,130,716 | $279,377,309 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
DG
Dollar General ...
|
Consumer Defensive | 1.71% | 2.54% |
#16
4
Prev: #12
|
1.2 |
—
|
-480,944 | -17.6% |
P
S
|
2,255,358 | $267,778,655 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
THO
Thor Industries...
|
Consumer Cyclical | 1.67% | 1.79% |
#17
Prev: #17
|
3.2 |
—
|
786,122 | 31.6% |
P
S
|
3,274,505 | $261,600,204 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
GM
General Motors ...
|
Consumer Cyclical | 1.52% | 2.16% |
#18
2
Prev: #16
|
1.1 |
—
|
-613,313 | -16.1% |
P
S
|
3,191,163 | $237,741,644 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
ODFL
Old Dominion Fr...
|
Industrials | 1.37% | 1.32% |
#19
1
Prev: #20
|
1.0 |
—
|
-99,969 | -8.3% |
P
S
|
1,103,161 | $215,557,659 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
VRTX
Vertex Pharmace...
|
Healthcare | 1.25% | 1.16% |
#20
2
Prev: #22
|
3.0 |
—
|
73,555 | 20.1% |
P
S
|
440,409 | $196,660,235 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
KNSL
Kinsale Capital...
|
Financial Services | 1.23% | 1.61% |
#21
3
Prev: #18
|
1.0 |
—
|
-22,857 | -3.9% |
P
S
|
564,311 | $192,802,496 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
NEM
Newmont Corp
|
Basic Materials | 1.21% | 1.16% |
#22
1
Prev: #23
|
2.5 |
—
|
94,121 | 5.7% |
P
S
|
1,758,525 | $190,360,331 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
JPM
JPMorgan Chase ...
|
Financial Services | 1.07% | 0.84% |
#23
5
Prev: #28
|
3.4 |
—
|
194,602 | 52.1% |
P
S
|
568,369 | $167,191,425 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
ANET
Arista Networks...
|
Technology | 1.06% | 1.15% |
#24
1
Prev: #25
|
2.4 |
—
|
95,867 | 7.6% |
P
S
|
1,354,408 | $166,294,214 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
BRK/B
Berkshire Hatha...
|
Financial Services | 1.04% | 0.79% |
#25
4
Prev: #29
|
3.4 |
—
|
116,734 | 52.0% |
P
S
|
341,359 | $163,579,233 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
BKNG
Booking Holding...
|
Consumer Cyclical | 1.03% | 2.53% |
#26
13
Prev: #13
|
0.4 |
—
|
-29,213 | -43.3% |
P
S
|
38,283 | $161,183,681 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
PLTR
Palantir Techno...
|
Technology | 1.02% | 0.75% |
#27
4
Prev: #31
|
3.4 |
—
|
490,333 | 81.0% |
P
S
|
1,095,407 | $160,236,136 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
ABBV
AbbVie Inc
|
Healthcare | 1.00% | 0.77% |
#28
2
Prev: #30
|
3.4 |
—
|
242,206 | 50.4% |
P
S
|
722,848 | $157,212,212 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
NOC
Northrop Grumma...
|
Industrials | 1.00% | 0.33% |
#29
20
Prev: #49
|
3.4 |
—
|
147,200 | 178.2% |
P
S
|
229,796 | $156,776,023 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
EOG
EOG Resources I...
|
Energy | 0.96% | — |
#30
Prev: #—
|
3.9 |
—
|
1,046,117 | — |
NEW
|
1,046,117 | $151,237,135 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
BAC
Bank of America...
|
Financial Services | 0.83% | 0.64% |
#31
3
Prev: #34
|
3.3 |
—
|
1,014,287 | 61.3% |
P
S
|
2,669,315 | $130,129,106 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
LLY
Eli Lilly & Co
|
Healthcare | 0.82% | 0.69% |
#32
1
Prev: #33
|
3.3 |
—
|
48,441 | 53.1% |
P
S
|
139,583 | $128,384,256 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
PEP
PepsiCo Inc
|
Consumer Defensive | 0.75% | 0.50% |
#33
2
Prev: #35
|
3.3 |
—
|
258,110 | 52.0% |
P
S
|
754,484 | $117,163,820 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
NFLX
Netflix Inc
|
Communication Services | 0.70% | 0.49% |
#34
2
Prev: #36
|
3.3 |
—
|
404,486 | 54.3% |
P
S
|
1,149,060 | $110,482,119 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
ADP
Automatic Data ...
|
Technology | 0.70% | 0.96% |
#35
9
Prev: #26
|
0.8 |
—
|
6,569 | 1.2% |
P
S
|
538,029 | $109,316,732 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
AMAT
Applied Materia...
|
Technology | 0.68% | 0.43% |
#36
1
Prev: #37
|
2.8 |
—
|
73,794 | 30.9% |
P
S
|
312,863 | $106,933,445 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
WMT
Walmart Inc
|
Consumer Defensive | 0.64% | 0.29% |
#37
18
Prev: #55
|
3.3 |
—
|
445,628 | 121.5% |
P
S
|
812,340 | $100,957,615 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
SU
Suncor Energy I...
|
Energy | 0.60% | 0.20% |
#38
45
Prev: #83
|
3.2 |
—
|
763,399 | 117.5% |
P
S
|
1,412,843 | $93,417,179 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
ORCL
Oracle Corp
|
Technology | 0.58% | 0.72% |
#39
7
Prev: #32
|
2.2 |
—
|
90,416 | 17.1% |
P
S
|
618,761 | $91,025,931 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
MCD
McDonald's Corp
|
Consumer Cyclical | 0.58% | 0.28% |
#40
17
Prev: #57
|
3.2 |
—
|
160,009 | 122.2% |
P
S
|
290,939 | $90,420,932 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
KMI
Kinder Morgan I...
|
Energy | 0.54% | 0.33% |
#41
6
Prev: #47
|
2.7 |
—
|
798,760 | 46.3% |
P
S
|
2,525,694 | $84,686,520 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
TMUS
T-Mobile US Inc
|
Communication Services | 0.53% | 0.37% |
#42
Prev: #42
|
3.2 |
—
|
139,474 | 54.0% |
P
S
|
397,737 | $83,536,702 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
MS
Morgan Stanley
|
Financial Services | 0.50% | 0.39% |
#43
2
Prev: #41
|
3.2 |
—
|
167,970 | 53.8% |
P
S
|
480,392 | $79,058,111 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
JNJ
Johnson & Johns...
|
Healthcare | 0.49% | 0.30% |
#44
10
Prev: #54
|
3.2 |
—
|
107,181 | 51.6% |
P
S
|
314,732 | $76,933,090 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
TSLA
Tesla Inc
|
Consumer Cyclical | 0.49% | 0.42% |
#45
7
Prev: #38
|
3.2 |
—
|
74,788 | 56.6% |
P
S
|
206,933 | $76,927,343 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
AME
AMETEK Inc
|
Industrials | 0.48% | 0.33% |
#46
5
Prev: #51
|
3.2 |
—
|
119,459 | 52.3% |
P
S
|
347,858 | $74,566,841 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
PH
Parker-Hannifin...
|
Industrials | 0.47% | 0.33% |
#47
3
Prev: #50
|
3.2 |
—
|
29,209 | 54.7% |
P
S
|
82,645 | $73,987,110 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
APH
Amphenol Corp
|
Technology | 0.44% | 0.19% |
#48
38
Prev: #86
|
3.2 |
—
|
340,268 | 168.2% |
P
S
|
542,616 | $68,559,532 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
SYK
Stryker Corp
|
Healthcare | 0.44% | 0.33% |
#49
3
Prev: #46
|
3.2 |
—
|
73,225 | 54.1% |
P
S
|
208,589 | $68,540,260 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
TSN
Tyson Foods Inc
|
Consumer Defensive | 0.42% | 1.16% |
#50
26
Prev: #24
|
0.2 |
—
|
-1,781,522 | -63.2% |
P
S
|
1,036,963 | $66,438,219 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-12 |
Showing 1-50 of 138 holdings