Fund HoldingsLombard Odier Asset Management (Switzerland) SA

Total Portfolio Value
$1.34B
Total Bought
$592.05M
Total Sold
$427.57M
Net Transaction
+$164.47M
Filing Period:
Securities
SharesValue ($K)
Q3 2024
Q4 2024
Change
Q3 2024
Q4 2024
Weight (%)
Change
APPLE INC(AAPL)0421,538+421,5380105,5627.86%+105,562
ALPHABET INC(GOOG)0169,152+169,152032,0202.38%+32,020
ALPHABET INC(GOOG)0138,853+138,853026,4431.97%+26,443
VISA INC(V)052,357+52,357016,5471.23%+16,547
TESLA INC(TSLA)70,32081,350+11,03018,39832,8522.45%+14,455
NVIDIA CORPORATION(NVDA)653,057696,485+43,42879,30793,5316.97%+14,224
BERKSHIRE HATHAWAY INC DEL030,384+30,384013,7721.03%+13,772
MASTERCARD INCORPORATED(MA)022,907+22,907012,0620.90%+12,062
AMAZON COM INC(AMZN)242,035260,509+18,47445,09857,1534.26%+12,055
NETFLIX INC(NFLX)012,310+12,310010,9720.82%+10,972
BROADCOM INC(AVGO)109,337118,160+8,82318,86127,3942.04%+8,534
TJX COS INC NEW(TJX)067,838+67,83808,1960.61%+8,196
ACCENTURE PLC IRELAND
SHS CLASS A
022,593+22,59307,9480.59%+7,948
GE AEROSPACE(GE)046,685+46,68507,7870.58%+7,787
XYLEM INC(XYL)064,967+64,96707,5370.56%+7,537
SHOPIFY INC(SHOP)033,565+33,56507,3860.55%+7,386
BROOKFIELD CORP(BN)052,014+52,01406,1810.46%+6,181
AMERICAN WTR WKS CO INC NEW049,573+49,57306,1710.46%+6,171
ADOBE INC(ADBE)013,434+13,43405,9740.44%+5,974
GOLDMAN SACHS GROUP INC(GS)010,074+10,07405,7690.43%+5,769
APPLIED MATLS INC034,875+34,87505,6720.42%+5,672
MORGAN STANLEY(MS)042,411+42,41105,3320.40%+5,332
LINDE PLC012,554+12,55405,2560.39%+5,256
TEXAS INSTRS INC(TXN)025,299+25,29904,7440.35%+4,744
CARNIVAL CORP0187,612+187,61204,6750.35%+4,675
TORONTO DOMINION BK ONT(TD)042,399+42,39904,6660.35%+4,666
FISERV INC(FISV)022,293+22,29304,5790.34%+4,579
YUM BRANDS INC(YUM)033,845+33,84504,5410.34%+4,541
HOWMET AEROSPACE INC(HWM)041,119+41,11904,4970.33%+4,497
WASTE MGMT INC DEL(WM)021,597+21,59704,3580.32%+4,358
NOMAD FOODS LTD(NOMD)015,355+15,35504,2430.32%+4,243
ALCOA CORP(AA)0110,944+110,94404,1910.31%+4,191
MONDELEZ INTL INC(MDLZ)070,159+70,15904,1910.31%+4,191
NIKE INC(NKE)054,736+54,73604,1420.31%+4,142
NEXTERA ENERGY INC(NEE)057,756+57,75604,1410.31%+4,141
JABIL INC(JBL)027,378+27,37803,9400.29%+3,940
THOMSON REUTERS CORP(TRI)011,241+11,24103,7320.28%+3,732
AIR PRODS & CHEMS INC012,782+12,78203,7070.28%+3,707
PROLOGIS INC.(PLD)033,828+33,82803,5760.27%+3,576
TREX CO INC(TREX)050,779+50,77903,5050.26%+3,505
COMCAST CORP NEW(CCZ)093,010+93,01003,4910.26%+3,491
CITIGROUP INC(C)049,090+49,09003,4550.26%+3,455
META PLATFORMS INC(META)57,69962,171+4,47233,02936,4022.71%+3,373
MICROSOFT CORP(MSFT)182,725194,432+11,70778,62781,9536.10%+3,327
COLGATE PALMOLIVE CO(CL)20,88858,654+37,7662,1685,3320.40%+3,164
GILEAD SCIENCES INC(GILD)033,989+33,98903,1400.23%+3,140
LAM RESEARCH CORP(LRCX)042,994+42,99403,1050.23%+3,105
ZOETIS INC(ZTS)019,009+19,00903,0970.23%+3,097
AGILENT TECHNOLOGIES INC(A)022,471+22,47103,0190.22%+3,019
