Arkolith/Funds/LGT Fund Management Co Ltd.

LGT Fund Management Co Ltd.

CIK 1911284
Holdings as of Mar 31, 2026·disclosed Apr 28, 2026·~28-day 13F lag·13F-HR
Inactive

LGT Fund Management Co Ltd. holds a diversified book of 240 stocks worth $2.3B as of Q1 2026 (disclosed Apr 28, 2026, a ~45-day 13F lag). This quarter they opened ASTRAZENECA PLC and trimmed PALO ALTO NETWORKS INC. Their largest long position is ALPHABET INC at 6% of the equity book.

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holdings, largest changes, and filing provenance.
Opened
49
new positions
Added to
116
existing
Trimmed
56
reduced
Sold out
34
exited

Concentration

Top-heavy: diversified book

Top 5 holdings
28%
Top 10 holdings
42%
Top 20 holdings
55%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

28% mapped to company sectors

ETF / fund or unclassified
72%
Financials
7%
Health Care
7%
Consumer Discretionary
3%
Communication Services
2%
Materials
2%
Real Estate
1%
Energy
1%

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought
  • APPLE INC
    +170%$87.8M
  • NVIDIA CORPORATION
    +146%$80.7M
  • ALPHABET INC
    +100%$74.9M
  • MICROSOFT CORP
    +134%$72.1M
  • BROADCOM INC
    +310%$59.9M
  • +252%$42.2M
Trimmed / exited
  • TOTALENERGIES SE
    −48%$9.9M
  • −56%$9.3M
  • −88%$7.1M
  • PALO ALTO NETWORKS INC
    −30%$5.3M
  • MEDPACE HLDGS INC
    −66%$3.3M
  • CLEAR SECURE INC
    −44%$2.9M

