account_balance
Investment manager · 13F filer · SEC CIK 2072459
Life Cycle Investment Partners Ltd
Reported value$23.6Bas of Sep 30, 2026
Positions158 9 new, 9 sold out
Top 10 weight42.7%NVDA alone is 8%
FiledNov 1243 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
NVDANvidia Corp
8.0%Trimmed −3%
AAPLApple Inc
6.2%Added +3%
MSFTMicrosoft Corp
6.0%Added +10%
GOOGLAlphabet Inc
5.8%
AMZNAmazon.com Inc
4.5%Added +21%
TSMTaiwan Semiconductor Manufacturing Co Ltd
2.6%
METAMeta Platforms Inc
2.5%Trimmed −9%
VVisa Inc
2.4%
AVGOBroadcom Inc
2.4%Added +3%
SHELShell PLC
2.3%Added +8493%
VLOValero Energy Corp
2.0%Trimmed −5%
PGRProgressive Corp
1.9%Added +11%
NVDANvidia Corp
8.0%Trimmed −3%
AAPLApple Inc
6.2%Added +3%
MSFT6.0%GOOGL5.8%AMZNAmazon.com Inc
4.5%Added +21%
TSM2.6%META2.5%V2.4%AVGO2.4%SHEL2.3%VLO2.0%PGR1.9%Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
NVDA Nvidia Corp 8.0% Trimmed −3%AAPL Apple Inc 6.2% Added +3%MSFT Microsoft Corp 6.0% Added +10%GOOGL Alphabet Inc 5.8% HeldAMZN Amazon.com Inc 4.5% Added +21%TSM Taiwan Semiconductor Manufacturing Co Ltd 2.6% HeldMETA Meta Platforms Inc 2.5% Trimmed −9%V Visa Inc 2.4% HeldAVGO Broadcom Inc 2.4% Added +3%SHEL Shell PLC 2.3% Added +8493%VLO Valero Energy Corp 2.0% Trimmed −5%PGR Progressive Corp 1.9% Added +11%
What changed