Compagnie Lombard Odier SCmA
Institutional investor · Portfolio as of Q1 2021
Top Holdings726 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
ALPHABET INC-CL A | 153,210 | $316M | 7.0% | $58.78 | +72.79% | 9 qtrssince 2019-Q1 | Decreased 0 |
AMAZON.COM INC | 74,726 | $231.2M | 5.1% | $92.20 | +65.68% | 9 qtrssince 2019-Q1 | Decreased 0 |
MICROSOFT CORP | 823,640 | $194.2M | 4.3% | $131.14 | +70.04% | 9 qtrssince 2019-Q1 | Increased 57 |
VISA INC-CLASS A SHARES | 902,172 | $191M | 4.2% | $156.18 | +30.16% | 9 qtrssince 2019-Q1 | Increased 61 |
APPLE INC | 1.2M | $140.7M | 3.1% | $94.59 | +25.55% | 9 qtrssince 2019-Q1 | Decreased 0 |
COCA-COLA CO/THE | 2.7M | $140.3M | 3.1% | $41.16 | +12.03% | 9 qtrssince 2019-Q1 | Increased 59 |
THERMO FISHER SCIENTIFIC INC | 258,295 | $117.9M | 2.6% | $277.67 | +60.56% | 9 qtrssince 2019-Q1 | Decreased 0 |
ABBVIE INC | 1.1M | $116.1M | 2.6% | $60.05 | +46.56% | 9 qtrssince 2019-Q1 | Decreased 0 |
| 387,606 | $108.8M | 2.4% | $190.64 | +37.30% | 9 qtrssince 2019-Q1 | Increased 58 | |
S&P GLOBAL INC | 294,628 | $104M | 2.3% | $245.46 | +38.19% | 9 qtrssince 2019-Q1 | Increased 63 |
WALT DISNEY CO/THE | 544,187 | $100.4M | 2.2% | $113.88 | +59.17% | 9 qtrssince 2019-Q1 | Decreased 0 |
JPMORGAN CHASE & CO | 656,932 | $100M | 2.2% | $88.21 | +54.22% | 9 qtrssince 2019-Q1 | Increased 55 |
ABBOTT LABORATORIES | 811,091 | $97.2M | 2.1% | $82.91 | +30.17% | 9 qtrssince 2019-Q1 | Increased 66 |
ADOBE INC | 200,236 | $95.2M | 2.1% | $397.69 | +19.53% | 9 qtrssince 2019-Q1 | Increased 74 |
ALIBABA GROUP HOLDING-SP ADR | 397,195 | $90.1M | 2.0% | $204.80 | +4.18% | 9 qtrssince 2019-Q1 | Decreased 0 |
PALO ALTO NETWORKS INC | 243,540 | $78.4M | 1.7% | $35.52 | +49.19% | 9 qtrssince 2019-Q1 | Decreased 0 |
ALCON INC | 1.1M | $77.4M | 1.7% | $60.23 | +14.30% | 8 qtrssince 2019-Q2 | Increased 48 |
SPOTIFY TECHNOLOGY SA | 281,286 | $75.4M | 1.7% | $141.95 | +81.54% | 9 qtrssince 2019-Q1 | Increased 48 |
META PLATFORMS INC-CLASS A | 253,648 | $74.7M | 1.6% | $180.12 | +58.79% | 9 qtrssince 2019-Q1 | Increased 50 |
HOME DEPOT INC | 228,704 | $69.8M | 1.5% | $174.18 | +55.91% | 9 qtrssince 2019-Q1 | Increased 48 |
Compagnie Lombard Odier SCmA manages $4.5B across 726 positions as of Q1 2021. Top holdings: GOOGL (7.0%), AMZN (5.1%), MSFT (4.3%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 3/5.0.
Active quarter - 147 new positions, 58 exits, 155 increased. Top move: ADBE (INCREASED, conviction 74). Portfolio: $4.5B across 726 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
Top Losers
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