Compagnie Lombard Odier SCmA
Institutional investor · Portfolio as of Q1 2025
Top Holdings516 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
MICROSOFT CORP | 1.5M | $579.3M | 7.1% | $253.54 | +48.61% | 25 qtrssince 2019-Q1 | Increased 66 |
APPLE INC | 2.5M | $545.1M | 6.7% | $220.77 | 0.00% | 1 qtr | New 97 |
ALPHABET INC-CL A | 2.8M | $437.2M | 5.4% | $103.31 | +48.97% | 25 qtrssince 2019-Q1 | Increased 61 |
NVIDIA CORP | 3.8M | $410M | 5.0% | $116.51 | -5.89% | 25 qtrssince 2019-Q1 | Increased 66 |
AMAZON.COM INC | 2.1M | $400.5M | 4.9% | $192.72 | 0.00% | 1 qtr | New 86 |
VISA INC-CLASS A SHARES | 1M | $364.1M | 4.5% | $182.78 | +89.57% | 25 qtrssince 2019-Q1 | Decreased 0 |
META PLATFORMS INC-CLASS A | 433,810 | $250M | 3.1% | $381.60 | +50.80% | 25 qtrssince 2019-Q1 | Increased 62 |
JPMORGAN CHASE & CO | 1M | $247.5M | 3.0% | $126.57 | +88.01% | 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% | $166.26 | -0.26% | 25 qtrssince 2019-Q1 | Increased 57 |
PROCTER & GAMBLE CO/THE | 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% | $136.94 | +26.16% | 25 qtrssince 2019-Q1 | Increased 52 |
UBS GROUP AG- REG | 4.7M | $142.4M | 1.7% | $22.81 | +33.97% | 25 qtrssince 2019-Q1 | Increased 54 |
HOME DEPOT INC | 366,093 | $134.2M | 1.6% | $276.19 | +27.32% | 25 qtrssince 2019-Q1 | Increased 48 |
THERMO FISHER SCIENTIFIC INC | 250,267 | $124.5M | 1.5% | $370.90 | +34.49% | 25 qtrssince 2019-Q1 | Increased 60 |
SERVICENOW INC | 147,157 | $117.2M | 1.4% | $137.86 | +15.73% | 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% | $266.02 | +13.46% | 25 qtrssince 2019-Q1 | Increased 52 |
COCA-COLA CO/THE | 1.5M | $104.2M | 1.3% | $43.65 | +57.76% | 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 Rating: 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
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