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Disclosed positions
Life Cycle Investment Partners Ltd: source evidence dated 2026-08-14T03:59:59.999Z.
- Issuer
- NVIDIA Corp
- Ticker
- NVDA
- Class
- COM
- Reported value
- $1,695,707,325
- Reported amount
- 8,474,723
- Unit
- SH
- Option
- None
The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.
What was reported for this quarter?
13F positions are dated quarter-end holdings, with later publication and possible amendments. Read report period and availability before calling them current.
SEC 13F-HR: 0002072459-26-000014Open the effective filing receipt and inspect shares, value and any put/call classification separately.
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Open the effective filing receipt and inspect shares, value and any put/call classification separately.
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Disclosed positions
See the complete disclosed positions
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| NVIDIA Corp | NVDA | COM | $1,695,707,325 | 8,474,723 | SH | None |
| Alphabet Inc | GOOGL | COM | $1,405,385,757 | 3,932,579 | SH | None |
| Apple Inc | AAPL | COM | $1,238,237,703 | 4,279,229 | SH | None |
| Microsoft Corp | MSFT | COM | $928,895,896 | 2,490,204 | SH | None |
| Amazon.com Inc | AMZN | COM | $844,842,606 | 3,544,695 | SH | None |
| Taiwan Semiconductor Manufactu | TSM | ADR | $635,139,923 | 1,329,941 | SH | None |
| Broadcom Inc | AVGO | COM | $587,833,018 | 1,556,143 | SH | None |
| Visa Inc | V | COM | $533,395,847 | 1,554,682 | SH | None |
| Steel Dynamics Inc | STLD | COM | $527,523,033 | 2,298,976 | SH | None |
| Meta Platforms Inc | META | COM | $508,766,908 | 903,206 | SH | None |
| Delta Air Lines Inc | DAL | COM | $449,345,183 | 4,797,621 | SH | None |
| Progressive Corp/The | PGR | COM | $433,664,537 | 1,985,189 | SH | None |
| GE Vernova Inc | GEV | COM | $372,013,545 | 316,645 | SH | None |
| HCA Healthcare Inc | HCA | COM | $355,737,196 | 912,404 | SH | None |
| Advanced Micro Devices Inc | AMD | COM | $346,945,012 | 597,244 | SH | None |
| Valero Energy Corp | VLO | COM | $341,699,103 | 1,312,007 | SH | None |
| Lam Research Corp | LRCX | COM | $313,864,386 | 724,308 | SH | None |
| Thor Industries Inc | THO | COM | $308,130,746 | 4,099,664 | SH | None |
| CME Group Inc | CME | COM | $299,092,594 | 1,354,402 | SH | None |
| Dollar General Corp | DG | COM | $298,282,931 | 2,591,286 | SH | None |
| General Motors Co | GM | COM | $277,991,872 | 3,606,537 | SH | None |
| Intel Corp | INTC | COM | $258,923,030 | 1,854,351 | SH | None |
| Vertex Pharmaceuticals Inc | VRTX | COM | $255,408,135 | 514,179 | SH | None |
| Micron Technology Inc | MU | COM | $239,704,479 | 207,664 | SH | None |
| Applied Materials Inc | AMAT | COM | $235,995,876 | 326,412 | SH | None |
| Arista Networks Inc | ANET | COM | $232,000,189 | 1,365,671 | SH | None |
| JPMorgan Chase & Co | JPM | COM | $228,843,277 | 699,121 | SH | None |
| Berkshire Hathaway Inc | BRK.B | COM | $197,698,084 | 395,088 | SH | None |
| EOG Resources Inc | EOG | COM | $189,460,416 | 1,460,421 | SH | None |
| Bank of America Corp | BAC | COM | $184,293,092 | 3,234,347 | SH | None |
| Newmont Corp | NEM | COM | $183,694,263 | 1,966,748 | SH | None |
| Bloom Energy Corp | BE | COM | $181,949,943 | 601,090 | SH | None |
| Palantir Technologies Inc | PLTR | COM | $156,389,485 | 1,340,443 | SH | None |
| Eli Lilly & Co | LLY | COM | $149,993,519 | 125,054 | SH | None |
| Suncor Energy Inc | SU | COM | $141,089,123 | 2,623,555 | SH | None |
| Kinsale Capital Group Inc | KNSL | COM | $138,512,614 | 419,977 | SH | None |
| AbbVie Inc | ABBV | COM | $136,485,006 | 542,382 | SH | None |
| Northrop Grumman Corp | NOC | COM | $130,786,224 | 256,791 | SH | None |
| PepsiCo Inc | PEP | COM | $125,820,721 | 929,252 | SH | None |
| Morgan Stanley | MS | COM | $122,642,723 | 586,695 | SH | None |
| UnitedHealth Group Inc | UNH | COM | $115,411,723 | 277,679 | SH | None |
| Amphenol Corp | APH | COM | $112,414,579 | 637,560 | SH | None |
| Walmart Inc | WMT | COM | $111,388,605 | 983,477 | SH | None |
| AMETEK Inc | AME | COM | $102,860,307 | 425,148 | SH | None |
| UBS Group AG | UBS | COM | $100,861,379 | 2,031,327 | SH | None |
| Kinder Morgan Inc | KMI | COM | $100,692,200 | 3,149,584 | SH | None |
| KLA Corp | KLAC | COM | $99,721,189 | 330,520 | SH | None |
| Parker-Hannifin Corp | PH | COM | $99,047,366 | 101,263 | SH | None |
| Tesla Inc | TSLA | COM | $98,367,825 | 233,875 | SH | None |
| Dell Technologies Inc | DELL | COM | $96,887,795 | 224,558 | SH | None |
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Largest 50 positions by reported value; the filing may contain more positions.
How amendments affect these holdings
This view uses 1 effective filing version(s). A restatement replaces the previous book; a new-holdings amendment adds positions. 1 positions lack a resolved ticker and 0 positions are put or call entries.
A 13F is a delayed quarterly snapshot of disclosed holdings. It is not a complete trade ledger and does not reveal every position in a manager's portfolio. Option values refer to the reported underlying position rather than a traded option premium.
Quarter end and public filing date
Use the filing's public availability date when constructing a historical observation. The quarter-end report period is earlier and cannot be substituted for when the public learned the holdings.