LGT Fund Management Co Ltd. Q2 2022 Filing

Filed August 3, 2022

Portfolio Value

$681.8B

Holdings

178

Report Date

Q2 2022

Filing Type

13F-HR

All Holdings (178 positions)

#StockSharesValue% PortfolioType
1
MSFTMICROSOFT CORP
211,264$54.3B7.96%
2
AAPLAPPLE INC
348,010$47.6B6.98%
3
GOOGLALPHABET INC
15,096$32.9B4.83%
4
LLYLILLY ELI & CO
79,521$25.8B3.78%
5
TSLATESLA INC
37,564$25.3B3.71%
6
NVDANVIDIA CORPORATION
128,876$19.5B2.87%
7
AMZNAMAZON COM INC
169,583$18.0B2.64%
8
AVGOBROADCOM INC
30,951$15.0B2.21%
9
ACNACCENTURE PLC IRELAND
53,695$14.9B2.19%
10
JPMJPMORGAN CHASE & CO
102,829$11.6B1.70%
11
ZTSZOETIS INC
61,076$10.5B1.54%
12
EQIXEQUINIX INC
14,280$9.4B1.38%
13
UNHUNITEDHEALTH GROUP INC
17,860$9.2B1.35%
14
PFEPFIZER INC
169,771$8.9B1.31%
15
HDHOME DEPOT INC
31,844$8.7B1.28%
16
KOCOCA COLA CO
138,164$8.7B1.27%
17
ISRGINTUITIVE SURGICAL INC
43,160$8.7B1.27%
18
VVISA INC
43,786$8.6B1.26%
19
NEMNEWMONT CORP
127,051$7.6B1.11%
20
TMOTHERMO FISHER SCIENTIFIC INC
13,746$7.5B1.10%
21
NOWSERVICENOW INC
14,555$6.9B1.02%
22
SIVBEURSVB FINANCIAL GROUP
16,971$6.7B0.98%
23
PANWPALO ALTO NETWORKS INC
12,995$6.4B0.94%
24
WMWASTE MGMT INC DEL
41,200$6.3B0.92%
25
METAMETA PLATFORMS INC
38,109$6.1B0.90%
26
ELLAUDER ESTEE COS INC
24,006$6.1B0.90%
27
BLKCHFBLACKROCK INC
9,710$5.9B0.87%
28
MDTMEDTRONIC PLC
61,237$5.5B0.81%
29
ENPHENPHASE ENERGY INC
27,802$5.4B0.80%
30
CRWDCROWDSTRIKE HLDGS INC
31,379$5.3B0.78%
31
DHRDANAHER CORPORATION
20,800$5.3B0.77%
32
AZNASTRAZENECA PLC
78,760$5.2B0.76%
33
AMDADVANCED MICRO DEVICES INC
67,154$5.1B0.75%
34
BKNGBOOKING HOLDINGS INC
2,802$4.9B0.72%
35
MRVLMARVELL TECHNOLOGY INC
108,389$4.7B0.69%
36
LINLINDE PLC
15,622$4.5B0.66%
37
DDOGDATADOG INC
43,979$4.2B0.61%
38
DARDARLING INGREDIENTS INC
68,692$4.1B0.60%
39
FTNTFORTINET INC
72,500$4.1B0.60%
40
MAMASTERCARD INCORPORATED
12,750$4.0B0.59%
41
UPSUNITED PARCEL SERVICE INC
21,485$3.9B0.58%
42
BMYBRISTOL-MYERS SQUIBB CO
50,598$3.9B0.57%
43
TXNTEXAS INSTRS INC
25,245$3.9B0.57%
44
WMTWALMART INC
31,357$3.8B0.56%
45
AMTAMERICAN TOWER CORP NEW
14,838$3.8B0.56%
46
ABNBAIRBNB INC
42,166$3.8B0.55%
47
ELVELEVANCE HEALTH INC
7,750$3.7B0.55%
48
JNJJOHNSON & JOHNSON
20,608$3.7B0.54%
