Compagnie Lombard Odier SCmA
Filing Date
Global Rank
#352
/ 8,232
▲ 8
Top Industry
Semiconductors
12.6%
3Y Alpha vs SPY
-3.1%
Period ended 2 months ago
Filed Apr 15, 2026 · 2mo
25 quarters · since Mar 2020
Clone Performance
Jun 2023–Jun 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+63.0%
SPY
+76.3%
Annualised alpha
-3.1%
Max drawdown
−18.2%
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
369 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
8.2%
−0.1 pts
Top 5
35.0%
−1.2 pts
Top 10
50.4%
−2.5 pts
HHI
355
Diversified−20
Portfolio Trend
25 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 33.0% | $2,640,203,368 |
| Financial Services | 14.4% | $1,149,285,063 |
| Healthcare | 11.6% | $931,547,324 |
| Communication Services | 11.6% | $930,848,576 |
| Consumer Cyclical | 9.9% | $789,157,309 |
| Industrials | 5.5% | $439,045,377 |
| Consumer Defensive | 5.1% | $407,393,796 |
| Energy | 4.2% | $334,222,820 |
| Basic Materials | 3.0% | $237,271,104 |
| Utilities | 1.7% | $135,889,099 |
| Unclassified | 0.1% | $9,933,353 |
| Real Estate | 0.0% | $679,064 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| XOM | Exxon Mobil Corp | +806,326 | 923,078 | $156,609,412 | |
| ALC | Alcon Inc | +388,745 | 1,403,202 | $105,731,269 | |
| BAC | Bank Of America Corp /De/ | +279,974 | 3,022,965 | $147,369,542 | |
| IBKR | Interactive Brokers Group, Inc. | +215,609 | 697,166 | $46,758,923 | |
| UBER | Uber Technologies, Inc | +154,450 | 904,367 | $65,051,117 | |
| PANW | Palo Alto Networks Inc | +139,501 | 1,148,435 | $184,117,097 | |
| LXRX | Lexicon Pharmaceuticals, Inc. | +100,000 | 510,000 | $795,600 | |
| AI | C3.ai, Inc. | +85,000 | 110,000 | $926,200 | |
| NEM | NEWMONT Corp /DE/ | +74,180 | 77,735 | $8,414,813 | |
| BSX | Boston Scientific Corp | +66,703 | 73,918 | $4,638,354 | |
| WMT | Walmart Inc. | +59,004 | 174,770 | $21,720,415 | |
| HOOD | Robinhood Markets, Inc. | +53,438 | 58,438 | $4,049,753 | |
| LUMN | Lumen Technologies, Inc. | +50,000 | 70,000 | $486,500 | |
| TRVG | trivago N.V. | +40,000 | 270,000 | $731,700 | |
| FCX | Freeport-Mcmoran Inc | +39,279 | 134,631 | $7,913,609 | |
| TTE | TotalEnergies SE | +36,480 | 1,757,941 | $159,937,470 | |
| AME | Ametek Inc/ | +30,394 | 729,155 | $156,301,664 | |
| SNAP | Snap Inc | +28,305 | 96,344 | $443,182 | |
| PEP | Pepsico Inc | +27,545 | 83,986 | $13,042,185 | |
| MSFT | Microsoft Corp | +20,528 | 1,533,083 | $567,501,333 | |
| WIT | Wipro Ltd | +20,000 | 80,000 | $169,600 | |
| RGLD | Royal Gold Inc | +18,442 | 114,087 | $29,033,999 | |
| TXN | Texas Instruments Inc | +17,942 | 56,869 | $11,040,546 | |
| FER | Ferrovial N.V. | +17,700 | 34,000 | $2,211,700 | |
| UMAC | Unusual Machines, Inc. | +17,680 | 38,155 | $473,122 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| PINS | Pinterest, Inc. | −553,984 | 210,488 | $3,860,349 | |
| NOW | ServiceNow, Inc. | −358,412 | 418,832 | $43,788,885 | |
| BAM | Brookfield Asset Management Ltd. | −313,800 | 144,725 | $6,433,026 | |
| GOOGL | Alphabet Inc. | −298,305 | 2,108,295 | $606,261,309 | |
| ICE | Intercontinental Exchange, Inc. | −264,743 | 401,911 | $63,212,561 | |
| NEE | Nextera Energy Inc | −206,249 | 845,223 | $78,504,311 | |
| STLA | Stellantis N.V. | −196,007 | 54,015 | $382,966 | |
| CSCO | Cisco Systems, Inc. | −189,778 | 318,812 | $24,736,623 | |
| HD | Home Depot, Inc. | −134,167 | 295,235 | $97,099,838 | |
| LOGI | Logitech International S.A. | −114,183 | 145,979 | $13,301,605 | |
| UBS | UBS Group AG | −110,367 | 5,272,070 | $205,979,774 | |
| AAPL | Apple Inc. | −109,747 | 2,171,155 | $551,017,426 | |
| LIN | Linde PLC | −109,601 | 321,108 | $159,192,501 | |
| BX | Blackstone Inc. | −99,862 | 284,578 | $32,723,623 | |
