CIK: 1544204
LIONTRUST INVESTMENT PARTNERS LLP

Address: 2 SAVOY COURT, LONDON, X0 WC2R 0EZ

α Alpha 0.7300↭ Flow 0.4500Mixed Active/Passive206 holdings19 quarters

📊 Score Breakdown — Alpha: 0.7300 / Flow: 0.4500click to expand ▼

243holdings (Q4 2025)
$6.74B13F reported value
+27 NEW+30 INCREASED-146 DECREASED-39 EXITED1 UNCHANGED

Total (Q4 25): $6,738,761,572

Top Holdings by Value

Position Changes (Q4 vs Q3)

Top 15 Positions ($)

Historical AUM (13F Reported)

$7.17B+$0.35B QoQ

Portfolio Value History (13F Reported)

Quarterly 13F portfolio value. QoQ change reflects value of disclosed long equity positions (new buys, sells, and price movements combined).

QuarterPortfolio ValueQoQ ChangeQoQ %
Q4 25$6.74B$-0.25B-3.6%
Q3 25$6.99B+$0.00B+0.0%
Q2 25$6.99B+$0.58B+9.1%
Q1 25$6.40B$-0.49B-7.2%
Q4 24$6.90B$-0.14B-2.0%
Q3 24$7.04B$0.00B0.0%
Q2 24$7.04B$-0.14B-1.9%
Q1 24$7.17B+$0.28B+4.1%
Q4 23$6.89B+$0.63B+10.1%
Q3 23$6.26B$-0.64B-9.3%
Q2 23$6.90B+$0.07B+1.0%
Q1 23$6.83B

QoQ = (quarter 13F value − prior quarter value) ÷ prior quarter value. Includes position changes, new buys, and exits. Not investment advice.

Information for Viewing 13F Reports:
  1. Name: The name of the company.
  2. CUSIP: A unique 9-character alphanumeric code that identifies a specific stock or security in the U.S.
  3. Class: The investment company's series name. A registered investment company may have multiple series, each with a separate securities portfolio.
  4. Value: The monetary value of the holdings in USD.
  5. Shares: The number of shares held.
  6. Share Price: The price of shares at the time of filing.
  7. Investment: The type of investment.
  8. % of Portfolio: The percentage that this position represents in the total portfolio.
QuarterPeriod of ReportHoldingsValueTypeFilling DateFilling ID
Q4 2531-Dec-2025206$6,738,761,57213F-HR17-Feb-20260001544204-26-000001
Q3 2530-Sep-2025200$6,987,128,59213F-HR24-Nov-20250001544204-25-000010
Q3 2530-Sep-2025191$6,842,605,66313F-HR/A24-Nov-20250001544204-25-000011
Q2 2530-Jun-2025200$6,987,128,59113F-HR19-Aug-20250001544204-25-000003
Q1 2531-Mar-2025210$6,403,169,95013F-HR13-May-20250001544204-25-000002
Q4 2431-Dec-2024214$6,897,597,29813F-HR13-Feb-20250001544204-25-000001
Q3 2430-Sep-2024223$7,038,515,96813F-HR16-Oct-20240001544204-24-000006
Q2 2430-Jun-2024223$7,038,515,97213F-HR26-Jul-20240001544204-24-000004
Q1 2431-Mar-2024196$7,173,897,27013F-HR10-May-20240001544204-24-000003
Q4 2331-Dec-2023196$6,889,369,49513F-HR13-Feb-20240001544204-24-000001
Q3 2330-Sep-2023194$6,259,175,02513F-HR9-Nov-20230001544204-23-000005
Q2 2330-Jun-2023205$6,898,706,97713F-HR14-Aug-20230001544204-23-000004
Q1 2331-Mar-2023193$6,827,230,73613F-HR15-May-20230001544204-23-000003
Q4 2231-Dec-2022188$5,729,583,93413F-HR14-Feb-20230001544204-23-000002
Q3 2230-Sep-2022248$6,251,793,00013F-HR14-Nov-20220001544204-22-000007
Q2 2230-Jun-2022252$7,102,672,00013F-HR27-Jul-20220001544204-22-000006
Q1 2231-Mar-2022202$7,651,893,00013F-HR13-May-20220001544204-22-000005
Q4 2131-Dec-2021206$8,405,486,00013F-HR26-Jan-20220001544204-22-000001
Q3 2130-Sep-2021229$7,226,664,00013F-HR22-Nov-20210001544204-21-000008
Q4 2031-Dec-2020225$4,961,081,00013F-HR10-Feb-20210001544204-21-000001