13F

Investor

LGT Group Foundation

CIK 0001911278 · filed 2026-04-28 · SEC filing

13F book

$8.19B

Positions

283

14 new · 21 sold

Largest name

6.6%

Microsoft Corp · MSFT

Est. mark

−$592.9M

Price effect on 269 names still held. Flow −$390.1M.
NameTickerSharesValueWeightEst. markChange
Microsoft CorpMSFT1.45M$538.3M6.6%−$170.6MCut−$205.3M
Alphabet Inc1.7M$490.2M6.0%−$41MAdded$1.22M
Apple Inc.AAPL1.69M$427.8M5.2%−$32.5MCut−$54M
Nvidia CorpNVDA2.36M$411.3M5.0%−$31MCut−$38.9M
Eli Lilly & CoLLY399.7K$367.6M4.5%−$63.9MCut−$160M
Astrazeneca Plc OrdAZN1.89M$367.2M4.5%New
Amazon Com IncAMZN1.69M$352.7M4.3%−$41.1MCut−$57M
Jpmorgan Chase & Co.915.3K$269.2M3.3%−$24.8MAdded−$5.39M
Mastercard IncMA474.9K$237.3M2.9%−$36.9MCut−$47.5M
Nextera Energy Inc2.42M$225.1M2.7%$21.9MAdded$82.1M
Meta Platforms, Inc.META347.9K$199M2.4%−$30.8MAdded−$19.7M
Totalenergies SeTTE1.93M$180.4M2.2%$52.7MCut$44M
Broadcom Inc.AVGO556.2K$172.2M2.1%−$22.4MCut−$42.4M
Crh Plc1.62M$170.6M2.1%−$33.4MAdded−$32.3M
Procter And Gamble CoPG1.02M$147.1M1.8%$397.2KCut$269.5K
Exxon Mobil Corp806.3K$136.8M1.7%$33.3MAdded$54.1M
UBS Group AGUBS3.44M$132.2M1.6%−$28MCut−$38.8M
Accenture Plc Ireland617.5K$122.5M1.5%−$44.3MCut−$50M
Johnson & JohnsonJNJ498K$121.7M1.5%$15MAdded$38.9M
Visa Inc.V370.6K$112M1.4%−$19MCut−$20.1M
S&P Global Inc.SPGI250.8K$106.7M1.3%−$25.7MCut−$25.8M
Coca Cola CoKO1.36M$103.5M1.3%$8.13MCut−$2.1M
Tetra Tech Inc New3.16M$95.2M1.2%−$11.8MAdded−$8.76M
AbbVie Inc.ABBV413.7K$90M1.1%−$3.97MAdded$15.5M
Prologis Inc.605K$80M1.0%$1.88MAdded$3.33M
Home Depot, Inc.HD224.4K$73.8M0.9%−$3.77MAdded−$962.3K
Alphabet Inc253.8K$72.8M0.9%−$7.03MCut−$20.1M
Chubb Limited203K$66.2M0.8%$2.36MAdded$3.3M
Autodesk, Inc.ADSK273.4K$65.5M0.8%−$16.4MCut−$20.9M
Pfizer IncPFE2.21M$62M0.8%$6.15MAdded$12.2M
Pepsico IncPEP385.3K$59.8M0.7%$3.62MAdded$12.9M
BlackRock, Inc.BLK59.7K$57.4M0.7%−$6.73MAdded−$2.52M
Fastenal CoFAST1.17M$54.4M0.7%$6.26MAdded$8.14M
Cisco Sys Inc677.3K$52.6M0.6%$87.7KAdded$14.8M
West Pharmaceutical Svsc Inc203.6K$51M0.6%−$5.34MCut−$5.76M
Bank America Corp1.05M$51M0.6%−$6.83MCut−$45.7M
Owens Corning New459.5K$49.7M0.6%−$2.27MCut−$8.05M
Mcdonalds CorpMCD159.6K$49.6M0.6%$302.1KAdded$15.9M
Booking Holdings Inc.BKNG11.7K$49.3M0.6%−$14.3MCut−$51M
Alcon IncALC642.7K$47.6M0.6%−$3.6MCut−$27M
Micron Technology IncMU138.8K$46.9M0.6%$3.37MAdded$25.1M
Emerson Elec Co342.3K$44.9M0.5%−$1.37MAdded$1.6M
ConocophillipsCOP333.5K$44M0.5%$11.7MAdded$14.9M
