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Latest Lombard Odier Asset Management (Switzerland) SA Stock Portfolio

Lombard Odier Asset Management (Switzerland) SA Performance:
2025 Q4: 7.49%YTD: 13.6%2024: 27.58%
Performance for 2025 Q4 is 7.49%, and YTD is 13.6%, and 2024 is 27.58%.

About Lombard Odier Asset Management (Switzerland) SA and 13F Hedge Fund Stock Holdings

Lombard Odier Asset Management (Switzerland) SA is a hedge fund based in New York, NY. On 2026-02-17, the fund reported it's updated stock portfolio. In the 13F Holdings report, Lombard Odier Asset Management (Switzerland) SA reported an equity portfolio of $2.4 Billions as of 31 Dec, 2025.

The top stock holdings of Lombard Odier Asset Management (Switzerland) SA are NVDA, AAPL, MSFT. The fund has invested 8.3% of it's portfolio in NVIDIA CORPORATION and 7.5% of portfolio in APPLE INC.

The fund managers got completely rid off VISA INC (SYF), BERKSHIRE HATHAWAY INC DEL (ALL) and GE AEROSPACE (GE) stocks. They significantly reduced their stock positions in INTERCONTINENTAL EXCHANGE IN (ICE), LOEWS CORP (L) and HONEYWELL INTL INC (HON). Lombard Odier Asset Management (Switzerland) SA opened new stock positions in ALPHABET INC (GOOG), HOME DEPOT INC (HD) and FORTIVE CORP (FTV). The fund showed a lot of confidence in some stocks as they added substantially to EXELON CORP (EXC), AT&T INC (T) and FORD MTR CO (F).

Lombard Odier Asset Management (Switzerland) SA Annual Return Estimates Vs S&P 500

Our best estimate is that Lombard Odier Asset Management (Switzerland) SA made a return of 7.49% in the last quarter. In trailing 12 months, it's portfolio return was 13.6%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
alphabet inc78,291,300
home depot inc14,957,700
fortive corp10,521,300
capital one finl corp10,263,700
clorox co del10,183,800
ge vernova inc6,919,350
seabridge gold inc6,722,270
servicenow inc6,496,790
New stocks bought by Lombard Odier Asset Management (Switzerland) SA

Additions

Ticker% Inc.
exelon corp1,493
at&t inc1,318
ford mtr co1,310
pfizer inc1,250
procter and gamble co775
freeport-mcmoran inc530
dupont de nemours inc418
general mls inc366
Additions to existing portfolio by Lombard Odier Asset Management (Switzerland) SA

Reductions

Ticker% Reduced
intercontinental exchange in-95.9
loews corp-88.66
honeywell intl inc-87.88
coca-cola europacific partne-84.49
applied matls inc-84.22
howmet aerospace inc-84.12
ingersoll rand inc-81.71
nasdaq inc-80.61
Lombard Odier Asset Management (Switzerland) SA reduced stake in above stock

Sold off

Ticker$ Sold
carnival corp-6,081,830
uber technologies inc-9,692,660
visa inc-32,052,500
snap inc-600,231
interpublic group cos inc-2,103,770
monster beverage corp new-3,896,370
baker hughes company-2,193,130
bce inc-942,916
Lombard Odier Asset Management (Switzerland) SA got rid off the above stocks

Sector Distribution

Lombard Odier Asset Management (Switzerland) SA has about 38.2% of it's holdings in Technology sector.

Sector%
Technology38.2
Financial Services11.7
Communication Services10.8
Consumer Cyclical10.5
Healthcare8.6
Others6.2
Consumer Defensive5
Industrials3.6
Utilities2.2
Basic Materials2

Market Cap. Distribution

Lombard Odier Asset Management (Switzerland) SA has about 93.5% of it's portfolio invested in the large-cap and mega-cap stocks.

Category%
MEGA-CAP64.2
LARGE-CAP29.3
UNALLOCATED6

Stocks belong to which Index?

About 89.8% of the stocks held by Lombard Odier Asset Management (Switzerland) SA either belong to S&P 500 or RUSSELL 2000 index.

Index%
S&P 50089.8
Others9.6
Top 5 Winners (%)%
NFLX
netflix inc
1216.7 %
berkshire hathaway inc del
765.8 %
UNH
unitedhealth group inc
664.5 %
TMO
thermo fisher scientific inc
625.9 %
AMAT
applied matls inc
467.6 %
Top 5 Winners ($)$
MSFT
microsoft corp
90.9 M
berkshire hathaway inc del
44.8 M
AMAT
applied matls inc
39.5 M
UNH
unitedhealth group inc
35.0 M
HON
honeywell intl inc
24.3 M
Top 5 Losers (%)%
PFE
pfizer inc
-94.3 %
CMG
chipotle mexican grill inc
-88.8 %
F
ford mtr co
-75.3 %
CNHI
cnh indl n v
-74.0 %
HAL
halliburton co
-62.9 %
Top 5 Losers ($)$
PFE
pfizer inc
-76.7 M
ICE
intercontinental exchange in
-56.4 M
CMG
chipotle mexican grill inc
-13.1 M
SHOP
shopify inc
-10.4 M
KO
coca cola co
-8.7 M

Lombard Odier Asset Management (Switzerland) SA Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of Lombard Odier Asset Management (Switzerland) SA

Lombard Odier Asset Management (Switzerland) SA has 265 stocks in it's portfolio. About 41.9% of the portfolio is in top 10 stocks. PFE proved to be the most loss making stock for the portfolio. MSFT was the most profitable stock for Lombard Odier Asset Management (Switzerland) SA last quarter.

Last Reported on: 17 Feb, 2026
TickerNamesorted ascending% PortfolioShares Held$ ValueType% ChangeOptions