Compagnie Lombard Odier SCmA
Institutional investor · Portfolio as of Q1 2020
Top Holdings605 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
ALPHABET INC-CL A | 172,811 | $200.8M | 8.4% | $58.61 | -2.93% | 5 qtrssince 2019-Q1 | Increased 60 |
AMAZON.COM INC | 74,847 | $145.9M | 6.1% | $90.58 | +8.41% | 5 qtrssince 2019-Q1 | Increased 65 |
VISA INC-CLASS A SHARES | 764,743 | $123.2M | 5.2% | $148.60 | +3.45% | 5 qtrssince 2019-Q1 | Increased 64 |
MICROSOFT CORP | 710,010 | $112M | 4.7% | $120.18 | +26.94% | 5 qtrssince 2019-Q1 | Increased 66 |
APPLE INC | 382,433 | $97.2M | 4.1% | $46.26 | +32.60% | 5 qtrssince 2019-Q1 | Increased 55 |
ALIBABA GROUP HOLDING-SP ADR | 479,350 | $93.2M | 3.9% | $167.97 | +8.96% | 5 qtrssince 2019-Q1 | Increased 55 |
ABBVIE INC | 1.1M | $85.4M | 3.6% | $57.94 | +1.52% | 5 qtrssince 2019-Q1 | Decreased 0 |
COCA-COLA CO/THE | 1.9M | $85.3M | 3.6% | $41.38 | -8.74% | 5 qtrssince 2019-Q1 | Increased 56 |
THERMO FISHER SCIENTIFIC INC | 248,669 | $70.5M | 3.0% | $272.22 | +3.15% | 5 qtrssince 2019-Q1 | Increased 55 |
ALCON INC | 1M | $52.9M | 2.2% | $60.33 | -17.36% | 4 qtrssince 2019-Q2 | Decreased 0 |
S&P GLOBAL INC | 211,569 | $51.9M | 2.2% | $205.37 | +14.68% | 5 qtrssince 2019-Q1 | Increased 58 |
SPOTIFY TECHNOLOGY SA | 393,121 | $47.7M | 2.0% | $137.83 | -11.90% | 5 qtrssince 2019-Q1 | Increased 54 |
PALO ALTO NETWORKS INC | 289,415 | $47.5M | 2.0% | $35.46 | -21.75% | 5 qtrssince 2019-Q1 | Increased 52 |
JPMORGAN CHASE & CO | 525,812 | $47.4M | 2.0% | $83.98 | -5.46% | 5 qtrssince 2019-Q1 | Decreased 0 |
MERCK & CO. INC. | 572,920 | $44.1M | 1.8% | $64.95 | -5.74% | 5 qtrssince 2019-Q1 | Increased 48 |
| 240,115 | $42.3M | 1.8% | $160.59 | +1.50% | 5 qtrssince 2019-Q1 | Increased 57 | |
HOME DEPOT INC | 217,871 | $40.7M | 1.7% | $168.33 | +1.44% | 5 qtrssince 2019-Q1 | Decreased 0 |
META PLATFORMS INC-CLASS A | 219,377 | $36.6M | 1.5% | $165.44 | -0.39% | 5 qtrssince 2019-Q1 | Increased 52 |
MONDELEZ INTERNATIONAL INC-A | 692,583 | $34.7M | 1.5% | $42.40 | +4.57% | 5 qtrssince 2019-Q1 | Increased 46 |
WALT DISNEY CO/THE | 354,459 | $34.2M | 1.4% | $103.64 | -5.92% | 5 qtrssince 2019-Q1 | Increased 65 |
Compagnie Lombard Odier SCmA manages $2.4B across 605 positions as of Q1 2020. Top holdings: GOOGL (8.4%), AMZN (6.1%), V (5.2%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 3/5.0.
Active quarter - 80 new positions, 82 exits, 133 increased. Top move: MSFT (INCREASED, conviction 66). Portfolio: $2.4B across 605 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
Top Winners
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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