Goldman Sachs Group Inc49.7K$42M0.5%−$1.41MAdded$9.52M
Western Digital CorpWDC154.5K$41.8M0.5%$14.6MCut$12.9M
Berkshire Hathaway Inc Del84.9K$40.7M0.5%−$2.08MAdded−$1.99M
Palo Alto Networks IncPANW219.7K$35.2M0.4%−$5.83MCut−$7.88M
Cme Group Inc.CME113.2K$33.4M0.4%$2.21MCut−$106.8K
Chevron Corp NewCVX158.9K$32.9M0.4%$8.48MAdded$9.21M
Intuitive Surgical IncISRG70.8K$32.7M0.4%−$7.07MAdded−$3.63M
Sherwin Williams CoSHW95K$30.4M0.4%−$532.7KCut−$1.24M
Netflix IncNFLX307.4K$29.6M0.4%$728.5KCut−$541.2K
Intercontinental Exchange In184.2K$29M0.4%−$1.08MCut−$12.9M
Applied Matls Inc83.8K$28.7M0.4%$3.15MAdded$18.7M
Wells Fargo Co New354.6K$28.2M0.3%−$5.04MAdded−$4.11M
International Business Machs114.5K$27.8M0.3%−$6.28MAdded−$4.04M
Uber Technologies, IncUBER384.6K$27.7M0.3%−$3.92MCut−$11.4M
Mastec IncMTZ81.2K$26.1M0.3%New
Ametek Inc/AME120.6K$25.8M0.3%$883.8KCut$496.3K
Mondelez Intl Inc435.4K$25.1M0.3%$1.23MCut−$13.3M
Citigroup Inc217.1K$24.6M0.3%−$825KCut−$5.14M
Fortinet, Inc.FTNT295.7K$24.2M0.3%$416.9KCut−$440.4K
Merck & Co., Inc.MRK194.9K$23.4M0.3%$2.77MCut−$12M
Ge Aerospace82.5K$23.4M0.3%−$807.7KAdded$14.4M
Medtronic PlcMDT255.8K$22.2M0.3%−$754.9KAdded$14.9M
Progressive Corp108.7K$21.6M0.3%−$3.45MCut−$4.88M
Texas Instrs Inc106.3K$20.6M0.3%$1.97MAdded$2.16M
Verizon Communications IncVZ407.1K$20.4M0.2%$3.49MAdded$5.5M
ServiceNow, Inc.NOW193.6K$20.2M0.2%−$7.8MAdded−$3.99M
Advanced Micro Devices IncAMD97.9K$19.9M0.2%−$407.5KAdded$12.6M
Tesla, Inc.TSLA53.5K$19.9M0.2%−$4.43MCut−$13.3M
Airbnb, Inc.ABNB156.5K$19.8M0.2%−$1.66MCut−$6.81M
Costco Whsl Corp New19.8K$19.7M0.2%$434.1KAdded$16.8M
Boston Scientific CorpBSX312.6K$19.6M0.2%−$10.4MCut−$10.5M
New York Times CoNYT223.1K$18.7M0.2%$3.12MCut−$5.32M
Walmart Inc.WMT136.4K$17M0.2%$1.55MAdded$2.9M
Stryker CorpSYK51.5K$16.9M0.2%−$307KAdded$12.7M
Equinix IncEQIX16.6K$16.3M0.2%$2.29MAdded$7.9M
Simon Ppty Group Inc New84.1K$15.7M0.2%−$21.5KAdded$2.31M
Constellation Energy CorpCEG55.5K$15.5M0.2%−$4.3MAdded−$4.22M
Lumentum Hldgs Inc21.9K$15.4M0.2%$7.26MCut−$757.5K
Canadian Natl Ry Co139K$14.3M0.2%$527.1KCut−$3.17M
Comcast Corp New490.8K$14.1M0.2%−$587KAdded$128.4K
Synopsys IncSNPS35.4K$14.1M0.2%−$174KAdded$13M
Enbridge Inc247.8K$13.4M0.2%$1.55MCut$1.34M
Marathon Pete Corp54.4K$13.3M0.2%$4.24MAdded$4.64M
Henry Jack & Assoc Inc83.9K$13.3M0.2%−$2.22MCut−$9.59M
Corning Inc93.8K$12.8M0.2%$4.42MCut−$14.9M
Newmont Corp116.8K$12.6M0.2%$746.5KCut−$6.48M
Crowdstrike Hldgs Inc32.3K$12.6M0.2%−$2.75MCut−$4.95M
