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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 21 of 26  ·  514 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
401 DAO YOUDAO INC Consumer Defensive 2,000.0 $25K $12.30 +38.3%
402 KMI KINDER MORGAN INC DEL Energy 743.0 $24K NEW $31.97 +2.8%
403 SEDG SOLAREDGE TECHNOLOGIES INC Energy 400.0 $23K $58.44 -49.0%
404 MOMO HELLO GROUP INC Communication Services 4,000.0 $23K $5.80 -0.7%
405 WDAY WORKDAY INC Technology 180.0 $22K NEW $122.42 +55.7%
406 NAVN NAVAN INC Technology 960.0 $22K NEW $22.87 +27.7%
407 MOS MOSAIC CO Basic Materials 1,000.0 $21K $21.19 -0.2%
408 CME CME GROUP INC Financial Services 92.0 $20K -68.0 -42.5% $220.83 +23.0%
409 PBD INVESCO EXCH TRADED FD TR II 1,000.0 $20K $19.60 -8.0%
410 QUBT QUANTUM COMPUTING INC Technology 1,970.0 $19K $9.70 -12.2%
411 RGTI RIGETTI COMPUTING INC Technology 975.0 $19K $19.32 -8.3%
412 FISV FISERV INC Technology 380.0 $19K $49.05 +5.4%
413 SLI STANDARD LITHIUM CORP Basic Materials 6,450.0 $18K NEW $2.84 -20.9%
414 JD JD.COM INC Consumer Cyclical 700.0 $18K $25.48 +13.1%
415 DNN DENISON MINES CORP Energy 5,500.0 $17K $3.07 +2.7%
416 GPN GLOBAL PMTS INC Industrials 230.0 $17K $72.56 +24.5%
417 NVCR NOVOCURE LTD Healthcare 930.0 $14K $15.15 +13.8%
418 EPAM EPAM SYS INC Technology 175.0 $14K $79.35 +26.3%
419 INCY INCYTE CORP Healthcare 120.0 $14K $113.36 +8.9%
420 CMG CHIPOTLE MEXICAN GRILL INC Consumer Cyclical 400.0 $14K $34.00 -1.9%
Page 21 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%