Compagnie Lombard Odier SCmA
Institutional investor · Portfolio as of Q4 2021
Top Holdings734 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
ALPHABET INC-CL A | 139,422 | $403.9M | 8.0% | $58.78 | +146.87% | 12 qtrssince 2019-Q1 | Decreased 0 |
MICROSOFT CORP | 848,607 | $285.4M | 5.7% | $141.04 | +132.79% | 12 qtrssince 2019-Q1 | Increased 63 |
AMAZON.COM INC | 81,095 | $270.4M | 5.4% | $98.11 | +71.88% | 12 qtrssince 2019-Q1 | Increased 61 |
VISA INC-CLASS A SHARES | 1.1M | $243.7M | 4.8% | $167.79 | +24.57% | 12 qtrssince 2019-Q1 | Increased 60 |
APPLE INC | 1.1M | $189.5M | 3.8% | $94.59 | +83.36% | 12 qtrssince 2019-Q1 | Decreased 0 |
THERMO FISHER SCIENTIFIC INC | 233,949 | $156.1M | 3.1% | $280.73 | +134.42% | 12 qtrssince 2019-Q1 | Decreased 0 |
COCA-COLA CO/THE | 2.5M | $147.8M | 2.9% | $41.43 | +25.93% | 12 qtrssince 2019-Q1 | Decreased 0 |
| 402,804 | $140.2M | 2.8% | $201.87 | +61.52% | 12 qtrssince 2019-Q1 | Increased 56 | |
JPMORGAN CHASE & CO | 819,088 | $129.7M | 2.6% | $98.78 | +43.80% | 12 qtrssince 2019-Q1 | Increased 55 |
PALO ALTO NETWORKS INC | 215,666 | $120.1M | 2.4% | $35.52 | +163.40% | 12 qtrssince 2019-Q1 | Decreased 0 |
META PLATFORMS INC-CLASS A | 318,722 | $107.2M | 2.1% | $214.32 | +59.56% | 12 qtrssince 2019-Q1 | Increased 62 |
ADOBE INC | 184,895 | $104.9M | 2.1% | $407.74 | +39.07% | 12 qtrssince 2019-Q1 | Increased 55 |
ABBOTT LABORATORIES | 729,440 | $102.6M | 2.0% | $82.91 | +54.61% | 12 qtrssince 2019-Q1 | Decreased 0 |
S&P GLOBAL INC | 213,304 | $100.7M | 2.0% | $245.46 | +85.31% | 12 qtrssince 2019-Q1 | Decreased 0 |
LOGITECH INTERNATIONAL-REG | 1.1M | $96.3M | 1.9% | $66.68 | +17.75% | 12 qtrssince 2019-Q1 | Increased 73 |
BLACKSTONE INC | 736,737 | $95.3M | 1.9% | $44.01 | +148.79% | 9 qtrssince 2019-Q4 | Decreased 0 |
SPOTIFY TECHNOLOGY SA | 400,022 | $93.6M | 1.9% | $169.90 | +40.03% | 12 qtrssince 2019-Q1 | Increased 47 |
HOME DEPOT INC | 200,640 | $83.3M | 1.6% | $175.95 | +110.57% | 12 qtrssince 2019-Q1 | Decreased 0 |
SALESFORCE.COM INC | 313,808 | $79.7M | 1.6% | $243.05 | +2.78% | 12 qtrssince 2019-Q1 | Increased 57 |
ALCON INC | 891,838 | $79M | 1.6% | $60.97 | +40.38% | 11 qtrssince 2019-Q2 | Decreased 0 |
Compagnie Lombard Odier SCmA manages $5B across 734 positions as of Q4 2021. Top holdings: GOOGL (8.0%), MSFT (5.7%), AMZN (5.4%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 3/5.0.
Active quarter - 88 new positions, 59 exits, 137 increased. Top move: LOGI (INCREASED, conviction 73). Portfolio: $5.0B across 734 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