Compagnie Lombard Odier SCmA
Institutional investor · Portfolio as of Q4 2022
Top Holdings732 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
ALPHABET INC-CL A | 2.6M | $225M | 6.0% | $94.72 | -7.55% | 16 qtrssince 2019-Q1 | Decreased 0 |
MICROSOFT CORP | 890,206 | $213.5M | 5.7% | $152.14 | +53.95% | 16 qtrssince 2019-Q1 | Increased 60 |
VISA INC-CLASS A SHARES | 1M | $212.2M | 5.7% | $167.79 | +20.33% | 16 qtrssince 2019-Q1 | Decreased 0 |
COCA-COLA CO/THE | 2.4M | $152.5M | 4.1% | $41.61 | +39.67% | 16 qtrssince 2019-Q1 | Decreased 0 |
| 435,316 | $141.9M | 3.8% | $210.64 | +125.19% | 16 qtrssince 2019-Q1 | Increased 56 | |
APPLE INC | 1M | $135.7M | 3.6% | $97.16 | +31.38% | 16 qtrssince 2019-Q1 | Increased 57 |
AMAZON.COM INC | 1.5M | $121.9M | 3.3% | $107.67 | -21.98% | 16 qtrssince 2019-Q1 | Increased 57 |
THERMO FISHER SCIENTIFIC INC | 217,881 | $120M | 3.2% | $287.69 | +89.72% | 16 qtrssince 2019-Q1 | Increased 56 |
JPMORGAN CHASE & CO | 770,755 | $103.4M | 2.8% | $99.90 | +24.11% | 16 qtrssince 2019-Q1 | Decreased 0 |
ABBOTT LABORATORIES | 818,498 | $89.9M | 2.4% | $84.47 | +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% | $66.67 | +51.88% | 16 qtrssince 2019-Q1 | Increased 54 |
PALO ALTO NETWORKS INC | 561,727 | $78.4M | 2.1% | $66.40 | +5.08% | 16 qtrssince 2019-Q1 | Increased 56 |
ABBVIE INC | 419,619 | $67.8M | 1.8% | $60.08 | +135.45% | 16 qtrssince 2019-Q1 | Decreased 0 |
HOME DEPOT INC | 203,461 | $64.3M | 1.7% | $180.81 | +61.86% | 16 qtrssince 2019-Q1 | Decreased 0 |
PROCTER & GAMBLE CO/THE | 419,311 | $63.5M | 1.7% | $111.66 | +23.10% | 16 qtrssince 2019-Q1 | Increased 54 |
LOGITECH INTERNATIONAL-REG | 933,264 | $57.6M | 1.5% | $65.13 | -8.79% | 16 qtrssince 2019-Q1 | Decreased 0 |
ALIBABA GROUP HOLDING-SP ADR | 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% | $247.27 | +32.14% | 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 Rating: 3/5.0.
Active quarter - 119 new positions, 99 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
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