Compagnie Lombard Odier SCmA
Institutional investor · Portfolio as of Q2 2022
Top Holdings678 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
ALPHABET INC-CL A | 132,508 | $288.8M | 7.3% | $58.78 | +88.61% | 14 qtrssince 2019-Q1 | Decreased 0 |
MICROSOFT CORP | 908,279 | $233.3M | 5.9% | $151.65 | +66.79% | 14 qtrssince 2019-Q1 | Increased 60 |
VISA INC-CLASS A SHARES | 1.1M | $212M | 5.4% | $167.79 | +13.58% | 14 qtrssince 2019-Q1 | Decreased 0 |
AMAZON.COM INC | 1.5M | $164.1M | 4.2% | $108.38 | +0.50% | 14 qtrssince 2019-Q1 | Increased 90 |
COCA-COLA CO/THE | 2.5M | $157.5M | 4.0% | $41.61 | +35.78% | 14 qtrssince 2019-Q1 | Decreased 0 |
APPLE INC | 1.1M | $147M | 3.7% | $96.46 | +38.82% | 14 qtrssince 2019-Q1 | Decreased 0 |
| 433,579 | $124.2M | 3.1% | $210.02 | +32.40% | 14 qtrssince 2019-Q1 | Decreased 0 | |
THERMO FISHER SCIENTIFIC INC | 211,930 | $115.1M | 2.9% | $280.73 | +89.01% | 14 qtrssince 2019-Q1 | Decreased 0 |
JPMORGAN CHASE & CO | 838,095 | $94.4M | 2.4% | $99.90 | +4.83% | 14 qtrssince 2019-Q1 | Decreased 0 |
PALO ALTO NETWORKS INC | 182,067 | $89.9M | 2.3% | $35.52 | +130.74% | 14 qtrssince 2019-Q1 | Decreased 0 |
ABBOTT LABORATORIES | 756,057 | $82.1M | 2.1% | $83.96 | +18.75% | 14 qtrssince 2019-Q1 | Increased 55 |
ALIBABA GROUP HOLDING-SP ADR | 715,443 | $81.3M | 2.1% | $168.74 | -36.60% | 14 qtrssince 2019-Q1 | Increased 52 |
BLACKSTONE INC | 793,435 | $72.4M | 1.8% | $53.14 | +48.69% | 11 qtrssince 2019-Q4 | Decreased 0 |
ABBVIE INC | 471,324 | $72.2M | 1.8% | $60.08 | +118.85% | 14 qtrssince 2019-Q1 | Decreased 0 |
S&P GLOBAL INC | 209,395 | $70.6M | 1.8% | $247.27 | +31.46% | 14 qtrssince 2019-Q1 | Decreased 0 |
MERCK & CO. INC. | 748,879 | $68.3M | 1.7% | $64.61 | +28.77% | 14 qtrssince 2019-Q1 | Decreased 0 |
ADOBE INC | 186,305 | $68.2M | 1.7% | $408.53 | -10.40% | 14 qtrssince 2019-Q1 | Decreased 0 |
SALESFORCE.COM INC | 412,675 | $68.1M | 1.7% | $237.18 | -28.93% | 14 qtrssince 2019-Q1 | Increased 47 |
ALCON INC | 889,346 | $62M | 1.6% | $61.09 | +12.72% | 13 qtrssince 2019-Q2 | Decreased 0 |
METLIFE INC | 975,414 | $61.3M | 1.6% | $48.77 | +13.21% | 14 qtrssince 2019-Q1 | Increased 48 |
Compagnie Lombard Odier SCmA manages $3.9B across 678 positions as of Q2 2022. Top holdings: GOOGL (7.3%), MSFT (5.9%), V (5.4%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 3/5.0.
Active quarter - 53 new positions, 52 exits, 144 increased. Top move: AMZN (INCREASED, conviction 90). Portfolio: $3.9B across 678 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
Top Winners
Top Losers
Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
Similar Funds
Funds with similar investing DNA
Explore More
Accumulation Streaks
Positions with 2+ consecutive quarters of increases - persistent directional conviction.
Continue exploring
Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer