LGT CAPITAL PARTNERS LTD. — 13F Holdings & Portfolio

CIK 1641992 · latest 13F-HR filed 2026-05-11

LGT CAPITAL PARTNERS LTD. manages $1.88B in 13F-reported U.S. long-equity assets across 100 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are MSFT (7.62%), NVDA (7.57%), GOOGL (7.28%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 1 new position, exited 1, added to 10, and trimmed 18.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

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AUM

$1.88B

Long-equity book

Holdings

100

Distinct positions

Period

2026-03-31

Filed 2026-05-11

Q/Q Activity

+1 / −1 / ↑10 / ↓18

vs 2025-12-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • BROADCOM INC$36.3M +1690.3%
  • NETFLIX INC.$29.1M +166.0%
  • AMERICAN WTR WKS CO INC NEW$27.9M +808.8%
  • XYLEM INC$8.7M +21.2%
  • CARLISLE COS INC$5.5M +23.8%
Show all 10

Top Trims

  • INTUIT-$63.8M -98.2%
  • MICROSOFT CORP-$43.4M -19.6%
  • ALPHABET INC-$21.6M -11.2%
  • FAIR ISAAC CORP-$16.7M -23.9%
  • MORGAN STANLEY-$15.2M -40.5%
Show all 18

New Positions

  • DEXCOM INC$15.5M
Show all 1

Exited Positions

  • COMCAST CORP NEW$548.5K
Show all 1
All Holdings

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 MICROSOFT CORP MSFT 594918104 $143.4M 7.62% 387,470 SH
2 NVIDIA CORPORATION NVDA 67066G104 $142.5M 7.57% 817,110 SH
3 ALPHABET INC GOOGL 02079K305 $137.0M 7.28% 476,399 SH
4 AGILENT TECHNOLOGIES INC A 00846U101 $69.1M 3.67% 606,583 SH
5 TAIWAN SEMICONDUCTOR MANUFAC TSM 874039100 $68.3M 3.63% 202,000 SH
6 APPLE INC AAPL 037833100 $67.3M 3.58% 265,300 SH
7 MASTERCARD INCORPORATED MA 57636Q104 $53.2M 2.83% 106,500 SH
8 ROSS STORES INC ROST 778296103 $51.0M 2.71% 235,600 SH
9 STRYKER CORPORATION SYK 863667101 $49.5M 2.63% 150,700 SH
10 AUTOZONE INC AZO 053332102 $48.1M 2.55% 14,240 SH
11 IDEXX LABS INC IDXX 45168D104 $45.6M 2.42% 81,180 SH
12 INTUITIVE SURGICAL INC ISRG 46120E602 $42.7M 2.27% 92,660 SH
13 FAIR ISAAC CORP FICO 303250104 $40.5M 2.15% 37,980 SH
14 CHURCH & DWIGHT CO INC CHD 171340102 $39.1M 2.08% 419,300 SH
15 NETFLIX INC. NFLX 64110L106 $36.9M 1.96% 384,100 SH
16 MICROSOFT CORP MSFT 594918104 $31.8M 1.69% 85,817 SH
17 XYLEM INC XYL 98419M100 $31.3M 1.66% 262,100 SH
18 PALO ALTO NETWORKS INC PANW 697435105 $31.0M 1.65% 193,400 SH
19 ALPHABET INC GOOGL 02079K305 $31.0M 1.65% 107,709 SH
20 COLGATE PALMOLIVE CO CL 194162103 $30.5M 1.62% 357,370 SH
21 BROADCOM INC AVGO 11135F101 $28.3M 1.50% 91,500 SH
22 CADENCE DESIGN SYSTEM INC CDNS 127387108 $26.5M 1.41% 95,500 SH
23 NASDAQ INC NDAQ 631103108 $25.9M 1.37% 304,600 SH
24 TAIWAN SEMICONDUCTOR MANUFAC TSM 874039100 $23.5M 1.25% 69,469 SH
25 NVIDIA CORPORATION NVDA 67066G104 $22.9M 1.22% 131,572 SH
26 AGILENT TECHNOLOGIES INC A 00846U101 $22.1M 1.18% 194,191 SH
27 APPLE INC AAPL 037833100 $21.9M 1.16% 86,253 SH
28 INTERCONTINENTAL EXCHANGE IN ICE 45866F104 $21.7M 1.15% 137,800 SH
29 REPUBLIC SVCS INC RSG 760759100 $21.4M 1.13% 97,500 SH
30 MARSH & MCLENNAN COS INC MRSH 571748102 $20.3M 1.08% 117,300 SH
31 M & T BK CORP MTB 55261F104 $20.2M 1.07% 97,600 SH
32 AMERICAN WTR WKS CO INC NEW AWK 030420103 $19.5M 1.03% 143,100 SH
33 CARLISLE COS INC CSL 142339100 $19.5M 1.03% 58,370 SH
34 HOME DEPOT INC HD 437076102 $16.5M 0.87% 50,020 SH
35 RESMED INC RMD 761152107 $16.2M 0.86% 72,036 SH
36 ROSS STORES INC ROST 778296103 $14.9M 0.79% 68,761 SH
37 DEXCOM INC DXCM 252131107 $14.6M 0.78% 233,100 SH
38 AUTOZONE INC AZO 053332102 $14.6M 0.77% 4,318 SH
39 XYLEM INC XYL 98419M100 $14.5M 0.77% 120,982 SH
40 MASTERCARD INCORPORATED MA 57636Q104 $14.3M 0.76% 28,568 SH
41 INTERCONTINENTAL EXCHANGE IN ICE 45866F104 $14.0M 0.74% 89,158 SH
42 STRYKER CORPORATION SYK 863667101 $13.9M 0.74% 42,207 SH
43 IDEXX LABS INC IDXX 45168D104 $13.4M 0.71% 23,856 SH
44 MORGAN STANLEY MS 617446448 $13.3M 0.71% 80,800 SH
45 FAIR ISAAC CORP FICO 303250104 $12.7M 0.67% 11,850 SH
46 UNITED RENTALS INC URI 911363109 $9.3M 0.49% 12,720 SH
47 NETFLIX INC. NFLX 64110L106 $8.5M 0.45% 88,884 SH
48 CHURCH & DWIGHT CO INC CHD 171340102 $8.2M 0.43% 87,602 SH
49 INTUITIVE SURGICAL INC ISRG 46120E602 $8.1M 0.43% 17,656 SH
50 PALO ALTO NETWORKS INC PANW 697435105 $8.1M 0.43% 50,378 SH
Filing History
Period Filed AUM Holdings Accession
2026-03-31 2026-05-11 $1.88B 100 0001062993-26-002469
2025-12-31 2026-02-11 $2.02B 95 0001062993-26-000791
2025-09-30 2025-11-10 $2.06B 95 0001062993-25-016603