LGT CAPITAL PARTNERS LTD. — 13F Holdings & Portfolio

CIK 1641992 · latest 13F-HR filed 2026-08-05

LGT CAPITAL PARTNERS LTD. manages $1.97B in 13F-reported U.S. long-equity assets across 108 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are NVDA (7.84%), GOOGL (6.88%), AAPL (4.61%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 3 new positions, exited 3, added to 17, and trimmed 11.

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.

Filer Information
Address
SCHUETZENSTRASSE 6
PFAEFFIKON, V8 8808
Phone
0041554159656
Filing Manager
LGT CAPITAL PARTNERS LTD.
PFAEFFIKON, V8
Signatory
Marco Aufdereggen
Compliance Officer
Loading holdings…
AUM

$1.97B

Long-equity book

Holdings

108

Distinct positions

Period

2026-06-30

Filed 2026-08-05

Q/Q Activity

+3 / −3 / ↑17 / ↓11

vs 2026-03-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • APPLE INC$30.2M +32.7%
  • BROADCOM INC$28.0M +72.8%
  • NVIDIA CORPORATION$24.1M +13.9%
  • TAIWAN SEMICONDUCTOR MANUFAC$23.1M +23.5%
  • UNITED RENTALS INC$10.1M +67.5%
Show all 17 →

Top Trims

  • MICROSOFT CORP-$54.4M -30.5%
  • IDEXX LABS INC-$19.0M -31.4%
  • STRYKER CORPORATION-$16.9M -24.6%
  • INTUITIVE SURGICAL INC-$12.4M -23.0%
  • INTERCONTINENTAL EXCHANGE IN-$11.2M -29.8%
Show all 11 →

New Positions

  • BOSTON SCIENTIFIC CORP$39.1M
  • ELI LILLY & CO$30.3M
  • SERVICENOW INC$23.0M
Show all 3 →

Exited Positions

  • RESMED INC$24.0M
  • AFFILIATED MANAGERS GROUP$1.3M
  • INTUIT$1.2M
Show all 3 →
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 NVIDIA CORPORATION NVDA 67066G104 $154.8M 7.84% 773,510 SH
2 ALPHABET INC GOOGL 02079K305 $135.9M 6.88% 380,299 SH
3 APPLE INC AAPL 037833100 $91.1M 4.61% 314,800 SH
4 MICROSOFT CORP MSFT 594918104 $90.5M 4.58% 242,670 SH
5 TAIWAN SEMICONDUCTOR MANUFAC TSM 874039100 $86.2M 4.36% 180,500 SH
6 AGILENT TECHNOLOGIES INC A 00846U101 $66.8M 3.38% 503,083 SH
7 MASTERCARD INCORPORATED MA 57636Q104 $58.0M 2.94% 113,000 SH
8 AUTOZONE INC AZO 053332102 $49.3M 2.50% 15,430 SH
9 BROADCOM INC AVGO 11135F101 $47.1M 2.39% 124,700 SH
10 ROSS STORES INC ROST 778296103 $42.9M 2.17% 201,700 SH
11 COLGATE PALMOLIVE CO CL 194162103 $39.5M 2.00% 430,470 SH
12 STRYKER CORPORATION SYK 863667101 $37.9M 1.92% 120,400 SH
13 CHURCH & DWIGHT CO INC CHD 171340102 $37.6M 1.90% 387,700 SH
14 NETFLIX INC. NFLX 64110L106 $37.5M 1.90% 524,800 SH
15 FAIR ISAAC CORP FICO 303250104 $36.2M 1.83% 30,280 SH
16 IDEXX LABS INC IDXX 45168D104 $32.9M 1.66% 62,440 SH
17 NVIDIA CORPORATION NVDA 67066G104 $32.6M 1.65% 162,798 SH
18 INTUITIVE SURGICAL INC ISRG 46120E602 $31.3M 1.58% 78,670 SH
19 XYLEM INC XYL 98419M100 $31.0M 1.57% 262,100 SH
20 BOSTON SCIENTIFIC CORP BSX 101137107 $30.5M 1.55% 715,000 SH
21 MICROSOFT CORP MSFT 594918104 $30.2M 1.53% 81,017 SH
22 CADENCE DESIGN SYSTEM INC CDNS 127387108 $30.0M 1.52% 79,900 SH
23 ALPHABET INC GOOGL 02079K305 $29.9M 1.51% 83,646 SH
24 APPLE INC AAPL 037833100 $27.9M 1.41% 96,420 SH
25 TAIWAN SEMICONDUCTOR MANUFAC TSM 874039100 $26.2M 1.32% 54,787 SH
26 PALO ALTO NETWORKS INC PANW 697435105 $23.6M 1.20% 69,300 SH
27 DEXCOM INC DXCM 252131107 $21.3M 1.08% 316,400 SH
28 CARLISLE COS INC CSL 142339100 $21.2M 1.07% 58,370 SH
29 REPUBLIC SVCS INC RSG 760759100 $20.8M 1.05% 97,500 SH
30 MARSH & MCLENNAN COS INC MRSH 571748102 $19.9M 1.01% 119,500 SH
31 NASDAQ INC NDAQ 631103108 $19.6M 0.99% 248,400 SH
32 ELI LILLY & CO LLY 532457108 $19.4M 0.98% 16,200 SH
33 MORGAN STANLEY MS 617446448 $19.3M 0.98% 92,300 SH
34 AMERICAN WTR WKS CO INC NEW AWK 030420103 $19.3M 0.97% 146,300 SH
35 INTERCONTINENTAL EXCHANGE IN ICE 45866F104 $18.4M 0.93% 149,300 SH
36 UNITED RENTALS INC URI 911363109 $17.5M 0.88% 15,420 SH
37 HOME DEPOT INC HD 437076102 $16.9M 0.85% 47,820 SH
38 AUTOZONE INC AZO 053332102 $16.8M 0.85% 5,243 SH
39 MASTERCARD INCORPORATED MA 57636Q104 $16.5M 0.84% 32,110 SH
40 AGILENT TECHNOLOGIES INC A 00846U101 $16.4M 0.83% 123,361 SH
41 BROADCOM INC AVGO 11135F101 $16.0M 0.81% 42,278 SH
42 M & T BK CORP MTB 55261F104 $15.7M 0.80% 66,100 SH
43 XYLEM INC XYL 98419M100 $15.6M 0.79% 132,126 SH
44 SERVICENOW INC NOW 81762P102 $14.7M 0.74% 148,000 SH
45 ROSS STORES INC ROST 778296103 $14.6M 0.74% 68,511 SH
46 NETFLIX INC. NFLX 64110L106 $14.3M 0.72% 200,283 SH
47 NVIDIA CORPORATION NVDA 67066G104 $10.2M 0.51% 50,800 SH
48 TAIWAN SEMICONDUCTOR MANUFAC TSM 874039100 $9.1M 0.46% 19,060 SH
49 STRYKER CORPORATION SYK 863667101 $9.1M 0.46% 28,868 SH
50 M & T BK CORP MTB 55261F104 $8.7M 0.44% 36,421 SH
Filing History
Period Filed AUM Holdings Accession
2026-06-30 2026-08-05 $1.97B 108 0001062993-26-004022
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