HTTPS://WWW.FACEBOOK.COM/LGT-CAPITAL-PARTNERS-306427942794166 PFAEFFIKON, V8 Investment Advisor How do I update this listing?

LGT Capital Partners Ltd. is based out of Pfaeffikon. LGT Capital Partners Ltd. is a registered investment advisory firm with discretionary assets under management (AUM) of $0 (Form ADV from 2020-07-20). Their last reported 13F filing for Q2 2020 included $2,018,667,000 in managed 13F securities and a top 10 holdings concentration of 50.47%. LGT Capital Partners Ltd.'s largest holding is Alphabet Inc. Class A with shares held of 139,411. LGT Capital Partners Ltd. has met the qualifications for inclusion in our WhaleScore system. Whalewisdom has at least 26 13F filings

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13F Activity

  • Market Value $2.019 Billion
  • Prior Market Value $1.555 Billion
  • New Purchases1 stock
  • Additional Purchases46 stocks
  • Sold out of5 stocks
  • Reduced holdings in11 stocks
  • Top 10 Holdings % 50.47 %
  • Turnover % [1]:9.23%
  • Turnover Alt % [2]: 10.09 %
  • Time Held Top20:6.60 quarters
  • Time Held Top10:6.60 quarters
  • Time Held All:12.26 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.


13F Sector Allocation Over Time

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2020-08-14

Performance for Q2 2020: 13.29%
Performance Last 4 Quarters: 16.58%
Performance Metrics
Stdev (5-yrs): Subscription required BETA (5-yrs): Subscription required ALPHA (3-yrs): Subscription required
Max Drawdown (all-years): Subscription required Annualized Perf (3-yrs): Subscription required Batting Avg vs S&P. (3-yrs): Subscription required
Sortino (3-yrs): Subscription required Stutzer (3-yrs): Subscription required Treynor (3-yrs): Subscription required
Sterling (3-yrs): Subscription required Calmar (3-yrs): Subscription required Information Ratio (3-yrs): Subscription required
Tracking Error (3 yrs): Subscription required Stdev Down (3-yrs): Subscription required Winning Months %: Subscription required
Losing Months %: Subscription required Best 12 Months: Subscription required Worst 12 Months: Subscription required
Efficiency Ratio (3-yrs): Subscription required Sharpe: Subscription required Stdev Sectors: Subscription required
Skewness (3-yrs): Subscription required Kurtosis (3-yrs): Subscription required Upside Potential (3-yrs): Subscription required

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*Shares are split adjusted

View Last Form Adv Compilation Report on Record

Classified as Hedge Fund
Country: Switzerland

Business Phone: 41-55-415-9600
Fax: 41-55-415-9699
Professional Investment Advisor Data
SEC Registration as :
Form of Organization: Corporation
Organized in:
Number of employees:
Other Business Activities: commodity pool operator or commodity trading advisor
Advisor Fees/Compensation:
Amount of client funds and securities:
Total Number of Clients: 0
Amount of client funds and securities by related persons:
Total Number of clients from related persons:
Data above was derived from SEC filings.

Active Schedule 13D and 13G events

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Insider Transactions in the past year


WhaleScore history for LGT CAPITAL PARTNERS LTD.

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