Compagnie Lombard Odier SCmA
Institutional investor · Portfolio as of Q1 2024
Top Holdings515 positions
MICROSOFT CORP | 1.3M | $552.4M | 9.8% | $225.45 | +83.05% | 21 qtrssince 2019-Q1 | Increased 71 |
ALPHABET INC | 3M | $451.9M | 8.0% | $72.83 | +105.29% | 21 qtrssince 2019-Q1 | Increased 67 |
VISA INC | 1M | $282.4M | 5.0% | $178.12 | +53.76% | 21 qtrssince 2019-Q1 | Increased 62 |
NVIDIA CORPORATION | 268,697 | $242.8M | 4.3% | $34.66 | +159.93% | 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% | $116.44 | +63.23% | 21 qtrssince 2019-Q1 | Increased 64 |
PALO ALTO NETWORKS INC | 539,793 | $153.4M | 2.7% | $70.68 | +101.00% | 21 qtrssince 2019-Q1 | Increased 69 |
PROCTER & GAMBLE CO | 931,602 | $151.2M | 2.7% | $130.83 | +16.05% | 21 qtrssince 2019-Q1 | Increased 73 |
META PLATFORMS INC | 257,736 | $125.2M | 2.2% | $262.92 | +83.13% | 21 qtrssince 2019-Q1 | Increased 58 |
COCA COLA CO | 2M | $121.8M | 2.2% | $42.88 | +32.99% | 21 qtrssince 2019-Q1 | Increased 57 |
THERMO FISHER SCIENTIFIC INC | 202,876 | $117.9M | 2.1% | $313.64 | +83.77% | 21 qtrssince 2019-Q1 | Increased 54 |
MERCK & CO INC | 864,908 | $114.1M | 2.0% | $80.25 | +52.09% | 21 qtrssince 2019-Q1 | Increased 63 |
BROADCOM INC | 85,182 | $112.9M | 2.0% | $85.93 | +50.64% | 21 qtrssince 2019-Q1 | Increased 60 |
GENERAL MILLS INC | 1.6M | $112.7M | 2.0% | $60.73 | +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% | $221.19 | +62.62% | 21 qtrssince 2019-Q1 | Increased 57 |
DISNEY WALT CO | 744,637 | $91.1M | 1.6% | $114.77 | +3.71% | 21 qtrssince 2019-Q1 | Increased 59 |
S&P GLOBAL INC | 206,254 | $87.8M | 1.6% | $263.78 | +49.58% | 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 AG | 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 Score: 3/5.0.
Active quarter - 44 new positions, 128 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
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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
Verify source filings on SEC EDGAR