Compagnie Lombard Odier SCmA
Institutional investor · Portfolio as of Q4 2022
Top Holdings732 positions
ALPHABET INC | 2.6M | $225M | 6.0% | $58.69 | +48.92% | 16 qtrssince 2019-Q1 | Decreased 0 |
MICROSOFT CORP | 890,206 | $213.5M | 5.7% | $150.87 | +54.26% | 16 qtrssince 2019-Q1 | Increased 60 |
VISA INC | 1M | $212.2M | 5.7% | $167.79 | +20.33% | 16 qtrssince 2019-Q1 | Decreased 0 |
COCA COLA CO | 2.4M | $152.5M | 4.1% | $40.88 | +39.47% | 16 qtrssince 2019-Q1 | Decreased 0 |
| 435,316 | $141.9M | 3.8% | $210.64 | +136.63% | 16 qtrssince 2019-Q1 | Increased 56 | |
APPLE INC | 1M | $135.7M | 3.6% | $52.97 | +141.01% | 16 qtrssince 2019-Q1 | Increased 57 |
AMAZON COM INC | 1.5M | $121.9M | 3.3% | $97.69 | -14.02% | 16 qtrssince 2019-Q1 | Increased 57 |
THERMO FISHER SCIENTIFIC INC | 217,881 | $120M | 3.2% | $287.74 | +89.16% | 16 qtrssince 2019-Q1 | Increased 56 |
JPMORGAN CHASE & CO | 770,755 | $103.4M | 2.8% | $98.84 | +24.24% | 16 qtrssince 2019-Q1 | Decreased 0 |
ABBOTT LABORATORIES | 818,498 | $89.9M | 2.4% | $83.95 | +20.37% | 16 qtrssince 2019-Q1 | Decreased 0 |
ADOBE INC | 247,066 | $83.1M | 2.2% | $381.60 | -11.81% | 16 qtrssince 2019-Q1 | Increased 56 |
MERCK & CO INC | 729,382 | $80.9M | 2.2% | $65.61 | +51.20% | 16 qtrssince 2019-Q1 | Increased 54 |
PALO ALTO NETWORKS INC | 561,727 | $78.4M | 2.1% | $38.38 | +81.78% | 16 qtrssince 2019-Q1 | Increased 56 |
ABBVIE INC | 419,619 | $67.8M | 1.8% | $59.71 | +135.45% | 16 qtrssince 2019-Q1 | Decreased 0 |
HOME DEPOT INC | 203,461 | $64.3M | 1.7% | $177.28 | +61.58% | 16 qtrssince 2019-Q1 | Decreased 0 |
PROCTER & GAMBLE CO | 419,311 | $63.5M | 1.7% | $111.66 | +23.10% | 16 qtrssince 2019-Q1 | Increased 54 |
LOGITECH INTL S A | 933,264 | $57.6M | 1.5% | $65.13 | -8.79% | 16 qtrssince 2019-Q1 | Decreased 0 |
ALIBABA GROUP HLDG LTD | 650,091 | $57.3M | 1.5% | $168.74 | -50.87% | 16 qtrssince 2019-Q1 | Decreased 0 |
S&P GLOBAL INC | 157,537 | $52.8M | 1.4% | $232.67 | +31.95% | 16 qtrssince 2019-Q1 | Decreased 0 |
BLACKSTONE INC | 705,898 | $52.4M | 1.4% | $53.14 | +23.63% | 13 qtrssince 2019-Q4 | Decreased 0 |
Compagnie Lombard Odier SCmA manages $3.7B across 732 positions as of Q4 2022. Top holdings: GOOGL (6.0%), MSFT (5.7%), V (5.7%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 3/5.0.
Active quarter - 121 new positions, 103 exits, 163 increased. Top move: MSFT (INCREASED, conviction 60). Portfolio: $3.7B across 732 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
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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