Realty Income CorpO203.5K$12.5M0.2%$831.7KAdded$1.02M
American Tower Corp New71.4K$12.3M0.1%−$295.5KCut−$1.11M
Wheaton Precious Metals Corp.WPM88.5K$11.6M0.1%$1.12MCut−$4.38M
Waters Corp38.8K$11.5M0.1%−$1.48MAdded$4.96M
EMCOR Group, Inc.EME15.3K$11.3M0.1%$1.63MAdded$2.94M
Ares Capital CorpARCC609.7K$11M0.1%−$1.18MAdded$469.4K
Asml Holding N V8.28K$10.9M0.1%$2.06MCut−$111.9K
Arista Networks, Inc.ANET85.8K$10.5M0.1%−$829.3KCut−$3.7M
Oracle Corp71.5K$10.5M0.1%−$3.58MCut−$6.23M
Kla CorpKLAC7.04K$10.4M0.1%$1.61MCut$851.9K
Dominion Energy, IncD160.3K$9.91M0.1%New
Cloudflare, Inc.NET42.9K$8.85M0.1%$288.3KCut−$138.7K
Xylem Inc.XYL73.5K$8.78M0.1%−$1.33MCut−$1.94M
Zoetis Inc.ZTS68.1K$8.05M0.1%−$558.3KCut−$1.38M
Rockwell Automation, IncROK22.2K$7.96M0.1%−$736.2KAdded−$371.2K
Unitedhealth Group IncUNH26.2K$7.08M0.1%−$1.61MCut−$2.52M
Welltower Inc.WELL35.7K$7.06M0.1%$346.5KCut−$3.34M
Caterpillar IncCAT8.46K$5.99M0.1%$288.9KAdded$4.72M
Vertiv Holdings CoVRT23.9K$5.98M0.1%$2.06MCut$645.7K
Qualcomm Inc46.1K$5.93M0.1%−$2.07MCut−$3.87M
Disney Walt Co61.3K$5.91M0.1%−$1.13MCut−$2.24M
HCA Healthcare, Inc.HCA11.6K$5.48M0.1%−$232Cut−$908.4K
Danaher Corporation28.7K$5.43M0.1%−$1.18MCut−$6.68M
Logitech Intl S A59.9K$5.43M0.1%−$686.9KAdded−$346.6K
Henry Schein IncHSIC73.4K$5.41M0.1%−$201.1KCut−$921.1K
Pure Storage IncP91.6K$5.41M0.1%−$801.2KCut−$1.11M
Ecolab Inc.ECL20.1K$5.34M0.1%$30.6KAdded$88.3K
Hdfc Bank LtdHDB200.9K$5M0.1%−$2.32MCut−$2.52M
Salesforce, Inc.CRM26.4K$4.93M0.1%−$2.09MCut−$9.26M
SoFi Technologies, Inc.SOFI308.1K$4.89M0.1%New
Comfort Sys Usa Inc3.5K$4.83M0.1%$379.8KAdded$4M
Dell Technologies Inc.DELL29K$4.75M0.1%$1.05MCut$842.4K
Datadog, Inc.DDOG40.1K$4.74M0.1%−$779.6KCut−$1.28M
Verisk Analytics, Inc.VRSK24.6K$4.66M0.1%−$776.9KAdded−$374.4K
Applovin CorpAPP11.4K$4.55M0.1%−$3.38MCut−$7.06M
Deere & CoDE7.97K$4.49M0.1%$731.2KAdded$811.2K
Marvell Technology, Inc.MRVL44.8K$4.43M0.1%$550.2KCut$194.4K
Motorola Solutions, Inc.MSI9.73K$4.22M0.1%$486.7KCut$192.6K
Deutsche Bank A G137.5K$4.09M0.1%−$1.23MAdded−$1.17M
Republic Svcs Inc18.3K$4M0.0%$79.1KCut−$590.5K
NIKE, Inc.NKE75.5K$3.99M0.0%−$631.7KCut−$865.6K
Schwab Charles Corp39.2K$3.68M0.0%−$257.3KCut−$1.94M
Parker-Hannifin CorpPH3.94K$3.53M0.0%$25.3KCut−$6.43M
Freeport-Mcmoran IncFCX57.3K$3.37M0.0%$422KCut−$26.1K
Edwards Lifesciences CorpEW42K$3.36M0.0%−$257KCut−$608.5K
Nasdaq, Inc.NDAQ39.6K$3.36M0.0%−$526.4KCut−$1.16M
At&T Inc115.4K$3.34M0.0%$482.3KCut−$247.2K
