Compagnie Lombard Odier SCmA
Institutional investor · Portfolio as of Q3 2023
Top Holdings653 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
ALPHABET INC-CL A | 2.6M | $333.9M | 7.7% | $95.50 | +35.99% | 19 qtrssince 2019-Q1 | Increased 62 |
MICROSOFT CORP | 983,137 | $310.4M | 7.2% | $170.01 | +82.62% | 19 qtrssince 2019-Q1 | Increased 68 |
APPLE INC | 1.3M | $214M | 4.9% | $168.93 | 0.00% | 1 qtr | New 85 |
VISA INC-CLASS A SHARES | 914,339 | $210.3M | 4.9% | $167.99 | +33.83% | 19 qtrssince 2019-Q1 | Increased 56 |
AMAZON.COM INC | 1.5M | $192.9M | 4.5% | $127.12 | 0.00% | 1 qtr | New 85 |
LINDE PLC | 418,723 | $155.9M | 3.6% | $339.68 | +6.53% | 3 qtrssince 2023-Q1 | Increased 57 |
COCA-COLA CO/THE | 2.4M | $135.7M | 3.1% | $42.05 | +24.51% | 19 qtrssince 2019-Q1 | Decreased 0 |
ADOBE INC | 227,734 | $116.1M | 2.7% | $383.02 | +33.13% | 19 qtrssince 2019-Q1 | Decreased 0 |
JPMORGAN CHASE & CO | 778,234 | $112.9M | 2.6% | $103.38 | +32.59% | 19 qtrssince 2019-Q1 | Increased 57 |
PALO ALTO NETWORKS INC | 468,020 | $109.7M | 2.5% | $68.12 | +72.09% | 19 qtrssince 2019-Q1 | Decreased 0 |
THERMO FISHER SCIENTIFIC INC | 203,882 | $103.2M | 2.4% | $302.69 | +66.07% | 19 qtrssince 2019-Q1 | Increased 55 |
ABBOTT LABORATORIES | 782,305 | $75.8M | 1.8% | $90.99 | 0.00% | 1 qtr | New 68 |
NVIDIA CORP | 167,193 | $72.7M | 1.7% | $24.02 | +80.95% | 19 qtrssince 2019-Q1 | Increased 57 |
S&P GLOBAL INC | 190,044 | $69.4M | 1.6% | $268.08 | +33.97% | 19 qtrssince 2019-Q1 | Increased 56 |
PROCTER & GAMBLE CO/THE | 469,328 | $68.5M | 1.6% | $114.49 | +17.73% | 19 qtrssince 2019-Q1 | Increased 52 |
MERCK & CO. INC. | 636,186 | $65.5M | 1.5% | $68.52 | +39.95% | 19 qtrssince 2019-Q1 | Increased 50 |
ALCON INC | 802,904 | $62.3M | 1.4% | $63.07 | +20.76% | 18 qtrssince 2019-Q2 | Increased 51 |
HOME DEPOT INC | 203,828 | $61.6M | 1.4% | $191.74 | +49.08% | 19 qtrssince 2019-Q1 | Increased 51 |
BLACKSTONE INC | 544,864 | $58.4M | 1.3% | $54.45 | +78.88% | 16 qtrssince 2019-Q4 | Decreased 0 |
UBS GROUP AG- REG | 2.3M | $57.9M | 1.3% | $14.21 | +63.72% | 19 qtrssince 2019-Q1 | Increased 52 |
Compagnie Lombard Odier SCmA manages $4.3B across 653 positions as of Q3 2023. Top holdings: GOOGL (7.7%), MSFT (7.2%), AAPL (4.9%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 3/5.0.
Active quarter - 81 new positions, 49 exits, 118 increased. Top move: AAPL (NEW, conviction 85). Portfolio: $4.3B across 653 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