Long-term investor
Lgt Group Foundation @lgtgroupfoundation
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001911278).
Record
- Tracked since 2025-06-30 (454 days), 60 trades recorded
- Returns: week n/a · month n/a · 90 days n/a · 6 months n/a · 1 year n/a · all +11.7%
- Max drawdown n/a · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- GOOGL · 6.9% · long · since 2025-06-30
- MSFT · 6.3% · long · since 2025-06-30
- AAPL · 5.8% · long · since 2025-06-30
- NVDA · 5.6% · long · since 2025-06-30
- LLY · 5.4% · long · since 2025-06-30
- G0593M107 · 4.2% · long · since 2026-03-31
- AVGO · 3.4% · long · since 2025-06-30
- JPM · 3.4% · long · since 2025-06-30
- MA · 2.7% · long · since 2025-06-30
- NEE · 2.5% · long · since 2025-06-30
- META · 2.2% · long · since 2025-06-30
- G25508105 · 2.0% · long · since 2025-06-30