Fund HoldingsLGT Group Foundation

Total Portfolio Value
$6.46B
Total Bought
$778.48M
Total Sold
$579.33M
Net Transaction
+$199.15M
Filing Period:
Securities
SharesValue ($K)
Q3 2024
Q4 2024
Change
Q3 2024
Q4 2024
Weight (%)
Change
BROADCOM INC(AVGO)0976,365+976,3650226,3603.51%+226,360
AMAZON COM INC(AMZN)01,668,520+1,668,5200366,0575.67%+366,057
BOOKING HOLDINGS INC(BKNG)14,65424,465+9,81160,448121,5521.88%+61,105
BLACKROCK INC(BLK)047,257+47,257048,4440.75%+48,444
OWENS CORNING NEW(OC)0229,297+229,297039,0540.60%+39,054
APPLE INC(AAPL)1,835,4991,812,464-23,035416,254453,8777.03%+37,623
PROLOGIS INC.(PLD)0315,020+315,020033,2980.52%+33,298
AIRBNB INC0401,074+401,074052,7050.82%+52,705
NVIDIA CORPORATION(NVDA)1,719,0761,732,889+13,813204,312232,7103.60%+28,397
ALPHABET INC(GOOG)01,418,842+1,418,8420268,5874.16%+268,587
TESLA INC(TSLA)167,120163,310-3,81041,61665,9511.02%+24,335
TAIWAN SEMICONDUCTOR MFG LTD(TSM)881,202896,921+15,719154,915177,1332.74%+22,218
JPMORGAN CHASE & CO.(JPM)511,501525,801+14,300106,029126,0401.95%+20,011
BANK AMERICA CORP2,604,4472,768,900+164,453102,172121,6931.88%+19,521
VISA INC(V)315,010337,180+22,17087,258106,5621.65%+19,305
EQUIFAX INC(EFX)076,928+76,928019,6050.30%+19,605
PALO ALTO NETWORKS INC(PANW)85,793256,783+170,99028,49446,7240.72%+18,230
INTUIT(INTU)048,536+48,536030,5050.47%+30,505
MICROSOFT CORP(MSFT)01,231,880+1,231,8800519,2378.04%+519,237
ARISTA NETWORKS INC(ANET)0121,224+121,224013,3990.21%+13,399
CYBERARK SOFTWARE LTD59,83385,403+25,57016,41628,4520.44%+12,036
ALPHABET INC(GOOG)0380,408+380,408072,4451.12%+72,445
FORTINET INC(FTNT)826,436799,230-27,20664,12375,5111.17%+11,388
MASTERCARD INCORPORATED(MA)0369,786+369,7860194,7183.02%+194,718
ARES CAPITAL CORP(ARCC)0383,610+383,61008,3970.13%+8,397
ACCENTURE PLC IRELAND
SHS CLASS A
0431,862+431,8620151,9252.35%+151,925
VEEVA SYS INC(VEEV)89,654126,228+36,57418,60526,5390.41%+7,934
MCDONALDS CORP(MCD)029,879+29,87908,6620.13%+8,662
PROGRESSIVE CORP(PGR)78,500108,682+30,18219,97326,0410.40%+6,069
AUTODESK INC0137,432+137,432040,6210.63%+40,621
UBER TECHNOLOGIES INC(UBER)092,600+92,60005,5860.09%+5,586
INTUITIVE SURGICAL INC55,80161,490+5,68927,15432,0950.50%+4,941
PROCTER AND GAMBLE CO(PG)0561,988+561,988094,2171.46%+94,217
META PLATFORMS INC(META)129,717133,707+3,99074,30378,2871.21%+3,984
UNITEDHEALTH GROUP INC(UNH)18,46229,488+11,02610,93514,9170.23%+3,982
CRH PLC
ORD
0795,108+795,108073,5631.14%+73,563
MARVELL TECHNOLOGY INC(MRVL)119,952112,670-7,2828,64112,4440.19%+3,803
NETFLIX INC(NFLX)12,47614,050+1,5748,87212,5230.19%+3,651
SERVICENOW INC(NOW)68,98160,592-8,38960,73264,2350.99%+3,503
BERKSHIRE HATHAWAY INC DEL84,23392,515+8,28238,46741,9350.65%+3,469
FASTENAL CO(FAST)664,188706,774+42,58647,41050,8240.79%+3,414
ROPER TECHNOLOGIES INC(ROP)038,592+38,592020,0620.31%+20,062
CLOUDFLARE INC(NET)061,745+61,74506,6490.10%+6,649
GE VERNOVA INC(GEV)27,56630,084+2,5186,9559,8960.15%+2,941
CROWDSTRIKE HLDGS INC(CRWD)040,042+40,042013,7010.21%+13,701
WEST PHARMACEUTICAL SVSC INC(WST)0107,124+107,124035,0900.54%+35,090
