Lgt Capital Partners Ltd. Top Holdings and 13F Report (2026) About Lgt Capital Partners Ltd.Investment ActivityLgt Capital Partners Ltd. has $1.97 billion in total holdings as of June 30, 2026.Lgt Capital Partners Ltd. owns shares of 38 different stocks, but just 21 companies or ETFs make up 80% of its holdings.Approximately 10.04% of the portfolio was purchased this quarter.About 15.45% of the portfolio was sold this quarter.This quarter, Lgt Capital Partners Ltd. has purchased 38 new stocks and bought additional shares in 16 stocks.Lgt Capital Partners Ltd. sold shares of 17 stocks and completely divested from 3 stocks this quarter.Largest Holdings NVIDIA $197,510,440Alphabet $169,788,274Microsoft $123,938,505Apple $122,471,620Taiwan Semiconductor Manufacturing $121,468,497 Largest New Holdings this Quarter 101137107 - Boston Scientific $39,093,429 Holding532457108 - Eli Lilly and Company $30,273,613 Holding81762P102 - ServiceNow $23,003,871 Holding Largest Purchases this Quarter Boston Scientific 915,966 shares (about $39.09M)Eli Lilly and Company 25,240 shares (about $30.27M)ServiceNow 231,707 shares (about $23.00M)Broadcom 51,649 shares (about $19.51M)Netflix 252,099 shares (about $18.00M) Largest Sales this Quarter Microsoft 149,600 shares (about $55.80M)Palo Alto Networks 157,864 shares (about $53.83M)Alphabet 120,383 shares (about $43.02M)Agilent Technologies 178,030 shares (about $23.65M)Taiwan Semiconductor Manufacturing 36,662 shares (about $17.51M) Sector Allocation Over TimeMap of 500 Largest Holdings ofLgt Capital Partners Ltd. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorNVDANVIDIA$197,510,440$1,397,429 â–¼-0.7%987,10810.0%TechnologyGOOGLAlphabet$169,788,274$43,021,273 â–¼-20.2%475,1058.6%Communication ServicesMSFTMicrosoft$123,938,505$55,803,791 â–¼-31.0%332,2576.3%TechnologyAAPLApple$122,471,620$17,242,094 â–²16.4%423,2506.2%TechnologyTSMTaiwan Semiconductor Manufacturing$121,468,497$17,508,671 â–¼-12.6%254,3476.2%TechnologyAAgilent Technologies$88,575,561$23,647,725 â–¼-21.1%666,8344.5%HealthcareMAMastercard$78,796,512$5,157,571 â–²7.0%153,4204.0%FinanceAZOAutoZone$67,571,759$7,366,642 â–²12.2%21,1433.4%Consumer DiscretionaryAVGOBroadcom$66,396,362$19,510,410 â–²41.6%175,7683.4%TechnologyROSTRoss Stores$60,043,069$7,711,555 â–¼-11.4%282,0913.0%Consumer DiscretionaryNFLXNetflix$52,572,748$17,999,869 â–²52.1%736,3132.7%Communication ServicesSYKStryker$51,765,363$14,003,768 â–¼-21.3%164,4182.6%HealthcareXYLXylem$51,036,694$1,471,005 â–²3.0%431,7462.6%IndustrialsCLColgate-Palmolive$50,064,248$6,701,808 â–²15.5%546,0762.5%Consumer StaplesCHDChurch & Dwight$48,411,130$3,061,408 â–¼-5.9%499,7022.5%Consumer StaplesFICOFair Isaac$44,620,253$15,118,746 â–¼-25.3%37,3462.3%TechnologyIDXXIDEXX Laboratories$41,659,830$15,204,114 â–¼-26.7%79,1352.1%HealthcareISRGIntuitive Surgical$41,453,766$4,969,807 â–¼-10.7%104,2392.1%HealthcareCDNSCadence Design Systems$39,902,521$7,891,478 â–¼-16.5%106,3162.0%TechnologyBSXBoston Scientific$39,093,429$39,093,429 â–²New Holding915,9662.0%HealthcarePANWPalo Alto Networks$35,133,244$53,834,781 â–¼-60.5%103,0241.8%TechnologyRSGRepublic Services$33,066,181$8,336,116 â–²33.7%155,1821.7%IndustrialsCSLCarlisle Companies$31,634,702$203,140 â–²0.6%87,2081.6%IndustrialsAWKAmerican Water Works$30,683,403$319,739 â–²1.1%233,1921.6%UtilitiesLLYEli Lilly and Company$30,273,613$30,273,613 â–²New Holding25,2401.5%HealthcareMSMorgan Stanley$28,968,763$498,769 â–²1.8%138,5801.5%FinanceNDAQNasdaq$28,759,605$4,361,505 â–¼-13.2%364,8771.5%FinanceMARSH & MCLENNAN COS INC$27,611,052$753,348 â–²2.8%165,6631.4%COMHDHome Depot$27,016,699$1,170,898 â–¼-4.2%76,6041.4%Consumer DiscretionaryICEIntercontinental Exchange$26,351,942$3,010,778 â–¼-10.3%214,0521.3%FinanceMTBM&T Bank$25,312,601$6,892,769 â–¼-21.4%106,3511.3%FinanceURIUnited Rentals$25,172,816$1,806,960 â–²7.7%22,2201.3%IndustrialsNOWServiceNow$23,003,871$23,003,871 â–²New Holding231,7071.2%TechnologyDXCMDexCom$22,944,125$6,298,572 â–²37.8%340,6701.2%HealthcareATGEAdtalem Global Education$10,035,130$7,828,648 â–²354.8%80,5000.5%Consumer DiscretionaryORAOrmat Technologies$6,299,865$4,486,680 â–²247.4%57,8500.3%UtilitiesWABWabtec$4,103,3120.0%15,2200.2%IndustrialsVERALTO CORP$1,454,3520.0%16,4000.1%COM SHSRMDResMed$0$24,048,542 â–¼-100.0%00.0%HealthcareAMGAffiliated Managers Group$0$1,308,791 â–¼-100.0%00.0%FinanceINTUIntuit$0$1,150,131 â–¼-100.0%00.0%TechnologyShowing largest 100 holdings. 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