Compagnie Lombard Odier SCmA
Institutional investor · Portfolio as of Q2 2025
Top Holdings462 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
MICROSOFT CORP | 1.6M | $771.7M | 10.2% | $254.79 | +93.96% | 26 qtrssince 2019-Q1 | Increased 62 |
NVIDIA CORP | 3.9M | $610.5M | 8.0% | $117.38 | +34.37% | 26 qtrssince 2019-Q1 | Increased 62 |
ALPHABET INC-CL A | 2.9M | $507.6M | 6.7% | $104.70 | +70.26% | 26 qtrssince 2019-Q1 | Increased 62 |
VISA INC-CLASS A SHARES | 1M | $366.5M | 4.8% | $182.78 | +92.37% | 26 qtrssince 2019-Q1 | Decreased 0 |
BROADCOM INC | 1.2M | $336.1M | 4.4% | $168.60 | +59.18% | 26 qtrssince 2019-Q1 | Increased 57 |
META PLATFORMS INC-CLASS A | 427,279 | $315.4M | 4.2% | $381.60 | +91.97% | 26 qtrssince 2019-Q1 | Decreased 0 |
JPMORGAN CHASE & CO | 1M | $295.7M | 3.9% | $128.24 | +120.73% | 26 qtrssince 2019-Q1 | Increased 57 |
LINDE PLC | 465,161 | $218.2M | 2.9% | $354.38 | +29.98% | 10 qtrssince 2023-Q1 | Decreased 0 |
PALO ALTO NETWORKS INC | 989,037 | $202.4M | 2.7% | $136.94 | +46.47% | 26 qtrssince 2019-Q1 | Decreased 0 |
PROCTER & GAMBLE CO/THE | 1.2M | $195.7M | 2.6% | $137.29 | +11.97% | 26 qtrssince 2019-Q1 | Increased 55 |
ELI LILLY & CO | 236,932 | $184.7M | 2.4% | $752.58 | +2.71% | 19 qtrssince 2020-Q4 | Increased 56 |
UBS GROUP AG- REG | 5.4M | $181.4M | 2.4% | $24.17 | +38.34% | 26 qtrssince 2019-Q1 | Increased 60 |
SERVICENOW INC | 154,767 | $159.1M | 2.1% | $141.14 | +44.88% | 26 qtrssince 2019-Q1 | Increased 55 |
HOME DEPOT INC | 428,197 | $157M | 2.1% | $288.97 | +26.07% | 26 qtrssince 2019-Q1 | Increased 60 |
INTERCONTINENTALEXCHANGE GRO COM | 677,583 | $124.3M | 1.6% | $148.80 | +21.44% | 26 qtrssince 2019-Q1 | Increased 55 |
INGERSOLL-RAND PLC | 261,919 | $114.6M | 1.5% | $287.66 | +49.94% | 22 qtrssince 2020-Q1 | Increased 70 |
THERMO FISHER SCIENTIFIC INC | 280,728 | $113.8M | 1.5% | $374.88 | +8.73% | 26 qtrssince 2019-Q1 | Increased 53 |
WASTE MANAGEMENT INC | 425,647 | $97.4M | 1.3% | $157.68 | +43.66% | 26 qtrssince 2019-Q1 | Increased 51 |
COCA-COLA CO/THE | 1.4M | $96.4M | 1.3% | $43.65 | +58.79% | 26 qtrssince 2019-Q1 | Decreased 0 |
HONEYWELL INTL INC | 372,108 | $86.7M | 1.1% | $184.49 | +15.62% | 26 qtrssince 2019-Q1 | Decreased 0 |
Compagnie Lombard Odier SCmA manages $7.6B across 462 positions as of Q2 2025. Top holdings: MSFT (10.2%), NVDA (8.0%), GOOGL (6.7%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 3/5.0.
Active quarter - 40 new positions, 100 exits, 94 increased. Top move: TT (INCREASED, conviction 70). Portfolio: $7.6B across 462 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