Returns–Not enough quarters yet
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| NVDANVIDIA Corp | $1.7B | 7.9% | +29.1% |
| GOOGLAlphabet Inc | $1.4B | 6.6% | +16.5% |
| AAPLApple Inc | $1.2B | 5.8% | +19.9% |
| MSFTMicrosoft Corp | $928.9M | 4.3% | +11.3% |
| AMZNAmazon.com Inc | $844.8M | 3.9% | +17.9% |
| TSMTaiwan Semiconductor Manufactu | $635.1M | 3.0% | −20.0% |
| AVGOBroadcom Inc | $587.8M | 2.7% | +39.0% |
| VVisa Inc | $533.4M | 2.5% | +15.1% |
| STLDSteel Dynamics Inc | $527.5M | 2.5% | −14.7% |
| METAMeta Platforms Inc | $508.8M | 2.4% | +16.3% |
| DALDelta Air Lines Inc | $449.3M | 2.1% | −14.7% |
| PGRProgressive Corp/The | $433.7M | 2.0% | +28.0% |
| GEVGE Vernova Inc | $372.0M | 1.7% | New |
| HCAHCA Healthcare Inc | $355.7M | 1.7% | +31.4% |
| AMDAdvanced Micro Devices Inc | $346.9M | 1.6% | +211.2% |
| VLOValero Energy Corp | $341.7M | 1.6% | +16.0% |
| LRCXLam Research Corp | $313.9M | 1.5% | +459.0% |
| THOThor Industries Inc | $308.1M | 1.4% | +25.2% |
| CMECME Group Inc | $299.1M | 1.4% | +28.3% |
| DGDollar General Corp | $298.3M | 1.4% | +14.9% |
| GMGeneral Motors Co | $278.0M | 1.3% | +13.0% |
| INTCIntel Corp | $258.9M | 1.2% | New |
| VRTXVertex Pharmaceuticals Inc | $255.4M | 1.2% | +16.8% |
| MUMicron Technology Inc | $239.7M | 1.1% | +33.8% |
| AMATApplied Materials Inc | $236.0M | 1.1% | +4.3% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| AMATApplied Materials Inc | December 31, 2025 | +181.3% | $236.0M |
| AMDAdvanced Micro Devices Inc | December 31, 2025 | +171.3% | $346.9M |
| LRCXLam Research Corp | March 31, 2026 | +102.8% | $313.9M |
| VLOValero Energy Corp | December 31, 2025 | +60.0% | $341.7M |
| TSMTaiwan Semiconductor Manufactu | December 31, 2025 | +57.2% | $635.1M |
| STLDSteel Dynamics Inc | December 31, 2025 | +35.4% | $527.5M |
| DALDelta Air Lines Inc | December 31, 2025 | +35.0% | $449.3M |
| ANETArista Networks Inc | December 31, 2025 | +29.6% | $232.0M |
| SUSuncor Energy Inc | December 31, 2025 | +21.0% | $141.1M |
| MSMorgan Stanley | December 31, 2025 | +17.7% | $122.6M |
Sold off last quarter
- IDAIDACORP Inc was $66.2M
- CTRACoterra Energy Inc was $36.4M
- FFord Motor Co was $25.1M
- PSXPhillips 66 was $2.2M
- MPCMarathon Petroleum Corp was $1.2M
- UALUnited Airlines Holdings Inc was $1.1M
- NOVNOV Inc was $1.1M
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +11.4% | +14.8% |
| March 31, 2026 | −7.0% | −4.6% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Life Cycle Investment Partners Ltd Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=2072459&type=13F-HR&dateb=&owner=include&count=40CIK 2072459
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/2072459/000207245926000014/Filed August 13, 2026 · accession 0002072459-26-000014