Compagnie Lombard Odier SCmA
Institutional investor · Portfolio as of Q2 2026
Top Holdings514 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
ALPHABET INC-CL A | 2M | $710.8M | 7.7% | $104.70 | +229.36% | 30 qtrssince 2019-Q1 | Decreased 0 |
NVIDIA CORP | 3.4M | $685.8M | 7.4% | $117.38 | +82.93% | 30 qtrssince 2019-Q1 | Decreased 0 |
APPLE INC | 2.2M | $645.6M | 7.0% | $254.65 | +21.48% | 4 qtrssince 2025-Q3 | Increased 63 |
MICROSOFT CORP | 1.5M | $561.2M | 6.1% | $256.79 | +87.37% | 30 qtrssince 2019-Q1 | Decreased 0 |
AMAZON.COM INC | 2M | $477.6M | 5.2% | $222.25 | +16.37% | 4 qtrssince 2025-Q3 | Decreased 0 |
VISA INC-CLASS A SHARES | 923,752 | $316.9M | 3.4% | $186.18 | +96.44% | 30 qtrssince 2019-Q1 | Increased 58 |
BROADCOM INC | 828,088 | $312.8M | 3.4% | $167.62 | +119.82% | 30 qtrssince 2019-Q1 | Decreased 0 |
ELI LILLY & CO | 258,737 | $310.3M | 3.4% | $758.73 | +64.01% | 23 qtrssince 2020-Q4 | Decreased 0 |
JPMORGAN CHASE & CO | 927,953 | $303.7M | 3.3% | $183.03 | +92.09% | 30 qtrssince 2019-Q1 | Increased 75 |
PALO ALTO NETWORKS INC | 829,870 | $283M | 3.1% | $142.02 | +151.98% | 30 qtrssince 2019-Q1 | Decreased 0 |
UBS GROUP AG- REG | 5.4M | $267.3M | 2.9% | $25.34 | +110.30% | 30 qtrssince 2019-Q1 | Increased 54 |
META PLATFORMS INC-CLASS A | 319,514 | $180M | 1.9% | $381.60 | +44.11% | 30 qtrssince 2019-Q1 | Decreased 0 |
THERMO FISHER SCIENTIFIC INC | 319,810 | $160.3M | 1.7% | $390.39 | +61.19% | 30 qtrssince 2019-Q1 | Increased 51 |
PROCTER & GAMBLE CO/THE | 942,168 | $138.2M | 1.5% | $137.29 | +5.38% | 30 qtrssince 2019-Q1 | Decreased 0 |
LINDE PLC | 256,217 | $133M | 1.4% | $356.14 | +36.90% | 14 qtrssince 2023-Q1 | Decreased 0 |
TOTALENERGIES SE | 1.6M | $122M | 1.3% | $66.18 | +35.83% | 3 qtrssince 2025-Q4 | Decreased 0 |
AMETEK INC | 503,656 | $121.9M | 1.3% | $189.92 | +26.13% | 4 qtrssince 2025-Q3 | Decreased 0 |
EXXON MOBIL CORP | 858,255 | $117.3M | 1.3% | $147.57 | +11.89% | 30 qtrssince 2019-Q1 | Decreased 0 |
RAYTHEON TECHNOLOGIES CORP | 558,143 | $105.9M | 1.1% | $189.10 | +12.26% | 1 qtr | New 69 |
MERCK & CO. INC. | 790,796 | $101.6M | 1.1% | $95.54 | +59.68% | 30 qtrssince 2019-Q1 | Decreased 0 |
Compagnie Lombard Odier SCmA manages $9.2B across 514 positions as of Q2 2026. Top holdings: GOOGL (7.7%), NVDA (7.4%), AAPL (7.0%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 3/5.0.
Active quarter - 78 new positions, 29 exits, 98 increased. Top move: JPM (INCREASED, conviction 75). Portfolio: $9.2B across 514 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
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Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer