Compagnie Lombard Odier SCmA
Institutional investor · Portfolio as of Q2 2020
Top Holdings616 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
ALPHABET INC-CL A | 175,573 | $249M | 8.4% | $58.78 | +17.95% | 6 qtrssince 2019-Q1 | Increased 61 |
AMAZON.COM INC | 77,453 | $213.7M | 7.2% | $92.04 | +45.61% | 6 qtrssince 2019-Q1 | Increased 62 |
MICROSOFT CORP | 781,220 | $159M | 5.3% | $126.49 | +49.78% | 6 qtrssince 2019-Q1 | Increased 65 |
VISA INC-CLASS A SHARES | 788,143 | $152.3M | 5.1% | $149.67 | +23.35% | 6 qtrssince 2019-Q1 | Increased 61 |
APPLE INC | 353,759 | $129.1M | 4.3% | $46.26 | +90.74% | 6 qtrssince 2019-Q1 | Decreased 0 |
ABBVIE INC | 1.3M | $123M | 4.1% | $59.94 | +28.35% | 6 qtrssince 2019-Q1 | Increased 62 |
COCA-COLA CO/THE | 2.4M | $105.4M | 3.5% | $40.68 | -7.67% | 6 qtrssince 2019-Q1 | Increased 66 |
THERMO FISHER SCIENTIFIC INC | 258,390 | $93.6M | 3.1% | $274.99 | +25.78% | 6 qtrssince 2019-Q1 | Increased 57 |
SPOTIFY TECHNOLOGY SA | 327,809 | $84.6M | 2.8% | $137.83 | +92.37% | 6 qtrssince 2019-Q1 | Decreased 0 |
S&P GLOBAL INC | 201,124 | $66.3M | 2.2% | $205.37 | +49.50% | 6 qtrssince 2019-Q1 | Decreased 0 |
WALT DISNEY CO/THE | 590,348 | $65.8M | 2.2% | $105.76 | +3.02% | 6 qtrssince 2019-Q1 | Increased 74 |
PALO ALTO NETWORKS INC | 265,289 | $60.9M | 2.0% | $35.46 | +6.73% | 6 qtrssince 2019-Q1 | Decreased 0 |
ALCON INC | 1M | $57.6M | 1.9% | $60.33 | -6.79% | 5 qtrssince 2019-Q2 | Decreased 0 |
ALIBABA GROUP HOLDING-SP ADR | 262,580 | $56.6M | 1.9% | $167.97 | +20.84% | 6 qtrssince 2019-Q1 | Decreased 0 |
HOME DEPOT INC | 220,678 | $55.3M | 1.9% | $168.93 | +27.61% | 6 qtrssince 2019-Q1 | Increased 47 |
META PLATFORMS INC-CLASS A | 238,194 | $54.1M | 1.8% | $169.68 | +29.13% | 6 qtrssince 2019-Q1 | Increased 50 |
| 255,173 | $53.9M | 1.8% | $162.66 | +20.32% | 6 qtrssince 2019-Q1 | Increased 49 | |
ABBOTT LABORATORIES | 577,733 | $52.8M | 1.8% | $73.36 | +10.99% | 6 qtrssince 2019-Q1 | Increased 60 |
MERCK & CO. INC. | 644,469 | $49.8M | 1.7% | $64.52 | -5.39% | 6 qtrssince 2019-Q1 | Increased 52 |
JPMORGAN CHASE & CO | 482,049 | $45.3M | 1.5% | $83.98 | -4.99% | 6 qtrssince 2019-Q1 | Decreased 0 |
Compagnie Lombard Odier SCmA manages $3B across 616 positions as of Q2 2020. Top holdings: GOOGL (8.4%), AMZN (7.2%), MSFT (5.3%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 3/5.0.
Active quarter - 73 new positions, 85 exits, 130 increased. Top move: DIS (INCREASED, conviction 74). Portfolio: $3.0B across 616 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