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Portfolio (Quarterly) Guide ↗

Compagnie Lombard Odier SCmA

· CIK 0001615423
13F Portfolio $9.2B AUM 611 positions Filed Jan 16, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 449 New
Page 21 of 23  ·  449 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
401 KD KYNDRYL HLDGS INC Technology 129.0 $3K NEW $26.56 -54.6%
402 IVZ INVESCO LTD Financial Services 110.0 $3K NEW $26.27 +2.7%
403 U UNITY SOFTWARE INC Technology 50.0 $2K NEW $44.16 -40.6%
404 HOLO MICROCLOUD HOLOGRAM INC Technology 750.0 $2K NEW $2.64 -29.9%
405 DJT TRUMP MEDIA & TECHNOLOGY GRO Communication Services 125.0 $2K NEW $13.24 -40.0%
406 HPE HEWLETT PACKARD ENTERPRISE C Technology 50.0 $1K NEW $24.02 +41.4%
407 GTX GARRETT MOTION INC Consumer Cyclical 64.0 $1K NEW $17.44 +90.5%
408 SBET SHARPLINK GAMING INC Financial Services 120.0 $1K NEW $8.94 -29.2%
409 OGN ORGANON & CO Healthcare 130.0 $932.0 NEW $7.17 +87.2%
410 BOC BOSTON OMAHA CORP Communication Services 75.0 $928.0 NEW $12.37 -0.4%
411 SOLV SOLVENTUM CORP Healthcare 10.0 $792.0 NEW $79.20 -3.9%
412 SNOW LAKE RES LTD 219.0 $657.0 NEW $3.00
413 BAND BANDWIDTH INC Technology 40.0 $618.0 NEW $15.45 +278.9%
414 BZUN BAOZUN INC Consumer Cyclical 200.0 $532.0 NEW $2.66 -3.4%
415 RIG TRANSOCEAN LTD Energy 128.0 $528.0 NEW $4.12 +77.9%
416 ASIX ADVANSIX INC Basic Materials 25.0 $433.0 NEW $17.32 +26.0%
417 AURORA CANNABIS INC 96.0 $404.0 NEW $4.21
418 LCID LUCID GROUP INC Consumer Cyclical 32.0 $339.0 NEW $10.59 -44.9%
419 ONL ORION PROPERTIES INC Real Estate 150.0 $339.0 NEW $2.26 +31.9%
420 CANOPY GROWTH CORP 250.0 $285.0 NEW $1.14
Page 21 of 23  ·  449 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
Technology 35.3%
Financial Services 16.1%
Communication Services 13.7%
Healthcare 10.6%
Consumer Cyclical 10.1%
Industrials 5.1%
Consumer Defensive 4.7%
Basic Materials 2.4%
Utilities 1.6%
Energy 0.4%