Compagnie Lombard Odier SCmA
Institutional investor · Portfolio as of Q4 2019
Top Holdings635 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
ALPHABET INC-CL A | 170,982 | $229M | 8.8% | $58.63 | +13.40% | 4 qtrssince 2019-Q1 | Increased 63 |
VISA INC-CLASS A SHARES | 698,913 | $131.3M | 5.0% | $148.12 | +20.86% | 4 qtrssince 2019-Q1 | Decreased 0 |
AMAZON.COM INC | 68,045 | $125.7M | 4.8% | $89.82 | +2.81% | 4 qtrssince 2019-Q1 | Increased 65 |
APPLE INC | 379,983 | $111.6M | 4.3% | $46.16 | +53.08% | 4 qtrssince 2019-Q1 | Increased 57 |
COCA-COLA CO/THE | 1.9M | $104.9M | 4.0% | $41.44 | +10.96% | 4 qtrssince 2019-Q1 | Increased 82 |
ABBVIE INC | 1.2M | $102.7M | 3.9% | $57.94 | +16.40% | 4 qtrssince 2019-Q1 | Decreased 0 |
ALIBABA GROUP HOLDING-SP ADR | 476,914 | $101.1M | 3.9% | $167.90 | +18.88% | 4 qtrssince 2019-Q1 | Increased 55 |
MICROSOFT CORP | 588,376 | $92.8M | 3.6% | $113.48 | +31.85% | 4 qtrssince 2019-Q1 | Increased 57 |
JPMORGAN CHASE & CO | 557,067 | $77.7M | 3.0% | $83.98 | +39.27% | 4 qtrssince 2019-Q1 | Decreased 0 |
THERMO FISHER SCIENTIFIC INC | 229,358 | $74.5M | 2.9% | $271.49 | +17.88% | 4 qtrssince 2019-Q1 | Decreased 0 |
ALCON INC | 1.2M | $65.7M | 2.5% | $60.33 | -8.01% | 3 qtrssince 2019-Q2 | Decreased 0 |
PALO ALTO NETWORKS INC | 253,632 | $58.6M | 2.2% | $36.55 | +5.52% | 4 qtrssince 2019-Q1 | Increased 56 |
SPOTIFY TECHNOLOGY SA | 364,567 | $54.5M | 2.1% | $139.11 | +7.69% | 4 qtrssince 2019-Q1 | Decreased 0 |
HOME DEPOT INC | 231,190 | $50.5M | 1.9% | $168.33 | +11.66% | 4 qtrssince 2019-Q1 | Decreased 0 |
S&P GLOBAL INC | 181,757 | $49.6M | 1.9% | $200.43 | +29.08% | 4 qtrssince 2019-Q1 | Increased 47 |
MERCK & CO. INC. | 545,177 | $49.6M | 1.9% | $65.14 | +10.27% | 4 qtrssince 2019-Q1 | Increased 51 |
| 189,292 | $40.5M | 1.6% | $159.94 | +21.34% | 4 qtrssince 2019-Q1 | Decreased 0 | |
META PLATFORMS INC-CLASS A | 192,531 | $39.5M | 1.5% | $165.53 | +22.63% | 4 qtrssince 2019-Q1 | Decreased 0 |
MONDELEZ INTERNATIONAL INC-A | 688,387 | $37.9M | 1.5% | $42.39 | +11.84% | 4 qtrssince 2019-Q1 | Decreased 0 |
UBS GROUP AG- REG | 2.6M | $32.6M | 1.2% | $9.46 | +9.24% | 4 qtrssince 2019-Q1 | Increased 47 |
Compagnie Lombard Odier SCmA manages $2.6B across 635 positions as of Q4 2019. Top holdings: GOOGL (8.8%), V (5.0%), AMZN (4.8%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 3/5.0.
Active quarter - 78 new positions, 57 exits, 109 increased. Top move: KO (INCREASED, conviction 82). Portfolio: $2.6B across 635 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.
Similar Funds
Funds with similar investing DNA
Explore More
Accumulation Streaks
Positions with 2+ consecutive quarters of increases - persistent directional conviction.
Continue exploring
Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer