2026 Q2 Portfolio Activity
In 2026 Q2, Life Cycle Investment Partners Ltd maintained a portfolio of 165 distinct positions. The most significant new addition was GE Vernova Inc, now representing 1.73% of the total fund value. They heavily accumulated shares in Advanced Micro Devices Inc, increasing the position by 211.2%. The fund also reduced its exposure to Old Dominion Freight Line Inc by 77.9%.
Position History
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Life Cycle Investment Partners Ltd
AUM $21,448M
Total Positions
165
Quarter
2026 Q2
Top Holding
NVDA (7.9%)
Top 10 Concentration
41.5%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 165
Life Cycle Investment Partners Ltd Full Holdings List — 2026 Q2
| 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 | 7.91% | 7.30% |
#1
Prev: #1
|
7.7 |
—
|
1,909,462 | 29.1% |
P
S
|
8,474,723 | $1,695,707,325 |
$187.65
+17.7%
|
2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-13 | ||
|
GOOGL
Alphabet Inc
|
Communication Services | 6.55% | 6.19% |
#2
Prev: #2
|
6.1 |
—
|
556,895 | 16.5% |
P
S
|
3,932,579 | $1,405,385,757 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
AAPL
Apple Inc
|
Technology | 5.77% | 5.77% |
#3
Prev: #3
|
5.3 |
—
|
710,900 | 19.9% |
P
S
|
4,279,229 | $1,238,237,703 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
MSFT
Microsoft Corp
|
Technology | 4.33% | 5.28% |
#4
Prev: #4
|
4.2 |
—
|
253,662 | 11.3% |
P
S
|
2,490,204 | $928,895,896 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
AMZN
Amazon.com Inc
|
Consumer Cyclical | 3.94% | 3.99% |
#5
Prev: #5
|
4.1 |
—
|
538,097 | 17.9% |
P
S
|
3,544,695 | $844,842,606 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
TSM
Taiwan Semicond...
|
Technology | 2.96% | 3.58% |
#6
Prev: #6
|
1.2 |
—
|
-333,338 | -20.0% |
P
S
|
1,329,941 | $635,139,923 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
AVGO
Broadcom Inc
|
Technology | 2.74% | 2.21% |
#7
4
Prev: #11
|
3.6 |
—
|
436,548 | 39.0% |
P
S
|
1,556,143 | $587,833,018 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
V
Visa Inc
|
Financial Services | 2.49% | 2.60% |
#8
1
Prev: #9
|
3.0 |
—
|
204,376 | 15.1% |
P
S
|
1,554,682 | $533,395,847 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
STLD
Steel Dynamics ...
|
Basic Materials | 2.46% | 3.09% |
#9
2
Prev: #7
|
1.5 |
—
|
-397,371 | -14.7% |
P
S
|
2,298,976 | $527,523,033 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
META
Meta Platforms ...
|
Communication Services | 2.37% | 2.83% |
#10
2
Prev: #8
|
2.9 |
—
|
126,895 | 16.3% |
P
S
|
903,206 | $508,766,908 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
DAL
Delta Air Lines...
|
Industrials | 2.10% | 2.38% |
#11
1
Prev: #10
|
1.3 |
—
|
-824,813 | -14.7% |
P
S
|
4,797,621 | $449,345,183 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
PGR
Progressive Cor...
|
Financial Services | 2.02% | 1.96% |
#12
2
Prev: #14
|
3.3 |
—
|
434,811 | 28.0% |
P
S
|
1,985,189 | $433,664,537 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
GEV
GE Vernova Inc
|
Industrials | 1.73% | — |
#13
Prev: #—
|
4.2 |
—
|
316,645 | — |
NEW
|
316,645 | $372,013,545 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
HCA
HCA Healthcare ...
|
Healthcare | 1.66% | 2.09% |
#14
2
Prev: #12
|
3.2 |
—
|
218,204 | 31.4% |
P
S
|
912,404 | $355,737,196 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
AMD
Advanced Micro ...
|
Technology | 1.62% | 0.25% |
#15
72
Prev: #87
|
3.6 |
—
|
405,304 | 211.2% |
P
S
|
597,244 | $346,945,012 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
VLO
Valero Energy C...
|
Energy | 1.59% | 1.78% |
#16
1
Prev: #15
|
2.6 |
—
|
181,291 | 16.0% |
P
S
|
1,312,007 | $341,699,103 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
LRCX
Lam Research Co...
|
Technology | 1.46% | 0.18% |
#17
83
Prev: #100
|
3.6 |
—
|
594,740 | 459.0% |
P
S
|
724,308 | $313,864,386 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
THO
Thor Industries...
|
Consumer Cyclical | 1.44% | 1.67% |
#18
1
Prev: #17
|
3.1 |
—
|
825,159 | 25.2% |
P
S
|
4,099,664 | $308,130,746 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
CME
CME Group Inc
|
Financial Services | 1.39% | 1.99% |
#19
6
Prev: #13
|
3.1 |
—
|
298,475 | 28.3% |
P
S
|
1,354,402 | $299,092,594 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
DG
Dollar General ...
|
Consumer Defensive | 1.39% | 1.71% |
#20
4
Prev: #16
|
2.6 |
—
|
335,928 | 14.9% |
P
S
|
2,591,286 | $298,282,931 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
GM
General Motors ...
|
Consumer Cyclical | 1.30% | 1.52% |
#21
3
Prev: #18
|
2.5 |
—
|
415,374 | 13.0% |
P
S
|
3,606,537 | $277,991,872 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
INTC
Intel Corp
|
Technology | 1.21% | — |
#22
Prev: #—
|
4.0 |
—
|
1,854,351 | — |
NEW
|
1,854,351 | $258,923,030 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
VRTX
Vertex Pharmace...
|
Healthcare | 1.19% | 1.25% |
#23
3
Prev: #20
|
2.5 |
—
|
73,770 | 16.8% |
P
S
|
514,179 | $255,408,135 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
MU
Micron Technolo...
|
Technology | 1.12% | 0.33% |
#24
43
Prev: #67
|
2.9 |
—
|
52,426 | 33.8% |
P
S
|
207,664 | $239,704,479 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
AMAT
Applied Materia...
|
Technology | 1.10% | 0.68% |
#25
11
Prev: #36
|
0.9 |
—
|
13,549 | 4.3% |
P
S
|
326,412 | $235,995,876 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
ANET
Arista Networks...
|
Technology | 1.08% | 1.06% |
#26
2
Prev: #24
|
0.9 |
—
|
11,263 | 0.8% |
P
S
|
1,365,671 | $232,000,189 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
JPM
JPMorgan Chase ...
|
Financial Services | 1.07% | 1.07% |
#27
4
Prev: #23
|
2.9 |
—
|
130,752 | 23.0% |
P
S
|
699,121 | $228,843,277 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
BRK/B
Berkshire Hatha...
|
Financial Services | 0.92% | 1.04% |
#28
3
Prev: #25
|
2.4 |
—
|
53,729 | 15.7% |
P
S
|
395,088 | $197,698,084 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
EOG
EOG Resources I...
|
Energy | 0.88% | 0.96% |
#29
1
Prev: #30
|
2.9 |
—
|
414,304 | 39.6% |
P
S
|
1,460,421 | $189,460,416 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
BAC
Bank of America...
|
Financial Services | 0.86% | 0.83% |
#30
1
Prev: #31
|
2.8 |
—
|
565,032 | 21.2% |
P
S
|
3,234,347 | $184,293,092 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
NEM
Newmont Corp
|
Basic Materials | 0.86% | 1.21% |
#31
9
Prev: #22
|
2.3 |
—
|
208,223 | 11.8% |
P
S
|
1,966,748 | $183,694,263 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
BE
Bloom Energy Co...
|
Industrials | 0.85% | — |
#32
Prev: #—
|
3.8 |
—
|
601,090 | — |
NEW
|
601,090 | $181,949,943 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
PLTR
Palantir Techno...
