LGT CAPITAL PARTNERS LTD.

CIK: 0001641992SEC EDGAR →

Portfolio Value

$2.0T

Holdings

38

As of

Q4 2025

New Positions

6

Closed Positions

15

Portfolio Value History

Top 10 Holdings

RankStockSharesValue% of Portfolio
1

MICROSOFT CORP

458,568$221.8B
11.00%
2

ALPHABET INC

616,063$192.8B
9.57%
3

NVIDIA CORPORATION

993,139$185.2B
9.19%
4

TAIWAN SEMICONDUCTOR MFG LTD

359,829$109.3B
5.42%
5

AGILENT TECHNOLOGIES INC

786,597$107.0B
5.31%
6

APPLE INC

332,763$90.5B
4.49%
7

ROSS STORES INC

428,674$77.2B
3.83%
8

STRYKER CORPORATION

213,252$75.0B
3.72%
9

IDEXX LABS INC

105,998$71.7B
3.56%
10

FAIR ISAAC CORP

41,461$70.1B
3.48%

Quarterly Changes

Top Buys

MSFT↑ Increased
$10.6B
FICO↑ Increased
$8.3B
MA↑ Increased
$3.7B
MTB↑ Increased
$3.3B
ICE↑ Increased
$2.9B

Top Sells

GOOGL↓ Decreased
$18.7B
AZO↓ Decreased
$16.8B
PANW↓ Decreased
$13.6B
CL↓ Decreased
$13.5B
HUBBCLOSED
$12.6B

New Positions (2)

$2.1B · 6K shares
$724.0M · 7K shares

Closed Positions (2)

$12.6B · 29K shares
$798.0M · 12K shares

Sector Breakdown

Sector# HoldingsValue%
Technology10$820.7B40.7%
Financial Services6$220.2B10.9%
Communication Services3$210.9B10.5%
Healthcare3$202.5B10.0%
Unknown5$175.9B8.7%
Consumer Cyclical3$166.1B8.2%
Industrials6$119.7B5.9%
Consumer Defensive2$99.8B5.0%