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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 24 of 26  ·  514 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
461 LCID LUCID GROUP INC Consumer Cyclical 32.0 $214.0 $6.69 -11.5%
462 ITOC ITONIC HOLDINGS LTD Healthcare 140.0 $43.0 $0.31 +0.2%
463 ALLY ALLY FINL INC Financial Services -100.0%
464 AXON AXON ENTERPRISE INC Industrials NEW
465 BHP BHP BILLITON LIMITED Basic Materials NEW
466 CCJ CAMECO CORP Energy NEW
467 COF CAPITAL ONE FINL CORP Financial Services -100.0%
468 CIEN CIENA CORP Technology NEW
469 CLX CLOROX CO DEL Consumer Defensive NEW
470 COKE COCA COLA CONS INC Consumer Defensive -100.0%
471 UUUU ENERGY FUELS INC Energy -100.0%
472 AIQ GLOBAL X FDS -100.0%
473 ACWV ISHARES INC NEW
474 DVY ISHARES TR NEW
475 FLOT ISHARES TR -100.0%
476 LULU LULULEMON ATHLETICA INC Consumer Cyclical NEW
477 MDGL MADRIGAL PHARMACEUTICALS INC Healthcare -100.0%
478 MRVL MARVELL TECHNOLOGY INC Technology NEW
479 POWL POWELL INDS INC Industrials NEW
480 QRVO QORVO INC Technology -100.0%
Page 24 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%