| PG | PROCTER & GAMBLE Co | −95,679 | 974,511 | $140,758,368 | |
| INTC | Intel Corp | −94,500 | 141,316 | $6,236,275 | |
| HON | Honeywell International Inc | −89,053 | 195,737 | $44,242,433 | |
| KO | Coca Cola Co | −83,341 | 1,070,826 | $81,436,316 | |
| V | Visa Inc. | −78,233 | 904,095 | $273,253,671 | |
| WM | Waste Management Inc | −69,929 | 334,271 | $76,812,132 | |
| META | Meta Platforms, Inc. | −69,387 | 337,438 | $193,058,402 | |
| ADBE | Adobe Inc. | −65,243 | 32,912 | $8,000,248 | |
| DIS | Walt Disney Co | −64,666 | 312,806 | $30,148,241 | |
| JPM | Jpmorgan Chase & Co | −61,000 | 670,703 | $197,293,992 | |
| DDOG | Datadog, Inc. | −57,651 | 385,095 | $45,460,464 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter
24 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| AZN | Astrazeneca PLC | 410,771 | $81,012,254 | |
| LRCX | Lam Research Corp | 101,025 | $21,585,001 | |
| WDC | Western Digital Corp | 11,380 | $3,078,176 | |
| QGEN | Qiagen N.V. | 24,096 | $964,803 | |
| CENX | Century Aluminum Co | 4,540 | $266,452 | |
| SE | Sea Ltd | 2,260 | $187,150 | |
| COKE | Coca-Cola Consolidated, Inc. | 602 | $115,427 | |
| DD | DuPont de Nemours, Inc. | 2,203 | $100,897 | |
| WLK | Westlake Corp | 860 | $100,465 | |
| NOC | Northrop Grumman Corp /De/ | 140 | $95,513 | |
| IPAR | Interparfums Inc | 932 | $84,662 | |
| MAKO | Mako Mining Corp. | 10,234 | $65,395 | |
| HAL | Halliburton Co | 1,560 | $60,824 | |
| CF | CF Industries Holdings, Inc. | 450 | $58,428 | |
| SUNB | Sunbelt Rentals Holdings, Inc. | 812 | $52,853 | |
| AAOI | Applied Optoelectronics, Inc. | 530 | $44,832 | |
| NDAQ | Nasdaq, Inc. | 400 | $33,956 | |
| UUUU | Energy Fuels Inc | 1,440 | $26,280 | |
| WULF | Terawulf Inc. | 1,670 | $24,098 | |
| IREN | IREN Ltd | 550 | $18,854 | |
| CRH | Crh Public Ltd Co | 67 | $7,043 | |
| VEEV | Veeva Systems Inc | 35 | $6,148 | |
| HL | Hecla Mining Co/De/ | 300 | $5,589 | |
| FNUC | Frontier Nuclear & Minerals Inc. | 219 | $615 | |
| No positions match the current search. | ||||
Sold Out
Positions the filer fully exited
15 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| ABT | Abbott Laboratories | 675,058 | $84,578,015 | |
| BSY | Bentley Systems Inc | 39,912 | $1,523,241 | |
| RELY | Remitly Global, Inc. | 100,000 | $1,380,000 | |
| PLUG | Plug Power Inc | 440,000 | $866,800 | |
| EMBJ | Embraer S.A. | 7,313 | $470,737 | |
| NWN | Northwest Natural Holding Co | 6,200 | $289,788 | |
| CNQ | Canadian Natural Resources Ltd | 6,100 | $206,485 | |
| ZBH | Zimmer Biomet Holdings, Inc. | 1,900 | $170,848 | |
| TEL | TE Connectivity plc | 375 | $85,316 | |
| NVS | Novartis AG | 612 | $84,376 | |
| EQNR | Equinor ASA | 3,500 | $82,705 | |
| TW | Tradeweb Markets Inc. | 747 | $80,332 | |
| TPR | Tapestry, Inc. | 300 | $38,331 | |
| COHR | Coherent Corp. | 110 | $20,302 | |
| MESO | Mesoblast Ltd | 1,000 | $18,040 | |
| No positions match the current search. | ||||
65 positions ·
$2,640,203,368 total
· Technology only
· 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 65 positions by value
· page 1 of 2
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| NVDA |
Nvidia Corp
Technology
|
Reduced | 3,751,905 | $654,332,231 | 24.78% | |
| MSFT |
Microsoft Corp
Technology
|
Added | 1,533,083 | $567,501,333 | 21.49% | |
| AAPL |
Apple Inc.
Technology
|
Reduced | 2,171,155 | $551,017,426 | 20.87% | |
| AVGO |
Broadcom Inc.
Technology
|
Reduced | 991,702 | $306,941,685 | 11.63% | |
| PANW |
Palo Alto Networks Inc
Technology
|
Added | 1,148,435 | $184,117,097 | 6.97% | |
| UBER |
Uber Technologies, Inc
Technology
|
Added | 904,367 | $65,051,117 | 2.46% | |
| DDOG |
Datadog, Inc.
Technology
|
Reduced | 385,095 | $45,460,464 | 1.72% | |
| NOW |
ServiceNow, Inc.