Ferguson Enterprises Inc14K$3.26M0.0%$107.6KCut−$562.6K
Rio Tinto Plc34.6K$3.23M0.0%$428.7KAdded$526.7K
Dicks Sporting Goods Inc16.1K$3.2M0.0%−$2.2KAdded$2.57M
Spotify Technology S.A.SPOT6.52K$3.16M0.0%−$598.1KCut−$22.4M
Seagate Technology Hldngs Pl7.77K$3.04M0.0%$719.6KAdded$1.24M
Colgate Palmolive CoCL35.1K$2.99M0.0%$191KAdded$334.4K
Equifax IncEFX16.6K$2.98M0.0%−$673.6KCut−$17.9M
Haleon Plc297.4K$2.98M0.0%−$19.2KAdded$208.6K
Allegion plcALLE19.7K$2.86M0.0%−$311.7KCut−$516K
Autozone IncAZO819$2.77M0.0%−$17.3KCut−$309.6K
Moodys Corp6.11K$2.66M0.0%−$485.3KCut−$621K
American Express CoAXP8.77K$2.65M0.0%−$621.5KCut−$5.84M
Adobe Inc.ADBE10.9K$2.65M0.0%−$1.19MCut−$3.01M
Howmet Aerospace Inc.HWM11.4K$2.62M0.0%$257.3KCut$27K
Royal Bk Cda16.1K$2.6M0.0%−$46KAdded$1.76M
Halliburton CoHAL66.7K$2.6M0.0%$700.5KCut$432.2K
Coupang, Inc.CPNG136.8K$2.58M0.0%−$392KAdded$781K
Workday, Inc.WDAY19.6K$2.55M0.0%−$1.71MCut−$20.2M
Lauder Estee Cos Inc34.7K$2.49M0.0%−$1.18MCut−$1.67M
Relx Plc74K$2.45M0.0%−$527.1KAdded−$267.4K
Cadence Design System Inc8.43K$2.34M0.0%−$317.9KCut−$377.6K
T-Mobile Us Inc11.1K$2.32M0.0%$68.9KCut−$292.8K
Idexx Labs Inc3.88K$2.18M0.0%−$97.7KAdded$1.63M
Palantir Technologies Inc.PLTR14.1K$2.06M0.0%−$459.3KAdded−$347.7K
Veeva Sys Inc11.6K$2.04M0.0%−$570.1KCut−$29.1M
Waste Mgmt Inc Del8.78K$2.02M0.0%$67.3KCut−$86.1K
Intel CorpINTC44.1K$1.95M0.0%$301.4KCut−$52.4K
Ferrari N.V.RACE5.74K$1.94M0.0%−$148.4KAdded$318.4K
Lam Research CorpLRCX8.31K$1.77M0.0%$331.3KCut−$620.3K
NetApp, Inc.NTAP17K$1.74M0.0%−$102.8KCut−$18.6M
Amgen IncAMGN4.88K$1.72M0.0%$113.1KCut$106.9K
Vertex Pharmaceuticals Inc3.84K$1.71M0.0%−$27.6KCut−$337.1K
Chipotle Mexican Grill IncCMG51K$1.63M0.0%−$256.7KCut−$731.9K
Yum China Hldgs Inc33.1K$1.62M0.0%$29.3KAdded$169.8K
Trane Technologies PlcTT3.81K$1.59M0.0%$95.3KCut−$81K
Tjx Cos Inc New9.7K$1.55M0.0%$42.2KCut$6.77K
Thermo Fisher Scientific Inc.TMO3.13K$1.54M0.0%−$287.3KCut−$3.64M
Sempra15.3K$1.49M0.0%$123.9KCut−$29.2K
Morgan Stanley9K$1.48M0.0%−$128.4KAdded−$102.9K
Hubspot IncHUBS5.92K$1.44M0.0%−$956.6KCut−$1.07M
Sunbelt Rentals Holdings, Inc.SUNB21.7K$1.41M0.0%New
Block Inc23.3K$1.4M0.0%−$114.2KAdded$5.06K
Slb Limited/NvSLB27K$1.39M0.0%$289.8KAdded$518.1K
Lowes Cos Inc5.84K$1.38M0.0%−$40.1KAdded−$32K
DuPont de Nemours, Inc.DD30K$1.37M0.0%$153.6KCut−$147.4K
Kb Finl Group Inc13K$1.3M0.0%$173.6KCut$152K
Block H & R Inc40.1K$1.27M0.0%−$274.4KAdded$260.6K
Omnicom Group Inc.OMC16.6K$1.25M0.0%−$89.7KCut−$592.3K
