LGT Group Foundation
Institutional investor · Portfolio as of Q3 2023
Top Holdings255 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
MICROSOFT CORP | 1M | $327.1M | 8.1% | $314.99 | -1.43% | 8 qtrssince 2021-Q4 | Increased 62 |
APPLE INC | 1.5M | $260.5M | 6.4% | $168.23 | +0.42% | 8 qtrssince 2021-Q4 | Increased 60 |
ALPHABET INC-CL A | 1.2M | $161.3M | 4.0% | $101.02 | +28.56% | 8 qtrssince 2021-Q4 | Decreased 0 |
AMAZON.COM INC | 1.1M | $140.9M | 3.5% | $110.02 | +15.54% | 8 qtrssince 2021-Q4 | Decreased 0 |
ELI LILLY & CO | 219,504 | $118.2M | 2.9% | $295.49 | +78.07% | 8 qtrssince 2021-Q4 | Decreased 0 |
NVIDIA CORP | 233,048 | $104.4M | 2.6% | $25.05 | +73.56% | 8 qtrssince 2021-Q4 | Decreased 0 |
ACCENTURE PLC-CL A | 328,332 | $101.2M | 2.5% | $349.37 | -16.77% | 8 qtrssince 2021-Q4 | Increased 58 |
BROADCOM INC | 118,719 | $99.1M | 2.4% | $59.90 | +34.48% | 8 qtrssince 2021-Q4 | Decreased 0 |
JPMORGAN CHASE & CO | 636,222 | $91.5M | 2.3% | $138.59 | -1.10% | 8 qtrssince 2021-Q4 | Decreased 0 |
MASTERCARD INC - A | 221,426 | $87.7M | 2.2% | $351.99 | +10.86% | 8 qtrssince 2021-Q4 | Decreased 0 |
JOHNSON & JOHNSON | 499,968 | $77.6M | 1.9% | $153.74 | -5.48% | 8 qtrssince 2021-Q4 | Increased 50 |
MERCK & CO. INC. | 705,707 | $72.4M | 1.8% | $89.69 | +6.91% | 8 qtrssince 2021-Q4 | Increased 48 |
TESLA INC | 285,573 | $71.9M | 1.8% | $239.28 | +4.57% | 8 qtrssince 2021-Q4 | Decreased 0 |
ADOBE INC | 133,330 | $69.5M | 1.7% | $529.09 | -3.63% | 8 qtrssince 2021-Q4 | Increased 54 |
VISA INC-CLASS A SHARES | 261,143 | $60.4M | 1.5% | $214.54 | +4.79% | 8 qtrssince 2021-Q4 | Increased 48 |
HOME DEPOT INC | 156,902 | $47M | 1.2% | $338.72 | -15.61% | 8 qtrssince 2021-Q4 | Increased 50 |
IQVIA HOLDINGS INC | 237,392 | $46M | 1.1% | $222.77 | -11.68% | 8 qtrssince 2021-Q4 | Increased 53 |
ALPHABET INC-CL C | 338,671 | $45.8M | 1.1% | $100.91 | +29.69% | 8 qtrssince 2021-Q4 | Increased 46 |
BOOKING HOLDINGS INC | 14,643 | $45.3M | 1.1% | $93.03 | +29.84% | 8 qtrssince 2021-Q4 | Decreased 0 |
AIRBNB INC-CLASS A | 316,545 | $43.2M | 1.1% | $156.01 | -12.05% | 8 qtrssince 2021-Q4 | Increased 50 |
LGT Group Foundation manages $4B across 255 positions as of Q3 2023. Top holdings: MSFT (8.1%), AAPL (6.4%), GOOGL (4.0%). Fund DNA: Steady Compounder. HoldingsIntel Rating: 3.5/5.0.
Active quarter - 19 new positions, 14 exits, 128 increased. Top move: MSFT (INCREASED, conviction 62). Portfolio: $4.0B across 255 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
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Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer