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Portfolio (Quarterly) Guide ↗

Liontrust Investment Partners LLP

· CIK 0001544204
13F Portfolio $5.9B AUM 196 positions Filed May 20, 2026 EDGAR ↗ ← All Funds
Q1 2026 · All 45 New 47 Added 95 Reduced
Page 3 of 3  ·  45 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 EC ECOPETROL ADR REPRESENTING SA Energy 56,000.0 $839K 0.01% NEW $14.99 +5.3%
42 DELL DELL TECHNOLOGIES INC CLASS C Technology 3,977.0 $653K 0.01% NEW $164.13 +146.2%
43 YUM CHINA HOLDINGS INC 8,300.0 $408K 0.01% NEW $49.16
44 AKAM AKAMAI TECHNOLOGIES INC Technology 3,137.0 $360K 0.01% NEW $114.85 +15.2%
45 INTER AND CO INC CLASS A 19,000.0 $151K 0.00% NEW $7.96
Page 3 of 3  ·  45 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 33.8%
Healthcare 17.9%
Financial Services 13.9%
Industrials 11.5%
Consumer Cyclical 6.7%
Communication Services 6.0%
Basic Materials 4.2%
Utilities 3.3%
Real Estate 1.9%
Energy 0.6%