Compagnie Lombard Odier SCmA
Institutional investor · Portfolio as of Q1 2026
Top Holdings454 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
NVIDIA CORP | 3.8M | $654.3M | 8.0% | $117.38 | +53.39% | 29 qtrssince 2019-Q1 | Decreased 0 |
ALPHABET INC-CL A | 2.1M | $606.3M | 7.5% | $104.70 | +189.97% | 29 qtrssince 2019-Q1 | Decreased 0 |
MICROSOFT CORP | 1.5M | $567.5M | 7.0% | $256.79 | +57.30% | 29 qtrssince 2019-Q1 | Increased 62 |
APPLE INC | 2.2M | $551M | 6.8% | $253.69 | -0.14% | 3 qtrssince 2025-Q3 | Decreased 0 |
AMAZON.COM INC | 2M | $426.2M | 5.2% | $222.25 | -6.08% | 3 qtrssince 2025-Q3 | Decreased 0 |
BROADCOM INC | 991,702 | $306.9M | 3.8% | $167.62 | +84.36% | 29 qtrssince 2019-Q1 | Decreased 0 |
VISA INC-CLASS A SHARES | 904,095 | $273.3M | 3.4% | $182.78 | +64.71% | 29 qtrssince 2019-Q1 | Decreased 0 |
ELI LILLY & CO | 265,844 | $244.5M | 3.0% | $758.73 | +20.84% | 22 qtrssince 2020-Q4 | Increased 58 |
UBS GROUP AG- REG | 5.3M | $201.6M | 2.5% | $24.83 | +59.88% | 29 qtrssince 2019-Q1 | Decreased 0 |
JPMORGAN CHASE & CO | 670,703 | $197.3M | 2.4% | $128.24 | +134.13% | 29 qtrssince 2019-Q1 | Decreased 0 |
META PLATFORMS INC-CLASS A | 337,438 | $193.1M | 2.4% | $381.60 | +71.67% | 29 qtrssince 2019-Q1 | Decreased 0 |
PALO ALTO NETWORKS INC | 1.1M | $184.1M | 2.3% | $142.02 | +9.91% | 29 qtrssince 2019-Q1 | Increased 59 |
TOTALENERGIES SE | 1.8M | $163.9M | 2.0% | $66.18 | +18.38% | 2 qtrssince 2025-Q4 | Increased 53 |
LINDE PLC | 321,108 | $159.2M | 2.0% | $356.14 | +40.87% | 13 qtrssince 2023-Q1 | Decreased 0 |
EXXON MOBIL CORP | 923,078 | $156.6M | 1.9% | $147.57 | +2.89% | 29 qtrssince 2019-Q1 | Increased 77 |
AMETEK INC | 729,155 | $156.3M | 1.9% | $189.92 | +12.70% | 3 qtrssince 2025-Q3 | Increased 50 |
BANK OF AMERICA CORP | 3M | $147.4M | 1.8% | $52.22 | -7.13% | 3 qtrssince 2025-Q3 | Increased 53 |
THERMO FISHER SCIENTIFIC INC | 299,245 | $147.1M | 1.8% | $382.76 | +32.75% | 29 qtrssince 2019-Q1 | Decreased 0 |
PROCTER & GAMBLE CO/THE | 974,511 | $140.8M | 1.7% | $137.29 | +3.65% | 29 qtrssince 2019-Q1 | Decreased 0 |
ALCON INC | 1.4M | $103.5M | 1.3% | $70.28 | +6.70% | 28 qtrssince 2019-Q2 | Increased 62 |
Compagnie Lombard Odier SCmA manages $8.1B across 454 positions as of Q1 2026. Top holdings: NVDA (8.0%), GOOGL (7.5%), MSFT (7.0%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 3/5.0.
Active quarter - 31 new positions, 26 exits, 99 increased. Top move: XOM (INCREASED, conviction 77). Portfolio: $8.1B across 454 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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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