Compagnie Lombard Odier SCmA
Institutional investor · Portfolio as of Q4 2020
Top Holdings634 positions
ALPHABET INC | 162,595 | $285M | 7.3% | $58.69 | +47.91% | 8 qtrssince 2019-Q1 | Decreased 0 |
AMAZON COM INC | 74,886 | $243.9M | 6.3% | $92.28 | +76.47% | 8 qtrssince 2019-Q1 | Decreased 0 |
VISA INC | 830,076 | $181.6M | 4.7% | $152.09 | +37.87% | 8 qtrssince 2019-Q1 | Increased 57 |
MICROSOFT CORP | 802,642 | $178.5M | 4.6% | $128.02 | +65.66% | 8 qtrssince 2019-Q1 | Increased 57 |
APPLE INC | 1.3M | $171.6M | 4.4% | $48.25 | +166.99% | 8 qtrssince 2019-Q1 | Increased 57 |
DISNEY WALT CO | 763,611 | $138.3M | 3.6% | $112.29 | +56.43% | 8 qtrssince 2019-Q1 | Increased 60 |
COCA COLA CO | 2.5M | $137.9M | 3.5% | $40.17 | +15.21% | 8 qtrssince 2019-Q1 | Increased 57 |
ABBVIE INC | 1.2M | $127.6M | 3.3% | $60.05 | +43.44% | 8 qtrssince 2019-Q1 | Decreased 0 |
THERMO FISHER SCIENTIFIC INC | 262,490 | $122.3M | 3.1% | $277.91 | +64.96% | 8 qtrssince 2019-Q1 | Increased 56 |
ALIBABA GROUP HLDG LTD | 429,045 | $99.9M | 2.6% | $204.80 | +6.94% | 8 qtrssince 2019-Q1 | Increased 57 |
PALO ALTO NETWORKS INC | 253,324 | $90M | 2.3% | $35.56 | +66.57% | 8 qtrssince 2019-Q1 | Increased 51 |
| 341,554 | $89M | 2.3% | $181.06 | +34.93% | 8 qtrssince 2019-Q1 | Increased 60 | |
SPOTIFY TECHNOLOGY S A | 271,619 | $85.5M | 2.2% | $137.83 | +128.30% | 8 qtrssince 2019-Q1 | Decreased 0 |
JPMORGAN CHASE & CO | 618,916 | $78.6M | 2.0% | $84.68 | +29.95% | 8 qtrssince 2019-Q1 | Increased 54 |
S&P GLOBAL INC | 235,391 | $77.4M | 2.0% | $209.00 | +41.77% | 8 qtrssince 2019-Q1 | Increased 55 |
ALCON INC | 1.1M | $71.2M | 1.8% | $59.98 | +7.92% | 7 qtrssince 2019-Q2 | Decreased 0 |
ABBOTT LABS | 609,410 | $66.7M | 1.7% | $74.63 | +31.59% | 8 qtrssince 2019-Q1 | Increased 48 |
FACEBOOK INC | 236,673 | $64.7M | 1.7% | $172.70 | +56.67% | 8 qtrssince 2019-Q1 | Increased 48 |
MERCK & CO INC | 764,101 | $62.5M | 1.6% | $63.79 | +2.29% | 8 qtrssince 2019-Q1 | Increased 47 |
ADOBE INC | 122,680 | $61.4M | 1.6% | $348.58 | +43.47% | 8 qtrssince 2019-Q1 | Increased 60 |
Compagnie Lombard Odier SCmA manages $3.9B across 634 positions as of Q4 2020. Top holdings: GOOGL (7.3%), AMZN (6.3%), V (4.7%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 3/5.0.
Active quarter - 108 new positions, 73 exits, 144 increased. Top move: DIS (INCREASED, conviction 60). Portfolio: $3.9B across 634 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
Verify source filings on SEC EDGAR