Compagnie Lombard Odier SCmA
Institutional investor · Portfolio as of Q3 2021
Top Holdings711 positions
ALPHABET INC | 144,501 | $386.3M | 8.3% | $58.69 | +125.62% | 11 qtrssince 2019-Q1 | Decreased 0 |
AMAZON COM INC | 79,491 | $261.2M | 5.6% | $96.72 | +69.82% | 11 qtrssince 2019-Q1 | Increased 63 |
VISA INC | 1.1M | $236.8M | 5.1% | $165.42 | +29.65% | 11 qtrssince 2019-Q1 | Increased 67 |
MICROSOFT CORP | 805,993 | $227.2M | 4.9% | $130.50 | +107.33% | 11 qtrssince 2019-Q1 | Decreased 0 |
APPLE INC | 1.1M | $153.6M | 3.3% | $48.25 | +186.06% | 11 qtrssince 2019-Q1 | Decreased 0 |
COCA COLA CO | 2.8M | $144.9M | 3.1% | $40.70 | +11.36% | 11 qtrssince 2019-Q1 | Decreased 0 |
THERMO FISHER SCIENTIFIC INC | 238,576 | $136.3M | 2.9% | $280.90 | +100.51% | 11 qtrssince 2019-Q1 | Decreased 0 |
JPMORGAN CHASE & CO | 774,366 | $126.8M | 2.7% | $95.41 | +51.38% | 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% | $35.56 | +124.51% | 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% | $231.07 | +66.75% | 11 qtrssince 2019-Q1 | Decreased 0 |
SPOTIFY TECHNOLOGY S A | 396,926 | $89.5M | 1.9% | $170.89 | +31.87% | 11 qtrssince 2019-Q1 | Increased 58 |
META PLATFORMS INC | 259,667 | $88.1M | 1.9% | $185.67 | +81.06% | 11 qtrssince 2019-Q1 | Decreased 0 |
ABBOTT LABORATORIES | 740,149 | $87.4M | 1.9% | $82.40 | +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 AG | 983,524 | $80.2M | 1.7% | $60.97 | +29.66% | 10 qtrssince 2019-Q2 | Increased 49 |
DISNEY WALT CO | 445,338 | $75.3M | 1.6% | $112.29 | +46.06% | 11 qtrssince 2019-Q1 | Decreased 0 |
ALIBABA GROUP HLDG LTD | 488,783 | $72.4M | 1.6% | $198.27 | -29.73% | 11 qtrssince 2019-Q1 | Increased 52 |
SALESFORCE INC | 254,211 | $68.9M | 1.5% | $241.47 | +10.41% | 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 Score: 3/5.0.
Active quarter - 82 new positions, 77 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
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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
Verify source filings on SEC EDGAR