LGT CAPITAL PARTNERS LTD. Diversified Active

CIK: 0001641992 · Show all filings

Period: Q1 2024 (← Previous) (Next →)

Filing Date: May 13, 2024

Total Value ($000): $3,198,719 (100.0% shares, 0.0% debt)

Holdings (57)

MSFT MICROSOFT CORP 11.5%
Value ($000) $367,600 Shares 873,741 Est. Cost $196.46 Unrealized +103.2%
GOOGL ALPHABET INC 7.7%
Value ($000) $247,146 Shares 1,637,486 Est. Cost $110.81 Unrealized +28.1%
TSM TAIWAN SEMICONDUCTOR MFG LTD 6.3%
Value ($000) $200,893 Shares 1,476,610 Est. Cost $81.14 Unrealized
A AGILENT TECHNOLOGIES INC 5.2%
Value ($000) $165,418 Shares 1,136,818 Est. Cost $108.29 Unrealized +24.8%
INTU INTUIT 4.6%
Value ($000) $146,918 Shares 226,028 Est. Cost $369.10 Unrealized +71.0%
EL LAUDER ESTEE COS INC 4.6%
Value ($000) $146,659 Shares 951,406 Est. Cost $190.08 Unrealized -28.1%
RMD RESMED INC 4.0%
Value ($000) $126,404 Shares 638,306 Est. Cost $150.68 Unrealized +19.6%
SYK STRYKER CORPORATION 3.7%
Value ($000) $117,862 Shares 329,343 Est. Cost $208.50 Unrealized +58.4%
ROST ROSS STORES INC 3.2%
Value ($000) $103,078 Shares 702,355 Est. Cost $108.47 Unrealized +29.4%
LULU LULULEMON ATHLETICA INC 2.9%
Value ($000) $94,051 Shares 240,756 Est. Cost $357.47 Unrealized +29.3%
IDXX IDEXX LABS INC 2.9%
Value ($000) $91,420 Shares 169,319 Est. Cost $433.20 Unrealized +26.2%
AAPL APPLE INC 2.8%
Value ($000) $89,993 Shares 524,804 Est. Cost $174.07 Unrealized +3.6%
CL COLGATE PALMOLIVE CO 2.6%
Value ($000) $84,520 Shares 938,590 Est. Cost $73.70 Unrealized +10.4%
NDAQ NASDAQ INC 2.6%
Value ($000) $81,720 Shares 1,295,090 Est. Cost $51.16 Unrealized +10.2%
AZO AUTOZONE INC 2.4%
Value ($000) $75,766 Shares 24,040 Est. Cost $2090.57 Unrealized +36.7%
UNH UNITEDHEALTH GROUP INC 2.3%
Value ($000) $72,985 Shares 147,534 Est. Cost $318.05 Unrealized +53.7%
SBUX STARBUCKS CORP 2.2%
Value ($000) $71,832 Shares 785,990 Est. Cost $79.98 Unrealized +10.8%
CHD CHURCH & DWIGHT CO INC 2.2%
Value ($000) $70,550 Shares 676,350 Est. Cost $77.14 Unrealized +26.8%
KKR KKR & CO INC 1.8%
Value ($000) $58,789 Shares 584,500 Est. Cost $30.52 Unrealized +198.1%
AMG AFFILIATED MANAGERS GROUP IN 1.8%
Value ($000) $58,000 Shares 346,330 Est. Cost $125.24 Unrealized +24.1%
TFX TELEFLEX INCORPORATED 1.6%
Value ($000) $51,984 Shares 229,844 Est. Cost $217.65 Unrealized +7.3%
MS MORGAN STANLEY 1.6%
Value ($000) $51,843 Shares 550,580 Est. Cost $67.50 Unrealized +23.3%
CMCSA COMCAST CORP NEW 1.6%
Value ($000) $49,662 Shares 1,145,600 Est. Cost $41.47 Unrealized -2.0%
PCAR PACCAR INC 1.5%
Value ($000) $46,513 Shares 375,435 Est. Cost $54.96 Unrealized +83.4%
PYPL PAYPAL HLDGS INC 1.3%
Value ($000) $42,568 Shares 635,440 Est. Cost $146.24 Unrealized -58.1%
CG CARLYLE GROUP INC 1.2%
Value ($000) $38,560 Shares 822,000 Est. Cost $28.48 Unrealized +42.8%
APO APOLLO GLOBAL MGMT INC 1.2%
Value ($000) $37,502 Shares 333,500 Est. Cost $60.79 Unrealized +69.0%
QDEL QUIDELORTHO CORP 1.1%
