LGT CAPITAL PARTNERS LTD. Diversified Active

CIK: 0001641992 · Show all filings

Period: Q1 2025 (← Previous) (Next →)

Filing Date: May 9, 2025

Total Value ($000): $2,252,000 (100.0% shares, 0.0% debt)

Holdings (50)

MSFT MICROSOFT CORP 9.7%
Value ($000) $218,251 Shares 581,398 Est. Cost $196.46 Unrealized +106.2%
GOOGL ALPHABET INC 7.9%
Value ($000) $178,338 Shares 1,153,245 Est. Cost $111.80 Unrealized +61.6%
NVDA NVIDIA CORPORATION 6.5%
Value ($000) $145,555 Shares 1,343,006 Est. Cost $108.53 Unrealized +16.8%
AAPL APPLE INC 5.2%
Value ($000) $116,735 Shares 525,525 Est. Cost $175.92 Unrealized +31.2%
RMD RESMED INC 4.7%
Value ($000) $104,727 Shares 467,843 Est. Cost $150.68 Unrealized +53.7%
TSM TAIWAN SEMICONDUCTOR MFG LTD 4.3%
Value ($000) $96,503 Shares 581,343 Est. Cost $81.14 Unrealized
CL COLGATE PALMOLIVE CO 4.1%
Value ($000) $93,410 Shares 996,900 Est. Cost $78.55 Unrealized +11.8%
A AGILENT TECHNOLOGIES INC 4.0%
Value ($000) $89,870 Shares 768,252 Est. Cost $110.10 Unrealized +21.7%
AZO AUTOZONE INC 3.4%
Value ($000) $75,489 Shares 19,799 Est. Cost $2305.19 Unrealized +49.7%
SYK STRYKER CORPORATION 3.3%
Value ($000) $74,854 Shares 201,086 Est. Cost $208.50 Unrealized +80.9%
ROST ROSS STORES INC 3.2%
Value ($000) $72,662 Shares 568,604 Est. Cost $108.47 Unrealized +27.7%
IDXX IDEXX LABS INC 2.9%
Value ($000) $65,150 Shares 155,138 Est. Cost $433.45 Unrealized +0.2%
NDAQ NASDAQ INC 2.7%
Value ($000) $59,688 Shares 786,824 Est. Cost $51.39 Unrealized +51.4%
KKR KKR & CO INC 2.6%
Value ($000) $58,094 Shares 502,500 Est. Cost $50.20 Unrealized +172.7%
LULU LULULEMON ATHLETICA INC 2.4%
Value ($000) $53,393 Shares 188,629 Est. Cost $346.55 Unrealized +5.9%
MS MORGAN STANLEY 2.1%
Value ($000) $47,735 Shares 409,142 Est. Cost $72.02 Unrealized +74.8%
BN BROOKFIELD CORP 1.7%
Value ($000) $38,202 Shares 730,000 Est. Cost $23.24 Unrealized +61.7%
APO APOLLO GLOBAL MGMT INC 1.7%
Value ($000) $38,138 Shares 278,500 Est. Cost $74.25 Unrealized +104.5%
ICE INTERCONTINENTAL EXCHANGE IN 1.7%
Value ($000) $37,654 Shares 218,283 Est. Cost $125.61 Unrealized +29.0%
MRSH MARSH & MCLENNAN COS INC 1.7%
Value ($000) $37,629 Shares 154,200 Est. Cost $196.82 Unrealized +13.5%
CMCSA COMCAST CORP NEW 1.6%
Value ($000) $36,161 Shares 979,965 Est. Cost $41.47 Unrealized -15.5%
CG CARLYLE GROUP INC 1.6%
Value ($000) $35,613 Shares 817,000 Est. Cost $32.04 Unrealized +50.2%
INTU INTUIT 1.6%
Value ($000) $35,495 Shares 57,811 Est. Cost $369.10 Unrealized +61.9%
PCAR PACCAR INC 1.6%
Value ($000) $35,227 Shares 361,780 Est. Cost $69.09 Unrealized +49.0%
