Compagnie Lombard Odier SCmA
Institutional investor · Portfolio as of Q1 2023
Top Holdings668 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
ALPHABET INC-CL A | 2.5M | $259.9M | 6.5% | $94.72 | +5.71% | 17 qtrssince 2019-Q1 | Decreased 0 |
MICROSOFT CORP | 888,801 | $256.2M | 6.4% | $152.14 | +82.79% | 17 qtrssince 2019-Q1 | Decreased 0 |
VISA INC-CLASS A SHARES | 973,739 | $219.5M | 5.5% | $167.79 | +30.84% | 17 qtrssince 2019-Q1 | Decreased 0 |
APPLE INC | 1.1M | $176M | 4.4% | $98.57 | +64.61% | 17 qtrssince 2019-Q1 | Increased 57 |
LINDE PLC | 429,363 | $152.6M | 3.8% | $339.28 | 0.00% | 1 qtr | New 84 |
AMAZON.COM INC | 1.5M | $151.4M | 3.8% | $107.61 | -5.21% | 17 qtrssince 2019-Q1 | Increased 56 |
COCA-COLA CO/THE | 2.4M | $148.5M | 3.7% | $41.61 | +36.86% | 17 qtrssince 2019-Q1 | Decreased 0 |
PALO ALTO NETWORKS INC | 595,406 | $118.9M | 3.0% | $68.12 | +42.10% | 17 qtrssince 2019-Q1 | Increased 55 |
THERMO FISHER SCIENTIFIC INC | 197,268 | $113.7M | 2.8% | $287.69 | +94.07% | 17 qtrssince 2019-Q1 | Decreased 0 |
ADOBE INC | 246,974 | $95.2M | 2.4% | $378.93 | +0.78% | 17 qtrssince 2019-Q1 | Decreased 0 |
JPMORGAN CHASE & CO | 725,002 | $94.5M | 2.4% | $99.90 | +20.04% | 17 qtrssince 2019-Q1 | Decreased 0 |
ABBOTT LABORATORIES | 834,306 | $84.5M | 2.1% | $84.65 | +11.28% | 17 qtrssince 2019-Q1 | Increased 52 |
MERCK & CO. INC. | 618,434 | $65.8M | 1.6% | $66.67 | +46.00% | 17 qtrssince 2019-Q1 | Decreased 0 |
BLACKSTONE INC | 744,314 | $65.4M | 1.6% | $54.45 | +44.17% | 14 qtrssince 2019-Q4 | Increased 49 |
SALESFORCE.COM INC | 319,105 | $63.8M | 1.6% | $234.80 | -17.27% | 17 qtrssince 2019-Q1 | Increased 49 |
ALIBABA GROUP HOLDING-SP ADR | 621,943 | $63.6M | 1.6% | $169.91 | -42.22% | 17 qtrssince 2019-Q1 | Decreased 0 |
PROCTER & GAMBLE CO/THE | 424,198 | $63.1M | 1.6% | $111.93 | +21.22% | 17 qtrssince 2019-Q1 | Increased 47 |
ABBVIE INC | 351,596 | $56M | 1.4% | $60.08 | +134.40% | 17 qtrssince 2019-Q1 | Decreased 0 |
WALT DISNEY CO/THE | 545,885 | $54.7M | 1.4% | $118.96 | -19.43% | 17 qtrssince 2019-Q1 | Increased 47 |
HOME DEPOT INC | 182,675 | $53.9M | 1.3% | $180.81 | +47.30% | 17 qtrssince 2019-Q1 | Decreased 0 |
Compagnie Lombard Odier SCmA manages $4B across 668 positions as of Q1 2023. Top holdings: GOOGL (6.5%), MSFT (6.4%), V (5.5%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 3.5/5.0.
Active quarter - 65 new positions, 94 exits, 97 increased. Top move: LIN (NEW, conviction 84). Portfolio: $4.0B across 668 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