Compagnie Lombard Odier SCmA
Institutional investor · Portfolio as of Q2 2024
Top Holdings468 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
MICROSOFT CORP | 1.3M | $595.5M | 10.1% | $230.23 | +91.98% | 22 qtrssince 2019-Q1 | Increased 62 |
ALPHABET INC-CL A | 2.9M | $534M | 9.0% | $102.91 | +75.88% | 22 qtrssince 2019-Q1 | Decreased 0 |
NVIDIA CORP | 2.9M | $361.6M | 6.1% | $115.59 | +6.83% | 22 qtrssince 2019-Q1 | Increased 97 |
VISA INC-CLASS A SHARES | 1M | $266.8M | 4.5% | $178.48 | +44.59% | 22 qtrssince 2019-Q1 | Increased 57 |
LINDE PLC | 495,738 | $217.5M | 3.7% | $352.22 | +22.20% | 6 qtrssince 2023-Q1 | Increased 58 |
JPMORGAN CHASE & CO | 947,651 | $191.7M | 3.2% | $118.04 | +65.11% | 22 qtrssince 2019-Q1 | Increased 56 |
PALO ALTO NETWORKS INC | 562,742 | $190.8M | 3.2% | $92.65 | +82.95% | 22 qtrssince 2019-Q1 | Increased 58 |
PROCTER & GAMBLE CO/THE | 1M | $169.3M | 2.9% | $133.10 | +16.69% | 22 qtrssince 2019-Q1 | Increased 58 |
META PLATFORMS INC-CLASS A | 312,366 | $157.5M | 2.7% | $305.87 | +64.04% | 22 qtrssince 2019-Q1 | Increased 62 |
BROADCOM INC | 87,964 | $141.2M | 2.4% | $88.72 | +78.27% | 22 qtrssince 2019-Q1 | Increased 54 |
COCA-COLA CO/THE | 1.9M | $122.6M | 2.1% | $43.65 | +39.61% | 22 qtrssince 2019-Q1 | Decreased 0 |
MERCK & CO. INC. | 968,914 | $120M | 2.0% | $85.55 | +37.43% | 22 qtrssince 2019-Q1 | Increased 58 |
ADOBE INC | 215,621 | $119.8M | 2.0% | $388.67 | +42.93% | 22 qtrssince 2019-Q1 | Increased 53 |
HOME DEPOT INC | 340,192 | $117.1M | 2.0% | $255.83 | +29.81% | 22 qtrssince 2019-Q1 | Increased 63 |
THERMO FISHER SCIENTIFIC INC | 198,246 | $109.6M | 1.9% | $313.76 | +75.39% | 22 qtrssince 2019-Q1 | Decreased 0 |
GENERAL MILLS INC | 1.6M | $101.9M | 1.7% | $64.02 | -8.48% | 3 qtrssince 2023-Q4 | Unchanged 0 |
S&P GLOBAL INC | 215,296 | $96M | 1.6% | $287.18 | +53.61% | 22 qtrssince 2019-Q1 | Increased 49 |
SERVICENOW INC | 106,713 | $83.9M | 1.4% | $124.14 | +26.74% | 22 qtrssince 2019-Q1 | Increased 57 |
WALT DISNEY CO/THE | 764,959 | $76M | 1.3% | $115.94 | -16.06% | 22 qtrssince 2019-Q1 | Increased 48 |
ALCON INC | 836,736 | $74.7M | 1.3% | $64.10 | +37.81% | 21 qtrssince 2019-Q2 | Increased 48 |
Compagnie Lombard Odier SCmA manages $5.9B across 468 positions as of Q2 2024. Top holdings: MSFT (10.1%), GOOGL (9.0%), NVDA (6.1%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 3/5.0.
Active quarter - 37 new positions, 71 exits, 87 increased. Top move: NVDA (INCREASED, conviction 97). Portfolio: $5.9B across 468 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
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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