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CIK: 0001641992
Total reported value
$2.0B
$2.0B
57 檔
57.1%
As reported in its official Q1 2024 Form 13F filing, Lgt Capital Partners LTD.'s tracked investment portfolio stood at $2.0B with 57 total positions.
During Q1 2024, Lgt Capital Partners LTD.'s portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | Stock-Tech | 11.49% | -3.19% | -13.01% | |
| 2 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 7.73% | -0.50% | +1.11% | |
| 3 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 6.28% | +0.93% | -10.45% | |
| 4 | A | Agilent Technologies Inc | Stock-Healthcare | 5.17% | -0.64% | -15.56% | |
| 5 | INTU | Intuit Inc | Stock-Tech | 4.59% | -0.06% | EXIT | |
| 6 | EL | Estee Lauder Companies-cl A | Stock-Consumer Staples | 4.58% | — | -12.63% | |
| 7 | RMD | Resmed Inc | Stock-Healthcare | 3.95% | -1.28% | EXIT | |
| 8 | SYK | Stryker CORP | Stock-Healthcare | 3.68% | -1.03% | -24.29% | |
| 9 | ROST | Ross Stores Inc | Stock-Consumer Disc | 3.22% | -0.62% | -22.78% | |
| 10 | LULU | Lululemon Athletica Inc | Stock-Consumer Disc | 2.94% | — | -3.34% | |
| 11 | IDXX | Idexx Laboratories Inc | Stock-Healthcare | 2.86% | -1.11% | -12.62% | |
| 12 | AAPL | Apple Inc | Stock-Tech | 2.81% | +1.30% | +1315.86% | |
| 13 | CL | Colgate-palmolive Co | Stock-Consumer Staples | 2.64% | +0.39% | +44.45% | |
| 14 | NDAQ | Nasdaq Inc | Stock-Financials | 2.55% | -0.43% | +2.38% | |
| 15 | AZO | Autozone Inc | Stock-Consumer Disc | 2.37% | +0.04% | -11.78% | |
| 16 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 2.28% | — | -6.69% | |
| 17 | SBUX | Starbucks CORP | Stock-Consumer Disc | 2.25% | — | +15.23% | |
| 18 | CHD | Church & Dwight Co Inc | Stock-Consumer Staples | 2.21% | -0.18% | -6.95% | |
| 19 | KKR | Kkr & Co Inc | Stock-Financials | 1.84% | — | -13.47% | |
| 20 | AMG | Affiliated Managers Group | Stock-Financials | 1.81% | -0.07% | EXIT | |
| 21 | TFX | Teleflex Inc | Stock-Healthcare | 1.63% | — | -10.87% | |
| 22 | MS | Morgan Stanley | Stock-Financials | 1.62% | +0.28% | +154.22% | |
| 23 | CMCSA | Comcast Corp-class A | Stock-Comm Services | 1.55% | — | -9.26% | |
| 24 | PCAR | Paccar Inc | Stock-Industrials | 1.45% | — | -11.51% | |
| 25 | PYPL | Paypal Holdings Inc | Stock-Financials | 1.33% | — | -32.55% | |
| 26 | CG | Carlyle Group Inc/the | Stock-Financials | 1.21% | — | -42.13% | |
| 27 | APO | Apollo Global Management Inc | Stock-Financials | 1.17% | — | -2.20% | |
| 28 | QDEL | Quidelortho CORP | Stock-Other | 1.09% | — | -24.01% | |
| 29 | BN | Brookfield CORP | Stock-Financials | 1.00% | — | +24.43% | |
| 30 | AKAM | Akamai Technologies Inc | Stock-Tech | 0.98% | — | -15.77% | |
| 31 | BX | Blackstone Inc | Stock-Financials | 0.95% | — | -1.28% | |
| 32 | BCE | Bce Inc | Stock-Comm Services | 0.72% | — | -11.09% | |
| 33 | ORA | Ormat Technologies Inc | Stock-Utilities | 0.64% | +0.22% | -41.32% | |
| 34 | MRSH | Marsh & Mclennan Cos | Stock-Financials | 0.63% | -0.08% | — | |
| 35 | ICE | Intercontinental Exchange In | Stock-Financials | 0.62% | -0.66% | -7.24% | |
| 36 | TMUS | T-mobile US Inc | Stock-Comm Services | 0.60% | — | -2.57% | |
| 37 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.53% | — | -66.86% | |
| 38 | NEM | Newmont CORP | Stock-Materials | 0.50% | — | -45.44% | |
| 39 | TSLX | Sixth Street Specialty Lendi | Stock-Other | 0.48% | — | — | |
| 40 | ARCC | Ares Capital CORP | Stock-Financials | 0.46% | — | +5.70% | |
| 41 | WCC | Wesco International Inc | Stock-Industrials | 0.43% | — | +11.49% | |
| 42 | BAM | Brookfield Asset Mgmt-a | Stock-Financials | 0.39% | — | -1.65% | |
| 43 | AHCO | Adapthealth CORP | Stock-Other | 0.34% | — | -5.00% | |
| 44 | BXSL | Blackstone Secured Lending F | Stock-Financials | 0.27% | — | -41.07% | |
| 45 | MSGS | Madison Square Garden Sports | Stock-Comm Services | 0.22% | — | +11.43% | |
| 46 | OLED | Universal Display CORP | Stock-Tech | 0.22% | — | -68.17% | |
| 47 | SHC | Sotera Health Co | Stock-Other | 0.22% | — | +21.65% | |
| 48 | NABL | N-able Inc | Stock-Other | 0.22% | — | +1.89% | |
| 49 | EQR | Equity Residential | Stock-Real Estate | 0.19% | — | -1.76% | |
| 50 | DLR | Digital Realty Trust Inc | Stock-Real Estate | 0.18% | — | — |
According to official SEC Form 13F filings, Lgt Capital Partners LTD. reported a total U.S. public equity portfolio value of $2.0B across 57 disclosed positions in Q1 2024.
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Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including MSFT, GOOGL, TSM) accounted for 57.1% of total reported equity market value during Q1 2024.
During Q1 2024, Lgt Capital Partners LTD.'s top holdings by market value included MSFT (11.5%)、GOOGL (7.7%)、TSM (6.3%). The largest single position, MSFT, represented 11.5% of total portfolio value.
In Q1 2024, Lgt Capital Partners LTD. made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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