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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
PG icon
26
Procter & Gamble
PG
$336B
$16.5M 0.63%
114,505
+16,630
+17% +$2.52M
AMD icon
27
Advanced Micro Devices
AMD
$776B
$16.3M 0.62%
80,231
+1,053
+1% +$225K
PLTR icon
28
Palantir
PLTR
$295B
$16.3M 0.62%
111,367
+8,800
+9% +$1.35M
AMAT icon
29
Applied Materials
AMAT
$403B
$16.2M 0.62%
47,470
+390
+0.8% +$131K
NEE icon
30
NextEra Energy
NEE
$181B
$16M 0.61%
172,336
+46,664
+37% +$4.15M
LRCX icon
31
Lam Research
LRCX
$367B
$15.3M 0.58%
71,781
+3,500
+5% +$783K
BAC icon
32
Bank of America
BAC
$435B
$15.2M 0.58%
312,658
+22,485
+8% +$1.16M
EXC icon
33
Exelon
EXC
$47.2B
$15.2M 0.58%
309,810
+107,300
+53% +$4.99M
AMGN icon
34
Amgen
AMGN
$208B
$14.5M 0.55%
41,283
+3,811
+10% +$1.36M
WM icon
35
Waste Management
WM
$90.6B
$14.3M 0.54%
62,135
+21,065
+51% +$4.84M
FTV icon
36
Fortive
FTV
$17.9B
$13.5M 0.51%
243,369
+52,800
+28% +$2.96M
KO icon
37
Coca-Cola
KO
$377B
$13.2M 0.5%
173,704
+18,200
+12% +$1.38M
INTC icon
38
Intel
INTC
$455B
$13.1M 0.5%
297,805
+43,100
+17% +$1.98M
KLAC icon
39
KLA
KLAC
$239B
$13.1M 0.5%
+88,770
New +$13M
UNH icon
40
UnitedHealth
UNH
$376B
$13M 0.49%
48,003
+2,615
+6% +$779K
TD icon
41
Toronto Dominion Bank
TD
$198B
$12.2M 0.46%
131,072
+17,300
+15% +$1.65M
COR icon
42
Cencora
COR
$60.6B
$12.1M 0.46%
38,535
+20,960
+119% +$7.32M
WFC icon
43
Wells Fargo
WFC
$261B
$11.9M 0.45%
150,014
+22,200
+17% +$1.91M
CL icon
44
Colgate-Palmolive
CL
$73.1B
$11.5M 0.44%
134,866
+3,195
+2% +$285K
IBM icon
45
IBM
IBM
$211B
$11.4M 0.43%
47,208
-2,400
-5% -$649K
STX icon
46
Seagate
STX
$194B
$11.3M 0.43%
+28,910
New +$11M
MCD icon
47
McDonald's
MCD
$192B
$11.3M 0.43%
36,274
-7,087
-16% -$2.26M
CLX icon
48
Clorox
CLX
$11.6B
$11.3M 0.43%
108,600
+7,600
+8% +$862K
ORCL icon
49
Oracle
ORCL
$374B
$11.1M 0.42%
75,741
+8,080
+12% +$1.31M
ABT icon
50
Abbott
ABT
$183B
$11M 0.42%
107,096
+17,600
+20% +$1.99M
1
2
3 4 5

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WWM
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ACM
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WCA
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NIG
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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.