Compagnie Lombard Odier SCmA
Institutional investor · Portfolio as of Q1 2024
Top Holdings515 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
MICROSOFT CORP | 1.3M | $552.4M | 9.8% | $227.09 | +82.89% | 21 qtrssince 2019-Q1 | Increased 71 |
ALPHABET INC-CL A | 3M | $451.9M | 8.0% | $102.91 | +45.57% | 21 qtrssince 2019-Q1 | Increased 67 |
VISA INC-CLASS A SHARES | 1M | $282.4M | 5.0% | $178.12 | +53.76% | 21 qtrssince 2019-Q1 | Increased 62 |
NVIDIA CORP | 268,697 | $242.8M | 4.3% | $37.45 | +141.15% | 21 qtrssince 2019-Q1 | Increased 62 |
LINDE PLC | 483,762 | $224.6M | 4.0% | $350.29 | +29.60% | 5 qtrssince 2023-Q1 | Increased 59 |
JPMORGAN CHASE & CO | 942,739 | $188.8M | 3.3% | $117.64 | +63.11% | 21 qtrssince 2019-Q1 | Increased 64 |
PALO ALTO NETWORKS INC | 539,793 | $153.4M | 2.7% | $89.38 | +58.94% | 21 qtrssince 2019-Q1 | Increased 69 |
PROCTER & GAMBLE CO/THE | 931,602 | $151.2M | 2.7% | $130.83 | +16.05% | 21 qtrssince 2019-Q1 | Increased 73 |
META PLATFORMS INC-CLASS A | 257,736 | $125.2M | 2.2% | $264.35 | +82.61% | 21 qtrssince 2019-Q1 | Increased 58 |
COCA-COLA CO/THE | 2M | $121.8M | 2.2% | $43.65 | +33.18% | 21 qtrssince 2019-Q1 | Increased 57 |
THERMO FISHER SCIENTIFIC INC | 202,876 | $117.9M | 2.1% | $313.76 | +84.21% | 21 qtrssince 2019-Q1 | Increased 54 |
MERCK & CO. INC. | 864,908 | $114.1M | 2.0% | $81.70 | +52.48% | 21 qtrssince 2019-Q1 | Increased 63 |
BROADCOM INC | 85,182 | $112.9M | 2.0% | $86.09 | +50.64% | 21 qtrssince 2019-Q1 | Increased 60 |
GENERAL MILLS INC | 1.6M | $112.7M | 2.0% | $64.02 | +0.38% | 2 qtrssince 2023-Q4 | Increased 76 |
ADOBE INC | 208,562 | $105.2M | 1.9% | $383.02 | +31.74% | 21 qtrssince 2019-Q1 | Decreased 0 |
HOME DEPOT INC | 243,937 | $93.6M | 1.7% | $225.74 | +62.80% | 21 qtrssince 2019-Q1 | Increased 57 |
WALT DISNEY CO/THE | 744,637 | $91.1M | 1.6% | $116.45 | +2.99% | 21 qtrssince 2019-Q1 | Increased 59 |
S&P GLOBAL INC | 206,254 | $87.8M | 1.6% | $280.43 | +49.75% | 21 qtrssince 2019-Q1 | Increased 49 |
BLACKSTONE INC | 553,899 | $72.8M | 1.3% | $59.76 | +103.14% | 18 qtrssince 2019-Q4 | Decreased 0 |
ALCON INC | 817,485 | $67.8M | 1.2% | $63.53 | +29.58% | 20 qtrssince 2019-Q2 | Increased 48 |
Compagnie Lombard Odier SCmA manages $5.7B across 515 positions as of Q1 2024. Top holdings: MSFT (9.8%), GOOGL (8.0%), V (5.0%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 3/5.0.
Active quarter - 42 new positions, 126 exits, 122 increased. Top move: GIS (INCREASED, conviction 76). Portfolio: $5.7B across 515 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