Compagnie Lombard Odier SCmA
Institutional investor · Portfolio as of Q3 2024
Top Holdings495 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
MICROSOFT CORP | 1.4M | $594.5M | 9.2% | $237.12 | +78.83% | 23 qtrssince 2019-Q1 | Increased 63 |
ALPHABET INC-CL A | 2.8M | $471.6M | 7.3% | $102.91 | +58.51% | 23 qtrssince 2019-Q1 | Decreased 0 |
NVIDIA CORP | 3.3M | $403.1M | 6.3% | $116.27 | +4.37% | 23 qtrssince 2019-Q1 | Increased 69 |
VISA INC-CLASS A SHARES | 1M | $286.9M | 4.5% | $180.87 | +49.75% | 23 qtrssince 2019-Q1 | Increased 58 |
LINDE PLC | 501,280 | $239M | 3.7% | $353.54 | +33.42% | 7 qtrssince 2023-Q1 | Increased 57 |
META PLATFORMS INC-CLASS A | 356,299 | $204M | 3.2% | $337.83 | +67.28% | 23 qtrssince 2019-Q1 | Increased 64 |
JPMORGAN CHASE & CO | 935,331 | $197.2M | 3.1% | $118.04 | +72.79% | 23 qtrssince 2019-Q1 | Decreased 0 |
BROADCOM INC | 1.1M | $182.9M | 2.8% | $163.89 | +4.15% | 23 qtrssince 2019-Q1 | Increased 84 |
PALO ALTO NETWORKS INC | 526,150 | $179.8M | 2.8% | $92.65 | +81.19% | 23 qtrssince 2019-Q1 | Decreased 0 |
PROCTER & GAMBLE CO/THE | 1M | $179M | 2.8% | $133.30 | +23.11% | 23 qtrssince 2019-Q1 | Increased 52 |
MERCK & CO. INC. | 1.5M | $167.4M | 2.6% | $93.49 | +16.27% | 23 qtrssince 2019-Q1 | Increased 73 |
HOME DEPOT INC | 397,402 | $161M | 2.5% | $274.82 | +41.10% | 23 qtrssince 2019-Q1 | Increased 60 |
THERMO FISHER SCIENTIFIC INC | 212,472 | $131.4M | 2.0% | $333.71 | +83.33% | 23 qtrssince 2019-Q1 | Increased 56 |
GENERAL MILLS INC | 1.5M | $112.3M | 1.7% | $64.02 | +8.65% | 4 qtrssince 2023-Q4 | Decreased 0 |
ADOBE INC | 214,601 | $111.1M | 1.7% | $388.67 | +33.22% | 23 qtrssince 2019-Q1 | Decreased 0 |
COCA-COLA CO/THE | 1.5M | $110.7M | 1.7% | $43.65 | +58.56% | 23 qtrssince 2019-Q1 | Decreased 0 |
UBS GROUP AG- REG | 3.5M | $109.4M | 1.7% | $20.45 | +46.98% | 23 qtrssince 2019-Q1 | Increased 64 |
SERVICENOW INC | 116,445 | $104.1M | 1.6% | $128.50 | +37.24% | 23 qtrssince 2019-Q1 | Increased 52 |
S&P GLOBAL INC | 194,500 | $100.5M | 1.6% | $287.18 | +76.92% | 23 qtrssince 2019-Q1 | Decreased 0 |
BLACKSTONE INC | 641,258 | $98.2M | 1.5% | $76.45 | +87.41% | 20 qtrssince 2019-Q4 | Increased 58 |
Compagnie Lombard Odier SCmA manages $6.4B across 495 positions as of Q3 2024. Top holdings: MSFT (9.2%), GOOGL (7.3%), NVDA (6.3%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 3/5.0.
Active quarter - 52 new positions, 46 exits, 109 increased. Top move: AVGO (INCREASED, conviction 84). Portfolio: $6.4B across 495 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
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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