Compagnie Lombard Odier SCmA
Institutional investor · Portfolio as of Q2 2021
Top Holdings701 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
ALPHABET INC-CL A | 148,721 | $363.1M | 8.0% | $58.78 | +106.48% | 10 qtrssince 2019-Q1 | Decreased 0 |
AMAZON.COM INC | 76,025 | $261.5M | 5.7% | $93.57 | +84.25% | 10 qtrssince 2019-Q1 | Increased 61 |
MICROSOFT CORP | 822,899 | $222.9M | 4.9% | $131.14 | +99.50% | 10 qtrssince 2019-Q1 | Decreased 0 |
VISA INC-CLASS A SHARES | 944,817 | $220.9M | 4.9% | $159.28 | +41.15% | 10 qtrssince 2019-Q1 | Increased 59 |
APPLE INC | 1.1M | $156.2M | 3.4% | $94.59 | +41.01% | 10 qtrssince 2019-Q1 | Decreased 0 |
COCA-COLA CO/THE | 2.8M | $150.9M | 3.3% | $41.43 | +13.64% | 10 qtrssince 2019-Q1 | Increased 58 |
THERMO FISHER SCIENTIFIC INC | 261,866 | $132.1M | 2.9% | $280.73 | +78.88% | 10 qtrssince 2019-Q1 | Increased 52 |
ABBVIE INC | 1.1M | $120.9M | 2.7% | $60.08 | +54.34% | 10 qtrssince 2019-Q1 | Increased 51 |
| 397,649 | $114.8M | 2.5% | $192.73 | +41.71% | 10 qtrssince 2019-Q1 | Increased 53 | |
ADOBE INC | 194,868 | $114.1M | 2.5% | $397.69 | +47.26% | 10 qtrssince 2019-Q1 | Decreased 0 |
JPMORGAN CHASE & CO | 723,795 | $112.6M | 2.5% | $92.68 | +47.33% | 10 qtrssince 2019-Q1 | Increased 57 |
S&P GLOBAL INC | 263,073 | $108M | 2.4% | $245.46 | +61.16% | 10 qtrssince 2019-Q1 | Decreased 0 |
ALIBABA GROUP HOLDING-SP ADR | 435,051 | $98.6M | 2.2% | $205.55 | +3.82% | 10 qtrssince 2019-Q1 | Increased 56 |
WALT DISNEY CO/THE | 531,110 | $93.4M | 2.1% | $113.88 | +49.22% | 10 qtrssince 2019-Q1 | Decreased 0 |
META PLATFORMS INC-CLASS A | 261,641 | $91M | 2.0% | $185.29 | +88.60% | 10 qtrssince 2019-Q1 | Increased 53 |
ABBOTT LABORATORIES | 779,922 | $90.4M | 2.0% | $82.91 | +26.38% | 10 qtrssince 2019-Q1 | Decreased 0 |
SPOTIFY TECHNOLOGY SA | 315,989 | $87.1M | 1.9% | $156.32 | +74.55% | 10 qtrssince 2019-Q1 | Increased 53 |
PALO ALTO NETWORKS INC | 234,687 | $87.1M | 1.9% | $35.52 | +76.24% | 10 qtrssince 2019-Q1 | Decreased 0 |
BLACKSTONE INC | 759,663 | $73.8M | 1.6% | $44.01 | +84.21% | 7 qtrssince 2019-Q4 | Decreased 0 |
IQVIA HOLDINGS INC | 283,469 | $68.7M | 1.5% | $144.37 | +69.07% | 7 qtrssince 2019-Q4 | Decreased 0 |
Compagnie Lombard Odier SCmA manages $4.5B across 701 positions as of Q2 2021. Top holdings: GOOGL (8.0%), AMZN (5.7%), MSFT (4.9%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 3/5.0.
Active quarter - 82 new positions, 94 exits, 120 increased. Top move: AMZN (INCREASED, conviction 61). Portfolio: $4.5B across 701 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