Lgt Capital Partners Ltd. Q3 2023 vs. Q4 2023 13F Holdings Comparison

Fund holdings are an essential aspect of investment management, providing valuable insights into the portfolio composition and investment strategies of various funds. In this article, we will analyze the Q3 2023 and Q4 2023 13F holdings of Lgt Capital Partners Ltd., a prominent investment management firm. We will examine the changes in holdings for several issuers and explore the implications of these changes.

Microsoft Corp (MSFT)

In Q3 2023, Lgt Capital Partners Ltd. held 1,012,606 shares of Microsoft Corp, with a total value of $319,730,000. However, in Q4 2023, the fund's holdings slightly decreased to 1,004,383 shares, but the value increased to $377,688,000. This marks an 18.1% change in shares and indicates the fund's continued confidence in the technology giant.

Alphabet Inc (GOOGL)

Lgt Capital Partners Ltd. increased its holdings in Alphabet Inc from 1,517,640 shares in Q3 2023 to 1,619,450 shares in Q4 2023. The value of these holdings also rose from $198,598,000 to $226,220,000, reflecting a 13.9% increase. This expansion demonstrates the fund's bullish outlook on the future prospects of Alphabet Inc.

Intuit (INTU)

The fund maintained relatively stable holdings in Intuit, a financial software company. In Q3 2023, Lgt Capital Partners Ltd. held 322,281 shares worth $164,666,000. By Q4 2023, the fund's holdings rose slightly to 323,968 shares with a value of $202,489,000. This represents a 23% increase in shares and indicates the fund's continued interest in the company.

Agilent Technologies Inc (A)

Lgt Capital Partners Ltd. significantly increased its holdings in Agilent Technologies Inc from 1,146,702 shares in Q3 2023 to 1,346,234 shares in Q4 2023. The value of these holdings also surged from $128,224,000 to $187,166,000, reflecting a remarkable 46% increase. This demonstrates the fund's confidence in Agilent Technologies Inc and its positive outlook on the company's growth potential.

Taiwan Semiconductor Manufacturing Company Ltd (TSM)

Lgt Capital Partners Ltd. increased its holdings in Taiwan Semiconductor Manufacturing Company Ltd from 1,554,790 shares in Q3 2023 to 1,648,910 shares in Q4 2023. The value of these holdings also rose from $135,111,000 to $171,486,000, indicating a 26.9% increase. This reflects the fund's bullish stance on the future prospects of the semiconductor giant.

Lauder Estee Cos Inc (EL)

The fund significantly increased its holdings in Lauder Estee Cos Inc from 948,071 shares in Q3 2023 to 1,088,926 shares in Q4 2023. The value of these holdings also rose from $137,043,000 to $159,255,000, indicating a 16.2% increase. This reflects the fund's confidence in the company's cosmetics and beauty products.

Stryker Corporation (SYK)

Lgt Capital Partners Ltd. significantly increased its holdings in Stryker Corporation from 349,757 shares in Q3 2023 to 434,997 shares in Q4 2023. The value of these holdings also rose from $95,578,000 to $130,264,000, reflecting a 36.3% increase. This indicates the fund's positive sentiment towards Stryker Corporation and its expected growth in the healthcare industry.

Lululemon Athletica Inc (LULU)

The fund slightly decreased its holdings in Lululemon Athletica Inc from 261,880 shares in Q3 2023 to 249,084 shares in Q4 2023. The value of these holdings also declined from $100,983,000 to $127,354,000, reflecting a 26.1% decrease. This indicates a decrease in the fund's confidence in Lululemon Athletica Inc during the given time period.

Ross Stores Inc (ROST)

Lgt Capital Partners Ltd. significantly increased its holdings in Ross Stores Inc from 465,595 shares in Q3 2023 to 909,527 shares in Q4 2023. The value of these holdings also rose from $52,588,000 to $125,869,000, reflecting a substantial 139.3% increase. This shows the fund's optimistic view on the company's future performance.

ResMed Inc (RMD)

ResMed Inc, a medical equipment manufacturer, did not have any holdings from Lgt Capital Partners Ltd in Q3 2023. However, in Q4 2023, the fund acquired 683,763 shares with a value of $117,620,000. This reflects the fund's interest in the company and its growth potential in the medical device industry.

These are just a few examples of the changes in holdings for various issuers in Lgt Capital Partners Ltd.'s portfolio. It is essential to note that the fund's decisions regarding holdings are based on thorough research, market analysis, and the fund's investment objectives. Investors and market participants closely monitor such 13F filings to gain insights into the strategies and preferences of prominent investment management firms like Lgt Capital Partners Ltd.