Liontrust Investment Partners LLP
Liontrust Investment Partners LLP is a London-based asset management firm founded in 1995. The firm specializes in managing investment products and funds for institutions and intermediaries across a variety of strategies and asset classes. As of late 2023, it employs approximately 240 people, focusing on serving pooled investment vehicles and pension funds, primarily for non-U.S. clients.
Investment Strategy
Liontrust Investment Partners LLP employs a range of active investment strategies across equities, fixed income, and alternative asset classes. The firm is known for its focus on independent, team-based fund management, with each investment team adhering to its own clearly defined process and philosophy. The firm emphasizes fundamental research, bottom-up stock and bond selection, and robust risk controls to generate outperformance relative to benchmarks. Strategies include global equities, UK equities, sustainable investment, and multi-asset solutions, primarily catering to institutional and pooled fund clients.
Latest 13F Filing Activity
Liontrust Investment Partners LLP filed their most recent 13F report on Jun 30, 2025 disclosing 197 equity positions with a total 13F market value of $7B. The fund increased holdings in Spotify Technology SA, Deutsche Bank AG, Ferguson Enterprises Inc. among other positions. Liontrust Investment Partners LLP reduced exposure to Thermo Fisher Scientific Inc., PTC Inc., Apple Inc. among others.
Top Holdings
Equity Positions (197)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
S SPOT | SPOTIFY TECHNOLOGY SA | 4.34% | $303.3M | 395,226 | $767.34 | $767.34 | +$303.3M |
M MSFT | MICROSOFT CORP | 3.67% | $256.4M | 515,470 | $404.91 | $497.41 | +$55.3M |
V V | VISA INC CLASS A | 3.38% | $236.4M | 665,745 | $224.15 | $355.05 | -$20.8M |
C CDNS | CADENCE DESIGN SYSTEMS INC | 3.10% | $216.3M | 701,810 | $162.40 | $308.15 | +$9.4M |
| ALPHABET INC CLASS A | 2.96% | $206.8M | 1,173,531 | $135.55 | $176.23 | +$17.3M |