Compagnie Lombard Odier SCmA
Institutional investor · Portfolio as of Q3 2021
Top Holdings711 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
ALPHABET INC-CL A | 144,501 | $386.3M | 8.3% | $58.78 | +126.87% | 11 qtrssince 2019-Q1 | Decreased 0 |
AMAZON.COM INC | 79,491 | $261.2M | 5.6% | $96.69 | +70.71% | 11 qtrssince 2019-Q1 | Increased 63 |
VISA INC-CLASS A SHARES | 1.1M | $236.8M | 5.1% | $165.42 | +29.65% | 11 qtrssince 2019-Q1 | Increased 67 |
MICROSOFT CORP | 805,993 | $227.2M | 4.9% | $131.14 | +109.16% | 11 qtrssince 2019-Q1 | Decreased 0 |
APPLE INC | 1.1M | $153.6M | 3.3% | $94.59 | +45.90% | 11 qtrssince 2019-Q1 | Decreased 0 |
COCA-COLA CO/THE | 2.8M | $144.9M | 3.1% | $41.43 | +12.58% | 11 qtrssince 2019-Q1 | Decreased 0 |
THERMO FISHER SCIENTIFIC INC | 238,576 | $136.3M | 2.9% | $280.73 | +104.09% | 11 qtrssince 2019-Q1 | Decreased 0 |
JPMORGAN CHASE & CO | 774,366 | $126.8M | 2.7% | $96.28 | +53.56% | 11 qtrssince 2019-Q1 | Increased 55 |
| 375,188 | $111.4M | 2.4% | $192.73 | +46.49% | 11 qtrssince 2019-Q1 | Decreased 0 | |
PALO ALTO NETWORKS INC | 226,535 | $108.5M | 2.3% | $35.52 | +121.96% | 11 qtrssince 2019-Q1 | Decreased 0 |
ADOBE INC | 173,918 | $100.1M | 2.2% | $397.69 | +44.77% | 11 qtrssince 2019-Q1 | Decreased 0 |
S&P GLOBAL INC | 217,313 | $92.3M | 2.0% | $245.46 | +67.75% | 11 qtrssince 2019-Q1 | Decreased 0 |
SPOTIFY TECHNOLOGY SA | 396,926 | $89.5M | 1.9% | $169.37 | +30.08% | 11 qtrssince 2019-Q1 | Increased 58 |
META PLATFORMS INC-CLASS A | 259,667 | $88.1M | 1.9% | $185.29 | +82.01% | 11 qtrssince 2019-Q1 | Decreased 0 |
ABBOTT LABORATORIES | 740,149 | $87.4M | 1.9% | $82.91 | +29.27% | 11 qtrssince 2019-Q1 | Decreased 0 |
BLACKSTONE INC | 746,330 | $86.8M | 1.9% | $44.01 | +121.95% | 8 qtrssince 2019-Q4 | Decreased 0 |
ALCON INC | 983,524 | $80.2M | 1.7% | $60.97 | +29.66% | 10 qtrssince 2019-Q2 | Increased 49 |
WALT DISNEY CO/THE | 445,338 | $75.3M | 1.6% | $113.88 | +48.15% | 11 qtrssince 2019-Q1 | Decreased 0 |
ALIBABA GROUP HOLDING-SP ADR | 488,783 | $72.4M | 1.6% | $198.27 | -29.73% | 11 qtrssince 2019-Q1 | Increased 52 |
SALESFORCE.COM INC | 254,211 | $68.9M | 1.5% | $243.74 | +9.64% | 11 qtrssince 2019-Q1 | Increased 54 |
Compagnie Lombard Odier SCmA manages $4.6B across 711 positions as of Q3 2021. Top holdings: GOOGL (8.3%), AMZN (5.6%), V (5.1%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 3/5.0.
Active quarter - 81 new positions, 76 exits, 113 increased. Top move: V (INCREASED, conviction 67). Portfolio: $4.6B across 711 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