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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
+4.87%
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
$2.35B
AUM Growth
+$136M
Cap. Flow
-$171M
Cap. Flow %
-7.28%
Top 10 Hldgs %
41.86%
Holding
325
New
56
Increased
107
Reduced
97
Closed
60

Top Buys

Rank Stock Value
1
MSFT icon
Microsoft
MSFT
+$99.7M
2
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$71.5M
3
V icon
Visa
V
+$22.1M
4
HD icon
Home Depot
HD
+$15.9M
5
PG icon
Procter & Gamble
PG
+$12.8M

Top Sells

Rank Stock Value
1
GOOG icon
Alphabet (Google) Class C
GOOG
+$77.4M
2
AMAT icon
Applied Materials
AMAT
+$60.2M
3
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$52.2M
4
HON icon
Honeywell
HON
+$50.8M
5
UNH icon
UnitedHealth
UNH
+$47.8M

Sector Composition

Rank Sector Weight
1 Technology 38.67%
2 Financials 14.34%
3 Communication Services 11.1%
4 Consumer Discretionary 10.78%
5 Healthcare 8.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
UNH icon
26
UnitedHealth
UNH
$364B
$15M 0.64%
45,388
-141,181
-76% -$47.8M
HD icon
27
Home Depot
HD
$342B
$15M 0.64%
+43,469
New +$15.9M
IBM icon
28
IBM
IBM
$222B
$14.7M 0.62%
49,608
+13,200
+36% +$3.95M
PG icon
29
Procter & Gamble
PG
$335B
$14M 0.6%
97,875
+86,700
+776% +$12.8M
CRM icon
30
Salesforce
CRM
$158B
$14M 0.59%
52,750
+16,700
+46% +$4.15M
MRK icon
31
Merck
MRK
$328B
$13.4M 0.57%
127,462
-14,857
-10% -$1.39M
AXP icon
32
American Express
AXP
$232B
$13.3M 0.57%
35,999
+7,720
+27% +$2.76M
MCD icon
33
McDonald's
MCD
$195B
$13.3M 0.56%
43,361
+14,900
+52% +$4.56M
ORCL icon
34
Oracle
ORCL
$442B
$13.2M 0.56%
67,661
-3,000
-4% -$714K
ORLY icon
35
O'Reilly Automotive
ORLY
$74.5B
$12.4M 0.53%
136,065
+105,229
+341% +$10.3M
AMGN icon
36
Amgen
AMGN
$225B
$12.3M 0.52%
37,472
+6,611
+21% +$2.1M
MS icon
37
Morgan Stanley
MS
$342B
$12.1M 0.52%
68,309
+21,300
+45% +$3.55M
AMAT icon
38
Applied Materials
AMAT
$435B
$12.1M 0.51%
47,080
-251,292
-84% -$60.2M
WFC icon
39
Wells Fargo
WFC
$269B
$11.9M 0.51%
127,814
-6,800
-5% -$590K
LRCX icon
40
Lam Research
LRCX
$408B
$11.7M 0.5%
68,281
+43,828
+179% +$6.82M
SHOP icon
41
Shopify
SHOP
$194B
$11.5M 0.49%
71,708
+31,040
+76% +$4.98M
ABT icon
42
Abbott
ABT
$192B
$11.2M 0.48%
89,496
+23,600
+36% +$3.01M
KO icon
43
Coca-Cola
KO
$373B
$10.9M 0.46%
155,504
+86,214
+124% +$6.01M
TD icon
44
Toronto Dominion Bank
TD
$204B
$10.7M 0.46%
113,772
-22,662
-17% -$1.91M
C icon
45
Citigroup
C
$231B
$10.7M 0.45%
91,392
-49,900
-35% -$5.18M
FTV icon
46
Fortive
FTV
$18.6B
$10.5M 0.45%
+190,569
New +$9.89M
CL icon
47
Colgate-Palmolive
CL
$73.6B
$10.4M 0.44%
131,671
+89,409
+212% +$7.01M
COF icon
48
Capital One
COF
$136B
$10.3M 0.44%
+42,349
New +$9.43M
RY icon
49
Royal Bank of Canada
RY
$297B
$10.3M 0.44%
60,190
+37,145
+161% +$5.7M
CLX icon
50
Clorox
CLX
$12.8B
$10.2M 0.43%
+101,000
New +$11M
1
2
3 4 5

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Lombard Odier Asset Management (Switzerland)'s Q4 2025 Portfolio in Review

As of Q4 2025, Lombard Odier Asset Management (Switzerland) held 325 positions worth $2.35B, up 6.1% from $2.22B the previous quarter. Its ten largest holdings account for 42% of the portfolio.

Lombard Odier Asset Management (Switzerland) withdrew a net $171M in Q4 2025, closing 60 positions and reducing 97 holdings. Its most notable exit was Synchrony, an estimated $32.1M position sold in full.

By sector, the portfolio is most concentrated in Technology at 39% of assets, up from 32% a quarter earlier, followed by Financials and Communication Services.

Against the trend, Lombard Odier Asset Management (Switzerland) opened a new position in Alphabet (Google) Class A worth $78.3M.

  • Lombard Odier Asset Management (Switzerland)'s largest Q4 2025 buy was Alphabet (Google) Class A: 250,132 shares worth $78.3M.
  • Lombard Odier Asset Management (Switzerland) added most to Microsoft in Q4 2025, an estimated $99.7M increase.
  • Lombard Odier Asset Management (Switzerland)'s biggest Q4 2025 reduction was Alphabet (Google) Class C, cutting an estimated $77.4M.
  • Lombard Odier Asset Management (Switzerland) fully exited Synchrony in Q4 2025, selling an estimated $32.1M.
  • Lombard Odier Asset Management (Switzerland)'s ten largest holdings make up 42% of its $2.35B portfolio in Q4 2025.
  • Lombard Odier Asset Management (Switzerland) opened 56 new positions and closed 60 in Q4 2025.
  • Lombard Odier Asset Management (Switzerland)'s portfolio value rose 6.1% quarter-over-quarter to $2.35B.

Based on Lombard Odier Asset Management (Switzerland)'s 13F filing for Q4 2025, filed 17 Feb 2026.