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

242 positions
#SecurityValueShares% PortLast moveHistory
1Apple Inc
COM
$139.6M550.0K
6.1%
+170%
Added · +346K sh
2Nvidia Corporation
COM
$136.0M779.8K
5.9%
+146%
Added · +463K sh
3Microsoft Corp
COM
$125.8M339.8K
5.5%
+134%
Added · +195K sh
4Alphabet Inc
CAP STK CL A
$118.7M412.8K
5.2%
+171%
Added · +260K sh
5Amazon Com Inc
COM
$85.6M410.8K
3.7%
+52%
Added · +141K sh
6Broadcom Inc
COM
$79.2M255.8K
3.4%
+310%
Added · +193K sh
7Meta Platforms Inc
CL A
$75.4M131.7K
3.3%
+105%
Added · +68K sh
8Eli Lilly & Co
COM
$62.8M68.3K
2.7%
+167%
Added · +43K sh
9JPMorgan Chase & Co
COM
$59.0M200.5K
2.6%
+252%
Added · +143K sh
10Visa Inc
COM CL A
$57.7M190.9K
2.5%
+62%
Added · +73K sh
11Coca Cola Co
COM
$51.1M672.1K
2.2%
+96%
Added · +330K sh
12Berkshire Hathaway Inc Del
CL B NEW
$43.2M90.3K
1.9%
+13%
Added · +10K sh
13Alphabet Inc
CAP STK CL C
$30.7M107.0K
1.3%
Held
14Procter & Gamble Co
COM
$29.0M201.1K
1.3%
+213%
Added · +137K sh
15McDonalds Corp
COM
$28.4M91.2K
1.2%
11×
Added · +83K sh
16Johnson & Johnson
COM
$27.5M112.3K
1.2%
+771%
Added · +99K sh
17Micron Technology Inc
COM
$27.1M80.3K
1.2%
+501%
Added · +67K sh
18Exxon Mobil Corp
COM
$24.1M141.9K
1.0%
+138%
Added · +82K sh
19Pfizer Inc
COM
$22.7M808.8K
1.0%
18×
Added · +765K sh
20AstraZeneca PLC
ORD
$20.2M104.0K
0.9%
New
New position
21Western Digital Corp
COM
$18.6M68.9K
0.8%
+325%
Added · +53K sh
22BlackRock Inc
COM
$18.1M18.9K
0.8%
+0.4%
Added · +79 sh
23Hca Healthcare Inc
COM
$17.2M36.4K
0.7%
+52%
Added · +12K sh
24Intuitive Surgical Inc
COM NEW
$16.6M36.1K
0.7%
+566%
Added · +31K sh
25Netflix Inc.
COM
$16.4M170.6K
0.7%
+210%
Added · +116K sh
26NextEra Energy Inc
COM
$16.3M175.1K
0.7%
+285%
Added · +130K sh
27Home Depot Inc
COM
$16.1M48.8K
0.7%
+605%
Added · +42K sh
28UBS Group AG
SHS
$16.0M415.5K
0.7%
+41%
Added · +121K sh
29Chubb Ltd Switz
COM
$14.9M45.8K
0.6%
+57%
Added · +17K sh
30Lumentum Hldgs Inc
COM
$14.3M20.4K
0.6%
New
New position
31Walmart Inc
COM
$14.2M114.6K
0.6%
+200%
Added · +76K sh
32Equinix Inc
COM
$13.3M13.6K
0.6%
49×
Added · +13K sh
33Cisco Sys Inc
COM
$12.7M163.5K
0.6%
+865%
Added · +147K sh
34Servicenow Inc
COM
$12.7M121.0K
0.5%
+223%
Added · +84K sh
35Palo Alto Networks Inc
COM
$12.1M75.6K
0.5%
−30%
Reduced · −33K sh
36Tesla Inc
COM
$11.9M32.1K
0.5%
New
New position
37Constellation Energy Corp
COM
$11.8M42.4K
0.5%
+353%
Added · +33K sh
38Crowdstrike Hldgs Inc
CL A
$11.7M30.1K
0.5%
25×
Added · +29K sh
39Intercontinental Exchange In
COM
$11.5M73.1K
0.5%
+97%
Added · +36K sh
40Applied Matls Inc
COM
$11.4M33.5K
0.5%
+27%
Added · +7K sh
41Arista Networks Inc
COM SHS
$11.3M91.8K
0.5%
+299%
Added · +69K sh
42American Tower Corp
COM
$11.2M65.0K
0.5%
+359%
Added · +51K sh
43Totalenergies SE
ACT
$10.9M116.3K
0.5%
−48%
Reduced · −106K sh
44Brookfield Corp
CL A LTD VT SH
$10.9M268.0K
0.5%
Held
45Booking Holdings Inc
COM
$10.7M2.5K
0.5%
+5.8%
Added · +140 sh
46ConocoPhillips
COM
$10.6M80.0K
0.5%
+37%
Added · +21K sh
47Kla Corp
COM NEW
$10.5M7.1K
0.5%
New
New position
48Abbvie Inc
COM
$10.5M48.3K
0.5%
+385%
Added · +38K sh
49Aercap Holdings NV
SHS
$10.4M75.9K
0.5%
Held
50Enbridge Inc
COM
$10.2M188.0K
0.4%
New
New position
Showing 50 of 242 positions

Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q1 2026Mar 31, 2026Apr 28, 2026242$2.3B13F-HR
Q4 2025Dec 31, 2025Feb 5, 2026218$1.3B13F-HR
Q3 2025Sep 30, 2025Nov 13, 2025233$1.2B13F-HR
Q2 2025Jun 30, 2025Jul 22, 2025234$1.1B13F-HR
Q1 2025Mar 31, 2025May 13, 2025237$1.1B13F-HR
Q4 2024Dec 31, 2024Feb 6, 2025248$1.1B13F-HR
Q3 2024Sep 30, 2024Nov 13, 2024215$964.2M13F-HR
Q2 2024Jun 30, 2024Aug 7, 2024198$802.4M13F-HR
Q1 2024Mar 31, 2024May 14, 2024128$239.6M13F-HR
Q4 2023Dec 31, 2023Feb 6, 2024111$233.0M13F-HR
Q3 2023Sep 30, 2023Nov 6, 2023106$205.7M13F-HR
Q2 2023Jun 30, 2023Jul 27, 2023116$217.6M13F-HR
Q1 2023Mar 31, 2023Apr 20, 2023139$234.8M13F-HR
Q4 2022Dec 31, 2022Feb 9, 2023130$231.6M13F-HR
Q3 2022Sep 30, 2022Oct 19, 2022122$212.9M13F-HR
Q2 2022Jun 30, 2022Aug 3, 2022178$681.8M13F-HR
Q1 2022Mar 31, 2022May 11, 2022201$750.6M13F-HR
Q4 2021Dec 31, 2021May 3, 2022174$347.0M13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.