Life Cycle Investment Partners Ltd

CIK 0002072459 · Q1 2026

13F Equity AUM

$15.7B

+9.7% QoQ

Positions

130

+12 QoQ

AUM Rank

#486

Top 4%

Skill Alpha (FF)

—

No alpha data

Quarters Tracked

~0 years

Portfolio Concentration

Top 5: 28.5%Top 10: 43.0%Top 20: 60.6%

NVDA7.3%

GOOGL6.2%

AAPL5.8%

MSFT5.3%

AMZN4.0%

TSM3.6%

STLD3.1%

META2.8%

V2.6%

DAL2.4%

Others (120)57.0%

HHI (Herfindahl-Hirschman Index) measures portfolio concentration. Low (<1500) = diversified, Moderate (1500-2500), High (>2500) = concentrated bets.

Sector Allocation

Technology30.9%

Financial Services13.6%

Consumer Cyclical10.6%

Communication Services10.3%

Healthcare8.8%

Industrials8.5%

Basic Materials5.4%

Energy5.4%

Other6.6%

Portfolio weight by GICS sector based on latest 13F filing. Sectors below 2% are grouped as “Other.”

Position Sizing

Positions: 130Median: 0.34%Avg: 0.77%

0–0.5%

87(20.4%)

0.5–1%

15(10.4%)

1–3%

21(34.0%)

3–5%

3(10.7%)

5%+

4(24.5%)

Count of positions per weight bucket — (%) = combined portfolio weight

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Portfolio Overlap

Shared: 130Unique: 0vs 20 funds

1.8%Low

130

Fund positions

7,299

Consensus CUSIPs

Jaccard similarity of this fund’s portfolio vs the consensus of top 20 funds by AUM. Low (<15%) = contrarian, Moderate (15-40%), High (>40%) = follows the crowd.

Most Similar Funds

Top 9 benchmark funds with highest portfolio overlap (Jaccard similarity)

BlackRock, Inc.

3.3%

MORGAN STANLEY

2.5%

JPMORGAN CHASE & CO

2.7%

BANK OF AMERICA CORP /DE/

2.8%

FMR LLC

4.4%

VANGUARD CAPITAL MANAGEMENT LLC

3.8%

GEODE CAPITAL MANAGEMENT, LLC

3.7%

STATE STREET CORP

3.6%

VANGUARD PORTFOLIO MANAGEMENT LLC

4.2%

Jaccard similarity per fund: shared CUSIPs / (fund A + fund B − shared). Higher values indicate more similar portfolios.

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Position Changes This Quarter

New20Increased96Decreased12Exited8

New Positions

EOG1.0%

+1.0M

Sunbelt Rentals Hold…0.2%

+565K

KLAC0.2%

+19K

LRCX0.2%

+130K

HAL0.1%

+529K

STX0.1%

+37K

ASML0.1%

+5K

GE0.0%

+23K

KBIA0.0%

+48K

ETR0.0%

+9K

Increased

NVDA7.3%

+1.2M(+23%)

BAC0.8%

+1.0M(+61%)

VLO1.8%

+843K(+293%)

KMI0.5%

+799K(+46%)

THO1.7%

+786K(+32%)

SU0.6%

+763K(+118%)

AAPL5.8%

+670K(+23%)

GOOGL6.2%

+594K(+21%)

CTRE0.4%

+524K(+48%)

PLTR1.0%

+490K(+81%)

Decreased

TSN0.4%

-1,781,522(-63%)

DAL2.4%

-1,171,969(-17%)

STLD3.1%

-766,045(-22%)

GM1.5%

-613,313(-16%)

DG1.7%

-480,944(-18%)

F0.2%

-352,124(-14%)

INTU0.2%

-208,818(-75%)

HCA2.1%

-106,977(-13%)

ODFL1.4%

-99,969(-8%)

BKNG1.0%

-29,213(-43%)

Exited

NOW

-875,393

KHC

-1,420,665

BMY

-637,858

Flutter Entertainmen…

-116,127

-344,821

-433,627

-139,121

-11,111

Quarter-over-quarter changes compared to prior 13F filing. New = first appearance; Exited = no longer held.

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Holdings

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