Value ($000) $34,769 Shares 725,256 Est. Cost $81.17 Unrealized -28.2%
BN BROOKFIELD CORP 1.0%
Value ($000) $31,996 Shares 764,000 Est. Cost $22.83 Unrealized +16.7%
AKAM AKAMAI TECHNOLOGIES INC 1.0%
Value ($000) $31,418 Shares 288,874 Est. Cost $88.10 Unrealized +30.8%
BX BLACKSTONE INC 1.0%
Value ($000) $30,478 Shares 232,000 Est. Cost $45.57 Unrealized +160.5%
BCE BCE INC 0.7%
Value ($000) $22,906 Shares 673,490 Est. Cost $35.88 Unrealized -9.4%
ORA ORMAT TECHNOLOGIES INC 0.6%
Value ($000) $20,381 Shares 307,910 Est. Cost $79.77 Unrealized -17.3%
MRSH MARSH & MCLENNAN COS INC 0.6%
Value ($000) $20,145 Shares 97,800 Est. Cost $193.37 Unrealized 0.0%
ICE INTERCONTINENTAL EXCHANGE IN 0.6%
Value ($000) $19,730 Shares 143,566 Est. Cost $75.78 Unrealized +71.3%
TMUS T-MOBILE US INC 0.6%
Value ($000) $19,285 Shares 118,151 Est. Cost $80.60 Unrealized +96.2%
PEP PEPSICO INC 0.5%
Value ($000) $17,039 Shares 97,360 Est. Cost $117.14 Unrealized +34.3%
NEM NEWMONT CORP 0.5%
Value ($000) $16,151 Shares 450,640 Est. Cost $53.20 Unrealized -37.7%
TSLX SIXTH STREET SPECIALTY LENDI 0.5%
Value ($000) $15,322 Shares 715,000 Est. Cost $18.25 Unrealized +17.7%
ARCC ARES CAPITAL CORP 0.5%
Value ($000) $14,690 Shares 705,575 Est. Cost $13.20 Unrealized +28.6%
WCC WESCO INTL INC 0.4%
Value ($000) $13,749 Shares 80,271 Est. Cost $86.17 Unrealized +88.3%
BAM BROOKFIELD ASSET MANAGMT LTD 0.4%
Value ($000) $12,550 Shares 298,500 Est. Cost $28.51 Unrealized +33.2%
AHCO ADAPTHEALTH CORP 0.3%
Value ($000) $10,935 Shares 950,000 Est. Cost $14.81 Unrealized -42.6%
BXSL BLACKSTONE SECD LENDING FD 0.3%
Value ($000) $8,738 Shares 280,500 Est. Cost $17.93 Unrealized +33.2%
MSGS MADISON SQUARE GRDN SPRT COR 0.2%
Value ($000) $7,196 Shares 39,000 Est. Cost $174.04 Unrealized +6.8%
OLED UNIVERSAL DISPLAY CORP 0.2%
Value ($000) $7,195 Shares 42,710 Est. Cost $168.56 Unrealized +1.0%
SHC SOTERA HEALTH CO 0.2%
Value ($000) $7,086 Shares 590,000 Est. Cost $22.18 Unrealized -32.9%
NABL N-ABLE INC 0.2%
Value ($000) $7,058 Shares 540,000 Est. Cost $12.40 Unrealized +6.7%
EQR EQUITY RESIDENTIAL 0.2%
Value ($000) $5,989 Shares 94,900 Est. Cost $51.06 Unrealized +10.1%
DLR DIGITAL RLTY TR INC 0.2%
Value ($000) $5,885 Shares 40,856 Est. Cost $98.53 Unrealized +35.1%
PLD PROLOGIS INC. 0.2%
Value ($000) $5,808 Shares 44,600 Est. Cost $85.32 Unrealized +43.4%
THOUGHTWORKS HOLDING INC 0.2%
Value ($000) $5,566 Shares 2,200,000 Est. Cost $3.44 Unrealized
SLVM SYLVAMO CORP 0.2%
Value ($000) $5,557 Shares 90,000 Est. Cost $43.35 Unrealized +16.2%
WIDEOPENWEST INC 0.1%
Value ($000) $4,308 Shares 1,190,000 Est. Cost $6.04 Unrealized
AUTL AUTOLUS THERAPEUTICS PLC 0.1%
Value ($000) $3,509 Shares 550,000 Est. Cost $4.05 Unrealized
HST HOST HOTELS & RESORTS INC 0.1%
Value ($000) $2,754 Shares 133,170 Est. Cost $12.53 Unrealized +44.2%
SYRS SYROS PHARMACEUTICALS INC 0.0%
Value ($000) $294 Shares 55,000 Est. Cost $8.12 Unrealized -14.9%