Compagnie Lombard Odier SCmA
Institutional investor · Portfolio as of Q3 2020
Top Holdings593 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
ALPHABET INC-CL A | 169,478 | $248.4M | 7.4% | $58.78 | +23.77% | 7 qtrssince 2019-Q1 | Decreased 0 |
AMAZON.COM INC | 77,646 | $244.4M | 7.3% | $92.20 | +70.54% | 7 qtrssince 2019-Q1 | Increased 60 |
MICROSOFT CORP | 784,464 | $165M | 4.9% | $126.79 | +56.44% | 7 qtrssince 2019-Q1 | Increased 56 |
VISA INC-CLASS A SHARES | 816,145 | $163.2M | 4.9% | $151.11 | +26.67% | 7 qtrssince 2019-Q1 | Increased 58 |
APPLE INC | 1.3M | $146.2M | 4.4% | $93.75 | +19.72% | 7 qtrssince 2019-Q1 | Increased 90 |
COCA-COLA CO/THE | 2.5M | $121.2M | 3.6% | $40.72 | +2.55% | 7 qtrssince 2019-Q1 | Increased 58 |
THERMO FISHER SCIENTIFIC INC | 259,730 | $114.7M | 3.4% | $275.78 | +55.37% | 7 qtrssince 2019-Q1 | Increased 55 |
ALIBABA GROUP HOLDING-SP ADR | 389,335 | $114.4M | 3.4% | $203.35 | +36.04% | 7 qtrssince 2019-Q1 | Increased 76 |
ABBVIE INC | 1.3M | $111.1M | 3.3% | $60.05 | +15.68% | 7 qtrssince 2019-Q1 | Increased 56 |
WALT DISNEY CO/THE | 703,135 | $87.2M | 2.6% | $108.45 | +12.97% | 7 qtrssince 2019-Q1 | Increased 60 |
S&P GLOBAL INC | 198,428 | $71.5M | 2.1% | $205.37 | +66.42% | 7 qtrssince 2019-Q1 | Decreased 0 |
SPOTIFY TECHNOLOGY SA | 290,218 | $70.4M | 2.1% | $137.83 | +75.91% | 7 qtrssince 2019-Q1 | Decreased 0 |
| 286,616 | $67.9M | 2.0% | $168.94 | +30.13% | 7 qtrssince 2019-Q1 | Increased 57 | |
ABBOTT LABORATORIES | 588,708 | $64.1M | 1.9% | $73.80 | +31.82% | 7 qtrssince 2019-Q1 | Increased 47 |
HOME DEPOT INC | 230,357 | $64M | 1.9% | $171.90 | +39.38% | 7 qtrssince 2019-Q1 | Increased 49 |
MERCK & CO. INC. | 754,654 | $62.6M | 1.9% | $64.76 | +2.17% | 7 qtrssince 2019-Q1 | Increased 54 |
ALCON INC | 1.1M | $62.1M | 1.9% | $59.98 | -6.85% | 6 qtrssince 2019-Q2 | Increased 51 |
PALO ALTO NETWORKS INC | 252,672 | $61.8M | 1.8% | $35.46 | +15.84% | 7 qtrssince 2019-Q1 | Decreased 0 |
META PLATFORMS INC-CLASS A | 229,967 | $60.2M | 1.8% | $169.68 | +53.21% | 7 qtrssince 2019-Q1 | Decreased 0 |
JPMORGAN CHASE & CO | 582,202 | $56.1M | 1.7% | $83.74 | -1.36% | 7 qtrssince 2019-Q1 | Increased 55 |
Compagnie Lombard Odier SCmA manages $3.4B across 593 positions as of Q3 2020. Top holdings: GOOGL (7.4%), AMZN (7.3%), MSFT (4.9%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 3/5.0.
Active quarter - 70 new positions, 71 exits, 112 increased. Top move: AAPL (INCREASED, conviction 90). Portfolio: $3.4B across 593 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