Compagnie Lombard Odier SCmA
Institutional investor · Portfolio as of Q1 2022
Top Holdings669 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
ALPHABET INC-CL A | 135,160 | $376M | 7.9% | $58.78 | +139.67% | 13 qtrssince 2019-Q1 | Decreased 0 |
MICROSOFT CORP | 906,215 | $279.4M | 5.9% | $151.42 | +100.97% | 13 qtrssince 2019-Q1 | Increased 64 |
AMAZON.COM INC | 77,727 | $253.4M | 5.4% | $98.11 | +69.50% | 13 qtrssince 2019-Q1 | Decreased 0 |
VISA INC-CLASS A SHARES | 1.1M | $242.3M | 5.1% | $167.79 | +27.69% | 13 qtrssince 2019-Q1 | Decreased 0 |
APPLE INC | 1.1M | $191M | 4.0% | $96.46 | +77.04% | 13 qtrssince 2019-Q1 | Increased 57 |
COCA-COLA CO/THE | 2.5M | $156.8M | 3.3% | $41.61 | +33.69% | 13 qtrssince 2019-Q1 | Increased 56 |
| 435,773 | $140.8M | 3.0% | $210.02 | +47.40% | 13 qtrssince 2019-Q1 | Increased 56 | |
THERMO FISHER SCIENTIFIC INC | 215,225 | $127.1M | 2.7% | $280.73 | +109.77% | 13 qtrssince 2019-Q1 | Decreased 0 |
PALO ALTO NETWORKS INC | 194,580 | $121.1M | 2.6% | $35.52 | +188.90% | 13 qtrssince 2019-Q1 | Decreased 0 |
JPMORGAN CHASE & CO | 853,412 | $116.3M | 2.5% | $99.90 | +26.84% | 13 qtrssince 2019-Q1 | Increased 54 |
BLACKSTONE INC | 857,951 | $108.9M | 2.3% | $53.14 | +104.37% | 10 qtrssince 2019-Q4 | Increased 60 |
S&P GLOBAL INC | 215,732 | $88.5M | 1.9% | $247.27 | +64.12% | 13 qtrssince 2019-Q1 | Increased 47 |
SALESFORCE.COM INC | 410,131 | $87.1M | 1.8% | $237.61 | -10.63% | 13 qtrssince 2019-Q1 | Increased 59 |
ADOBE INC | 187,994 | $85.7M | 1.8% | $408.53 | +11.53% | 13 qtrssince 2019-Q1 | Increased 48 |
ABBOTT LABORATORIES | 708,851 | $83.9M | 1.8% | $82.91 | +30.48% | 13 qtrssince 2019-Q1 | Decreased 0 |
ABBVIE INC | 493,752 | $80M | 1.7% | $60.08 | +129.68% | 13 qtrssince 2019-Q1 | Decreased 0 |
LOGITECH INTERNATIONAL-REG | 1.1M | $80M | 1.7% | $66.68 | +6.86% | 13 qtrssince 2019-Q1 | Decreased 0 |
WALT DISNEY CO/THE | 557,644 | $76.5M | 1.6% | $119.22 | +15.52% | 13 qtrssince 2019-Q1 | Increased 55 |
ALIBABA GROUP HOLDING-SP ADR | 701,770 | $76.4M | 1.6% | $169.94 | -39.75% | 13 qtrssince 2019-Q1 | Increased 58 |
META PLATFORMS INC-CLASS A | 330,152 | $73.4M | 1.6% | $214.73 | +5.37% | 13 qtrssince 2019-Q1 | Increased 48 |
Compagnie Lombard Odier SCmA manages $4.7B across 669 positions as of Q1 2022. Top holdings: GOOGL (7.9%), MSFT (5.9%), AMZN (5.4%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 3/5.0.
Active quarter - 50 new positions, 119 exits, 128 increased. Top move: MSFT (INCREASED, conviction 64). Portfolio: $4.7B across 669 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