Equal-WT
WhaleScore 2.0
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LGT Capital Partners Ltd. is based out of Pfaeffikon. LGT Capital Partners Ltd. is a registered investment advisory firm Their last reported 13F filing for Q4 2023 included $3,351,232,310 in managed 13F securities
and a top 10 holdings concentration of 54.47%. LGT Capital Partners Ltd.'s largest holding is Microsoft Corp. with shares held of 1,004,383. Whalewisdom has at least 41 13F filings
2023-12-31
Top Buys (13F)
Name | % Change |
---|---|
RMD ResMed Inc. | 3.51% |
ROST Ross Stores Inc. (DE | 1.86% |
TFX Teleflex, Inc. | 1.45% |
NDAQ Nasdaq Inc | 1.26% |
A Agilent Technologies | 0.97% |
2023-12-31
Top Sells (13F)
Name | % Change |
---|---|
AKAM Akamai Technologies | 2.1% |
UNH UnitedHealth Group I | 2.03% |
ETSY Etsy Inc | 0.91% |
OLED Universal Display Co | 0.86% |
PCAR PACCAR Inc. | 0.77% |
2023-12-31
13F Holdings Summary
Name | $ Change |
---|---|
MSFT Microsoft Corp. | 11.27% |
GOOGL Alphabet Inc. Class | 6.75% |
INTU Intuit, Inc. | 6.04% |
A Agilent Technologies | 5.59% |
TSM Taiwan Semiconductor | 5.12% |
2023-12-31
13F Activity
Market Value | $3.35b, Prior: $2.78b |
New Purchases | 2 stocks |
Added To | 28 stocks |
Sold out of | 6 stocks |
Reduced holdings in | 26 stocks |
Top 10 Holdings % | 54.47% |
Turnover %[1] | 13.33% |
Turnover Alt %[2] | 8.43% |
Time Held Top 20 | 10.4 quarters |
Time Held Top 10 | 12 quarters |
Time Held All | 19.12 quarters |
[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.
[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.
2023-12-31
13F Sector Allocation Over Time
2023-12-31
Analysis
Top 20 equal-weighted holdings. Performance numbers calculated through 2023-12-31