Fiserv IncFISV22.1K$1.24M0.0%−$251.8KAdded−$213.2K
Altria Group, Inc.MO18.6K$1.23M0.0%$89.9KAdded$598.1K
Itt Inc.ITT6.34K$1.21M0.0%$87.8KCut$20.8K
Bristol-Myers Squibb Co19.8K$1.2M0.0%$127.7KHeld
Verisign Inc4.69K$1.16M0.0%$11.4KCut−$28.3M
Texas Pacific Land Corporati2.39K$1.13M0.0%New
Pimco Etf Tr11.2K$1.1M0.0%$614Held
Aon plcAON3.4K$1.1M0.0%−$114.6KAdded−$114K
Union Pac Corp4.47K$1.08M0.0%$42.8KCut$37.9K
Cooper Cos Inc14K$1M0.0%−$153.7KCut−$188.7K
Capital One Finl Corp5.31K$968K0.0%−$77.1KAdded$662.3K
Automatic Data Processing In4.69K$952.9K0.0%−$264.3KCut−$488.8K
Nice Ltd8.56K$944.2K0.0%−$19.3KAdded$152.9K
Curtiss Wright CorpCW1.34K$910K0.0%$163.7KHeld
Williams Cos Inc12.2K$891.5K0.0%$154.6KCut$14.6K
Credicorp LtdBAP2.59K$878.1K0.0%$96KAdded$312.3K
RTX CorpRTX4.38K$844.1K0.0%$38.6KAdded$45.9K
Starbucks CorpSBUX9.33K$835.6K0.0%$40.5KCut−$39.2K
DENTSPLY SIRONA Inc.XRAY70.4K$817.1K0.0%$14.1KCut−$265.4K
Tradeweb Mkts Inc6.79K$799.3K0.0%$66.6KCut$40.6K
Microchip Technology Inc.12.2K$787.4K0.0%−$427Added$392.5K
Barrick Mng Corp18.9K$772.4K0.0%−$16.2KAdded$551.8K
Alibaba Group Hldg Ltd6.14K$770.3K0.0%−$112.8KAdded$11.4K
Meritage Homes CorpMTH12.1K$746.7K0.0%−$54.9KCut−$187.5K
Paychex IncPAYX8.1K$746.3K0.0%−$58.6KAdded$434.1K
Medpace Hldgs Inc1.52K$730.8K0.0%−$131.6KAdded−$113.3K
Air Prods & Chems Inc2.48K$720.1K0.0%$103.3KCut−$887.8K
Toronto Dominion Bk Ont7.58K$708.1K0.0%−$8.84KCut−$76.9K
Valero Energy Corp2.85K$704.9K0.0%$234.6KCut$222.2K
Cognizant Technology Solutio11.4K$696.7K0.0%−$204.8KAdded−$59.3K
Quanta Svcs Inc1.15K$632.5K0.0%$138.2KAdded$139.3K
First Solar, Inc.FSLR3.18K$627.7K0.0%−$213.3KCut−$1.69M
Agnico Eagle Mines LtdAEM3.04K$618K0.0%$96.1KHeld
Coherent Corp.COHR2.56K$608.6K0.0%$131.3KCut−$186.3K
Edison Intl7.75K$567.2K0.0%$49.8KAdded$333.2K
Watsco Inc1.5K$545.3K0.0%$31.1KHeld
Sun Life Financial Inc.8.49K$532.2K0.0%$1.01KHeld
Axon Enterprise, Inc.AXON1.2K$509.2K0.0%−$176.8KCut−$187.6K
Hess Midstream LpHESM13K$505.1K0.0%$28.6KAdded$281.1K
Bank New York Mellon Corp3.96K$469.3K0.0%$6.95KAdded$7.9K
Marsh & Mclennan Cos Inc2.59K$449.8K0.0%−$36.1KCut−$38.7K
Exelon CorpEXC8.96K$439K0.0%$45.6KAdded$46.1K
Eaton Corp PlcETN1.21K$432.8K0.0%$36KAdded$119.3K
Eog Res Inc2.9K$419.3K0.0%$112.8KCut−$9.3M
Align Technology IncALGN2.35K$403.7K0.0%$31.3KCut$20.4K
Companhia De Saneamento Basi12.7K$387.3K0.0%$80.7KAdded$81.3K
The Campbells Company16.8K$373.1K0.0%New
Dow Inc.DOW8.95K$372.9K0.0%$162.2KAdded$162.8K
Illinois Tool Wks Inc1.39K$362.8K0.0%$9.26KAdded$117.3K
National Grid Plc4.21K$356.1K0.0%$23.8KAdded$84.5K
State Str Corp2.81K$355K0.0%−$10.6KAdded−$9.95K
Embraer S.A.EMBJ5.97K$354.3K0.0%−$32.7KHeld
Brookfield Corp8.61K$349K0.0%−$48.6KHeld
Baidu Inc3.13K$348.2K0.0%−$53.7KAdded$9.29K
Main Str Cap Corp6.53K$345.9K0.0%New
Price T Rowe Group IncTROW3.75K$338K0.0%−$50.6KHeld
Canadian Imperial Bank Of Co3.56K$337.3K0.0%$12.4KHeld
Eversource EnergyES4.87K$337.2K0.0%$6.2KAdded$95K
Itau Unibanco Hldg S A40.2K$336.5K0.0%$24.1KAdded$189.7K
Southern Copper Corp/SCCO1.95K$335K0.0%$48.6KAdded$69.2K
Icici Bank Limited12.7K$330.1K0.0%−$50.4KHeld
American Wtr Wks Co Inc New2.36K$321.2K0.0%$11.7KCut−$92.2K
Cvs Health CorpCVS4.47K$320.9K0.0%−$35.9KCut−$105.5K
Kraft Heinz CoKHC14.2K$319.1K0.0%−$27.5KCut−$28.9K
Yum Brands IncYUM1.99K$309.9K0.0%$6.57KAdded$6.88K
Clean Harbors IncCLH1.07K$308.2K0.0%$52.6KHeld
Wabtec1.18K$295.6K0.0%New
Dr Reddys Labs Ltd21.3K$295.6K0.0%−$4.48KHeld
Baxter Intl Inc17.2K$288.3K0.0%−$42.9KCut−$1.05M
Franklin Resources IncBEN12.2K$287.9K0.0%−$2.93KCut−$69K
Infosys LtdINFY21.2K$286K0.0%−$95.9KHeld
Posco Holdings Inc.PKX4.87K$284.6K0.0%$24.6KHeld
CARRIER GLOBAL CorpCARR5.01K$282.1K0.0%$14.4KAdded$15K
Abbott LabsABT2.71K$278.3K0.0%−$62.7KCut−$74.9K
Otis Worldwide CorpOTIS3.61K$277.9K0.0%−$39.4KHeld
Invesco Ltd.IVZ11.1K$268.8K0.0%−$24KCut−$67.9K
Roper Technologies IncROP750$265.4K0.0%−$72.2KCut−$216.2K
Johnson Ctls Intl Plc2.02K$264.8K0.0%$20.2KCut−$124.3K
General Dynamics CorpGD765$262.6K0.0%$2.29KAdded$55.1K
Sensata Technologies Hldg Pl7.4K$260.6K0.0%$16.2KHeld
Brightstar Lottery PLCBRSL19.6K$249.7K0.0%−$54.1KCut−$195.3K
PDD Holdings Inc.PDD2.4K$245.2K0.0%New
Coca-Cola Europacific Partne2.67K$242.1K0.0%−$2.48KCut−$100.5K
Idex Corp1.27K$241.1K0.0%New
H World Group Ltd4.7K$236.4K0.0%New
Becton Dickinson & CoBDX1.49K$234.6K0.0%New
Iqvia Hldgs Inc1.36K$231.8K0.0%−$77.6KAdded−$77.2K
Apollo Global Mgmt Inc2K$223.3K0.0%−$69.3KAdded−$68.8K
Us Foods Hldg Corp2.33K$214.6K0.0%$37.9KCut−$90.1K
Transdigm Group IncTDG184$213.2K0.0%New
Gerdau Sa58.2K$210K0.0%−$6.4KHeld
International Paper Co5.77K$206K0.0%−$23.2KCut−$146.1K
MSCI Inc.MSCI379$204.3K0.0%−$16.4KCut−$39.7K
Ford Mtr Co17.7K$204.2K0.0%−$29.9KAdded−$29.5K
Wipro LtdWIT91.1K$193.1K0.0%−$67.4KHeld
Sharplink Gaming IncSBET14.7K$94.9K0.0%−$34.4KHeld
Cia Energetica De Minas Gera34.1K$81.5K0.0%$11.9KHeld
iQIYI, Inc.IQ39.4K$53.2K0.0%−$23.6KCut−$24.8K

Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.