Compagnie Lombard Odier SCmA
Institutional investor · Portfolio as of Q4 2025
Top Holdings449 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
ALPHABET INC-CL A | 2.4M | $753.3M | 8.2% | $104.70 | +199.78% | 28 qtrssince 2019-Q1 | Decreased 0 |
MICROSOFT CORP | 1.5M | $731.5M | 8.0% | $254.79 | +91.32% | 28 qtrssince 2019-Q1 | Decreased 0 |
NVIDIA CORP | 3.8M | $701.5M | 7.6% | $117.38 | +59.77% | 28 qtrssince 2019-Q1 | Decreased 0 |
APPLE INC | 2.3M | $620.1M | 6.7% | $253.69 | +6.87% | 2 qtrssince 2025-Q3 | Decreased 0 |
AMAZON.COM INC | 2.1M | $478.4M | 5.2% | $222.25 | +4.63% | 2 qtrssince 2025-Q3 | Increased 61 |
BROADCOM INC | 1M | $361.5M | 3.9% | $167.62 | +105.73% | 28 qtrssince 2019-Q1 | Decreased 0 |
VISA INC-CLASS A SHARES | 982,328 | $344.5M | 3.7% | $182.78 | +90.73% | 28 qtrssince 2019-Q1 | Decreased 0 |
ELI LILLY & CO | 256,800 | $276M | 3.0% | $753.17 | +42.00% | 21 qtrssince 2020-Q4 | Decreased 0 |
META PLATFORMS INC-CLASS A | 406,825 | $268.5M | 2.9% | $381.60 | +74.52% | 28 qtrssince 2019-Q1 | Decreased 0 |
UBS GROUP AG- REG | 5.4M | $251.1M | 2.7% | $24.83 | +87.34% | 28 qtrssince 2019-Q1 | Increased 54 |
JPMORGAN CHASE & CO | 731,703 | $235.8M | 2.6% | $128.24 | +151.06% | 28 qtrssince 2019-Q1 | Decreased 0 |
PALO ALTO NETWORKS INC | 1M | $185.8M | 2.0% | $140.08 | +33.39% | 28 qtrssince 2019-Q1 | Decreased 0 |
LINDE PLC | 430,709 | $183.6M | 2.0% | $356.14 | +20.28% | 12 qtrssince 2023-Q1 | Increased 49 |
THERMO FISHER SCIENTIFIC INC | 299,655 | $173.6M | 1.9% | $382.76 | +52.43% | 28 qtrssince 2019-Q1 | Increased 49 |
PROCTER & GAMBLE CO/THE | 1.1M | $153.4M | 1.7% | $137.29 | +2.11% | 28 qtrssince 2019-Q1 | Decreased 0 |
BANK OF AMERICA CORP | 2.7M | $150.9M | 1.6% | $52.60 | +3.43% | 2 qtrssince 2025-Q3 | Increased 77 |
HOME DEPOT INC | 429,402 | $147.8M | 1.6% | $291.39 | +18.86% | 28 qtrssince 2019-Q1 | Increased 50 |
AMETEK INC | 698,761 | $143.5M | 1.6% | $188.87 | +8.37% | 2 qtrssince 2025-Q3 | Increased 53 |
SERVICENOW INC | 777,244 | $119.1M | 1.3% | $151.86 | +1.56% | 28 qtrssince 2019-Q1 | Increased 77 |
TOTALENERGIES SE | 1.7M | $112.4M | 1.2% | $65.92 | 0.00% | 1 qtr | New 69 |
Compagnie Lombard Odier SCmA manages $9.2B across 449 positions as of Q4 2025. Top holdings: GOOGL (8.2%), MSFT (8.0%), NVDA (7.6%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 3/5.0.
Active quarter - 34 new positions, 69 exits, 98 increased. Top move: BAC (INCREASED, conviction 77). Portfolio: $9.2B across 449 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