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LOAMS

Lombard Odier Asset Management (Switzerland) Portfolio holdings

AUM $2.63B
1-Year Est. Return 31.52%
This Fund
S&P 500
This Quarter Est. Return
+10.72%
1 Year Est. Return
+31.52%
3 Year Est. Return
+98.77%
5 Year Est. Return
+107.98%
10 Year Est. Return
+494.97%
AUM
$2.22B
AUM Growth
+$233M
Cap. Flow
+$233M
Cap. Flow %
10.5%
Top 10 Hldgs %
44%
Holding
306
New
30
Increased
126
Reduced
99
Closed
37

Top Buys

Rank Stock Value
1
HON icon
Honeywell
HON
+$58.4M
2
GOOG icon
Alphabet (Google) Class C
GOOG
+$53.7M
3
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$53.4M
4
ICE icon
Intercontinental Exchange
ICE
+$51.6M
5
UNH icon
UnitedHealth
UNH
+$43.6M

Top Sells

Rank Stock Value
1
MSFT icon
Microsoft
MSFT
+$92.2M
2
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$46M
3
V icon
Visa
V
+$25M
4
UBER icon
Uber
UBER
+$8.58M
5
BAC icon
Bank of America
BAC
+$8M

Sector Composition

Rank Sector Weight
1 Technology 32.11%
2 Financials 21%
3 Communication Services 10.47%
4 Consumer Discretionary 9.78%
5 Healthcare 8.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
DOW icon
276
Dow Inc
DOW
$22.1B
– –
-11,174
Closed -$296K
DXCM icon
277
DexCom
DXCM
$34.3B
– –
-23,597
Closed -$2.06M
EL icon
278
Estee Lauder
EL
$31.7B
– –
-19,724
Closed -$1.59M
ENPH icon
279
Enphase Energy
ENPH
$5.39B
– –
-10,091
Closed -$400K
FOXA icon
280
Fox Class A
FOXA
$26.5B
– –
-10,819
Closed -$606K
FWONK icon
281
Liberty Media Series C
FWONK
$26B
– –
-12,054
Closed -$1.26M
GOOGL icon
282
Alphabet (Google) Class A
GOOGL
$4.2T
– –
-260,938
Closed -$46M
LKQ icon
283
LKQ Corp
LKQ
$6.25B
– –
-21,777
Closed -$806K
LTH icon
284
Life Time Group Holdings
LTH
$9.79B
– –
-18,300
Closed -$555K
MKC icon
285
McCormick & Company Non-Voting
MKC
$14.2B
– –
-23,227
Closed -$1.76M
MMYT icon
286
MakeMyTrip
MMYT
$5.67B
– –
-11,363
Closed -$1.11M
NOMD icon
287
Nomad Foods
NOMD
$1.59B
– –
-18,970
Closed -$5.5M
NVT icon
288
nVent Electric
NVT
$27.7B
– –
-17,145
Closed -$1.26M
PTC icon
289
PTC
PTC
$16.1B
– –
-11,672
Closed -$2.01M
QSR icon
290
Restaurant Brands International
QSR
$26.1B
– –
-11,041
Closed -$733K
SNAP icon
291
Snap
SNAP
$8.79B
– –
-29,051
Closed -$252K
SO icon
292
Southern Company
SO
$106B
– –
-10,153
Closed -$932K
STLD icon
293
Steel Dynamics
STLD
$37.7B
– –
-10,353
Closed -$1.33M
TRMB icon
294
Trimble
TRMB
$13.1B
– –
-12,017
Closed -$913K
TSCO icon
295
Tractor Supply
TSCO
$19B
– –
-11,840
Closed -$625K
UBER icon
296
Uber
UBER
$154B
– –
-91,919
Closed -$8.58M
WDAY icon
297
Workday
WDAY
$43.3B
– –
-13,646
Closed -$3.28M
WMS icon
298
Advanced Drainage Systems
WMS
$10.6B
– –
-10,034
Closed -$1.15M
8 9 10 11
12

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ACM
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PCMI
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Lombard Odier Asset Management (Switzerland)'s Q3 2025 Portfolio in Review

As of Q3 2025, Lombard Odier Asset Management (Switzerland) held 306 positions worth $2.22B, up 12% from $1.98B the previous quarter. Its ten largest holdings account for 44% of the portfolio.

Lombard Odier Asset Management (Switzerland) deployed $233M of net new capital in Q3 2025, opening 30 new positions and adding to 126 existing holdings. Its largest new stake was Church & Dwight Co: 98,935 shares worth $9.69M.

By sector, the portfolio is most concentrated in Technology at 32% of assets, down from 38% a quarter earlier, followed by Financials and Communication Services.

On the sell side, the largest reduction was Microsoft, an estimated $92.2M trimmed.

  • Lombard Odier Asset Management (Switzerland)'s largest Q3 2025 buy was Church & Dwight Co: 98,935 shares worth $9.69M.
  • Lombard Odier Asset Management (Switzerland) added most to Honeywell in Q3 2025, an estimated $58.4M increase.
  • Lombard Odier Asset Management (Switzerland)'s biggest Q3 2025 reduction was Microsoft, cutting an estimated $92.2M.
  • Lombard Odier Asset Management (Switzerland) fully exited Alphabet (Google) Class A in Q3 2025, selling an estimated $46M.
  • Lombard Odier Asset Management (Switzerland)'s ten largest holdings make up 44% of its $2.22B portfolio in Q3 2025.
  • Lombard Odier Asset Management (Switzerland) opened 30 new positions and closed 37 in Q3 2025.
  • Lombard Odier Asset Management (Switzerland)'s portfolio value rose 12% quarter-over-quarter to $2.22B.

Based on Lombard Odier Asset Management (Switzerland)'s 13F filing for Q3 2025, filed 14 Nov 2025.