Compagnie Lombard Odier SCmA
Institutional investor · Portfolio as of Q3 2022
Top Holdings737 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
ALPHABET INC-CL A | 2.6M | $244.3M | 7.0% | $94.72 | +2.08% | 15 qtrssince 2019-Q1 | Increased 96 |
MICROSOFT CORP | 884,871 | $206.1M | 5.9% | $151.65 | +52.52% | 15 qtrssince 2019-Q1 | Decreased 0 |
VISA INC-CLASS A SHARES | 1.1M | $189.7M | 5.5% | $167.79 | +2.66% | 15 qtrssince 2019-Q1 | Decreased 0 |
AMAZON.COM INC | 1.4M | $159.1M | 4.6% | $108.38 | +5.93% | 15 qtrssince 2019-Q1 | Decreased 0 |
APPLE INC | 1M | $141.1M | 4.1% | $96.46 | +40.52% | 15 qtrssince 2019-Q1 | Decreased 0 |
COCA-COLA CO/THE | 2.5M | $137.9M | 4.0% | $41.61 | +23.35% | 15 qtrssince 2019-Q1 | Decreased 0 |
| 432,708 | $118.3M | 3.4% | $210.02 | +23.01% | 15 qtrssince 2019-Q1 | Decreased 0 | |
THERMO FISHER SCIENTIFIC INC | 213,708 | $108.4M | 3.1% | $282.65 | +81.05% | 15 qtrssince 2019-Q1 | Increased 55 |
PALO ALTO NETWORKS INC | 515,398 | $84.4M | 2.4% | $66.09 | +25.26% | 15 qtrssince 2019-Q1 | Increased 82 |
JPMORGAN CHASE & CO | 777,015 | $81.2M | 2.3% | $99.90 | -2.63% | 15 qtrssince 2019-Q1 | Decreased 0 |
ABBOTT LABORATORIES | 837,367 | $81M | 2.3% | $84.47 | +5.59% | 15 qtrssince 2019-Q1 | Increased 57 |
BLACKSTONE INC | 786,367 | $65.8M | 1.9% | $53.14 | +38.13% | 12 qtrssince 2019-Q4 | Decreased 0 |
ADOBE INC | 223,469 | $61.5M | 1.8% | $386.36 | -28.77% | 15 qtrssince 2019-Q1 | Increased 55 |
MERCK & CO. INC. | 688,408 | $59.3M | 1.7% | $64.61 | +21.57% | 15 qtrssince 2019-Q1 | Decreased 0 |
ABBVIE INC | 430,092 | $57.7M | 1.7% | $60.08 | +93.56% | 15 qtrssince 2019-Q1 | Decreased 0 |
S&P GLOBAL INC | 186,546 | $57M | 1.6% | $247.27 | +22.18% | 15 qtrssince 2019-Q1 | Decreased 0 |
HOME DEPOT INC | 204,010 | $56.3M | 1.6% | $180.81 | +41.78% | 15 qtrssince 2019-Q1 | Increased 48 |
ALIBABA GROUP HOLDING-SP ADR | 678,018 | $54.2M | 1.6% | $168.74 | -55.39% | 15 qtrssince 2019-Q1 | Decreased 0 |
WALT DISNEY CO/THE | 542,861 | $51.2M | 1.5% | $119.22 | -20.14% | 15 qtrssince 2019-Q1 | Decreased 0 |
LOGITECH INTERNATIONAL-REG | 1M | $48.7M | 1.4% | $65.13 | -32.23% | 15 qtrssince 2019-Q1 | Increased 50 |
Compagnie Lombard Odier SCmA manages $3.5B across 737 positions as of Q3 2022. Top holdings: GOOGL (7.0%), MSFT (5.9%), V (5.5%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 3/5.0.
Active quarter - 128 new positions, 76 exits, 86 increased. Top move: GOOGL (INCREASED, conviction 96). Portfolio: $3.5B across 737 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