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Portfolio (Quarterly) Guide ↗

Lombard Odier Asset Management (USA) Corp

· CIK 0001491719
13F Portfolio $957M AUM 263 positions Filed May 15, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 150 New 30 Added 48 Reduced 100 Exited
Page 13 of 14  ·  263 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 HUN HUNTSMAN CORP Basic Materials 16,868.0 $225K 0.02% +982.0 +6.2% $13.31 +8.0%
242 VFC V F CORP Consumer Cyclical 13,122.0 $223K 0.02% NEW $16.99 -4.6%
243 ABNB AIRBNB INC Consumer Cyclical 1,745.0 $220K 0.02% NEW $126.28 +6.3%
244 MEDP MEDPACE HLDGS INC Healthcare 458.0 $220K 0.02% NEW $480.19 -10.4%
245 MCO MOODYS CORP Financial Services 500.0 $218K 0.02% NEW $436.25 +2.1%
246 CVCO CAVCO INDS INC DEL Consumer Cyclical 449.0 $217K 0.02% NEW $484.29 +1.5%
247 WEBULL CORP 45,038.0 $216K 0.02% NEW $4.80
248 MNST MONSTER BEVERAGE CORP NEW Consumer Defensive 2,977.0 $216K 0.02% NEW $72.46 +19.1%
249 COKE COCA COLA CONS INC Consumer Defensive 1,099.0 $211K 0.02% NEW $191.74 -8.0%
250 RIVN RIVIAN AUTOMOTIVE INC Consumer Cyclical 13,980.0 $210K 0.02% NEW $15.05 -8.8%
251 WIX WIX COM LTD Technology 2,330.0 $210K 0.02% NEW $90.07 -39.2%
252 RHI ROBERT HALF INC. Industrials 8,111.0 $206K 0.02% NEW $25.40 +3.3%
253 CFG CITIZENS FINL GROUP INC Financial Services 3,424.0 $205K 0.02% NEW $59.97 +4.7%
254 META META PLATFORMS INC Communication Services 357.0 $204K 0.02% NEW $572.13 +6.2%
255 ISRG INTUITIVE SURGICAL INC Healthcare 440.0 $203K 0.02% NEW $460.99 -4.6%
256 PTON PELOTON INTERACTIVE INC Consumer Cyclical 47,088.0 $202K 0.02% NEW $4.29 +20.5%
257 FOXA FOX CORP Communication Services 3,450.0 $201K 0.02% NEW $58.40 +10.0%
258 ADP AUTOMATIC DATA PROCESSING IN Industrials 987.0 $201K 0.02% NEW $203.18 +8.3%
259 FRSH FRESHWORKS INC Technology 24,945.0 $200K 0.02% NEW $8.03 +13.0%
260 SNAP SNAP INC Communication Services 36,046.0 $166K 0.02% NEW $4.60 +22.3%
Page 13 of 14  ·  263 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Consumer Cyclical 25.0%
Industrials 21.3%
Technology 14.0%
Energy 8.1%
Healthcare 7.5%
Financial Services 7.1%
Communication Services 5.9%
Basic Materials 4.9%
Utilities 2.2%
Consumer Defensive 2.1%