Lombard Odier Asset Management (Switzerland) SA

CIK

1535660

Location

PETIT-LANCY, V8

Portfolio Value

Mid $2,566,208,679

Diversification

Diversified

Filing Date

Global Rank

#1,049 / 8,616 ▲ 75 · as of Mar 2026

Top Industry

Semiconductors 13.8%

3Y Alpha vs SPY

-1.8%

Period ended 4 months ago

Filed May 15, 2026 · 2mo

25 quarters · since Mar 2020

Clone Performance

Jul 2023–Jul 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+64.7%

SPY

+72.4%

Annualised alpha

-1.8%

Max drawdown

−19.5%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

450 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

7.8%

−0.8 pts

Top 5

26.4%

−4.5 pts

Top 10

35.6%

−6.3 pts

HHI

201

Diversified−62

Portfolio Trend

25 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	35.8%	$919,389,152	89
Financial Services	14.0%	$358,815,273	73
Consumer Cyclical	10.9%	$278,460,215	44
Healthcare	9.5%	$242,511,269	50
Communication Services	7.8%	$201,334,589	23
Industrials	6.7%	$172,447,482	72
Consumer Defensive	6.1%	$156,783,049	26
Basic Materials	3.8%	$98,779,089	25
Utilities	3.4%	$86,757,863	24
Energy	1.7%	$42,515,305	22
Real Estate	0.3%	$7,646,581	1
Unclassified	0.0%	$768,812	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
HPQ	Hp Inc	+164,500	503,404	$9,670,390
EXC	Exelon Corp	+107,300	309,810	$15,186,886
NVDA	Nvidia Corp	+95,091	1,147,238	$200,078,307
KHC	Kraft Heinz Co	+75,300	276,176	$6,211,198
USB	US Bancorp De	+69,562	155,257	$8,074,916
WMT	Walmart Inc.	+66,200	249,381	$30,993,070
PCG	PG&E Corp	+62,900	76,264	$1,339,958
KMB	Kimberly Clark Corp	+57,900	91,807	$8,856,621
HPE	Hewlett Packard Enterprise Co	+56,900	201,654	$4,801,381
ORLY	O Reilly Automotive Inc	+54,435	190,500	$17,585,055
DOW	Dow Inc.	+53,500	95,547	$3,979,532
FTV	Fortive Corp	+52,800	243,369	$13,453,438
AAPL	Apple Inc.	+49,829	697,188	$176,939,342
NEE	Nextera Energy Inc	+46,664	172,336	$16,006,567
CSCO	Cisco Systems, Inc.	+44,400	286,588	$22,236,362
INTC	Intel Corp	+43,100	297,805	$13,142,134
CM	Canadian Imperial Bank Of Commerce /Can/	+36,000	78,960	$7,481,460
PFE	Pfizer Inc	+34,500	219,693	$6,168,979
T	At&T Inc.	+30,712	247,481	$7,174,474
AMZN	Amazon Com Inc	+29,172	459,654	$95,732,138
MRVL	Marvell Technology, Inc.	+29,055	82,711	$8,192,524
D	Dominion Energy, Inc	+28,400	105,290	$6,509,027
TXT	Textron Inc	+26,900	84,375	$7,387,875
NFLX	Netflix Inc	+25,622	226,932	$21,819,511
SW	Smurfit Westrock plc	+24,307	51,160	$2,038,726
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
CSX	Csx Corp	−61,674	24,710	$1,014,345
CMCSA	Comcast Corp	−42,600	52,842	$1,517,093
WBD	Warner Bros. Discovery, Inc.	−32,368	61,651	$1,692,936
PYPL	PayPal Holdings, Inc.	−30,683	13,879	$627,747
BAX	Baxter International Inc	−27,300	26,700	$448,560
CNH	CNH Industrial N.V.	−26,386	32,847	$361,317
PAAS	Pan American Silver Corp	−22,183	49,342	$2,695,553
SLF	Sun Life Financial Inc	−19,677	10,659	$666,827
BSX	Boston Scientific Corp	−18,562	35,102	$2,202,650
SBUX	Starbucks Corp	−17,600	31,914	$2,859,175
F	Ford Motor Co	−14,300	139,034	$1,604,452
NEM	NEWMONT Corp /DE/	−11,451	79,464	$8,601,978
PINS	Pinterest, Inc.	−11,165	44,307	$812,590
VZ	Verizon Communications Inc	−10,873	105,937	$5,318,037
ADP	Automatic Data Processing Inc	−10,179	8,766	$1,781,075
RIVN	Rivian Automotive, Inc. / DE	−10,072	19,208	$289,080
CRM	Salesforce, Inc.	−10,006	42,744	$7,979,022
XYL	Xylem Inc.	−9,459	3,250	$388,375
XOM	ExxonMobil Holdings Corp	−9,389	37,380	$6,341,890
PAYX	Paychex Inc	−8,900	2,914	$268,437
L	Loews Corp	−8,400	24,372	$2,601,467
ADI	Analog Devices Inc	−8,251	14,160	$4,504,862
FCX	Freeport-Mcmoran Inc	−8,031	87,971	$5,170,935
FTNT	Fortinet, Inc.	−7,900	20,707	$1,692,176
BN	BROOKFIELD Corp /ON/	−7,883	34,480	$1,395,405
No positions match the current search.

New Positions

Positions the filer opened this quarter

25 positions

Ticker	Company	Shares	Value
STX	Seagate Technology Holdings plc	28,910	$11,325,781
AZO	Autozone Inc	2,901	$9,798,939
CAT	Caterpillar Inc	11,265	$7,980,801
DE	Deere & Co	10,813	$6,090,962
SPOT	Spotify Technology S.A.	10,409	$5,047,428
BLK	BlackRock, Inc.	5,107	$4,911,452
PWR	Quanta Services, Inc.	8,494	$4,663,375
PH	Parker-Hannifin Corp	4,975	$4,453,819
URI	United Rentals, Inc.	5,912	$4,307,246
MCK	Mckesson Corp	4,907	$4,246,321
TT	Trane Technologies plc	9,344	$3,894,018
GWW	W.W. Grainger, Inc.	3,151	$3,437,142
MELI	Mercadolibre Inc	1,983	$3,428,646
REGN	Regeneron Pharmaceuticals, Inc.	3,883	$3,000,161
TDY	Teledyne Technologies Inc	4,760	$2,879,847
ETN	Eaton Corp plc	7,429	$2,657,130
MPWR	Monolithic Power Systems Inc	2,213	$2,419,583
CIEN	Ciena Corp	6,059	$2,352,285
SNPS	Synopsys Inc	5,809	$2,303,152
JCI	Johnson Controls International plc	17,550	$2,298,172
MCO	Moodys Corp /De/	5,234	$2,283,332
MSI	Motorola Solutions, Inc.	5,079	$2,204,133
AVY	Avery Dennison Corp	12,639	$2,182,502
AON	Aon plc	6,713	$2,166,822
AME	Ametek Inc/	9,280	$1,989,260
No positions match the current search.

Sold Out

Positions the filer fully exited

5 positions

Ticker	Company	Shares	Value
CSGP	Costar Group, Inc.	16,820	$1,130,976
FIS	Fidelity National Information Services, Inc.	16,087	$1,069,142
SA	Seabridge Gold Inc	24,410	$722,291
TTD	Trade Desk, Inc.	15,866	$602,273
GEN	Gen Digital Inc.	12,389	$336,856
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

450 positions · $2,566,208,679 total · as of Mar 31, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 450 positions by value · page 1 of 9

