EdgeMarket › What Lgt Capital Partners Ltd. reported owning
What Lgt Capital Partners Ltd. reported owning
As filed on Form 13F for the quarter ending 2026-03-31, up to 45 days after that date. Long-only US-listed equity — shorts, bonds, cash and non-US listings are not on the form, so this is one leg of the book, not the book.
Reported value
1.9BPositions
38Quarter
2026-03-31Shown below
38largest by value
| holding | value | % of book | shares | price | 1y |
|---|---|---|---|---|---|
| MSFT MICROSOFT CORP | 178.4M | 9.5% | 481.9K | 483.24 | -4.4% |
| NVDA NVIDIA CORP | 173.4M | 9.2% | 994.1K | 214.72 | +22.4% |
| GOOGL Alphabet Inc. | 171.2M | 9.1% | 595.5K | 344.82 | +73.0% |
| TSM TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | 98.3M | 5.2% | 291.0K | 418.95 | +83.3% |
| A AGILENT TECHNOLOGIES, INC. | 96.3M | 5.1% | 844.9K | 159.00 | +33.5% |
| AAPL Apple Inc. | 92.3M | 4.9% | 363.7K | 309.35 | +36.9% |
| MA Mastercard Inc | 71.6M | 3.8% | 143.4K | 580.63 | -2.0% |
| ROST ROSS STORES, INC. | 69.0M | 3.7% | 318.3K | 239.04 | +63.3% |
| SYK STRYKER CORP | 68.6M | 3.6% | 208.9K | 329.45 | -15.9% |
| AZO AUTOZONE INC | 63.6M | 3.4% | 18.8K | 2,957.95 | -28.9% |
| IDXX IDEXX LABORATORIES INC /DE | 60.7M | 3.2% | 108.0K | 556.93 | -13.0% |
| ISRG INTUITIVE SURGICAL INC | 53.8M | 2.9% | 116.7K | 378.81 | -21.2% |
| FICO FAIR ISAAC CORP | 53.4M | 2.8% | 50.0K | 1,172.67 | -12.8% |
| XYL Xylem Inc. | 50.1M | 2.7% | 419.3K | 113.42 | -20.1% |
| CHD CHURCH & DWIGHT CO INC /DE/ | 49.6M | 2.6% | 531.3K | 98.80 | +4.1% |
| NFLX NETFLIX INC | 46.6M | 2.5% | 484.2K | 79.59 | -34.4% |
| PANW Palo Alto Networks Inc | 41.8M | 2.2% | 260.9K | 357.87 | +94.0% |
| CL COLGATE PALMOLIVE CO | 40.3M | 2.1% | 473.0K | 91.08 | +5.8% |
| AVGO Broadcom Inc. | 38.4M | 2.0% | 124.1K | 368.45 | +26.5% |
| ICE Intercontinental Exchange, Inc. | 37.5M | 2.0% | 238.5K | 161.25 | -11.1% |
| NDAQ NASDAQ, INC. | 35.7M | 1.9% | 420.2K | 98.22 | +3.9% |
| CDNS CADENCE DESIGN SYSTEMS INC | 35.4M | 1.9% | 127.3K | 319.02 | -7.7% |
| AWK American Water Works Company, Inc. | 31.4M | 1.7% | 230.8K | 135.39 | -7.0% |
| CSL CARLISLE COMPANIES INC | 28.9M | 1.5% | 86.6K | 367.68 | -4.2% |
| MTB M&T BANK CORP | 28.0M | 1.5% | 135.3K | 240.34 | +24.4% |
| MRSH MARSH & MCLENNAN COMPANIES, INC. | 28.0M | 1.5% | 161.1K | 192.01 | -9.1% |
| HD HOME DEPOT, INC. | 26.3M | 1.4% | 79.9K | 335.61 | -16.5% |
| RSG REPUBLIC SERVICES, INC. | 25.4M | 1.4% | 116.1K | 220.67 | -6.5% |
| RMD RESMED INC | 24.0M | 1.3% | 107.1K | 231.52 | -19.9% |
| MS MORGAN STANLEY | 22.4M | 1.2% | 136.2K | 214.20 | +48.6% |
| DXCM DEXCOM INC | 15.5M | 0.8% | 247.2K | 92.34 | +13.1% |
| URI UNITED RENTALS, INC. | 15.0M | 0.8% | 20.6K | 1,098.51 | +21.8% |
| WAB WESTINGHOUSE AIR BRAKE TECHNOLOGIES CORP | 3.8M | 0.2% | 15.2K | 297.57 | +54.3% |
| CVSA Covista Inc. | 2.0M | 0.1% | 17.7K | 132.35 | +1.4% |
| ORA ORMAT TECHNOLOGIES, INC. | 1.9M | 0.1% | 16.6K | 108.38 | +17.4% |
| VLTO Veralto Corp | 1.5M | 0.1% | 16.4K | 98.77 | -9.3% |
| AMG AFFILIATED MANAGERS GROUP, INC. | 1.3M | 0.1% | 4.7K | 356.21 | +64.3% |
| INTU INTUIT INC. | 1.2M | 0.1% | 2.7K | 367.00 | -47.5% |
A position that grew quarter on quarter may simply reflect a higher price: if the stock rose 40% and the manager did nothing, the reported value rose 40%. Reading that as accumulation is reading the price back to yourself. More on that →
The whole archive is one click away.
Screener, filings, insider flow, backtests and the AI — open without an account.
Free plan for good. Pro is $69.99/mo, or $4.99 for a 7-day trial. See the plans →