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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
LNT icon
201
Alliant Energy
LNT
$18.2B
$1.66M 0.07%
+25,600
New +$1.72M
CMG icon
202
Chipotle Mexican Grill
CMG
$41.3B
$1.65M 0.07%
44,593
+30,682
+221% +$1.11M
TSN icon
203
Tyson Foods
TSN
$19.6B
$1.65M 0.07%
+28,100
New +$1.54M
KR icon
204
Kroger
KR
$34.3B
$1.62M 0.07%
+25,850
New +$1.69M
SRE icon
205
Sempra
SRE
$56.2B
$1.6M 0.07%
+18,131
New +$1.65M
NDAQ icon
206
Nasdaq
NDAQ
$53.5B
$1.58M 0.07%
16,313
-67,803
-81% -$6.1M
MSTR icon
207
Strategy Inc
MSTR
$37.3B
$1.57M 0.07%
+10,334
New +$2.38M
APO icon
208
Apollo Global Management
APO
$81.9B
$1.55M 0.07%
+10,692
New +$1.42M
RBLX icon
209
Roblox
RBLX
$25.4B
$1.54M 0.07%
19,049
-346
-2% -$36.7K
KMI icon
210
Kinder Morgan
KMI
$70.7B
$1.53M 0.07%
55,772
+35,049
+169% +$947K
DUK icon
211
Duke Energy
DUK
$96.3B
$1.51M 0.06%
+12,900
New +$1.58M
CARR icon
212
Carrier Global
CARR
$52B
$1.5M 0.06%
28,437
-19,158
-40% -$1.07M
NTR icon
213
Nutrien
NTR
$32.1B
$1.49M 0.06%
+24,093
New +$1.42M
PINS icon
214
Pinterest
PINS
$13B
$1.44M 0.06%
55,472
+2,578
+5% +$74.2K
DTE icon
215
DTE Energy
DTE
$28.9B
$1.34M 0.06%
+10,400
New +$1.41M
PAYX icon
216
Paychex
PAYX
$42.8B
$1.33M 0.06%
11,814
-5,599
-32% -$655K
VLTO icon
217
Veralto
VLTO
$23.6B
$1.29M 0.05%
12,886
+543
+4% +$54.9K
GEHC icon
218
GE HealthCare
GEHC
$32.6B
$1.28M 0.05%
15,614
+3,500
+29% +$273K
KGC icon
219
Kinross Gold
KGC
$32.6B
$1.28M 0.05%
45,308
-10,300
-19% -$268K
EBAY icon
220
eBay
EBAY
$45.5B
$1.27M 0.05%
14,638
-26,532
-64% -$2.3M
CP icon
221
Canadian Pacific Kansas City
CP
$81.5B
$1.27M 0.05%
17,218
-21,947
-56% -$1.62M
CCJ icon
222
Cameco
CCJ
$43.1B
$1.22M 0.05%
13,313
+3,300
+33% +$297K
EW icon
223
Edwards Lifesciences
EW
$53.6B
$1.2M 0.05%
14,052
-3,500
-20% -$287K
BNY
224
Bank of New York Mellon
BNY
$111B
$1.19M 0.05%
10,238
-20,099
-66% -$2.22M
RKLB icon
225
Rocket Lab Corp
RKLB
$51.9B
$1.14M 0.05%
16,305
-28,064
-63% -$1.61M
7 8
9
10 11

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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.