Compagnie Lombard Odier SCmA
Institutional investor · Portfolio as of Q2 2023
Top Holdings628 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
ALPHABET INC-CL A | 2.5M | $298.7M | 8.4% | $94.72 | +24.80% | 18 qtrssince 2019-Q1 | Decreased 0 |
MICROSOFT CORP | 872,176 | $297M | 8.3% | $152.14 | +116.08% | 18 qtrssince 2019-Q1 | Decreased 0 |
VISA INC-CLASS A SHARES | 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% | $42.05 | +32.43% | 18 qtrssince 2019-Q1 | Increased 57 |
PALO ALTO NETWORKS INC | 554,359 | $141.6M | 4.0% | $68.12 | +85.96% | 18 qtrssince 2019-Q1 | Decreased 0 |
ADOBE 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% | $99.90 | +34.77% | 18 qtrssince 2019-Q1 | Decreased 0 |
THERMO FISHER SCIENTIFIC INC | 189,661 | $99M | 2.8% | $287.69 | +77.44% | 18 qtrssince 2019-Q1 | Decreased 0 |
MERCK & CO. INC. | 595,974 | $68.8M | 1.9% | $66.67 | +57.55% | 18 qtrssince 2019-Q1 | Decreased 0 |
BLACKSTONE INC | 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% | $248.66 | +56.10% | 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 | 184,444 | $57.3M | 1.6% | $181.85 | +59.12% | 18 qtrssince 2019-Q1 | Increased 47 |
NVIDIA CORP | 133,235 | $56.4M | 1.6% | $19.07 | +113.94% | 18 qtrssince 2019-Q1 | Decreased 0 |
META PLATFORMS INC-CLASS A | 183,296 | $52.6M | 1.5% | $211.22 | +32.37% | 18 qtrssince 2019-Q1 | Decreased 0 |
WALT DISNEY CO/THE | 574,119 | $51.3M | 1.4% | $117.38 | -25.97% | 18 qtrssince 2019-Q1 | Increased 49 |
NEXTERA ENERGY INC | 673,673 | $50M | 1.4% | — | — | — | — |
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 Rating: 3/5.0.
Active quarter - 34 new positions, 115 exits, 93 increased. Top move: KO (INCREASED, conviction 57). Portfolio: $3.6B across 628 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.
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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer