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

CIK 1911284 · latest 13F-HR filed 2026-08-10

LGT Fund Management Co Ltd. manages $2.40B in 13F-reported U.S. long-equity assets across 235 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are AAPL (6.61%), NVDA (6.07%), MSFT (5.65%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 28 new positions, exited 35, added to 97, and trimmed 82.

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
HERRENGASSE 12
VADUZ, N2 9490
Phone
004232352144
Filing Manager
LGT Fund Management Co Ltd.
VADUZ, N2
Signatory
Martin Schoeffel
Risk Manager
Loading holdings…
AUM

$2.40B

Long-equity book

Holdings

235

Distinct positions

Period

2026-06-30

Filed 2026-08-10

Q/Q Activity

+28 / −35 / ↑97 / ↓82

vs 2026-03-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • MICRON TECHNOLOGY INC$44.7M +164.6%
  • BROADCOM INC$24.7M +31.2%
  • ADVANCED MICRO DEVICES INC$22.3M +243.5%
  • APPLE INC$19.0M +13.6%
  • WESTERN DIGITAL CORP$13.5M +72.5%
Show all 97 →

Top Trims

  • BERKSHIRE HATHAWAY INC DEL-$15.5M -35.9%
  • META PLATFORMS INC-$15.4M -20.4%
  • INTUITIVE SURGICAL INC-$6.3M -38.0%
  • PHILIP MORRIS INTL INC-$5.8M -80.1%
  • BOSTON SCIENTIFIC CORP-$5.8M -96.2%
Show all 82 →

New Positions

  • ROYAL BK CDA$7.1M
  • KODIAK GAS SVCS INC$6.6M
  • JOHNSON CONTROLS INTERNATION$5.6M
  • CENTENE CORP DEL$4.7M
  • VENTURE GLOBAL INC$4.7M
Show all 28 →

Exited Positions

  • AMAZON COM INC$85.6M
  • ALPHABET INC$30.7M
  • UL SOLUTIONS INC$5.2M
  • CATERPILLAR INC$4.8M
  • YUM BRANDS INC$4.5M
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 $158.5M 6.61% 547,901 SH
2 NVIDIA CORPORATION NVDA 67066G104 $145.6M 6.07% 727,456 SH
3 MICROSOFT CORP MSFT 594918104 $135.5M 5.65% 363,203 SH
4 ALPHABET INC GOOGL 02079K305 $117.6M 4.90% 329,182 SH
5 BROADCOM INC AVGO 11135F101 $103.8M 4.33% 274,882 SH
6 MICRON TECHNOLOGY INC MU 595112103 $71.8M 2.99% 62,213 SH
7 ELI LILLY & CO LLY 532457108 $70.5M 2.94% 58,755 SH
8 VISA INC V 92826C839 $63.6M 2.65% 185,235 SH
9 JPMORGAN CHASE & CO JPM 46625H100 $60.1M 2.50% 183,562 SH
10 META PLATFORMS INC META 30303M102 $60.0M 2.50% 106,543 SH
11 COCA COLA CO KO 191216100 $50.4M 2.10% 620,204 SH
12 WESTERN DIGITAL CORP WDC 958102105 $32.1M 1.34% 50,304 SH
13 ADVANCED MICRO DEVICES INC AMD 007903107 $31.5M 1.31% 54,247 SH
14 PROCTER & GAMBLE CO PG 742718109 $30.8M 1.28% 209,824 SH
15 JOHNSON & JOHNSON JNJ 478160104 $29.5M 1.23% 116,198 SH
16 BERKSHIRE HATHAWAY INC DEL BRK.B 084670702 $27.7M 1.16% 55,425 SH
17 ASTRAZENECA PLC AZN G0593M107 $26.1M 1.09% 139,758 SH
18 MCDONALDS CORP MCD 580135101 $25.4M 1.06% 93,852 SH
19 EXXON MOBIL CORP XOM 30231G102 $24.6M 1.03% 180,140 SH
20 PALO ALTO NETWORKS INC PANW 697435105 $23.0M 0.96% 67,530 SH
21 APPLIED MATLS INC AMAT 038222105 $21.2M 0.88% 29,366 SH
22 CROWDSTRIKE HLDGS INC CRWD 22788C105 $21.1M 0.88% 27,631 SH
23 PFIZER INC PFE 717081103 $20.7M 0.86% 857,783 SH
24 KLA CORP KLAC 482480100 $19.9M 0.83% 65,956 SH
25 UBS GROUP AG UBS H42097107 $18.6M 0.78% 376,123 SH
26 ARISTA NETWORKS INC ANET 040413205 $17.5M 0.73% 103,280 SH
27 HOME DEPOT INC HD 437076102 $16.9M 0.71% 47,992 SH
28 MEDTRONIC PLC MDT G5960L103 $16.7M 0.70% 213,831 SH
29 BLACKROCK INC BLK 09290D101 $16.4M 0.68% 17,042 SH
30 NEXTERA ENERGY INC NEE 65339F101 $16.2M 0.68% 184,907 SH
31 UBER TECHNOLOGIES INC UBER 90353T100 $14.8M 0.62% 205,637 SH
32 CISCO SYS INC CSCO 17275R102 $14.5M 0.61% 123,777 SH
33 CHUBB LIMITED CB H1467J104 $13.0M 0.54% 38,087 SH
34 HCA HEALTHCARE INC HCA 40412C101 $12.7M 0.53% 32,688 SH
35 LUMENTUM HLDGS INC LITE 55024U109 $12.6M 0.52% 14,658 SH
36 ABBVIE INC ABBV 00287Y109 $12.6M 0.52% 49,911 SH
37 MARVELL TECHNOLOGY INC MRVL 573874104 $12.5M 0.52% 42,072 SH
38 ENBRIDGE INC ENB 29250N105 $12.0M 0.50% 221,581 SH
39 ORACLE CORP ORCL 68389X105 $11.7M 0.49% 80,023 SH
40 NETFLIX INC. NFLX 64110L106 $11.7M 0.49% 163,665 SH
41 BROOKFIELD CORP BN 11271J107 $11.4M 0.48% 267,953 SH
42 AERCAP HOLDINGS NV AER N00985106 $11.1M 0.46% 75,904 SH
43 BOOKING HOLDINGS INC BKNG 09857L108 $10.9M 0.45% 61,098 SH
44 CLOUDFLARE INC NET 18915M107 $10.8M 0.45% 44,128 SH
45 CONSTELLATION ENERGY CORP CEG 21037T109 $10.5M 0.44% 42,292 SH
46 ALTRIA GROUP INC MO 02209S103 $10.4M 0.43% 144,702 SH
47 EQUINIX INC EQIX 29444U700 $10.4M 0.43% 9,980 SH
48 WALMART INC WMT 931142103 $10.4M 0.43% 91,551 SH
49 INTUITIVE SURGICAL INC ISRG 46120E602 $10.3M 0.43% 25,910 SH
50 GE AEROSPACE GE 369604301 $10.2M 0.42% 27,248 SH
Filing History
Period Filed AUM Holdings Accession
2026-06-30 2026-08-10 $2.40B 235 0001911284-26-000005
2026-03-31 2026-04-28 $2.30B 242 0001911284-26-000002
2025-12-31 2026-02-05 $1.27B 218 0001911284-26-000001