LGT Fund Management Co Ltd. — 13F Holdings & Portfolio

CIK 1911284 · latest 13F-HR filed 2026-04-28

LGT Fund Management Co Ltd. manages $2.30B in 13F-reported U.S. long-equity assets across 242 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are AAPL (6.06%), NVDA (5.91%), MSFT (5.46%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 59 new positions, exited 35, added to 110, and trimmed 56.

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

$2.30B

Long-equity book

Holdings

242

Distinct positions

Period

2026-03-31

Filed 2026-04-28

Q/Q Activity

+59 / −35 / ↑110 / ↓56

vs 2025-12-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • APPLE INC$83.9M +150.6%
  • NVIDIA CORPORATION$76.5M +128.6%
  • ALPHABET INC$70.9M +148.3%
  • BROADCOM INC$57.4M +263.0%
  • MICROSOFT CORP$55.1M +78.0%
Show all 110

Top Trims

  • S&P GLOBAL INC-$13.3M -64.6%
  • MOODYS CORP-$8.5M -89.8%
  • PALO ALTO NETWORKS INC-$8.1M -40.2%
  • MEDPACE HLDGS INC-$4.2M -71.3%
  • TOTALENERGIES SE-$3.9M -26.2%
Show all 56

New Positions

  • ASTRAZENECA PLC$20.2M
  • LUMENTUM HLDGS INC$14.3M
  • TESLA INC$11.9M
  • KLA CORP$10.5M
  • ENBRIDGE INC$10.2M
Show all 59

Exited Positions

  • ABBOTT LABS$16.5M
  • TAIWAN SEMICONDUCTOR MFG LTD$13.4M
  • MERCADOLIBRE INC$6.9M
  • HALOZYME THERAPEUTICS INC$6.0M
  • BILIBILI INC$5.0M
Show all 35
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 APPLE INC AAPL 037833100 $139.6M 6.06% 550,012 SH
2 NVIDIA CORPORATION NVDA 67066G104 $136.0M 5.91% 779,765 SH
3 MICROSOFT CORP MSFT 594918104 $125.8M 5.46% 339,806 SH
4 ALPHABET INC GOOGL 02079K305 $118.7M 5.16% 412,813 SH
5 AMAZON COM INC AMZN 023135106 $85.6M 3.72% 410,806 SH
6 BROADCOM INC AVGO 11135F101 $79.2M 3.44% 255,765 SH
7 META PLATFORMS INC META 30303M102 $75.4M 3.27% 131,746 SH
8 ELI LILLY & CO LLY 532457108 $62.8M 2.73% 68,307 SH
9 JPMORGAN CHASE & CO JPM 46625H100 $59.0M 2.56% 200,474 SH
10 VISA INC V 92826C839 $57.7M 2.51% 190,929 SH
11 COCA COLA CO KO 191216100 $51.1M 2.22% 672,075 SH
12 BERKSHIRE HATHAWAY INC DEL BRK.B 084670702 $43.2M 1.88% 90,252 SH
13 ALPHABET INC GOOG 02079K107 $30.7M 1.33% 107,000 SH
14 PROCTER & GAMBLE CO PG 742718109 $29.0M 1.26% 201,057 SH
15 MCDONALDS CORP MCD 580135101 $28.4M 1.23% 91,233 SH
16 JOHNSON & JOHNSON JNJ 478160104 $27.5M 1.19% 112,310 SH
17 MICRON TECHNOLOGY INC MU 595112103 $27.1M 1.18% 80,342 SH
18 EXXON MOBIL CORP XOM 30231G102 $24.1M 1.05% 141,901 SH
19 PFIZER INC PFE 717081103 $22.7M 0.99% 808,804 SH
20 ASTRAZENECA PLC AZN G0593M107 $20.2M 0.88% 103,991 SH
21 WESTERN DIGITAL CORP WDC 958102105 $18.6M 0.81% 68,870 SH
22 BLACKROCK INC BLK 09290D101 $18.1M 0.79% 18,871 SH
23 HCA HEALTHCARE INC HCA 40412C101 $17.2M 0.75% 36,433 SH
24 INTUITIVE SURGICAL INC ISRG 46120E602 $16.6M 0.72% 36,057 SH
25 NETFLIX INC. NFLX 64110L106 $16.4M 0.71% 170,623 SH
26 NEXTERA ENERGY INC NEE 65339F101 $16.3M 0.71% 175,138 SH
27 HOME DEPOT INC HD 437076102 $16.1M 0.70% 48,830 SH
28 UBS GROUP AG UBS H42097107 $16.0M 0.69% 415,512 SH
29 CHUBB LTD SWITZ CB H1467J104 $14.9M 0.65% 45,791 SH
30 LUMENTUM HLDGS INC LITE 55024U109 $14.3M 0.62% 20,387 SH
31 WALMART INC WMT 931142103 $14.2M 0.62% 114,645 SH
32 EQUINIX INC EQIX 29444U700 $13.3M 0.58% 13,556 SH
33 CISCO SYS INC CSCO 17275R102 $12.7M 0.55% 163,541 SH
34 SERVICENOW INC NOW 81762P102 $12.7M 0.55% 121,015 SH
35 PALO ALTO NETWORKS INC PANW 697435105 $12.1M 0.53% 75,632 SH
36 TESLA INC TSLA 88160R101 $11.9M 0.52% 32,059 SH
37 CONSTELLATION ENERGY CORP CEG 21037T109 $11.8M 0.51% 42,430 SH
38 CROWDSTRIKE HLDGS INC CRWD 22788C105 $11.7M 0.51% 30,066 SH
39 INTERCONTINENTAL EXCHANGE IN ICE 45866F104 $11.5M 0.50% 73,147 SH
40 APPLIED MATLS INC AMAT 038222105 $11.4M 0.50% 33,482 SH
41 ARISTA NETWORKS INC ANET 040413205 $11.3M 0.49% 91,845 SH
42 AMERICAN TOWER CORP AMT 03027X100 $11.2M 0.49% 64,986 SH
43 TOTALENERGIES SE TTE F92124100 $10.9M 0.47% 116,252 SH
44 BROOKFIELD CORP BN 11271J107 $10.9M 0.47% 267,953 SH
45 BOOKING HOLDINGS INC BKNG 09857L108 $10.7M 0.47% 2,545 SH
46 CONOCOPHILLIPS COP 20825C104 $10.6M 0.46% 79,991 SH
47 KLA CORP KLAC 482480100 $10.5M 0.46% 7,149 SH
48 ABBVIE INC ABBV 00287Y109 $10.5M 0.46% 48,331 SH
49 AERCAP HOLDINGS NV AER N00985106 $10.4M 0.45% 75,904 SH
50 ENBRIDGE INC ENB 29250N105 $10.2M 0.44% 187,966 SH
Filing History
Period Filed AUM Holdings Accession
2026-03-31 2026-04-28 $2.30B 242 0001911284-26-000002
2025-12-31 2026-02-05 $1.27B 218 0001911284-26-000001