Compagnie Lombard Odier SCmA
Institutional investor · Portfolio as of Q4 2024
Top Holdings486 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
MICROSOFT CORP | 1.4M | $608M | 9.0% | $244.94 | +72.18% | 24 qtrssince 2019-Q1 | Increased 64 |
ALPHABET INC-CL A | 2.8M | $531M | 7.8% | $102.91 | +85.11% | 24 qtrssince 2019-Q1 | Decreased 0 |
NVIDIA CORP | 3.5M | $464.9M | 6.9% | $117.15 | +17.33% | 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% | $166.29 | +37.66% | 24 qtrssince 2019-Q1 | Increased 59 |
JPMORGAN CHASE & CO | 984,035 | $235.9M | 3.5% | $123.75 | +88.54% | 24 qtrssince 2019-Q1 | Increased 59 |
META PLATFORMS INC-CLASS A | 397,045 | $232.5M | 3.4% | $363.65 | +62.07% | 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% | $136.64 | +34.81% | 24 qtrssince 2019-Q1 | Increased 83 |
MERCK & CO. INC. | 1.5M | $144.6M | 2.1% | $93.49 | +1.41% | 24 qtrssince 2019-Q1 | Decreased 0 |
HOME DEPOT INC | 359,560 | $139.9M | 2.1% | $274.82 | +38.26% | 24 qtrssince 2019-Q1 | Decreased 0 |
SERVICENOW INC | 124,293 | $131.8M | 1.9% | $133.87 | +59.51% | 24 qtrssince 2019-Q1 | Increased 51 |
UBS GROUP AG- REG | 4.1M | $126.1M | 1.9% | $21.74 | +36.28% | 24 qtrssince 2019-Q1 | Increased 55 |
THERMO FISHER SCIENTIFIC INC | 193,896 | $100.9M | 1.5% | $333.71 | +54.93% | 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% | $64.02 | -6.65% | 5 qtrssince 2023-Q4 | Unchanged 0 |
COCA-COLA CO/THE | 1.5M | $94.7M | 1.4% | $43.65 | +38.03% | 24 qtrssince 2019-Q1 | Decreased 0 |
MCDONALDS CORP | 321,503 | $93.2M | 1.4% | $262.16 | +7.95% | 24 qtrssince 2019-Q1 | Increased 70 |
S&P GLOBAL INC | 184,266 | $91.8M | 1.4% | $287.18 | +72.14% | 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 Rating: 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
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