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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
NVDA icon
1
NVIDIA
NVDA
$5.29T
$196M 8.34%
1,052,147
-12,395
-1% -$2.31M
AAPL icon
2
Apple
AAPL
$4.48T
$176M 7.48%
647,359
+33,802
+6% +$9.07M
MSFT icon
3
Microsoft
MSFT
$3.72T
$153M 6.52%
317,372
+198,968
+168% +$99.7M
AMZN icon
4
Amazon
AMZN
$2.93T
$99.4M 4.22%
430,482
+26,740
+7% +$6.12M
GOOGL icon
5
Alphabet (Google) Class A
GOOGL
$4.27T
$78.3M 3.33%
+250,132
New +$71.5M
AVGO icon
6
Broadcom
AVGO
$1.99T
$69.8M 2.97%
201,609
-14,047
-7% -$5.02M
GOOG icon
7
Alphabet (Google) Class C
GOOG
$4.26T
$63.9M 2.71%
203,577
-270,265
-57% -$77.4M
META icon
8
Meta Platforms (Facebook)
META
$1.54T
$58.5M 2.49%
88,601
+860
+1% +$574K
TSLA icon
9
Tesla
TSLA
$1.31T
$55.5M 2.36%
123,434
-1,335
-1% -$592K
LLY icon
10
Eli Lilly
LLY
$1.09T
$34M 1.45%
31,657
+4,992
+19% +$4.77M
JPM icon
11
JPMorgan Chase
JPM
$959B
$33.3M 1.41%
103,294
-10,940
-10% -$3.39M
V icon
12
Visa
V
$679B
$29M 1.23%
82,831
+64,820
+360% +$22.1M
JNJ icon
13
Johnson & Johnson
JNJ
$625B
$24.1M 1.03%
116,629
-12,100
-9% -$2.39M
BRK.B icon
14
Berkshire Hathaway Class B
BRK.B
$1.11T
$22.2M 0.94%
44,133
-104,869
-70% -$52.2M
GS icon
15
Goldman Sachs
GS
$301B
$22M 0.94%
25,041
+7,088
+39% +$5.78M
MA icon
16
Mastercard
MA
$495B
$20.6M 0.88%
36,154
-8,280
-19% -$4.63M
WMT icon
17
Walmart Inc
WMT
$896B
$20.4M 0.87%
183,181
+33,500
+22% +$3.6M
NFLX icon
18
Netflix
NFLX
$313B
$18.9M 0.8%
201,310
-28,810
-13% -$3.11M
CSCO icon
19
Cisco
CSCO
$477B
$18.7M 0.79%
242,188
+98,800
+69% +$7.33M
PLTR icon
20
Palantir
PLTR
$417B
$18.2M 0.77%
102,567
+4,908
+5% +$889K
AMD icon
21
Advanced Micro Devices
AMD
$765B
$17M 0.72%
79,178
-5,140
-6% -$1.15M
ABBV icon
22
AbbVie
ABBV
$439B
$16.9M 0.72%
73,758
+10,000
+16% +$2.28M
COST icon
23
Costco
COST
$418B
$16.6M 0.71%
19,240
+3,888
+25% +$3.52M
MU icon
24
Micron Technology
MU
$967B
$16M 0.68%
55,932
-34,900
-38% -$8.01M
BAC icon
25
Bank of America
BAC
$447B
$16M 0.68%
290,173
+205,739
+244% +$10.9M
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.