Compagnie Lombard Odier SCmA
Institutional investor · Portfolio as of Q2 2023
Top Holdings628 positions
Alphabet Inc | 2.5M | $298.7M | 8.4% | $58.69 | +102.03% | 18 qtrssince 2019-Q1 | Decreased 0 |
Microsoft Corp | 872,176 | $297M | 8.3% | $150.87 | +120.08% | 18 qtrssince 2019-Q1 | Decreased 0 |
Visa Inc | 911,122 | $216.4M | 6.1% | $167.79 | +38.08% | 18 qtrssince 2019-Q1 | Decreased 0 |
Linde PLC | 411,378 | $156.8M | 4.4% | $339.28 | +8.26% | 2 qtrssince 2023-Q1 | Decreased 0 |
Coca-Cola Co/The | 2.5M | $148.7M | 4.2% | $41.31 | +32.67% | 18 qtrssince 2019-Q1 | Increased 57 |
Palo Alto Networks Inc | 554,359 | $141.6M | 4.0% | $41.86 | +205.20% | 18 qtrssince 2019-Q1 | Decreased 0 |
Adobe Systems Inc | 250,279 | $122.4M | 3.4% | $383.02 | +27.67% | 18 qtrssince 2019-Q1 | Increased 56 |
JPMorgan Chase & Co | 705,414 | $102.6M | 2.9% | $98.84 | +36.81% | 18 qtrssince 2019-Q1 | Decreased 0 |
Thermo Fisher Scientific Inc | 189,661 | $99M | 2.8% | $287.74 | +79.46% | 18 qtrssince 2019-Q1 | Decreased 0 |
Merck & Co Inc | 595,974 | $68.8M | 1.9% | $65.61 | +59.40% | 18 qtrssince 2019-Q1 | Decreased 0 |
Blackstone Group LP/The | 702,518 | $65.3M | 1.8% | $54.45 | +54.04% | 15 qtrssince 2019-Q4 | Decreased 0 |
Procter & Gamble Co/The | 416,883 | $63.3M | 1.8% | $111.93 | +24.48% | 18 qtrssince 2019-Q1 | Decreased 0 |
S&P Global Inc | 156,644 | $62.8M | 1.8% | $234.03 | +57.82% | 18 qtrssince 2019-Q1 | Increased 47 |
salesforce.com Inc | 289,604 | $61.2M | 1.7% | $232.42 | -10.65% | 18 qtrssince 2019-Q1 | Decreased 0 |
Alcon Inc | 728,602 | $60.3M | 1.7% | $61.74 | +31.45% | 17 qtrssince 2019-Q2 | Increased 48 |
Home Depot Inc/The | 184,444 | $57.3M | 1.6% | $178.32 | +60.27% | 18 qtrssince 2019-Q1 | Increased 47 |
NVIDIA Corp | 133,235 | $56.4M | 1.6% | $13.58 | +210.65% | 18 qtrssince 2019-Q1 | Decreased 0 |
Facebook Inc | 183,296 | $52.6M | 1.5% | $209.62 | +35.60% | 18 qtrssince 2019-Q1 | Decreased 0 |
Walt Disney Co/The | 574,119 | $51.3M | 1.4% | $115.38 | -24.98% | 18 qtrssince 2019-Q1 | Increased 49 |
NextEra Energy Inc | 673,673 | $50M | 1.4% | $66.20 | +1.83% | 18 qtrssince 2019-Q1 | Increased 52 |
Compagnie Lombard Odier SCmA manages $3.6B across 628 positions as of Q2 2023. Top holdings: GOOGL (8.4%), MSFT (8.3%), V (6.1%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 3/5.0.
Active quarter - 35 new positions, 116 exits, 93 increased. Top move: KO (INCREASED, conviction 57). Portfolio: $3.6B across 628 positions.
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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
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