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Portfolio (Quarterly) Guide ↗

Compagnie Lombard Odier SCmA

· CIK 0001615423
13F Portfolio $9.2B AUM 717 positions Filed Jul 29, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 105 New 93 Added 133 Reduced 40 Exited
Page 17 of 26  ·  514 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
321 NTES NETEASE COM INC Technology 800.0 $103K 0.00% $128.14 -2.6%
322 XLI SELECT SECTOR SPDR TR 550.0 $102K 0.00% NEW $185.23 -0.9%
323 BUNGE GLOBAL SA 945.0 $101K 0.00% -820.0 -46.5% $106.73
324 DUPONT DE NEMOURS INC 734.0 $100K 0.00% NEW $135.64
325 ARES ARES MANAGEMENT CORPORATION Financial Services 870.0 $97K 0.00% $111.31 +26.1%
326 TER TERADYNE INC Technology 200.0 $97K 0.00% $483.84 -16.4%
327 URA GLOBAL X FDS 2,200.0 $96K 0.00% NEW $43.70 -0.2%
328 DHR DANAHER CORP DEL Healthcare 500.0 $95K 0.00% -1K -68.5% $190.48 +4.8%
329 KNOP KNOT OFFSHORE PARTNERS LP Industrials 9,000.0 $90K 0.00% $9.98 +6.0%
330 IONQ IONQ INC Technology 1,673.0 $89K 0.00% +558.0 +50.0% $53.26 -17.2%
331 VFC V F CORP Consumer Cyclical 5,100.0 $85K 0.00% $16.68 -14.2%
332 AAOI APPLIED OPTOELECTRONICS INC Technology 550.0 $81K 0.00% +20.0 +3.8% $148.16 -11.3%
333 APP APPLOVIN CORP Technology 155.0 $80K 0.00% $515.23 -40.4%
334 MNST MONSTER BEVERAGE CORP NEW Consumer Defensive 830.0 $80K 0.00% $96.12 -50.7%
335 SNDK SANDISK CORP Technology 35.0 $80K 0.00% NEW $2273.74 -28.5%
336 BAX BAXTER INTL INC Healthcare 3,700.0 $79K 0.00% NEW $21.32 +21.7%
337 OKLO OKLO INC Utilities 1,500.0 $78K 0.00% $52.33 -21.0%
338 NIO NIO INC Consumer Cyclical 15,393.0 $78K 0.00% $5.06 -10.5%
339 TECK TECK RESOURCES LTD Basic Materials 1,300.0 $77K 0.00% $59.54 +7.3%
340 AON AON PLC Financial Services 231.0 $77K 0.00% NEW $331.69 +3.5%
Page 17 of 26  ·  514 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 36.1%
Financial Services 15.0%
Healthcare 12.4%
Communication Services 11.7%
Consumer Cyclical 9.2%
Industrials 5.4%
Consumer Defensive 4.4%
Basic Materials 2.4%
Utilities 1.9%
Energy 1.5%