13F
中
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LGT CAPITAL PARTNERS LTD.

13F equity value
$1.9B
Positions
38
Top 10 concentration
57.5%
Quarters / total new picks
29 / 69
13F equity value over time
$0M$2B$4B2017201820192020202120222023202420252026

"13F equity value" = market value of this filer's US-listed long equity positions only. It excludes cash, bonds, non-US and short positions, so it understates a fund's true assets under management — often by a lot.

Not significant Verdict

13F holdings are disclosed ~45 days after quarter-end, and they never reveal when within the quarter a fund actually bought. So any 13F-based summary is structurally late and blurred — this applies to every fund, including this one.

We backtested copying it anyway. Buying this fund's new positions the day each filing went public, over 29 quarters, returned +5.1% per quarter — versus +3.0% per quarter from simply owning every 13F stock. It beat that baseline in only 62.1% of quarters (excess t = -0.33, not statistically significant). Its filings tell you what it bought — not what you should buy.

Avg 2Q excess
-1.1%
t-stat
-0.33
Quarterly win rate
62%
Annualized excess
+5.4%
$1 → follow vs universe
$3.02 vs $2.14
Cumulative return: $1 invested in new picks vs universe
1.00 20180331: universe 1.04120180630: universe 0.95920180930: universe 1.00320181231: universe 0.99220190331: universe 0.97520190630: universe 1.04820190930: universe 1.12720191231: universe 0.90920200331: universe 1.09620200630: universe 1.21120200930: universe 1.48520201231: universe 1.55320210331: universe 1.56620210630: universe 1.69220210930: universe 1.51920211231: universe 1.29220220331: universe 1.38720220930: universe 1.49020230331: universe 1.57020230630: universe 1.51420231231: universe 1.58220240331: universe 1.61720240630: universe 1.76420240930: universe 1.74920241231: universe 1.63220250331: universe 1.78020250630: universe 1.83620250930: universe 2.06420251231: universe 2.135 20180331: follow 1.13520180630: follow 1.07520180930: follow 1.06820181231: follow 1.14320190331: follow 1.28920190630: follow 1.39520190930: follow 1.57920191231: follow 1.41620200331: follow 1.99420200630: follow 2.01320200930: follow 2.54620201231: follow 1.99320210331: follow 1.97820210630: follow 1.87920210930: follow 1.25820211231: follow 1.12820220331: follow 1.41220220930: follow 1.66120230331: follow 1.62620230630: follow 1.70620231231: follow 2.07120240331: follow 2.20920240630: follow 2.60220240930: follow 2.41120241231: follow 2.03020250331: follow 2.15520250630: follow 2.27120250930: follow 2.31820251231: follow 3.020 0.84 2.05 3.26 20182019202020212022202320242025 Follow Universe

Quarterly compounding, invested quarters only · entry 47 days after quarter-end (when 13F data becomes public)

Listed as facts. See the verdict above before treating this as signal.

Top 20 holdings of 38 · 2026 Q1

Ticker Value Weight QoQ
MSFT $178M
9.5%
ADD
NVDA $173M
9.2%
HOLD
GOOGL $171M
9.1%
TRIM
TSM $98M
5.2%
TRIM
A $96M
5.1%
ADD
AAPL $92M
4.9%
ADD
MA $72M
3.8%
ADD
ROST $69M
3.7%
TRIM
SYK $69M
3.6%
TRIM
AZO $64M
3.4%
ADD
IDXX $61M
3.2%
HOLD
ISRG $54M
2.9%
ADD
FICO $53M
2.8%
ADD
XYL $50M
2.7%
ADD
CHD $50M
2.6%
TRIM
NFLX $47M
2.5%
ADD
PANW $42M
2.2%
ADD
CL $40M
2.1%
TRIM
AVGO $38M
2.0%
ADD
ICE $38M
2.0%
HOLD

QoQ vs previous quarter's share count · NEW = new position · ADD/TRIM = ±2% shares · HOLD = unchanged.

Listed as facts. See the verdict above before treating this as signal.

New positions in 2026 Q1

DXCM

Method & Limitations

Method: a "new position" = held this quarter, absent last quarter (options excluded; stocks with <50 prior holders excluded to filter spin-off artifacts). Entry 47 days after quarter-end — the first day the public could act on the filing. Benchmark = equal-weighted universe of all 13F-held stocks. Limitations: quarterly snapshots can't see intra-quarter trades; survivorship bias — funds that shut down are absent, which flatters the sample. Statistics, not advice.