URI UNITED RENTALS INC 1.5%
Value ($000) $34,747 Shares 55,444 Est. Cost $682.18 Unrealized 0.0%
CHD CHURCH & DWIGHT CO INC 1.5%
Value ($000) $34,177 Shares 310,445 Est. Cost $77.14 Unrealized +37.2%
HUBB HUBBELL INC 1.5%
Value ($000) $33,389 Shares 100,900 Est. Cost $377.87 Unrealized +1.3%
AMG AFFILIATED MANAGERS GROUP IN 1.5%
Value ($000) $33,122 Shares 197,118 Est. Cost $125.24 Unrealized +39.2%
MTB M & T BK CORP 1.5%
Value ($000) $32,982 Shares 184,513 Est. Cost $192.14 Unrealized -4.0%
BX BLACKSTONE INC 1.4%
Value ($000) $30,752 Shares 220,000 Est. Cost $57.19 Unrealized +176.6%
HD HOME DEPOT INC 1.3%
Value ($000) $29,071 Shares 79,322 Est. Cost $353.87 Unrealized +7.6%
BAM BROOKFIELD ASSET MANAGMT LTD 1.1%
Value ($000) $24,057 Shares 497,000 Est. Cost $34.09 Unrealized +55.4%
UNH UNITEDHEALTH GROUP INC 0.9%
Value ($000) $21,027 Shares 40,147 Est. Cost $318.05 Unrealized +57.0%
IQV IQVIA HLDGS INC 0.8%
Value ($000) $18,653 Shares 105,800 Est. Cost $205.99 Unrealized -5.8%
CSL CARLISLE COS INC 0.6%
Value ($000) $14,335 Shares 42,100 Est. Cost $353.77 Unrealized 0.0%
RSG REPUBLIC SVCS INC 0.6%
Value ($000) $14,263 Shares 58,900 Est. Cost $221.89 Unrealized 0.0%
GBDC GOLUB CAP BDC INC 0.6%
Value ($000) $13,626 Shares 900,000 Est. Cost $13.22 Unrealized +5.4%
CDNS CADENCE DESIGN SYSTEM INC 0.6%
Value ($000) $12,818 Shares 50,400 Est. Cost $278.09 Unrealized 0.0%
ORA ORMAT TECHNOLOGIES INC 0.5%
Value ($000) $11,455 Shares 161,860 Est. Cost $79.77 Unrealized -15.5%
TSLX SIXTH STREET SPECIALTY LENDI 0.4%
Value ($000) $8,840 Shares 395,000 Est. Cost $18.25 Unrealized +21.9%
ARCC ARES CAPITAL CORP 0.4%
Value ($000) $8,809 Shares 397,500 Est. Cost $13.20 Unrealized +57.9%
BXSL BLACKSTONE SECD LENDING FD 0.3%
Value ($000) $7,410 Shares 229,000 Est. Cost $17.93 Unrealized +65.4%
PEP PEPSICO INC 0.3%
Value ($000) $5,960 Shares 39,750 Est. Cost $118.66 Unrealized +20.9%
TMUS T-MOBILE US INC 0.3%
Value ($000) $5,857 Shares 21,960 Est. Cost $80.60 Unrealized +201.5%
CALY TOPGOLF CALLAWAY BRANDS CORP 0.2%
Value ($000) $4,948 Shares 750,789 Est. Cost $11.88 Unrealized -38.2%
BCE BCE INC 0.1%
Value ($000) $3,099 Shares 135,020 Est. Cost $35.88 Unrealized -38.5%
EL LAUDER ESTEE COS INC 0.1%
Value ($000) $1,771 Shares 26,840 Est. Cost $190.08 Unrealized -62.5%
AKAM AKAMAI TECHNOLOGIES INC 0.1%
Value ($000) $1,165 Shares 14,470 Est. Cost $89.85 Unrealized -0.1%
PYPL PAYPAL HLDGS INC 0.0%
Value ($000) $776 Shares 11,900 Est. Cost $146.24 Unrealized -46.9%
TFX TELEFLEX INCORPORATED 0.0%
Value ($000) $319 Shares 2,310 Est. Cost $218.16 Unrealized -26.5%