Compagnie Lombard Odier SCmA
Institutional investor · Portfolio as of Q4 2024
Top Holdings486 positions
MICROSOFT CORP | 1.4M | $608M | 9.0% | $243.14 | +71.00% | 24 qtrssince 2019-Q1 | Increased 64 |
ALPHABET INC-CL A | 2.8M | $531M | 7.8% | $72.83 | +158.41% | 24 qtrssince 2019-Q1 | Decreased 0 |
NVIDIA CORP | 3.5M | $464.9M | 6.9% | $54.69 | +144.91% | 24 qtrssince 2019-Q1 | Increased 63 |
VISA INC-CLASS A SHARES | 1.1M | $334.6M | 4.9% | $182.78 | +70.66% | 24 qtrssince 2019-Q1 | Increased 58 |
BROADCOM INC | 1.1M | $258.3M | 3.8% | $108.16 | +111.27% | 24 qtrssince 2019-Q1 | Increased 59 |
JPMORGAN CHASE & CO | 984,035 | $235.9M | 3.5% | $122.51 | +88.93% | 24 qtrssince 2019-Q1 | Increased 59 |
FACEBOOK INC-CLASS A | 397,045 | $232.5M | 3.4% | $362.20 | +60.73% | 24 qtrssince 2019-Q1 | Increased 63 |
LINDE PLC | 508,546 | $212.9M | 3.1% | $354.38 | +16.29% | 8 qtrssince 2023-Q1 | Increased 57 |
PROCTER & GAMBLE CO/THE | 1.1M | $190.8M | 2.8% | $135.74 | +17.71% | 24 qtrssince 2019-Q1 | Increased 58 |
PALO ALTO NETWORKS INC | 1M | $184.3M | 2.7% | $74.71 | +143.56% | 24 qtrssince 2019-Q1 | Increased 83 |
MERCK & CO. INC. | 1.5M | $144.6M | 2.1% | $91.68 | +2.47% | 24 qtrssince 2019-Q1 | Decreased 0 |
HOME DEPOT INC | 359,560 | $139.9M | 2.1% | $269.91 | +37.63% | 24 qtrssince 2019-Q1 | Decreased 0 |
SERVICENOW INC | 124,293 | $131.8M | 1.9% | $133.79 | +58.47% | 24 qtrssince 2019-Q1 | Increased 51 |
UBS GROUP AG-REG | 4.1M | $126.1M | 1.9% | $21.15 | +35.34% | 24 qtrssince 2019-Q1 | Increased 55 |
THERMO FISHER SCIENTIFIC INC | 193,896 | $100.9M | 1.5% | $333.76 | +54.89% | 24 qtrssince 2019-Q1 | Decreased 0 |
ELI LILLY & CO | 127,649 | $98.5M | 1.5% | $702.79 | +8.51% | 17 qtrssince 2020-Q4 | Increased 72 |
GENERAL MILLS INC | 1.5M | $97M | 1.4% | $61.88 | -6.06% | 5 qtrssince 2023-Q4 | Unchanged 0 |
COCA-COLA CO/THE | 1.5M | $94.7M | 1.4% | $42.88 | +38.36% | 24 qtrssince 2019-Q1 | Decreased 0 |
MCDONALD'S CORP | 321,503 | $93.2M | 1.4% | $257.28 | +7.99% | 24 qtrssince 2019-Q1 | Increased 70 |
S&P GLOBAL INC | 184,266 | $91.8M | 1.4% | $270.11 | +71.97% | 24 qtrssince 2019-Q1 | Decreased 0 |
Compagnie Lombard Odier SCmA manages $6.8B across 486 positions as of Q4 2024. Top holdings: MSFT (9.0%), GOOGL (7.8%), NVDA (6.9%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 3/5.0.
Active quarter - 53 new positions, 66 exits, 110 increased. Top move: PANW (INCREASED, conviction 83). Portfolio: $6.8B across 486 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
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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