Position in XYZ
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$828,096
+$292,735 QoQ
Shares Held
10,896
+22.5% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#497
of 1,079 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in XYZ Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026Compagnie Lombard Odier SCmA holds $868,103,288 across 13 Software - Infrastructure names. XYZ ranks #7 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
1,504,417 | $561,177,628 | |
| 2 | PANW |
Palo Alto Networks Inc
|
829,870 | $283,002,265 | |
| 3 | PLTR |
Palantir Technologies Inc.
|
86,950 | $10,144,456 | |
| 4 | ORCL |
Oracle Corp
|
63,832 | $9,354,579 | |
| 5 | CRWD |
CrowdStrike Holdings, Inc.
|
9,380 | $1,789,563 | |
| 6 | AI |
C3.ai, Inc.
|
110,000 | $999,900 | |
| 7 | XYZ |
Block, Inc.
This page
|
10,896 | $828,096 | |
| 8 | CORZ |
Core Scientific, Inc./tx
|
11,200 | $286,608 |
All Filings in XYZ
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $828,096 | 10,896 | Shares | Defined | 2026-07-29 | |
| 2026-03-31 | $535,361 | 8,896 | Shares | Defined | 2026-04-15 | |
| 2025-12-31 | $632,088 | 9,711 | Shares | Defined | 2026-01-16 | |
| 2025-09-30 | $846,353 | 11,711 | Shares | Defined | 2025-11-06 | |
| 2025-06-30 | $890,630 | 13,111 | Shares | Defined | 2025-07-15 | |
| 2025-03-31 | $743,397 | 13,683 | Shares | Defined | 2025-04-16 | |
| 2024-12-31 | $1,111,924 | 13,083 | Shares | Defined | 2025-01-30 | |
| 2024-09-30 | $940,558 | 14,011 | Shares | Defined | 2024-10-11 | |
| 2024-06-30 | $930,655 | 14,431 | Shares | Defined | 2024-07-18 | |
| 2024-03-31 | $1,257,112 | 14,863 | Shares | Defined | 2024-05-01 | |
| 2023-12-31 | $1,649,720 | 21,328 | Shares | Defined | 2024-01-16 | |
| 2023-09-30 | $968,054 | 21,872 | Shares | Defined | 2023-10-23 | |
| 2023-06-30 | $1,666,912 | 25,040 | Shares | Defined | 2023-08-07 | |
| 2023-03-31 | $1,625,975 | 23,685 | Shares | Defined | 2023-05-01 | |
| 2022-12-31 | $1,993,536 | 31,724 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $2,554,615 | 46,456 | Shares | Defined | 2022-11-09 | |
| 2022-06-30 | $1,191,094 | 19,380 | Shares | Defined | 2022-08-11 | |
| 2022-03-31 | $2,232,654 | 16,465 | Shares | Defined | 2022-04-27 | |
| 2021-12-31 | $3,176,094 | 19,665 | Shares | Defined | 2022-02-09 | |
| 2021-09-30 | $4,542,329 | 18,939 | Shares | Defined | 2021-10-28 | |
| 2021-06-30 | $1,131,232 | 4,640 | Shares | Defined | 2021-07-15 | |
| 2021-03-31 | $790,134 | 3,480 | Shares | Defined | 2021-04-23 | |
| 2020-12-31 | $446,162 | 2,050 | Shares | Defined | 2021-02-09 | |
| 2020-09-30 | $104,032 | 640 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $98,643 | 940 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $263,995 | 5,040 | Shares | Defined | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||