Life Cycle Investment Partners Limited
- Regulatory AUM
- $17.3B
- Discretionary
- $17.3B
- Clients
- 17
- Avg AUM / client
- $1.0B
- Accounts
- 11
- Employees
- 13
AUM over time
Annual snapshots from Form ADV filings · as of Dec 09, 2025
Asset allocation (SMA assets by investment type)
as of Dec 09, 2025Share of SMA assets by investment vehicle type, as filed in Form ADV Item 5.K. Dollar figures are percentages applied to total regulatory AUM.
Investments (13F portfolio — 130 positions, $15,685,646,791)
13F period Mar 31, 2026| # | Issuer | Class | Value | Shares | % of 13F | % of AUM |
|---|---|---|---|---|---|---|
| 1 | Nvidia Corp | COM | $1,144,981,518 | 6,565,261 | 7.3% | 6.62% |
| 2 | Alphabet Inc | COM | $970,711,691 | 3,375,684 | 6.19% | 5.61% |
| 3 | Apple Inc | COM | $905,606,217 | 3,568,329 | 5.77% | 5.24% |
| 4 | Microsoft Corp | COM | $827,900,752 | 2,236,542 | 5.28% | 4.79% |
| 5 | Amazon.Com Inc | COM | $626,184,165 | 3,006,598 | 3.99% | 3.62% |
| 6 | Taiwan Semiconductor Manufacturing Co Ltd | ADR | $562,105,138 | 1,663,279 | 3.58% | 3.25% |
| 7 | Steel Dynamics Inc | COM | $485,342,460 | 2,696,347 | 3.09% | 2.81% |
| 8 | Meta Platforms Inc | COM | $444,150,812 | 776,311 | 2.83% | 2.57% |
| 9 | Visa Inc | COM | $408,116,485 | 1,350,306 | 2.6% | 2.36% |
| 10 | Delta Air Lines Inc | COM | $373,779,412 | 5,622,434 | 2.38% | 2.16% |
| 11 | Broadcom Inc | COM | $346,525,848 | 1,119,595 | 2.21% | 2.0% |
| 12 | Hca Healthcare Inc | COM | $328,523,208 | 694,200 | 2.09% | 1.9% |
| 13 | Cme Group Inc | COM | $311,868,039 | 1,055,927 | 1.99% | 1.8% |
| 14 | Progressive Corp/The | COM | $307,346,935 | 1,550,378 | 1.96% | 1.78% |
| 15 | Valero Energy Corp | COM | $279,377,309 | 1,130,716 | 1.78% | 1.62% |
| 16 | Dollar General Corp | COM | $267,778,655 | 2,255,358 | 1.71% | 1.55% |
| 17 | Thor Industries Inc | COM | $261,600,204 | 3,274,505 | 1.67% | 1.51% |
| 18 | General Motors Co | COM | $237,741,644 | 3,191,163 | 1.52% | 1.37% |
| 19 | Old Dominion Freight Line Inc | COM | $215,557,659 | 1,103,161 | 1.37% | 1.25% |
| 20 | Vertex Pharmaceuticals Inc | COM | $196,660,235 | 440,409 | 1.25% | 1.14% |
| 21 | Kinsale Capital Group Inc | COM | $192,802,496 | 564,311 | 1.23% | 1.11% |
| 22 | Newmont Corp | COM | $190,360,331 | 1,758,525 | 1.21% | 1.1% |
| 23 | Jp Morgan Chase & Co | COM | $167,191,425 | 568,369 | 1.07% | 0.97% |
| 24 | Arista Networks Inc | COM | $166,294,214 | 1,354,408 | 1.06% | 0.96% |
| 25 | Berkshire Hathaway Inc | COM | $163,579,233 | 341,359 | 1.04% | 0.95% |
Top 25 of 130 positions from the manager's latest Form 13F · source filing (EDGAR) ↗. 13F covers long US-listed positions only. "% of AUM" is share of the firm's total regulatory AUM (Form ADV Item 5.F).
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Investment companies | 1 | $211M | 1.22% |
| Pooled investment vehicles (non-investment companies) | 5 | $2.7B | 15.8% |
| Pension and profit sharing plans | 9 | $13.6B | 78.8% |
| Sovereign wealth funds and foreign official institutions | 2 | $713M | 4.12% |
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 12/09/2025 | 1.01 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Performance-based fees
Services
- • Portfolio management for pooled investment vehicles
- • Portfolio management for businesses/institutional clients
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Dec 09, 2025.
View current Form ADV (SEC/IAPD) ↗