Compagnie Lombard Odier SCmA
Institutional investor · Portfolio as of Q3 2019
Top Holdings587 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
ALPHABET INC-CL A | 162,977 | $199M | 8.3% | $58.24 | +4.46% | 3 qtrssince 2019-Q1 | Decreased 0 |
VISA INC-CLASS A SHARES | 704,861 | $121.3M | 5.1% | $148.12 | +10.46% | 3 qtrssince 2019-Q1 | Decreased 0 |
AMAZON.COM INC | 57,381 | $99.6M | 4.2% | $89.35 | -3.45% | 3 qtrssince 2019-Q1 | Decreased 0 |
ABBVIE INC | 1.2M | $90.7M | 3.8% | $57.94 | -1.88% | 3 qtrssince 2019-Q1 | Decreased 0 |
APPLE INC | 366,009 | $82M | 3.4% | $45.22 | +18.81% | 3 qtrssince 2019-Q1 | Decreased 0 |
ALIBABA GROUP HOLDING-SP ADR | 475,789 | $79.6M | 3.3% | $167.82 | -6.23% | 3 qtrssince 2019-Q1 | Increased 65 |
MICROSOFT CORP | 566,269 | $78.7M | 3.3% | $112.07 | +16.29% | 3 qtrssince 2019-Q1 | Decreased 0 |
ALCON INC | 1.2M | $69.1M | 2.9% | $60.33 | -5.22% | 2 qtrssince 2019-Q2 | Increased 59 |
THERMO FISHER SCIENTIFIC INC | 233,118 | $67.9M | 2.8% | $271.49 | +4.16% | 3 qtrssince 2019-Q1 | Increased 61 |
JPMORGAN CHASE & CO | 564,951 | $66.5M | 2.8% | $83.98 | +17.33% | 3 qtrssince 2019-Q1 | Increased 52 |
COCA-COLA CO/THE | 1.1M | $60.6M | 2.5% | $38.24 | +17.26% | 3 qtrssince 2019-Q1 | Decreased 0 |
HOME DEPOT INC | 237,902 | $55.2M | 2.3% | $168.33 | +17.36% | 3 qtrssince 2019-Q1 | Increased 59 |
SPOTIFY TECHNOLOGY SA | 451,451 | $51.5M | 2.1% | $139.11 | -19.32% | 3 qtrssince 2019-Q1 | Decreased 0 |
MONDELEZ INTERNATIONAL INC-A | 862,588 | $47.7M | 2.0% | $42.39 | +12.05% | 3 qtrssince 2019-Q1 | Decreased 0 |
PALO ALTO NETWORKS INC | 228,344 | $46.5M | 1.9% | $36.33 | -7.15% | 3 qtrssince 2019-Q1 | Increased 72 |
| 232,519 | $45.1M | 1.9% | $159.94 | +9.43% | 3 qtrssince 2019-Q1 | Increased 48 | |
ALLERGAN PLC | 261,821 | $44.1M | 1.8% | — | — | 3 qtrssince 2019-Q1 | Decreased 0 |
S&P GLOBAL INC | 177,723 | $43.5M | 1.8% | $199.10 | +17.46% | 3 qtrssince 2019-Q1 | Decreased 0 |
MERCK & CO. INC. | 493,638 | $41.6M | 1.7% | $64.44 | +0.84% | 3 qtrssince 2019-Q1 | Increased 55 |
META PLATFORMS INC-CLASS A | 223,227 | $39.8M | 1.7% | $165.53 | +6.25% | 3 qtrssince 2019-Q1 | Decreased 0 |
Compagnie Lombard Odier SCmA manages $2.4B across 587 positions as of Q3 2019. Top holdings: GOOGL (8.3%), V (5.1%), AMZN (4.2%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 3/5.0.
Active quarter - 45 new positions, 40 exits, 92 increased. Top move: PANW (INCREASED, conviction 72). Portfolio: $2.4B across 587 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