LGT Group Foundation

LGT Group Foundation declares $3.9B in 63 of the 230 AI and semiconductor companies tracked on Silicon Floor, as of Jun 30, 2026 (Form 13F): 44.0% of its $8.8B 13F portfolio. Largest positions: Alphabet (0.01% of the company) and Microsoft (0.02% of the company). Over time: $3.9B in 63 of these companies for Q2 2026, against $1.8B in 50 for Q4 2021 (13F values as filed). From Mar 31, 2026 to Jun 30, 2026, it bought $286.8M and sold $713.2M of these stocks, at the quarter's prices: a net sale of $426.4M; 6 new positions and 4 sold out.

Performance of its AI picks

The AI-stock portfolio LGT Group Foundation declared for Q2 2026 (Form 13F), held unchanged, returned +8.1% in Q3 2026 (SMH -7.1%), ranked 225 of 1,783 active managers. Over the last 12 months, quarter after quarter: +24.8% (SMH +87.2%), ranked 936 of 1,359 active managers. Over three years, quarter after quarter: +136.0% (SMH +325.8%), ranked 515 of 783 active managers. Trades made during a quarter are not visible in 13F filings: this measures its declared picks, not the return of its funds.

Largest positions

1. Alphabet (GOOGL) — $612.0M: 1.7M shares, 0.01% of the company, 6.9% of its portfolio (trimmed this quarter); held since Q4 2021
2. Microsoft (MSFT) — $553.0M: 1.5M shares, 0.02% of the company, 6.3% of its portfolio (added this quarter); held since Q4 2021
3. Apple (AAPL) — $513.8M: 1.8M shares, 0.01% of the company, 5.8% of its portfolio (added this quarter); held since Q4 2021
4. NVIDIA (NVDA) — $497.6M: 2.5M shares, 0.01% of the company, 5.6% of its portfolio (added this quarter); held since Q4 2021
5. Broadcom (AVGO) — $300.1M: 794,452 shares, 0.02% of the company, 3.4% of its portfolio (added this quarter); held since Q4 2021
6. NextEra Energy (NEE) — $223.7M: 2.5M shares, 0.12% of the company, 2.5% of its portfolio (added this quarter); held since Q4 2021
7. Meta Platforms (META) — $195.3M: 346,640 shares, 0.01% of the company, 2.2% of its portfolio (trimmed this quarter); held since Q4 2021
8. Micron (MU) — $117.8M: 102,080 shares, 0.01% of the company, 1.3% of its portfolio (trimmed this quarter); held since Q4 2021
9. AMD (AMD) — $86.5M: 148,905 shares, 0.01% of the company, 0.98% of its portfolio (added this quarter); held since Q4 2021
10. Palo Alto Networks (PANW) — $62.4M: 182,846 shares, 0.02% of the company, 0.71% of its portfolio (trimmed this quarter); held since Q4 2021
11. Western Digital (WDC) — $58.0M: 90,834 shares, 0.03% of the company, 0.66% of its portfolio (trimmed this quarter); held since Q4 2022
12. Cisco (CSCO) — $56.6M: 481,719 shares, 0.01% of the company, 0.64% of its portfolio (trimmed this quarter); held since Q4 2021
13. Applied Materials (AMAT) — $54.2M: 74,974 shares, 0.01% of the company, 0.61% of its portfolio (trimmed this quarter); held since Q4 2021
14. Texas Instruments (TXN) — $50.2M: 168,298 shares, 0.02% of the company, 0.57% of its portfolio (added this quarter); held since Q4 2021
15. IBM (IBM) — $36.0M: 127,937 shares, 0.01% of the company, 0.41% of its portfolio (added this quarter); held since Q4 2021

By sector

• Cloud & AI giants — $1.9B, 48% of its AI holdings, 5 companies
• Chips & compute — $960.1M, 25% of its AI holdings, 9 companies
• Power, electrical & cooling — $358.7M, 9% of its AI holdings, 14 companies
• AI software — $253.9M, 7% of its AI holdings, 15 companies
• Memory & storage — $184.8M, 5% of its AI holdings, 4 companies
• Equipment & test — $95.1M, 2% of its AI holdings, 6 companies
• Interconnect — $73.6M, 2% of its AI holdings, 3 companies
• Servers & systems — $43.3M, 1% of its AI holdings, 2 companies
• Neoclouds & data centers — $29.7M, 1% of its AI holdings, 4 companies
• Optics — $12.8M, 0% of its AI holdings, 1 company

Biggest changes this quarter

• sold out of Amazon (AMZN): -$352.7M at the quarter's price
• added to Broadcom (AVGO): +$90.0M at the quarter's price
• trimmed Alphabet (GOOGL): -$87.9M at the quarter's price
• trimmed Accenture (ACN): -$44.7M at the quarter's price
• trimmed Micron (MU): -$42.4M at the quarter's price
• trimmed Western Digital (WDC): -$40.7M at the quarter's price
• added to AMD (AMD): +$29.6M at the quarter's price
• trimmed Autodesk (ADSK): -$27.5M at the quarter's price
• added to Apple (AAPL): +$26.0M at the quarter's price
• added to NVIDIA (NVDA): +$25.8M at the quarter's price

Other holders of this size

• Unisphere Establishment — $3.9B in 18 of these companies
• EDGEWOOD MANAGEMENT LLC — $3.9B in 21 of these companies
• Brookfield Corp /ON/ — $3.9B in 21 of these companies
• The Founders Fund Growth II Management, LP — $3.9B in 1 of these companies
• GROUPAMA ASSET MANAGMENT — $3.8B in 72 of these companies
• Anther Capital Ltd — $3.9B in 18 of these companies
• PRUDENTIAL PLC — $3.8B in 107 of these companies
• Williams Jones Wealth Management, LLC. — $3.9B in 77 of these companies

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