FORESIGHT GROUP LTD LIABILITY PARTNERSHIP
Q4 2025 Form 13-F
LONDON
CIK 0001943441
· CRD 311974
· SEC-registered investment adviser
$664.4M Reported Value Total
FORESIGHT GROUP LLP reports 42 total accounts under management (AUM). There are 35 discretionary accounts valued at $6,608,150,486, and 7 non-discretionary accounts valued at $1,874,370,109.
Source: Form ADV filed * Note that certain holdings are exempt from Form 13-F reporting, so the AUM totals may be greater than the Form 13-F total.
Private funds (Form ADV)
1 fund
· $683.4M gross asset value
Other: $683.4M
Source: Form ADV filed 2026-06-25
Reported value
$664.4M
Quarter over quarter
+1.1%
Holdings
58
Top-10 concentration
45.7%
Key People
Form ADV owners & control persons
Bernard William Fairman
SHAREHOLDER
Jonathan Parsons
CHIEF COMPLIANCE OFFICE, CHIEF RISK OFFICER, MONEY LAUNDERING REPORTING OFFICER
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Q4 2025 13F record
Q4 2025 13F filing summary
| Period of report | December 31, 2025 |
|---|---|
| Filed | February 17, 2026 |
| Form | 13F-HR |
| Reported value | $664.4M |
| Positions | 58 |
| Change in reported value | -0.8% |
| New positions | 4 |
| Exited positions | 4 |
| Position turnover | 12.9% |
| Top-10 concentration | 45.7% |
13F filings by quarter
| Quarter | Positions | Value |
|---|---|---|
|
Q2 2026 13F
Filed Jul 27, 2026
|
62 | $555.8M |
|
Q1 2026 13F
Filed May 4, 2026
|
59 | $566.2M |
|
Q4 2025 13F
Filed Feb 17, 2026
|
58 | $664.4M |
|
Q3 2025 13F
Filed Nov 6, 2025
|
58 | $669.9M |
|
Q2 2025 13F
Filed Aug 13, 2025
|
60 | $704.9M |
|
Q1 2025 13F
Filed May 13, 2025
|
62 | $709.4M |
|
Q4 2024 13F
Filed Jan 15, 2025
|
35 | $645.3M |
|
Q3 2024 13F
Filed Oct 22, 2024
|
33 | $51.9M |
|
Q2 2024 13F
Filed Aug 12, 2024
|
34 | $189.5M |
|
Q1 2024 13F
Filed May 14, 2024
|
31 | $184.7M |
|
Q4 2023 13F
Filed Feb 15, 2024
|
38 | $277.6M |
Top 20 holdings · Q4 2025
| # | Holding | Reported value | % of portfolio |
|---|---|---|---|
| 1 | NVO NOVO-NORDISK A S | $40.3M | 6.06% |
| 2 | TEL TE CONNECTIVITY PLC | $31.2M | 4.7% |
| 3 | GMED GLOBUS MED INC | $30.3M | 4.56% |
| 4 | TMO THERMO FISHER SCIENTIFIC INC | $29.7M | 4.47% |
| 5 | TRMB TRIMBLE INC | $29.6M | 4.46% |
| 6 | FSLR FIRST SOLAR INC | $29.1M | 4.37% |
| 7 | ADSK AUTODESK INC | $28.8M | 4.34% |
| 8 | XYL XYLEM INC | $28.8M | 4.33% |
| 9 | ECL ECOLAB INC | $27.9M | 4.19% |
| 10 | STE STERIS PLC | $27.7M | 4.17% |
| 11 | A AGILENT TECHNOLOGIES INC | $26.9M | 4.05% |
| 12 | AMT AMERICAN TOWER CORP NEW | $21.9M | 3.3% |
| 13 | MSA MSA SAFETY INC | $19.8M | 2.98% |
| 14 | SW SMURFIT WESTROCK PLC | $19.7M | 2.96% |
| 15 | DLR DIGITAL RLTY TR INC | $18.8M | 2.83% |
| 16 | EQIX EQUINIX INC | $18.3M | 2.75% |
| 17 | NXT NEXTPOWER INC | $16.2M | 2.43% |
| 18 | APTV APTIV PLC | $15.9M | 2.39% |
| 19 | SLAB SILICON LABORATORIES INC | $14.5M | 2.18% |
| 20 | ICLR ICON PLC | $14.4M | 2.17% |
Values as reported on the Q4 2025 Form 13F. Every position is in the holdings table below.