LGT CAPITAL PARTNERS LTD. Diversified Active

Location: Pfaeffikon, Switzerland

CIK: 0001641992 · Show all filings

Period: Q1 2017 (← Previous) (Next →)

Filing Date: Apr 20, 2017

Total Value: $879M (99.7% shares, 0.3% debt)

Holdings (68)

GOOGL ALPHABET INC 4.3%
Value $37.65M Shares 44,408 Est. Cost $38.79 Unrealized +7.6%
MRK MERCK & CO INC 4.1%
Value $35.89M Shares 564,880 Est. Cost $40.89 Unrealized +12.6%
BIIB BIOGEN INC 3.7%
Value $32.16M Shares 117,631 Est. Cost $285.83 Unrealized -1.1%
CTSH COGNIZANT TECHNOLOGY SOLUTIO 3.3%
Value $29.28M Shares 491,976 Est. Cost $50.37 Unrealized +1.2%
CELGENE CORP 3.0%
Value $26.57M Shares 213,555 Est. Cost $117.21 Unrealized
ISRG INTUITIVE SURGICAL INC 2.8%
Value $24.83M Shares 32,394 Est. Cost $68.00 Unrealized +16.2%
INDA ISHARES TR 2.8%
Value $24.7M Shares 784,500 Est. Cost $29.43 Unrealized
ORCL ORACLE CORP 2.8%
Value $24.39M Shares 546,810 Est. Cost $35.20 Unrealized +3.7%
MSFT MICROSOFT CORP 2.8%
Value $24.2M Shares 367,520 Est. Cost $45.53 Unrealized +27.0%
EL LAUDER ESTEE COS INC 2.5%
Value $22.18M Shares 261,573 Est. Cost $75.26 Unrealized -1.8%
HCP INC 2.4%
Value $21.51M Shares 687,622 Est. Cost $35.74 Unrealized
AMG AFFILIATED MANAGERS GROUP 2.4%
Value $21.26M Shares 129,657 Est. Cost $141.56 Unrealized +8.3%
INDEXIQ ETF TR 2.3%
Value $20.65M Shares 800,000 Est. Cost $24.55 Unrealized
AWK AMERICAN WTR WKS CO INC NEW 2.3%
Value $20.59M Shares 264,730 Est. Cost $48.84 Unrealized +28.4%
ARCC ARES CAP CORP 2.3%
Value $20.34M Shares 1,170,000 Est. Cost $6.04 Unrealized +23.2%
BLACKSTONE GROUP L P 2.1%
Value $18.71M Shares 630,000 Est. Cost $29.70 Unrealized
KKR & CO L P DEL 1.9%
Value $17.14M Shares 940,000 Est. Cost $18.23 Unrealized
DELL TECHNOLOGIES INC 1.9%
Value $16.74M Shares 261,283 Est. Cost $53.04 Unrealized
COF CAPITAL ONE FINL CORP 1.9%
Value $16.44M Shares 189,665 Est. Cost $64.06 Unrealized +19.2%
MDLZ MONDELEZ INTL INC 1.9%
Value $16.43M Shares 381,365 Est. Cost $31.76 Unrealized +13.0%
BROOKFIELD ASSET MGMT INC 1.8%
Value $16.09M Shares 442,880 Est. Cost $32.54 Unrealized
PEP PEPSICO INC 1.8%
Value $16.01M Shares 143,138 Est. Cost $68.66 Unrealized +19.3%
WELL WELLTOWER INC 1.8%
Value $15.98M Shares 225,655 Est. Cost $46.65 Unrealized +4.7%
CL COLGATE PALMOLIVE CO 1.8%
Value $15.74M Shares 215,040 Est. Cost $52.93 Unrealized +7.4%
AAPL APPLE INC 1.7%
Value $15.29M Shares 106,440 Est. Cost $22.60 Unrealized +34.7%
WFC WELLS FARGO & CO NEW 1.6%
Value $13.8M Shares 247,860 Est. Cost $38.47 Unrealized +15.3%
CERNER CORP 1.5%
Value $13.54M Shares 230,000 Est. Cost $51.06 Unrealized
TIFFANY & CO NEW 1.5%
Value $12.96M Shares 136,030 Est. Cost $70.96 Unrealized
VLO VALERO ENERGY CORP NEW 1.4%
Value $12.7M Shares 191,614 Est. Cost $43.33 Unrealized +8.5%
UPS UNITED PARCEL SERVICE INC 1.4%
Value $12.67M Shares 118,120 Est. Cost $76.55 Unrealized +2.4%
MTB M & T BK CORP 1.4%
Value $12.63M Shares 81,630 Est. Cost $92.69 Unrealized +34.8%
MS MORGAN STANLEY 1.4%
Value $12.55M Shares 292,900 Est. Cost $24.26 Unrealized +41.6%
MMM 3M CO 1.4%
Value $11.96M Shares 62,537 Est. Cost $97.85 Unrealized +16.1%
SBUX STARBUCKS CORP 1.3%
Value $11.65M Shares 199,490 Est. Cost $46.19 Unrealized +1.3%
COP CONOCOPHILLIPS 1.3%
Value $11.37M Shares 228,000 Est. Cost $31.13 Unrealized +17.5%
AKAM AKAMAI TECHNOLOGIES INC 1.3%
Value $11.2M Shares 187,550 Est. Cost $62.46 Unrealized +5.2%
VET VERMILION ENERGY INC 1.3%
Value $11.09M Shares 296,552 Est. Cost $34.77 Unrealized +13.7%
MD MEDNAX INC 1.2%
Value $10.8M Shares 155,740 Est. Cost $68.04 Unrealized +2.1%
EOG EOG RES INC 1.2%
Value $10.42M Shares 106,780 Est. Cost $62.44 Unrealized +18.9%
NDAQ NASDAQ INC 1.2%
Value $10.25M Shares 147,640 Est. Cost $14.13 Unrealized +42.6%
APOLLO GLOBAL MGMT LLC 1.2%
Value $10.21M Shares 420,000 Est. Cost $24.32 Unrealized
VZ VERIZON COMMUNICATIONS INC 1.1%
Value $9.409M Shares 193,000 Est. Cost $29.32 Unrealized +7.2%
KO COCA COLA CO 1.0%
Value $9.203M Shares 216,850 Est. Cost $30.79 Unrealized +2.4%
ANGLOGOLD ASHANTI LTD 1.0%
Value $9.047M Shares 840,000 Est. Cost $10.60 Unrealized
PFLT PENNANTPARK FLOATING RATE CA 0.9%
Value $8.085M Shares 580,000 Est. Cost $4.55 Unrealized +20.2%
TUPPERWARE BRANDS CORP 0.9%
Value $7.84M Shares 125,000 Est. Cost $60.26 Unrealized
AQN ALGONQUIN PWR UTILS CORP 0.9%
Value $7.62M Shares 800,000 Est. Cost $5.44 Unrealized +6.4%
UNH UNITEDHEALTH GROUP INC 0.9%
Value $7.49M Shares 45,670 Est. Cost $75.57 Unrealized +88.1%
TGNA TEGNA INC 0.8%
Value $7.302M Shares 285,000 Est. Cost $14.06 Unrealized +9.4%
HST HOST HOTELS & RESORTS INC 0.8%
Value $7.169M Shares 384,200 Est. Cost $12.24 Unrealized +5.7%
EQR EQUITY RESIDENTIAL 0.7%
Value $6.413M Shares 103,070 Est. Cost $40.06 Unrealized +12.8%
PSA PUBLIC STORAGE 0.7%
Value $6.108M Shares 27,900 Est. Cost $147.17 Unrealized +4.8%
INFY INFOSYS LTD 0.6%
Value $5.514M Shares 349,000 Est. Cost $14.83 Unrealized
JNJ JOHNSON & JOHNSON 0.6%
Value $5.306M Shares 42,600 Est. Cost $78.67 Unrealized +18.7%
TRIANGLE CAP CORP 0.6%
Value $5.25M Shares 275,000 Est. Cost $18.87 Unrealized
STERICYCLE INC 0.6%
Value $5.139M Shares 62,000 Est. Cost $79.57 Unrealized
DLR DIGITAL RLTY TR INC 0.6%
Value $4.932M Shares 46,360 Est. Cost $68.93 Unrealized +12.1%
MCD MCDONALDS CORP 0.6%
Value $4.886M Shares 37,700 Est. Cost $83.33 Unrealized +22.0%
HAS HASBRO INC 0.5%
Value $4.063M Shares 40,700 Est. Cost $52.25 Unrealized +30.7%
CARLYLE GROUP L P 0.4%
Value $3.908M Shares 245,000 Est. Cost $15.95 Unrealized
LII LENNOX INTL INC 0.4%
Value $3.217M Shares 19,230 Est. Cost $137.01 Unrealized +6.0%
FCN FTI CONSULTING INC 0.3%
Value $2.676M Shares 65,000 Est. Cost $36.01 Unrealized +15.3%
ING GROEP N V 0.3%
Value $2.574M Shares 2,500,000 Est. Cost $0.97 Unrealized
WHOLE FOODS MKT INC 0.2%
Value $1.932M Shares 65,000 Est. Cost $29.42 Unrealized
MAS MASCO CORP 0.1%
Value $885K Shares 26,030 Est. Cost $29.60 Unrealized -1.3%
ECL ECOLAB INC 0.1%
Value $796K Shares 6,350 Est. Cost $111.04 Unrealized 0.0%
PCAR PACCAR INC 0.1%
Value $765K Shares 11,390 Est. Cost $26.73 Unrealized +20.1%
SPG SIMON PPTY GROUP INC NEW 0.1%
Value $705K Shares 4,100 Est. Cost $128.06 Unrealized -12.9%