INTEL CORP(INTC)0150,297+150,29703,0130.22%+3,013
ARISTA NETWORKS INC(ANET)026,425+26,42502,9210.22%+2,921
MEDTRONIC PLC(MDT)036,174+36,17402,8900.22%+2,890
ECOLAB INC(ECL)011,930+11,93002,7950.21%+2,795
TRAVELERS COMPANIES INC(TRV)010,591+10,59102,5510.19%+2,551
STATE STR CORP(STT)025,832+25,83202,5350.19%+2,535
LOWES COS INC(LOW)010,209+10,20902,5200.19%+2,520
WALMART INC(WMT)89,585107,690+18,1057,2349,7300.72%+2,496
PAYPAL HLDGS INC(PYPL)029,239+29,23902,4960.19%+2,496
SALESFORCE INC(CRM)029,314+29,31409,8010.73%+9,801
CRH PLC
ORD
026,100+26,10002,4150.18%+2,415
CONSOLIDATED EDISON INC(ED)024,132+24,13202,1530.16%+2,153
MAKEMYTRIP LIMITED MAURITIUS
SHS
019,147+19,14702,1500.16%+2,150
FREEPORT-MCMORAN INC(FCX)052,568+52,56802,0020.15%+2,002
JPMORGAN CHASE & CO.(JPM)69,72669,408-31814,70216,6381.24%+1,935
MCCORMICK & CO INC(MKC)025,188+25,18801,9200.14%+1,920
WELLTOWER INC(WELL)014,898+14,89801,8780.14%+1,878
BLOCK INC(XYZ)021,700+21,70001,8440.14%+1,844
AMPHENOL CORP NEW025,857+25,85701,7960.13%+1,796
ROYAL BK CDA(RY)46,51450,470+3,95610,85112,5820.94%+1,731
COSTCO WHSL CORP NEW(COST)012,654+12,654011,5940.86%+11,594
TARGET CORP(TGT)012,569+12,56901,6990.13%+1,699
NASDAQ INC(NDAQ)021,693+21,69301,6770.12%+1,677
BAKER HUGHES COMPANY(BKR)040,564+40,56401,6640.12%+1,664
CBRE GROUP INC(CBRE)012,615+12,61501,6560.12%+1,656
ARCH CAP GROUP LTD
ORD
017,887+17,88701,6520.12%+1,652
FORTINET INC(FTNT)017,065+17,06501,6120.12%+1,612
DELL TECHNOLOGIES INC(DELL)013,487+13,48701,5540.12%+1,554
COCA-COLA EUROPACIFIC PARTNE
SHS
020,219+20,21901,5530.12%+1,553
PAN AMERN SILVER CORP(PAAS)57,59990,670+33,0712,2223,7620.28%+1,540
PALANTIR TECHNOLOGIES INC(PLTR)020,292+20,29201,5350.11%+1,535
DUPONT DE NEMOURS INC(DD)020,034+20,03401,5280.11%+1,528
INTERNATIONAL FLAVORS&FRAGRA(IFF)017,959+17,95901,5180.11%+1,518
RESTAURANT BRANDS INTL INC(QSR)011,075+11,07501,4930.11%+1,493
CHEVRON CORP NEW(CVX)010,130+10,13001,4670.11%+1,467
CISCO SYS INC(CSCO)0110,400+110,40006,5360.49%+6,536
THE TRADE DESK INC(TTD)011,711+11,71101,3760.10%+1,376
ROBINHOOD MKTS INC(HOOD)036,159+36,15901,3470.10%+1,347
AECOM(ACM)030,320+30,32003,2390.24%+3,239
CMS ENERGY CORP(CMS)019,406+19,40601,2930.10%+1,293
UNITED PARCEL SERVICE INC(UPS)010,177+10,17701,2830.10%+1,283
AMERICAN INTL GROUP INC017,505+17,50501,2740.09%+1,274
FIDELITY NATIONAL FINANCIAL(FNF)022,660+22,66001,2720.09%+1,272
IRON MTN INC DEL(IRM)011,965+11,96501,2580.09%+1,258
EDISON INTL(EIX)015,502+15,50201,2380.09%+1,238
WHEATON PRECIOUS METALS CORP(WPM)041,597+41,59703,6760.27%+3,676
CENTENE CORP DEL(CNC)019,741+19,74101,1960.09%+1,196
EQUITY RESIDENTIAL(EQR)016,547+16,54701,1870.09%+1,187
HP INC(HPQ)84,424129,063+44,6393,0284,2110.31%+1,183
OTIS WORLDWIDE CORP(OTIS)012,464+12,46401,1540.09%+1,154
CONAGRA BRANDS INC(CAG)041,070+41,07001,1400.08%+1,140
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