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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
-2.35%
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
$2.63B
AUM Growth
+$279M
Cap. Flow
+$428M
Cap. Flow %
16.27%
Top 10 Hldgs %
35.82%
Holding
461
New
196
Increased
161
Reduced
89
Closed
9

Top Buys

Rank Stock Value
1
NVDA icon
NVIDIA
NVDA
+$17.4M
2
KLAC icon
KLA
KLAC
+$13M
3
AAPL icon
Apple
AAPL
+$13M
4
STX icon
Seagate
STX
+$11M
5
AZO icon
AutoZone
AZO
+$10.4M

Top Sells

Rank Stock Value
1
PX
Praxair Inc
PX
+$9.42M
2
SA
Seabridge Gold
SA
+$6.72M
3
AMCR icon
Amcor
AMCR
+$3.51M
4
ADI icon
Analog Devices
ADI
+$2.63M
5
INTU icon
Intuit
INTU
+$2.43M

Sector Composition

Rank Sector Weight
1 Technology 35.53%
2 Financials 13.64%
3 Consumer Discretionary 10.84%
4 Communication Services 10.04%
5 Healthcare 9.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
ENTG icon
351
Entegris
ENTG
$22.2B
$563K 0.02%
+4,800
New +$567K
ZM icon
352
Zoom
ZM
$29.5B
$562K 0.02%
+6,994
New +$586K
ZBRA icon
353
Zebra Technologies
ZBRA
$17.5B
$549K 0.02%
+2,625
New +$617K
MDB icon
354
MongoDB
MDB
$30.3B
$545K 0.02%
+2,225
New +$744K
HIG icon
355
Hartford Financial Services
HIG
$39.4B
$543K 0.02%
+4,017
New +$548K
HUM icon
356
Humana
HUM
$43.7B
$535K 0.02%
+3,086
New +$633K
FTAI icon
357
FTAI Aviation
FTAI
$23B
$534K 0.02%
+2,181
New +$578K
ACM icon
358
Aecom
ACM
$9.63B
$530K 0.02%
+6,251
New +$592K
AXON
359
Axon Enterprise
AXON
$49.1B
$529K 0.02%
+1,245
New +$647K
EW icon
360
Edwards Lifesciences
EW
$51.3B
$528K 0.02%
6,594
-7,458
-53% -$615K
ACGL icon
361
Arch Capital
ACGL
$33.8B
$512K 0.02%
+5,338
New +$511K
SOFI icon
362
SoFi Technologies
SOFI
$23.5B
$510K 0.02%
32,100
+3,000
+10% +$63.2K
VRSN icon
363
VeriSign
VRSN
$26.5B
$507K 0.02%
+2,043
New +$486K
P
364
Everpure Inc
P
$27.8B
$507K 0.02%
+8,584
New +$581K
COHR icon
365
Coherent
COHR
$64.2B
$500K 0.02%
+2,100
New +$481K
HLT icon
366
Hilton Worldwide
HLT
$73B
$499K 0.02%
+1,641
New +$497K
CRWV
367
CoreWeave
CRWV
$49B
$499K 0.02%
+6,437
New +$559K
FOXA icon
368
Fox Class A
FOXA
$24.6B
$491K 0.02%
+8,412
New +$537K
LPLA icon
369
LPL Financial
LPLA
$28.3B
$490K 0.02%
+1,630
New +$547K
UAL icon
370
United Airlines
UAL
$43.1B
$464K 0.02%
+5,035
New +$528K
ATO icon
371
Atmos Energy
ATO
$28.7B
$462K 0.02%
+2,500
New +$442K
LVS icon
372
Las Vegas Sands
LVS
$29.7B
$461K 0.02%
8,557
-2,971
-26% -$169K
BE icon
373
Bloom Energy
BE
$69B
$459K 0.02%
+3,389
New +$497K
CRDO icon
374
Credo Technology Group
CRDO
$41.9B
$451K 0.02%
+4,800
New +$584K
BAX icon
375
Baxter International
BAX
$14.1B
$449K 0.02%
26,700
-27,300
-51% -$528K
13 14
15
16 17

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ACI
Amazon.com Inc Seattle, Washington $2.63B AUM 20.53% 1-Year Est. Return
SI
Sofinnova Investments Menlo Park, California $2.63B AUM 117.41% 1-Year Est. Return
WWM
Western Wealth Management Golden, Colorado $2.63B AUM 21.3% 1-Year Est. Return
ACM
Advance Capital Management Southfield, Michigan $2.64B AUM 13.57% 1-Year Est. Return
WCA
Waratah Capital Advisors Toronto, Ontario, Canada $2.63B AUM 76.33% 1-Year Est. Return
NIG
NFJ Investment Group Dallas, Texas $2.64B AUM 23.86% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return
CCM
Cerberus Capital Management New York $2.65B AUM 20.18% 1-Year Est. Return

Lombard Odier Asset Management (Switzerland)'s Q1 2026 Portfolio in Review

As of Q1 2026, Lombard Odier Asset Management (Switzerland) held 461 positions worth $2.63B, up 12% from $2.35B the previous quarter. Its ten largest holdings account for 36% of the portfolio.

Lombard Odier Asset Management (Switzerland) deployed $428M of net new capital in Q1 2026, opening 196 new positions and adding to 161 existing holdings. Its largest new stake was KLA: 88,770 shares worth $13.1M.

By sector, the portfolio is most concentrated in Technology at 36% of assets, down from 39% a quarter earlier, followed by Financials and Consumer Discretionary.

On the sell side, the largest reduction was Analog Devices, an estimated $2.63M trimmed.

  • Lombard Odier Asset Management (Switzerland)'s largest Q1 2026 buy was KLA: 88,770 shares worth $13.1M.
  • Lombard Odier Asset Management (Switzerland) added most to NVIDIA in Q1 2026, an estimated $17.4M increase.
  • Lombard Odier Asset Management (Switzerland)'s biggest Q1 2026 reduction was Analog Devices, cutting an estimated $2.63M.
  • Lombard Odier Asset Management (Switzerland) fully exited Praxair Inc in Q1 2026, selling an estimated $9.42M.
  • Lombard Odier Asset Management (Switzerland)'s ten largest holdings make up 36% of its $2.63B portfolio in Q1 2026.
  • Lombard Odier Asset Management (Switzerland) opened 196 new positions and closed 9 in Q1 2026.
  • Lombard Odier Asset Management (Switzerland)'s portfolio value rose 12% quarter-over-quarter to $2.63B.

Based on Lombard Odier Asset Management (Switzerland)'s 13F filing for Q1 2026, filed 15 May 2026.