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Lgt Capital Partners Ltd.

All holdings · as of Dec 31, 2025

38 positions

CompanyClassValueShares% of portfolio
MICROSOFT CORP—$221.77M458,56811.0%
Alphabet Inc.—$192.83M616,0639.6%
NVIDIA Corp—$185.22M993,1399.2%
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTDTSMADR$109.35M359,8295.4%
Agilent Technologies Inc—$107.03M786,5975.3%
Apple Inc.—$90.46M332,7634.5%
ROSS STORES, INC.—$77.22M428,6743.8%
STRYKER CORP—$74.95M213,2523.7%
IDEXX LABORATORIES INC /DE—$71.71M105,9983.6%
FAIR ISAAC CORP—$70.09M41,4613.5%
Mastercard Inc—$67.70M118,5943.4%
INTUIT INC.—$64.97M98,0793.2%
AUTOZONE INC—$62.37M18,3913.1%
Intuitive Surgical Inc—$55.85M98,6162.8%
CHURCH & DWIGHT CO INC /DE—$52.05M620,6922.6%
COLGATE PALMOLIVE CO—$47.76M604,3622.4%
M&T BANK CORP—$41.88M207,8412.1%
Xylem Inc.—$41.36M303,6942.1%
Palo Alto Networks Inc—$40.88M221,9332.0%
Intercontinental Exchange, Inc.—$39.38M243,1382.0%
Morgan Stanley—$37.64M212,0231.9%
NASDAQ, Inc.—$37.42M385,2321.9%
CADENCE DESIGN SYSTEMS INC—$35.14M112,4221.7%
MARSH & MCLENNAN COMPANIES, INC.—$32.14M173,2311.6%
United Rentals Inc—$27.77M34,3101.4%
RESMED INC—$26.99M112,0371.3%
HOME DEPOT, INC.—$26.50M77,0241.3%
CARLISLE COMPANIES INC—$23.36M73,0301.2%
REPUBLIC SERVICES, INC.—$22.20M104,7601.1%
Netflix Inc—$17.50M186,7000.9%
American Water Works Company, Inc.—$3.46M26,4800.2%
WESTINGHOUSE AIR BRAKE TECHNOLOGIES CORP—$3.25M15,2200.2%
Broadcom Inc.—$2.15M6,2000.1%
Veralto Corp—$1.81M18,1000.1%
Affiliated Managers Group Inc—$1.65M5,7300.1%
Ormat Technologies Inc—$789.9K7,1500.0%
Adtalem Global Education Inc—$724.3K7,0000.0%
Comcast Corp.—$548.5K18,3500.0%
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