Compagnie Lombard Odier SCmA — 13F Holdings & Portfolio

CIK 1615423 · latest 13F-HR filed 2026-04-15

Compagnie Lombard Odier SCmA manages $8.13B in 13F-reported U.S. long-equity assets across 643 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are NVDA (7.09%), GOOGL (6.67%), MSFT (6.18%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 32 new positions, exited 27, added to 134, and trimmed 214.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

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AUM

$8.13B

Long-equity book

Holdings

643

Distinct positions

Period

2026-03-31

Filed 2026-04-15

Q/Q Activity

+32 / −27 / ↑134 / ↓214

vs 2025-12-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • EXXON MOBIL CORP$142.6M +1014.7%
  • TOTALENERGIES SE$51.5M +45.8%
  • ALCON AG$22.5M +27.7%
  • INTERACTIVE BROKERS GROUP IN$15.8M +51.0%
  • AMETEK INC$12.8M +8.9%
Show all 134

Top Trims

  • MICROSOFT CORP-$164.0M -22.4%
  • ALPHABET INC-$147.0M -19.5%
  • META PLATFORMS INC-$75.5M -28.1%
  • SERVICENOW INC-$75.3M -63.2%
  • VISA INC-$71.3M -20.7%
Show all 214

New Positions

  • ASTRAZENECA PLC$79.6M
  • LAM RESEARCH CORP$21.6M
  • WESTERN DIGITAL CORP$3.1M
  • QIAGEN NV$964.6K
  • SPDR INDEX SHS FDS$530.0K
Show all 32

Exited Positions

  • ABBOTT LABS$84.6M
  • BENTLEY SYS INC$1.5M
  • REMITLY GLOBAL INC$1.4M
  • QIAGEN NV$1.2M
  • PLUG POWER INC$866.8K
Show all 27
All Holdings

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 NVIDIA CORPORATION NVDA 67066G104 $576.8M 7.09% 3,307,548 SH
2 ALPHABET INC GOOGL 02079K305 $542.6M 6.67% 1,886,742 SH
3 MICROSOFT CORP MSFT 594918104 $502.5M 6.18% 1,357,518 SH
4 APPLE INC AAPL 037833100 $496.4M 6.10% 1,956,121 SH
5 AMAZON COM INC AMZN 023135106 $372.6M 4.58% 1,788,854 SH
6 BROADCOM INC AVGO 11135F101 $270.3M 3.32% 873,210 SH
7 VISA INC V 92826C839 $238.6M 2.93% 789,408 SH
8 ELI LILLY & CO LLY 532457108 $202.7M 2.49% 220,361 SH
9 UBS GROUP AG UBS H42097107 $197.5M 2.43% 5,164,700 SH
10 META PLATFORMS INC META 30303M102 $174.1M 2.14% 304,240 SH
11 JPMORGAN CHASE & CO JPM 46625H100 $168.9M 2.08% 574,062 SH
12 PALO ALTO NETWORKS INC PANW 697435105 $151.0M 1.86% 942,093 SH
13 EXXON MOBIL CORP XOM 30231G102 $140.0M 1.72% 825,397 SH
14 TOTALENERGIES SE TTE F92124100 $139.5M 1.71% 1,496,109 SH
15 LINDE PLC LIN G54950103 $137.1M 1.69% 276,604 SH
16 AMETEK INC AME 031100100 $129.8M 1.60% 605,348 SH
17 PROCTER & GAMBLE CO PG 742718109 $129.4M 1.59% 895,657 SH
18 BANK AMERICA CORP BAC 060505104 $128.1M 1.57% 2,627,529 SH
19 THERMO FISHER SCIENTIFIC INC TMO 883556102 $119.9M 1.47% 243,870 SH
20 ALCON AG ALC H01301128 $100.1M 1.23% 1,357,482 SH
21 MERCK & CO INC MRK 58933Y105 $88.5M 1.09% 735,857 SH
22 MCDONALDS CORP MCD 580135101 $87.6M 1.08% 282,013 SH
23 JOHNSON & JOHNSON JNJ 478160104 $87.1M 1.07% 356,209 SH
24 HOME DEPOT INC HD 437076102 $85.2M 1.05% 259,015 SH
25 COCA COLA CO KO 191216100 $78.3M 0.96% 1,029,282 SH
26 NEXTERA ENERGY INC NEE 65339F101 $67.5M 0.83% 727,146 SH
27 ABBVIE INC ABBV 00287Y109 $66.3M 0.81% 304,632 SH
28 NVIDIA CORPORATION NVDA 67066G104 $66.2M 0.81% 379,613 SH
29 ASTRAZENECA PLC AZN G0593M107 $64.9M 0.80% 334,859 SH
30 BER TECHNOLOGIES INC UBER 90353T100 $60.0M 0.74% 834,332 SH
31 WASTE MGMT INC DEL WM 94106L109 $59.0M 0.73% 256,728 SH
32 MICROSOFT CORP MSFT 594918104 $57.2M 0.70% 154,452 SH
33 GENERAL MILLS INC GIS 370334104 $56.6M 0.70% 1,520,000 SH
34 ALPHABET INC GOOGL 02079K305 $54.9M 0.68% 191,038 SH
35 INTERCONTINENTAL EXCHANGE IN ICE 45866F104 $51.4M 0.63% 327,055 SH
36 APPLE INC AAPL 037833100 $47.6M 0.58% 187,385 SH
37 AMAZON COM INC AMZN 023135106 $46.8M 0.58% 224,779 SH
38 ATON CORP PLC ETN G29183103 $45.9M 0.56% 128,342 SH
39 DATADOG INC DDOG 23804L103 $45.3M 0.56% 383,324 SH
40 INTERACTIVE BROKERS GROUP IN IBKR 45841N107 $43.0M 0.53% 641,331 SH
41 SERVICENOW INC NOW 81762P102 $42.5M 0.52% 406,782 SH
42 MONDELEZ INTL INC MDLZ 609207105 $41.4M 0.51% 718,435 SH
43 FERRARI N V RACE N3167Y103 $40.9M 0.50% 122,842 SH
44 S&P GLOBAL INC SPGI 78409V104 $37.8M 0.46% 88,766 SH
45 ELI LILLY & CO LLY 532457108 $36.6M 0.45% 39,838 SH
46 TRANE TECHNOLOGIES PLC TT G8994E103 $35.4M 0.43% 84,904 SH
47 HONEYWELL INTL INC HON 438516106 $35.1M 0.43% 155,363 SH
48 NETFLIX INC. NFLX 64110L106 $34.1M 0.42% 354,824 SH
49 SEMPRA SRE 816851109 $33.2M 0.41% 341,784 SH
50 BLACKSTONE INC BX 09260D107 $32.1M 0.39% 279,132 SH
Filing History
Period Filed AUM Holdings Accession
2026-03-31 2026-04-15 $8.13B 643 0001420506-26-000677
2025-12-31 2026-01-16 $9.20B 611 0001420506-26-000066