Compagnie Lombard Odier SCmA
Institutional investor · Portfolio as of Q4 2020
Top Holdings634 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
ALPHABET INC-CL A | 162,595 | $285M | 7.3% | $58.78 | +46.59% | 8 qtrssince 2019-Q1 | Decreased 0 |
AMAZON.COM INC | 74,886 | $243.9M | 6.3% | $92.20 | +78.18% | 8 qtrssince 2019-Q1 | Decreased 0 |
VISA INC-CLASS A SHARES | 830,076 | $181.6M | 4.7% | $152.09 | +37.87% | 8 qtrssince 2019-Q1 | Increased 57 |
MICROSOFT CORP | 802,642 | $178.5M | 4.6% | $128.73 | +65.23% | 8 qtrssince 2019-Q1 | Increased 57 |
APPLE INC | 1.3M | $171.6M | 4.4% | $94.59 | +36.18% | 8 qtrssince 2019-Q1 | Increased 57 |
WALT DISNEY CO/THE | 763,611 | $138.3M | 3.6% | $113.88 | +55.43% | 8 qtrssince 2019-Q1 | Increased 60 |
COCA-COLA CO/THE | 2.5M | $137.9M | 3.5% | $40.87 | +14.61% | 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% | $277.67 | +64.12% | 8 qtrssince 2019-Q1 | Increased 56 |
ALIBABA GROUP HOLDING-SP ADR | 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% | $35.52 | +66.93% | 8 qtrssince 2019-Q1 | Increased 51 |
| 341,554 | $89M | 2.3% | $181.06 | +34.93% | 8 qtrssince 2019-Q1 | Increased 60 | |
SPOTIFY TECHNOLOGY SA | 271,619 | $85.5M | 2.2% | $137.83 | +131.70% | 8 qtrssince 2019-Q1 | Decreased 0 |
JPMORGAN CHASE & CO | 618,916 | $78.6M | 2.0% | $85.28 | +28.54% | 8 qtrssince 2019-Q1 | Increased 54 |
S&P GLOBAL INC | 235,391 | $77.4M | 2.0% | $221.87 | +39.93% | 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 LABORATORIES | 609,410 | $66.7M | 1.7% | $74.63 | +31.59% | 8 qtrssince 2019-Q1 | Increased 48 |
META PLATFORMS INC-CLASS A | 236,673 | $64.7M | 1.7% | $172.52 | +56.49% | 8 qtrssince 2019-Q1 | Increased 48 |
MERCK & CO. INC. | 764,101 | $62.5M | 1.6% | $64.77 | +1.30% | 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 Rating: 3/5.0.
Active quarter - 107 new positions, 72 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
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