Compagnie Lombard Odier SCmA
Institutional investor · Portfolio as of Q4 2023
Top Holdings620 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
MICROSOFT CORP | 1.1M | $419.7M | 7.8% | $193.91 | +91.08% | 20 qtrssince 2019-Q1 | Increased 69 |
ALPHABET INC-CL A | 2.7M | $379.5M | 7.1% | $98.12 | +41.30% | 20 qtrssince 2019-Q1 | Increased 64 |
APPLE INC | 1.4M | $275.1M | 5.1% | $171.59 | +10.85% | 2 qtrssince 2023-Q3 | Increased 68 |
AMAZON.COM INC | 1.6M | $246.7M | 4.6% | $128.75 | +18.01% | 2 qtrssince 2023-Q3 | Increased 60 |
VISA INC-CLASS A SHARES | 918,127 | $239M | 4.4% | $168.35 | +51.48% | 20 qtrssince 2019-Q1 | Increased 56 |
LINDE PLC | 461,641 | $189.6M | 3.5% | $345.32 | +15.94% | 4 qtrssince 2023-Q1 | Increased 62 |
JPMORGAN CHASE & CO | 815,501 | $138.7M | 2.6% | $106.06 | +52.71% | 20 qtrssince 2019-Q1 | Increased 54 |
ADOBE INC | 218,702 | $130.5M | 2.4% | $383.02 | +55.76% | 20 qtrssince 2019-Q1 | Decreased 0 |
NVIDIA CORP | 243,641 | $120.7M | 2.2% | $32.01 | +54.59% | 20 qtrssince 2019-Q1 | Increased 70 |
PALO ALTO NETWORKS INC | 384,551 | $113.4M | 2.1% | $68.12 | +116.46% | 20 qtrssince 2019-Q1 | Decreased 0 |
COCA-COLA CO/THE | 1.8M | $105.6M | 2.0% | $42.05 | +32.10% | 20 qtrssince 2019-Q1 | Decreased 0 |
THERMO FISHER SCIENTIFIC INC | 194,721 | $103.4M | 1.9% | $302.69 | +74.26% | 20 qtrssince 2019-Q1 | Decreased 0 |
ABBOTT LABORATORIES | 833,302 | $91.7M | 1.7% | $91.78 | +13.29% | 2 qtrssince 2023-Q3 | Increased 50 |
PROCTER & GAMBLE CO/THE | 600,016 | $87.9M | 1.6% | $119.23 | +14.29% | 20 qtrssince 2019-Q1 | Increased 59 |
S&P GLOBAL INC | 196,204 | $86.4M | 1.6% | $273.29 | +58.77% | 20 qtrssince 2019-Q1 | Increased 48 |
META PLATFORMS INC-CLASS A | 229,354 | $81.2M | 1.5% | $237.32 | +48.11% | 20 qtrssince 2019-Q1 | Increased 55 |
BLACKSTONE INC | 592,816 | $77.6M | 1.4% | $59.76 | +100.91% | 17 qtrssince 2019-Q4 | Increased 51 |
MERCK & CO. INC. | 699,777 | $76.3M | 1.4% | $71.58 | +42.88% | 20 qtrssince 2019-Q1 | Increased 52 |
SALESFORCE.COM INC | 282,454 | $74.3M | 1.4% | $233.01 | +11.01% | 20 qtrssince 2019-Q1 | Increased 48 |
BROADCOM INC | 65,459 | $73.1M | 1.4% | $72.95 | +49.08% | 20 qtrssince 2019-Q1 | Increased 63 |
Compagnie Lombard Odier SCmA manages $5.4B across 620 positions as of Q4 2023. Top holdings: MSFT (7.8%), GOOGL (7.1%), AAPL (5.1%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 3/5.0.
Active quarter - 80 new positions, 109 exits, 163 increased. Top move: NVDA (INCREASED, conviction 70). Portfolio: $5.4B across 620 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