49
IQVIQVIA HLDGS INC
16,463$3.6B0.52%
50
BACBK OF AMERICA CORP
114,011$3.5B0.52%
51
DEDEERE & CO
11,700$3.5B0.51%
52
BUNGE LIMITED
38,563$3.5B0.51%
53
AGCOAGCO CORP
35,356$3.5B0.51%
54
SNOWSNOWFLAKE INC
24,831$3.5B0.51%
55
BERYEURBERRY GLOBAL GROUP INC
62,218$3.4B0.50%
56
TSMTAIWAN SEMICONDUCTOR MFG LTD
40,300$3.3B0.48%
57
NDAQNASDAQ INC
21,484$3.3B0.48%
58
HCAHCA HEALTHCARE INC
19,107$3.2B0.47%
59
TQJSIGNATURE BK NEW YORK N Y
17,870$3.2B0.47%
60
INTUINTUIT
8,221$3.2B0.46%
61
SPGSIMON PPTY GROUP INC NEW
32,961$3.1B0.46%
62
BAMBROOKFIELD ASSET MGMT INC
68,176$3.0B0.44%
63
HUBSHUBSPOT INC
10,073$3.0B0.44%
64
CCCHEMOURS CO
94,076$3.0B0.44%
65
XOMEXXON MOBIL CORP
35,066$3.0B0.44%
66
FCXFREEPORT-MCMORAN INC
101,647$3.0B0.44%
67
CRMSALESFORCE INC
17,727$2.9B0.43%
68
MOSMOSAIC CO NEW
60,700$2.9B0.42%
69
CMECME GROUP INC
14,000$2.9B0.42%
70
LGIHLGI HOMES INC
32,645$2.8B0.42%
71
DWDMORGAN STANLEY
37,000$2.8B0.41%
72
SPGIS&P GLOBAL INC
8,303$2.8B0.41%
73
DC4DEXCOM INC
37,411$2.8B0.41%
74
OREALTY INCOME CORP
40,698$2.8B0.41%
75
GTMZOOMINFO TECHNOLOGIES INC
82,670$2.7B0.40%
76
BRK/BBERKSHIRE HATHAWAY INC DEL
10,025$2.7B0.40%
77
SYKSTRYKER CORPORATION
13,351$2.7B0.39%
78
WMBWILLIAMS COS INC
84,516$2.6B0.39%
79
NKENIKE INC
25,346$2.6B0.38%
80
CSCOCISCO SYS INC
55,000$2.3B0.34%
81
MNSTMONSTER BEVERAGE CORP NEW
25,000$2.3B0.34%
82
KHCKRAFT HEINZ CO
60,000$2.3B0.34%
83
ARESARES MANAGEMENT CORPORATION
40,000$2.3B0.33%
84
AZOAUTOZONE INC
1,050$2.3B0.33%
85
CHTRCHARTER COMMUNICATIONS INC N
4,781$2.2B0.33%
86
CFCF INDS HLDGS INC
25,010$2.1B0.31%
87
TAT&T INC
100,000$2.1B0.31%
88
MLMMARTIN MARIETTA MATLS INC
7,000$2.1B0.31%
89
DISDISNEY WALT CO
21,059$2.0B0.29%
90
RACEFERRARI N V
10,862$2.0B0.29%
91
AMATAPPLIED MATLS INC
21,590$2.0B0.29%
92
TEAMATLASSIAN CORP PLC
10,479$2.0B0.29%
93
ADIANALOG DEVICES INC
13,187$1.9B0.28%
94
KRKROGER CO
40,000$1.9B0.28%
95
LPLALPL FINL HLDGS INC
10,000$1.8B0.27%
96
ENBENBRIDGE INC
43,620$1.8B0.27%
97
RIORIO TINTO PLC
30,000$1.8B0.27%
98
CVSCVS HEALTH CORP
19,716$1.8B0.27%
99
ANETEURARISTA NETWORKS INC
19,328$1.8B0.27%
100
MCHPMICROCHIP TECHNOLOGY INC.
30,925$1.8B0.26%
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