SPOTIFY TECHNOLOGY S A(SPOT)4,1829,175+4,9931,5674,1050.06%+2,538
PFIZER INC(PFE)765,437916,746+151,30921,89924,3210.38%+2,422
ILLUMINA INC(ILMN)017,358+17,35802,3200.04%+2,320
CITIGROUP INC(C)0240,188+240,188016,9070.26%+16,907
VERISK ANALYTICS INC(VRSK)046,070+46,070012,6890.20%+12,689
EQUINIX INC(EQIX)23,51724,028+51120,85022,6560.35%+1,806
MERCADOLIBRE INC(MELI)01,049+1,04901,7840.03%+1,784
FIRST SOLAR INC(FSLR)040,100+40,10007,0670.11%+7,067
YUM CHINA HLDGS INC(YUMC)034,324+34,32401,6530.03%+1,653
GLOBANT S A
COM
07,384+7,38401,5830.02%+1,583
DATADOG INC(DDOG)048,283+48,28306,8990.11%+6,899
EMERSON ELEC CO(EMR)0114,807+114,807014,2280.22%+14,228
INTERCONTINENTAL EXCHANGE IN(ICE)387,289428,079+40,79062,32363,7880.99%+1,466
EDWARDS LIFESCIENCES CORP45,15158,521+13,3702,9424,3320.07%+1,391
PURE STORAGE INC(P)094,871+94,87105,8280.09%+5,828
NEW YORK TIMES CO(NYT)917,6921,004,811+87,11950,94152,3000.81%+1,359
CHUBB LIMITED
COM
210,466224,482+14,01660,69662,0240.96%+1,328
CORNING INC(GLW)288,438300,113+11,67512,95414,2610.22%+1,308
HUBSPOT INC(HUBS)06,148+6,14804,2840.07%+4,284
DISNEY WALT CO(DIS)074,847+74,84708,3340.13%+8,334
PALANTIR TECHNOLOGIES INC(PLTR)23,39426,643+3,2498772,0150.03%+1,138
HENRY SCHEIN INC(HSIC)265,603289,568+23,96518,91420,0380.31%+1,125
GOLDMAN SACHS GROUP INC(GS)08,145+8,14504,6640.07%+4,664
WATSCO INC(WSO)24,98827,946+2,95812,29513,2430.21%+948
ICICI BANK LIMITED(IBN)54,22254,566+3447451,6290.03%+885
QUALCOMM INC(QCOM)053,815+53,81508,2670.13%+8,267
BLOCK INC(XYZ)28,33631,413+3,0771,8442,6700.04%+826
EXXON MOBIL CORP197,423230,646+33,22323,99124,8110.38%+820
VERTIV HOLDINGS CO(VRT)41,78344,262+2,4794,2745,0290.08%+755
SCHWAB CHARLES CORP(SCHW)66,95766,835-1224,2424,9460.08%+705
WALMART INC(WMT)058,857+58,85705,3180.08%+5,318
AMERICAN EXPRESS CO(AXP)019,353+19,35305,7440.09%+5,744
HOME DEPOT INC(HD)286,447304,507+18,060117,804118,4501.83%+646
STRYKER CORPORATION(SYK)014,011+14,01105,0450.08%+5,045
SALESFORCE INC(CRM)16,47415,388-1,0864,6045,1450.08%+541
AGNICO EAGLE MINES LTD(AEM)0123,595+123,59509,6570.15%+9,657
WORKDAY INC(WDAY)5,6287,025+1,3971,3351,8130.03%+478
ALTRIA GROUP INC(MO)08,526+8,52604460.01%+446
CISCO SYS INC(CSCO)388,158352,284-35,87420,42520,8550.32%+430
TECK RESOURCES LTD(TECK)010,500+10,50004250.01%+425
ENBRIDGE INC(ENB)0260,660+260,660011,0490.17%+11,049
CADENCE DESIGN SYSTEM INC(CDNS)08,636+8,63602,5950.04%+2,595
CAVA GROUP INC(CAVA)6,08510,064+3,9797481,1350.02%+387
CHEVRON CORP NEW(CVX)0110,657+110,657016,0280.25%+16,028
MORGAN STANLEY(MS)019,123+19,12302,4040.04%+2,404
RIO TINTO PLC(RIO)05,815+5,81503420.01%+342
MARSH & MCLENNAN COS INC(MRSH)03,366+3,36607150.01%+715
ASML HOLDING N V
N Y REGISTRY SHS
0467+46703240.01%+324
HALEON PLC(HLN)030,711+30,71102930.00%+293
CHIPOTLE MEXICAN GRILL INC(CMG)0147,835+147,83508,9140.14%+8,914
CONSTELLATION ENERGY CORP(CEG)02,505+2,50505600.01%+560
DELL TECHNOLOGIES INC(DELL)047,901+47,90105,5200.09%+5,520
MSCI INC(MSCI)9,1709,459+2895,4145,6750.09%+262
RELX PLC(RELX)05,659+5,65902570.00%+257
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