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Holders — by stockHoldings — by fund

LGT Fund Management Co Ltd.

Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0001911284

$2.40B

disclosed book value

235

positions

6.6%

largest position share

Positions, as of 2026-06-30

top 100 of 235 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held

#IssuerSharesValue% of book
1AAPLAPPLE INC547,901$158.5M6.6%
2NVDANVIDIA CORPORATION727,456$145.6M6.1%
3MSFTMICROSOFT CORP363,203$135.5M5.6%
4GOOGLALPHABET INC329,182$117.6M4.9%
5AVGOBROADCOM INC274,882$103.8M4.3%
6MUMICRON TECHNOLOGY INC62,213$71.8M3%
7LLYELI LILLY & CO58,755$70.5M2.9%
8VVISA INC185,235$63.6M2.6%
9JPMJPMORGAN CHASE & CO183,562$60.1M2.5%
10METAMETA PLATFORMS INC106,543$60.0M2.5%
11KOCOCA COLA CO620,204$50.4M2.1%
12WDCWESTERN DIGITAL CORP50,304$32.1M1.3%
13AMDADVANCED MICRO DEVICES INC54,247$31.5M1.3%
14PGPROCTER & GAMBLE CO209,824$30.8M1.3%
15JNJJOHNSON & JOHNSON116,198$29.5M1.2%
16BRK/BBERKSHIRE HATHAWAY INC DEL55,425$27.7M1.2%
17ASTRAZENECA PLC139,758$26.1M1.1%
18MCDMCDONALDS CORP93,852$25.4M1.1%
19EXMOCEXXON MOBIL CORP180,140$24.6M1%
20PANWPALO ALTO NETWORKS INC67,530$23.0M1%
21AMATAPPLIED MATLS INC29,366$21.2M0.9%
22CRWDCROWDSTRIKE HLDGS INC27,631$21.1M0.9%
23PFEPFIZER INC857,783$20.7M0.9%
24KLACKLA CORP65,956$19.9M0.8%
25UBS GROUP AG376,123$18.6M0.8%
26ANETARISTA NETWORKS INC103,280$17.5M0.7%
27HDHOME DEPOT INC47,992$16.9M0.7%
28MEDTRONIC PLC213,831$16.7M0.7%
29BLKBLACKROCK INC17,042$16.4M0.7%
30NEENEXTERA ENERGY INC184,907$16.2M0.7%
31UBERUBER TECHNOLOGIES INC205,637$14.8M0.6%
32CSCOCISCO SYS INC123,777$14.5M0.6%
33CHUBB LIMITED38,087$13.0M0.5%
34HCAHCA HEALTHCARE INC32,688$12.7M0.5%
35LITELUMENTUM HLDGS INC14,658$12.6M0.5%
36ABBVABBVIE INC49,911$12.6M0.5%
37MRVLMARVELL TECHNOLOGY INC42,072$12.5M0.5%
38ENBENBRIDGE INC221,581$12.0M0.5%
39ORCLORACLE CORP80,023$11.7M0.5%
40NFLXNETFLIX INC.163,665$11.7M0.5%
41BNBROOKFIELD CORP267,953$11.4M0.5%
42AERCAP HOLDINGS NV75,904$11.1M0.5%
43BKNGBOOKING HOLDINGS INC61,098$10.9M0.5%
44NETCLOUDFLARE INC44,128$10.8M0.5%
45CEGCONSTELLATION ENERGY CORP42,292$10.5M0.4%
46MOALTRIA GROUP INC144,702$10.4M0.4%
47EQIXEQUINIX INC9,980$10.4M0.4%
48WMTWALMART INC91,551$10.4M0.4%
49ISRGINTUITIVE SURGICAL INC25,910$10.3M0.4%
50GEGE AEROSPACE27,248$10.2M0.4%
51TSLATESLA INC23,909$10.1M0.4%
52FASTFASTENAL CO207,374$10.0M0.4%
53PEPPEPSICO INC73,045$9.9M0.4%
54SPGIS&P GLOBAL INC24,272$9.9M0.4%
55NOWSERVICENOW INC99,193$9.8M0.4%
56AMTAMERICAN TOWER CORP60,063$9.8M0.4%
57SPGSIMON PPTY GROUP INC NEW43,863$9.8M0.4%
58DDOGDATADOG INC37,567$9.8M0.4%
59AMEAMETEK INC40,355$9.8M0.4%
60DDOMINION ENERGY INC141,584$9.7M0.4%
61CVXCHEVRON CORPORATION57,689$9.6M0.4%
62VZVERIZON COMMUNICATIONS INC213,884$9.1M0.4%
63TXNTEXAS INSTRS INC30,032$9.0M0.4%
64MTZMASTEC INC20,987$8.7M0.4%
65MPCMARATHON PETE CORP33,357$8.5M0.4%
66COPCONOCOPHILLIPS81,261$8.4M0.4%
67LRCXLAM RESEARCH CORP19,161$8.3M0.3%
68MAMASTERCARD INCORPORATED16,098$8.3M0.3%
69WFCWELLS FARGO & CO99,828$8.2M0.3%
70OREALTY INCOME CORP130,216$8.1M0.3%
71ICEINTERCONTINENTAL EXCHANGE IN65,199$8.0M0.3%
72NEMNEWMONT CORP84,695$7.9M0.3%
73ARCCARES CAPITAL CORP416,290$7.7M0.3%
74SHWSHERWIN WILLIAMS CO22,357$7.7M0.3%
75VRTVERTIV HOLDINGS CO22,863$7.7M0.3%
76UNHUNITEDHEALTH GROUP INC17,941$7.5M0.3%
77DELLDELL TECHNOLOGIES INC17,151$7.4M0.3%
78PEVERPURE INC91,082$7.2M0.3%
79PGRPROGRESSIVE CORP32,767$7.2M0.3%
80RYROYAL BK CDA34,394$7.1M0.3%
81SNXTD SYNNEX CORPORATION26,585$7.1M0.3%
82IBMINTERNATIONAL BUSINESS MACHS25,042$7.0M0.3%
83CPCANADIAN PACIFIC KANSAS CITY78,285$6.8M0.3%
84BRK/ABERKSHIRE HATHAWAY INC DEL9$6.7M0.3%
85QLYSQUALYS INC48,100$6.6M0.3%
86KGSKODIAK GAS SVCS INC87,750$6.6M0.3%
87TOTALENERGIES SE83,135$6.5M0.3%
88CRMSALESFORCE INC41,140$6.4M0.3%
89BACBANK OF AMER CORP109,098$6.2M0.3%
90AXAXOS FINANCIAL INC62,450$6.1M0.3%
91CAHCARDINAL HEALTH INC25,500$6.1M0.3%
92FCXFREEPORT MCMORAN INC95,570$6.0M0.3%
93WMWASTE MGMT INC DEL26,624$5.9M0.2%
94QCOMQUALCOMM INC31,737$5.9M0.2%
95SOFISOFI TECHNOLOGIES INC324,700$5.8M0.2%
96COSTCOSTCO WHOLESALE CORPORATION6,181$5.8M0.2%
97APPAPPLOVIN CORP11,069$5.7M0.2%
98LQDALIQUIDIA CORPORATION70,800$5.6M0.2%
99JOHNSON CONTROLS INTERNATION38,319$5.6M0.2%
100FTNTFORTINET INC36,345$5.6M0.2%

Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.

EvidInvest is an independent research and information tool. Figures are calculated from public SEC filings and third-party market data and are provided for informational and educational purposes only. EvidInvest does not provide investment advice, brokerage, or financial services, and is not affiliated with any company it covers. Verify all figures against primary sources before making any decision.