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
NVDA	Nvidia Corp Technology	Added	1,147,238	+95,091	$200,078,307	+2.0%	7.80%
AAPL	Apple Inc. Technology	Added	697,188	+49,829	$176,939,342	+0.5%	6.89%
MSFT	Microsoft Corp Technology	Added	341,058	+23,686	$126,249,439	−17.7%	4.92%
AMZN	Amazon Com Inc Consumer Cyclical	Added	459,654	+29,172	$95,732,138	−3.7%	3.73%
GOOGL	Alphabet Inc. Communication Services	Added	271,401	+21,269	$78,044,071	−0.3%	3.04%
AVGO	Broadcom Inc. Technology	Added	205,538	+3,929	$63,616,066	−8.8%	2.48%
META	Meta Platforms, Inc. Communication Services	Added	96,751	+8,150	$55,354,149	−5.4%	2.16%
TSLA	Tesla, Inc. Consumer Cyclical	Added	134,750	+11,316	$50,093,312	−9.8%	1.95%
JPM	Jpmorgan Chase & Co Financial Services	Added	115,014	+11,720	$33,832,518	+1.6%	1.32%
LLY	ELI LILLY & Co Healthcare	Added	36,080	+4,423	$33,185,301	−2.5%	1.29%
JNJ	Johnson & Johnson Healthcare	Added	135,229	+18,600	$33,055,376	+37.0%	1.29%
WMT	Walmart Inc. Consumer Defensive	Added	249,381	+66,200	$30,993,070	+51.9%	1.21%
DD	DuPont de Nemours, Inc. Basic Materials	Added	212,630	+1,400	$29,215,362	+14.7%	1.14%
V	Visa Inc. Financial Services	Added	93,711	+10,880	$28,323,212	−2.5%	1.10%
COST	Costco Wholesale Corp /New Consumer Defensive	Added	22,440	+3,200	$22,359,889	+34.8%	0.87%
CSCO	Cisco Systems, Inc. Technology	Added	286,588	+44,400	$22,236,362	+19.2%	0.87%
NFLX	Netflix Inc Communication Services	Added	226,932	+25,622	$21,819,511	+15.6%	0.85%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	45,213	+1,080	$21,666,069	−2.3%	0.84%
GS	Goldman Sachs Group Inc Financial Services	Added	25,161	+120	$21,285,954	−3.3%	0.83%
MA	Mastercard Inc Financial Services	Added	42,354	+6,200	$21,162,599	+2.5%	0.82%
MU	Micron Technology Inc Technology	Added	60,945	+5,013	$20,589,658	+29.0%	0.80%
HD	Home Depot, Inc. Consumer Cyclical	Added	60,201	+16,732	$19,799,506	+32.4%	0.77%
ORLY	O Reilly Automotive Inc Consumer Cyclical	Added	190,500	+54,435	$17,585,055	+41.7%	0.69%
ABBV	AbbVie Inc. Healthcare	Added	80,658	+6,900	$17,542,308	+4.1%	0.68%
MRK	Merck & Co., Inc. Healthcare	Added	137,612	+10,150	$16,553,347	+23.4%	0.65%
PG	PROCTER & GAMBLE Co Consumer Defensive	Added	114,505	+16,630	$16,539,102	+17.9%	0.64%
AMD	Advanced Micro Devices Inc Technology	Added	80,231	+1,053	$16,321,392	−3.7%	0.64%
PLTR	Palantir Technologies Inc. Technology	Added	111,367	+8,800	$16,290,764	−10.6%	0.63%
AMAT	Applied Materials Inc /De Technology	Added	47,470	+390	$16,224,771	+34.1%	0.63%
NEE	Nextera Energy Inc Utilities	Added	172,336	+46,664	$16,006,567	+58.7%	0.62%
LRCX	Lam Research Corp Technology	Added	71,781	+3,500	$15,336,728	+31.2%	0.60%
BAC	Bank Of America Corp /De/ Financial Services	Added	312,658	+22,485	$15,242,077	−4.5%	0.59%
EXC	Exelon Corp Utilities	Added	309,810	+107,300	$15,186,886	+72.0%	0.59%
AMGN	Amgen Inc Healthcare	Added	41,283	+3,811	$14,525,423	+18.4%	0.57%
WM	Waste Management Inc Industrials	Added	62,135	+21,065	$14,278,001	+58.2%	0.56%
FTV	Fortive Corp Technology	Added	243,369	+52,800	$13,453,438	+27.9%	0.52%
KO	Coca Cola Co Consumer Defensive	Added	173,704	+18,200	$13,210,189	+21.5%	0.51%
INTC	Intel Corp Technology	Added	297,805	+43,100	$13,142,134	+39.8%	0.51%
UNH	Unitedhealth Group Inc Healthcare	Added	48,003	+2,615	$12,989,131	−13.3%	0.51%
TD	Toronto Dominion Bank Financial Services	Added	131,072	+17,300	$12,230,328	+14.1%	0.48%
COR	Cencora, Inc. Healthcare	Added	38,535	+20,960	$12,105,384	+103.9%	0.47%
WFC	Wells Fargo & Company/Mn Financial Services	Added	150,014	+22,200	$11,942,614	+0.3%	0.47%
CL	Colgate Palmolive Co Consumer Defensive	Added	134,866	+3,195	$11,494,629	+10.5%	0.45%
IBM	International Business Machines Corp Technology	Reduced	47,208	-2,400	$11,442,747	−22.1%	0.45%
STX	Seagate Technology Holdings plc Technology	NEW	28,910	NEW	$11,325,781	NEW	0.44%
MCD	Mcdonalds Corp Consumer Cyclical	Reduced	36,274	-7,087	$11,273,596	−14.9%	0.44%
CLX	Clorox Co /De/ Consumer Defensive	Added	108,600	+7,600	$11,254,218	+10.5%	0.44%
ORCL	Oracle Corp Technology	Added	75,741	+8,080	$11,142,258	−15.5%	0.43%
ABT	Abbott Laboratories Healthcare	Added	107,096	+17,600	$10,995,546	−1.9%	0.43%
MS	Morgan Stanley Financial Services	Reduced	65,909	-2,400	$10,846,644	−10.6%	0.42%