Compagnie Lombard Odier SCmA
Institutional investor · Portfolio as of Q3 2025
Top Holdings501 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
MICROSOFT CORP | 1.5M | $785.5M | 8.7% | $254.79 | +101.59% | 27 qtrssince 2019-Q1 | Decreased 0 |
NVIDIA CORP | 3.8M | $710.6M | 7.8% | $117.38 | +54.91% | 27 qtrssince 2019-Q1 | Decreased 0 |
ALPHABET INC-CL A | 2.7M | $652.2M | 7.2% | $104.70 | +132.95% | 27 qtrssince 2019-Q1 | Decreased 0 |
APPLE INC | 2.3M | $591.1M | 6.5% | $253.69 | 0.00% | 1 qtr | New 97 |
AMAZON.COM INC | 2.1M | $451.6M | 5.0% | $222.17 | 0.00% | 1 qtr | New 87 |
BROADCOM INC | 1.1M | $353.3M | 3.9% | $168.60 | +94.11% | 27 qtrssince 2019-Q1 | Decreased 0 |
VISA INC-CLASS A SHARES | 1M | $343.8M | 3.8% | $182.78 | +85.29% | 27 qtrssince 2019-Q1 | Decreased 0 |
META PLATFORMS INC-CLASS A | 424,587 | $311.8M | 3.4% | $381.60 | +94.65% | 27 qtrssince 2019-Q1 | Decreased 0 |
JPMORGAN CHASE & CO | 964,125 | $304.1M | 3.4% | $128.24 | +143.87% | 27 qtrssince 2019-Q1 | Decreased 0 |
UBS GROUP AG- REG | 5.2M | $213.4M | 2.4% | $24.17 | +70.98% | 27 qtrssince 2019-Q1 | Decreased 0 |
PALO ALTO NETWORKS INC | 1M | $211.3M | 2.3% | $140.08 | +45.61% | 27 qtrssince 2019-Q1 | Increased 55 |
ELI LILLY & CO | 264,357 | $201.7M | 2.2% | $753.17 | +0.67% | 20 qtrssince 2020-Q4 | Increased 58 |
LINDE PLC | 420,474 | $199.7M | 2.2% | $354.38 | +33.96% | 11 qtrssince 2023-Q1 | Decreased 0 |
PROCTER & GAMBLE CO/THE | 1.2M | $186.2M | 2.1% | $137.29 | +8.72% | 27 qtrssince 2019-Q1 | Decreased 0 |
HOME DEPOT INC | 411,306 | $166.7M | 1.8% | $288.97 | +39.87% | 27 qtrssince 2019-Q1 | Decreased 0 |
SERVICENOW INC | 160,268 | $147.5M | 1.6% | $142.75 | +31.82% | 27 qtrssince 2019-Q1 | Increased 49 |
THERMO FISHER SCIENTIFIC INC | 293,760 | $142.5M | 1.6% | $378.73 | +21.90% | 27 qtrssince 2019-Q1 | Increased 50 |
AMETEK INC | 629,316 | $118.3M | 1.3% | $187.13 | 0.00% | 1 qtr | New 69 |
INTERCONTINENTALEXCHANGE GRO COM | 627,626 | $105.7M | 1.2% | $148.80 | +12.56% | 27 qtrssince 2019-Q1 | Decreased 0 |
WASTE MANAGEMENT INC | 459,813 | $101.5M | 1.1% | $162.21 | +34.75% | 27 qtrssince 2019-Q1 | Increased 51 |
Compagnie Lombard Odier SCmA manages $9.1B across 501 positions as of Q3 2025. Top holdings: MSFT (8.7%), NVDA (7.8%), GOOGL (7.2%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 3/5.0.
Active quarter - 63 new positions, 32 exits, 78 increased. Top move: AAPL (NEW, conviction 97). Portfolio: $9.1B across 501 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
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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