Compagnie Lombard Odier SCmA
Institutional investor · Portfolio as of Q1 2025
Top Holdings516 positions
MICROSOFT CORP | 1.5M | $579.3M | 7.1% | $251.49 | +47.54% | 25 qtrssince 2019-Q1 | Increased 66 |
APPLE INC | 2.5M | $545.1M | 6.7% | $220.77 | 0.00% | 1 qtr | New 97 |
ALPHABET INC | 2.8M | $437.2M | 5.4% | $73.46 | +109.51% | 25 qtrssince 2019-Q1 | Increased 61 |
NVIDIA CORPORATION | 3.8M | $410M | 5.0% | $59.22 | +82.56% | 25 qtrssince 2019-Q1 | Increased 66 |
AMAZON COM INC | 2.1M | $400.5M | 4.9% | $190.26 | 0.00% | 1 qtr | New 86 |
VISA INC | 1M | $364.1M | 4.5% | $182.78 | +89.57% | 25 qtrssince 2019-Q1 | Decreased 0 |
META PLATFORMS INC | 433,810 | $250M | 3.1% | $380.12 | +50.90% | 25 qtrssince 2019-Q1 | Increased 62 |
JPMORGAN CHASE & CO. | 1M | $247.5M | 3.0% | $125.36 | +89.91% | 25 qtrssince 2019-Q1 | Increased 58 |
LINDE PLC | 491,617 | $228.9M | 2.8% | $354.38 | +28.26% | 9 qtrssince 2023-Q1 | Decreased 0 |
BROADCOM INC | 1.2M | $201.6M | 2.5% | $112.44 | +47.21% | 25 qtrssince 2019-Q1 | Increased 57 |
PROCTER AND GAMBLE CO | 1.2M | $198.9M | 2.4% | $136.42 | +19.78% | 25 qtrssince 2019-Q1 | Increased 54 |
ELI LILLY & CO | 220,861 | $182.4M | 2.2% | $751.10 | +8.81% | 18 qtrssince 2020-Q4 | Increased 78 |
PALO ALTO NETWORKS INC | 1M | $174.3M | 2.1% | $75.50 | +126.01% | 25 qtrssince 2019-Q1 | Increased 52 |
UBS GROUP AG | 4.7M | $142.4M | 1.7% | $22.09 | +30.90% | 25 qtrssince 2019-Q1 | Increased 54 |
HOME DEPOT INC | 366,093 | $134.2M | 1.6% | $271.38 | +29.78% | 25 qtrssince 2019-Q1 | Increased 48 |
THERMO FISHER SCIENTIFIC INC | 250,267 | $124.5M | 1.5% | $370.06 | +33.74% | 25 qtrssince 2019-Q1 | Increased 60 |
SERVICENOW INC | 147,157 | $117.2M | 1.4% | $137.75 | +15.60% | 25 qtrssince 2019-Q1 | Increased 56 |
AMETEK INC | 658,284 | $113.3M | 1.4% | $170.77 | 0.00% | 1 qtr | New 69 |
MCDONALDS CORP | 356,117 | $111.2M | 1.4% | $261.54 | +15.13% | 25 qtrssince 2019-Q1 | Increased 52 |
COCA COLA CO | 1.5M | $104.2M | 1.3% | $42.88 | +60.34% | 25 qtrssince 2019-Q1 | Decreased 0 |
Compagnie Lombard Odier SCmA manages $8.2B across 516 positions as of Q1 2025. Top holdings: MSFT (7.1%), AAPL (6.7%), GOOGL (5.4%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 3/5.0.
Active quarter - 84 new positions, 50 exits, 102 increased. Top move: AAPL (NEW, conviction 97). Portfolio: $8.2B across 516 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
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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
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