|
Technology | 0.73% | 1.02% |
#33
6
Prev: #27
|
2.8 |
—
|
245,036 | 22.4% |
P
S
|
1,340,443 | $156,389,485 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
LLY
Eli Lilly & Co
|
Healthcare | 0.70% | 0.82% |
#34
2
Prev: #32
|
0.8 |
—
|
-14,529 | -10.4% |
P
S
|
125,054 | $149,993,519 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
SU
Suncor Energy I...
|
Energy | 0.66% | 0.60% |
#35
3
Prev: #38
|
3.3 |
—
|
1,210,712 | 85.7% |
P
S
|
2,623,555 | $141,089,123 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
KNSL
Kinsale Capital...
|
Financial Services | 0.65% | 1.23% |
#36
15
Prev: #21
|
0.3 |
—
|
-144,334 | -25.6% |
P
S
|
419,977 | $138,512,614 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
ABBV
AbbVie Inc
|
Healthcare | 0.64% | 1.00% |
#37
9
Prev: #28
|
0.3 |
—
|
-180,466 | -25.0% |
P
S
|
542,382 | $136,485,006 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
NOC
Northrop Grumma...
|
Industrials | 0.61% | 1.00% |
#38
9
Prev: #29
|
2.2 |
—
|
26,995 | 11.7% |
P
S
|
256,791 | $130,786,224 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
PEP
PepsiCo Inc
|
Consumer Defensive | 0.59% | 0.75% |
#39
6
Prev: #33
|
2.7 |
—
|
174,768 | 23.2% |
P
S
|
929,252 | $125,820,721 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
MS
Morgan Stanley
|
Financial Services | 0.57% | 0.50% |
#40
3
Prev: #43
|
2.7 |
—
|
106,303 | 22.1% |
P
S
|
586,695 | $122,642,723 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
UNH
UnitedHealth Gr...
|
Healthcare | 0.54% | 0.39% |
#41
13
Prev: #54
|
2.7 |
—
|
49,857 | 21.9% |
P
S
|
277,679 | $115,411,723 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
APH
Amphenol Corp
|
Technology | 0.52% | 0.44% |
#42
6
Prev: #48
|
2.2 |
—
|
94,944 | 17.5% |
P
S
|
637,560 | $112,414,579 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
WMT
Walmart Inc
|
Consumer Defensive | 0.52% | 0.64% |
#43
6
Prev: #37
|
2.7 |
—
|
171,137 | 21.1% |
P
S
|
983,477 | $111,388,605 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
AME
AMETEK Inc
|
Industrials | 0.48% | 0.48% |
#44
2
Prev: #46
|
2.7 |
—
|
77,290 | 22.2% |
P
S
|
425,148 | $102,860,307 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
UBS
UBS Group AG
|
Financial Services | 0.47% | 0.34% |
#45
21
Prev: #66
|
2.2 |
—
|
312,308 | 18.2% |
P
S
|
2,031,327 | $100,861,379 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
KMI
Kinder Morgan I...
|
Energy | 0.47% | 0.54% |
#46
5
Prev: #41
|
2.7 |
—
|
623,890 | 24.7% |
P
S
|
3,149,584 | $100,692,200 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
KLAC
KLA Corp
|
Technology | 0.46% | 0.18% |
#47
52
Prev: #99
|
3.2 |
—
|
311,034 | 1596.2% |
P
S
|
330,520 | $99,721,189 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
PH
Parker-Hannifin...
|
Industrials | 0.46% | 0.47% |
#48
1
Prev: #47
|
2.7 |
—
|
18,618 | 22.5% |
P
S
|
101,263 | $99,047,366 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
TSLA
Tesla Inc
|
Consumer Cyclical | 0.46% | 0.49% |
#49
4
Prev: #45
|
2.2 |
—
|
26,942 | 13.0% |
P
S
|
233,875 | $98,367,825 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
DELL
Dell Technologi...
|
Technology | 0.45% | 0.26% |
#50
34
Prev: #84
|
0.7 |
—
|
-23,363 | -9.4% |
P
S
|
224,558 | $96,887,795 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-13 |
Showing 1-50 of 165 holdings