Foresight Group Ltd Liability Partnership
SEC Form 13F institutional filer · CIK 0001943441
13F-HR · 32 reported holdings · 2026-03-31
Reported long-US-equity value
$0.42B
Top-10 concentration
57.9%
Foresight Group Ltd Liability Partnership — $420M AUM allocation strategy
Foresight Group Ltd Liability Partnership files SEC Form 13F and reports $420M of long US equity value across 32 reported holdings for 2026-03-31.
Its largest sector bet is Information Technology 25.5%, followed by Real Estate 17.9% and Health Care 16.4%.
The top 10 holdings account for 58% of reported value — a conviction-weighted book concentrated in its best ideas. The sector and industry splits below are of the same reported value. Track quarter-over-quarter adds, trims, new positions and exits below — sourced from SEC 13F filings, public domain.
Foresight Group Ltd Liability Partnership — latest SEC 13F insights
Reported long-US-equity value (13F AUM)
$420M
total across 32 reported holdings · 2026-03-31 · excludes shorts, cash, non-US
Top-10 concentration
58% of value
higher = narrower conviction; lower = spread / hedging
Biggest adds (shares)
+$APTV +182K sh · +$11.1M+$AWK +74.2K sh · +$10.7M+$VRT +4.49K sh · +$1.37M
Biggest trims (shares)
−$DOC −49.4K sh · −$475K−$CCI −28.2K sh · −$3.21M−$AMT −27.8K sh · −$5.51M
Sector allocation (share of reported value)
each slice is a share of the reported long-US-equity value — smaller sectors and the rest of the book roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Industry allocation (share of reported value)
- Application Software14.4%—
- Life Sciences Tools & Services11.0%—
- Data Center REITs8.6%—
- Automotive Parts & Equipment6.5%—
- Specialty Chemicals6.3%—
- Water Utilities5.9%—
- Electronic Manufacturing Services5.9%—
- Industrial Machinery & Supplies & Components5.6%—
- Other holdings35.8%—
the finer GICS cut of the same book — same denominator — smaller industries roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Top S&P 500 holdings
10 of 10 rows · sorted by Value ↓
| Ticker | Holding | Shares | Value | Δ QoQ | Weight |
|---|---|---|---|---|---|
| $APTV | Aptiv PLC | 389K | $27M | +182K | 6.4% |
| $ECL | Ecolab Inc | 99.4K | $26.5M | -5.95K | 6.3% |
| $AWK | American Water Works Company Inc | 184K | $25M | +74.2K | 6.0% |
| $TEL | TE Connectivity plc | 120K | $25M | -16.1K | 6.0% |
| $TRMB | Trimble Inc | 372K | $24.2M | -1.09K | 5.8% |
| $TMO | Thermo Fisher Scientific Inc | 48.7K | $23.9M | -2.23K | 5.7% |
| $XYL | Xylem Inc. Common Stock New | 197K | $23.6M | -11.9K | 5.6% |
| $ADSK | Autodesk Inc | 96.2K | $23M | -57 | 5.5% |
| $STE | STERIS plc | 102K | $22.5M | -6.78K | 5.4% |
| $A | Agilent Technologies Inc | 195K | $22.3M | -575 | 5.3% |
…and 22 more holdings in the full 13F filing (top positions only shown).
SEC Form 13F data sets · public domain · 45-day filing lag · >$100M AUM managers · as reported
← All 13F filers·← QuantOrb.pro
How to read Δ QoQ — the five insight categories, and the caveats
The categories. Analysts, quants and retail traders look past total portfolio value to isolate actionable signals. Five categories matter.
Conviction & concentration shifts
New positions vs complete exits — a brand-new stock signals high conviction; a full liquidation suggests a broken thesis or tax-loss harvesting. Aggressive sizing — look at share count, not dollars: a 20% share increase during a drawdown is strong dip-buying. Concentration — a narrowing top-5/10 means conviction; spreading capital across more names means hedging.
Sector & macro allocation rotations
Aggregating Δ QoQ moves across sectors shows where smart money is leaning in or sneaking out — rotating out of growth into defensives or energy, for example. The fund's total long equity exposure quarter-over-quarter is a proxy for overall institutional risk appetite.
Crowding & smart-money consensus
When several managers initiate or expand the same stock in the same quarter, that is institutional consensus. Contrarian reads: top pickers buying hard into a beaten-down name the market is selling.
Derivative & option overlays
Reported call/put changes indicate whether managers are adding downside hedges or leveraging upside exposure. Note: a long increase may be half of a market-neutral pair trade.
Who reads this
| Retail "cloners" | High-conviction ideas to replicate ~45 days after quarter-end. |
| Corporate IR | Which funds bought or dumped the stock, before the next call. |
| Quant / algo traders | Cross-sectional factor inputs: flow, momentum, ownership. |
Four caveats before you trade on it
- 45-day lag — holdings are quarter-end; positions may already be closed.
- Long-only — 13Fs miss shorts, pair trades and cash.
- No non-US / fixed income — the picture is US equities plus options.
- Corporate actions — splits and spinoffs distort raw share deltas.
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