Compagnie Lombard Odier SCmA
•CIK: 1615423•Filing: Q4 2025
Compagnie Lombard Odier SCmA, managed by the renowned Swiss banking family, maintains a concentrated portfolio with a focus on technology and financials, currently holding 421 positions and $9.2 billion in assets under management. Recently, the fund has notably exited Fitbit and Kellogg, cut Biogen and Citigroup by 99%, and significantly increased positions in Bank of America and AUB-Oran, reflecting a strategic pivot towards financials amid tech sector volatility.
Total AUM
$9.2B
+ $822.0K in options
QoQ Performance
+1.5%
Positions
373
+ 1 option
Top 10 Concentration
52.2%
Latest Filing
Q4 2025
Top Holdings Allocation
GOOGL
MSFT
NVDA
AAPL
AMZN
GOOGL8.2%
MSFT8.0%
NVDA7.6%
AAPL6.7%
AMZN5.2%
AVGO3.9%
V3.7%
LLY3.0%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Technology39.7%
Other26.3%
Consumer9.5%
Healthcare8.7%
Financial8.6%
Materials2.1%
Consumer Staples1.6%
Communication1.3%
🚪 Exited Positionssold since Q3 2025
+249 more exited positions
Changes from Q3 2025
NEW11 new positions
↑80 increased
↓78 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023