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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 19 of 23  ·  449 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
361 LYV LIVE NATION ENTERTAINMENT IN Communication Services 200.0 $28K NEW $142.50 +16.5%
362 ETSY INC 500.0 $28K NEW $55.44
363 NRGV ENERGY VAULT HOLDINGS INC Utilities 6,000.0 $28K NEW $4.61 +9.1%
364 MOMO HELLO GROUP INC Communication Services 4,000.0 $26K NEW $6.55 -8.1%
365 JD JD.COM INC Consumer Cyclical 900.0 $26K NEW $28.70 +9.7%
366 FISV FISERV INC Technology 380.0 $26K NEW $67.17 -16.9%
367 O REALTY INCOME CORP Real Estate 430.0 $24K NEW $56.37 +10.4%
368 MOS MOSAIC CO NEW Basic Materials 1,000.0 $24K NEW $24.09 -8.9%
369 RGTI RIGETTI COMPUTING INC Technology 975.0 $22K NEW $22.15 -23.8%
370 COHR COHERENT CORP Technology 110.0 $20K NEW $184.57 +104.8%
371 QUBT QUANTUM COMPUTING INC Technology 1,970.0 $20K NEW $10.26 -6.8%
372 DAO YOUDAO INC Consumer Defensive 2,000.0 $20K NEW $10.08 +14.5%
373 ICLR ICON PLC Healthcare 110.0 $20K NEW $182.22 -36.0%
374 CRCL CIRCLE INTERNET GROUP INC Financial Services 250.0 $20K NEW $79.30 +44.9%
375 MESOBLAST LTD 1,000.0 $18K NEW $18.04
376 GETY GETTY IMAGES HOLDINGS INC Communication Services 12,800.0 $17K NEW $1.35 -23.0%
377 PBD INVESCO EXCH TRADED FD TR II 1,000.0 $16K NEW $16.08 +32.6%
378 EXTR EXTREME NETWORKS Technology 900.0 $15K NEW $16.65 +43.5%
379 CMG CHIPOTLE MEXICAN GRILL INC Consumer Cyclical 400.0 $15K NEW $37.00 -11.4%
380 DNN DENISON MINES CORP Energy 5,500.0 $15K NEW $2.66 +20.5%
Page 19 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%