Technology
|
Reduced | 418,832 | $43,788,885 | 1.66% | |
| CSCO |
Cisco Systems, Inc.
Technology
|
Reduced | 318,812 | $24,736,623 | 0.94% | |
| TSM |
Taiwan Semiconductor Manufacturing Co Ltd
Technology
|
Added | 67,266 | $22,732,544 | 0.86% | |
| KEYS |
Keysight Technologies, Inc.
Technology
|
Added | 76,560 | $21,618,246 | 0.82% | |
| LRCX |
Lam Research Corp
Technology
|
NEW | 101,025 | $21,585,001 | 0.82% | |
| PLTR |
Palantir Technologies Inc.
Technology
|
Reduced | 144,917 | $21,198,458 | 0.80% | |
| CRM |
Salesforce, Inc.
Technology
|
Reduced | 104,644 | $19,533,895 | 0.74% | |
| IBM |
International Business Machines Corp
Technology
|
Reduced | 70,211 | $17,018,442 | 0.64% | |
| ORCL |
Oracle Corp
Technology
|
Added | 91,906 | $13,520,291 | 0.51% | |
| LOGI |
Logitech International S.A.
Technology
|
Reduced | 145,979 | $13,301,605 | 0.50% | |
| TXN |
Texas Instruments Inc
Technology
|
Added | 56,869 | $11,040,546 | 0.42% | |
| ADBE |
Adobe Inc.
Technology
|
Reduced | 32,912 | $8,000,248 | 0.30% | |
| MU |
Micron Technology Inc
Technology
|
Added | 20,393 | $6,889,570 | 0.26% | |
| INTC |
Intel Corp
Technology
|
Reduced | 141,316 | $6,236,275 | 0.24% | |
| WDC |
Western Digital Corp
Technology
|
NEW | 11,380 | $3,078,176 | 0.12% | |
| MSTR |
Strategy Inc
Technology
|
Added | 9,995 | $1,247,376 | 0.05% | |
| FSLR |
First Solar, Inc.
Technology
|
Added | 6,253 | $1,233,466 | 0.05% | |
| AI |
C3.ai, Inc.
Technology
|
Added | 110,000 | $926,200 | 0.04% | |
| CRWD |
CrowdStrike Holdings, Inc.
Technology
|
Reduced | 2,345 | $915,511 | 0.03% | |
| NXPI |
NXP Semiconductors N.V.
Technology
|
Held | 4,000 | $787,440 | 0.03% | |
| ACN |
Accenture plc
Technology
|
Added | 3,877 | $768,769 | 0.03% | |
| QCOM |
Qualcomm Inc/De
Technology
|
Reduced | 4,284 | $551,693 | 0.02% | |
| XYZ |
Block, Inc.
Technology
|
Reduced | 8,896 | $535,361 | 0.02% | |
| INTU |
Intuit Inc.
Technology
|
Held | 1,140 | $492,913 | 0.02% | |
| UMAC |
Unusual Machines, Inc.
Technology
|
Added | 38,155 | $473,122 | 0.02% | |
| SNOW |
Snowflake Inc.
Technology
|
Held | 2,500 | $377,050 | 0.01% | |
| KEEL |
Keel Infrastructure Corp.
Technology
|
Held | 180,200 | $351,390 | 0.01% | |
| ASML |
Asml Holding NV
Technology
|
Held | 258 | $340,774 | 0.01% | |
| ENPH |
Enphase Energy, Inc.
Technology
|
Reduced | 9,000 | $340,290 | 0.01% | |
| TRMB |
Trimble Inc.
Technology
|
Reduced | 4,456 | $290,663 | 0.01% | |
| GRMN |
Garmin Ltd
Technology
|
Reduced | 1,235 | $286,532 | 0.01% | |
| PTC |
Ptc Inc.
Technology
|
Held | 2,000 | $284,980 | 0.01% | |
| WIT |
Wipro Ltd
Technology
|
Added | 80,000 | $169,600 | 0.01% | |
| CORZ |
Core Scientific, Inc./tx
Technology
|
Held | 11,200 | $167,552 | 0.01% | |
| DELL |
Dell Technologies Inc.
Technology
|
Held | 968 | $158,877 | 0.01% | |
| LITE |
Lumentum Holdings Inc.
Technology
|
Held | 213 | $149,687 | 0.01% | |
| QRVO |
Qorvo, Inc.
Technology
|
Held | 1,690 | $130,806 | 0.00% | |
| CDNS |
Cadence Design Systems Inc
Technology
|
Added | 293 | $81,414 | 0.00% | |
| TER |
Teradyne, Inc
Technology
|
Held | 200 | $59,292 | 0.00% | |
| CRWV |
CoreWeave, Inc.
Technology
|
Held | 725 | $56,165 | 0.00% | |
| AAOI |
Applied Optoelectronics, Inc.
Technology
|
NEW | 530 | $44,832 | 0.00% | |
| SMCI |
Super Micro Computer, Inc.
Technology
|
Held | 1,800 | $40,986 | 0.00% | |
| SNPS |
Synopsys Inc
Technology
|
Held | 100 | $39,648 | 0.00% |