Lombard Odier Asset Management (Europe) Ltd

CIK
1535784
City
LONDON
State / Country
X0

Top Portfolio Positions

136 positions · $1,231,037,110 total · as of Mar 31, 2026
Ticker Company Shares Value (USD) % of Portfolio
NVDA
Nvidia Corp
Technology
443,753 $77,390,523 6.29%
GOOGL
Alphabet Inc.
Communication Services
259,338 $74,575,235 6.06%
NEE
Nextera Energy Inc
Utilities
285,698 $26,535,630 2.16%
MRK
Merck & Co., Inc.
Healthcare
220,085 $26,474,024 2.15%
TMO
Thermo Fisher Scientific Inc.
Healthcare
44,489 $21,867,678 1.78%
SPGI
S&P Global Inc.
Financial Services
49,578 $21,087,506 1.71%
AMZN
Amazon Com Inc
Consumer Cyclical
96,983 $20,198,649 1.64%
STLD
Steel Dynamics Inc
Basic Materials
109,760 $19,756,800 1.60%
ECL
Ecolab Inc.
Basic Materials
72,943 $19,404,296 1.58%
WM
Waste Management Inc
Industrials
82,794 $19,025,233 1.55%

Portfolio Trend

25 quarters · across all stocks

Holdings in BIRK

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Shares Held

Position Value (USD)

4 of 4 shown
Report Date Value (USD) Shares
2026-03-31 $5,218,281 145,640
2025-12-31 $11,371,018 278,020
2025-09-30 $10,835,429 239,457
2025-06-30 $9,958,409 202,489