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Latest Lombard Odier Asset Management (Switzerland) SA Stock Portfolio

Lombard Odier Asset Management (Switzerland) SA Performance:
2025 Q3: 2.31%YTD: 8.41%2024: 15.59%
Performance for 2025 Q3 is 2.31%, and YTD is 8.41%, and 2024 is 15.59%.

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 30-Mar-2023, the fund reported that it had an AUM (Regulated Assets under Management) of $8.1 Billions. In it's latest 13F Holdings report, Lombard Odier Asset Management (Switzerland) SA reported an equity portfolio of $2.2 Billions as of 30 Sep, 2025.

The top stock holdings of Lombard Odier Asset Management (Switzerland) SA are NVDA, ICE, AAPL. The fund has invested 9% of it's portfolio in NVIDIA CORPORATION and 7.1% of portfolio in MICROSOFT CORP.

The fund managers got completely rid off ALPHABET INC (GOOG), UBER TECHNOLOGIES INC (UBER) and CROWDSTRIKE HLDGS INC (CRWD) stocks. They significantly reduced their stock positions in SYNCHRONY FINANCIAL (KMI), ROCKET LAB CORP (T) and GOLDMAN SACHS GROUP INC (PFE). Lombard Odier Asset Management (Switzerland) SA opened new stock positions in UBER TECHNOLOGIES INC (CHD), APPLOVIN CORP (APP) and CHUBB LIMITED (CB). The fund showed a lot of confidence in some stocks as they added substantially to MICROSOFT CORP (ICE), BANK AMERICA CORP (HON) and PFIZER INC (L).

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 2.31% in the last quarter. In trailing 12 months, it's portfolio return was 10.38%.

New Buys

Ticker$ Bought
netflix inc21,957,000
costco whsl corp new15,124,800
uber technologies inc9,692,660
applovin corp7,370,780
chubb limited5,467,180
take-two interactive softwar5,316,790
exxon mobil corp5,002,600
stryker corporation3,804,270
New stocks bought by Lombard Odier Asset Management (Switzerland) SA

Additions

Ticker% Inc.
microsoft corp1,855
bank america corp1,779
pfizer inc745
ingersoll rand inc452
kinder morgan inc del404
visa inc353
at&t inc339
freeport-mcmoran inc285
Additions to existing portfolio by Lombard Odier Asset Management (Switzerland) SA

Reductions

Ticker% Reduced
synchrony financial-91.95
rocket lab corp-91.66
goldman sachs group inc-91.44
agilent technologies inc-86.72
church & dwight co inc-85.71
analog devices inc-80.02
sysco corp-79.89
thermo fisher scientific inc-72.86
Lombard Odier Asset Management (Switzerland) SA reduced stake in above stock

Sold off

Ticker$ Sold
alphabet inc-45,985,100
uber technologies inc-8,576,040
alcoa corp-1,082,870
snap inc-252,453
darling ingredients inc-1,059,970
franklin resources inc-657,974
arch cap group ltd-2,293,730
dexcom inc-2,059,780
Lombard Odier Asset Management (Switzerland) SA got rid off the above stocks

Sector Distribution

Lombard Odier Asset Management (Switzerland) SA has about 32.3% of it's holdings in Technology sector.

Sector%
Technology32.3
Financial Services19.9
Communication Services10.2
Consumer Cyclical9.8
Healthcare8.2
Industrials5.8
Others5.5
Consumer Defensive3.5
Utilities1.8
Basic Materials1.6
Energy1.3

Market Cap. Distribution

Lombard Odier Asset Management (Switzerland) SA has about 92.7% of it's portfolio invested in the large-cap and mega-cap stocks.

Category%
MEGA-CAP47.1
LARGE-CAP45.6
UNALLOCATED6.4

Stocks belong to which Index?

About 89.5% of the stocks held by Lombard Odier Asset Management (Switzerland) SA either belong to S&P 500 or RUSSELL 2000 index.

Index%
S&P 50089.5
Others9.7
Top 5 Winners (%)%
PFE
goldman sachs group inc
277.2 %
CMG
thermo fisher scientific inc
185.3 %
IBKR
zoetis inc
155.5 %
F
church & dwight co inc
109.9 %
CNHI
nike inc
98.8 %
Top 5 Winners ($)$
AAPL
apple inc
30.2 M
NVDA
nvidia corporation
28.6 M
TSLA
tesla inc
15.5 M
GOOG
alphabet inc
14.4 M
PFE
goldman sachs group inc
10.8 M
Top 5 Losers (%)%
NFLX
cognizant technology solutio
-94.0 %
GS
united airls hldgs inc
-85.5 %
TMO
interactive brokers group in
-80.6 %
UNH
at&t inc
-69.6 %
COST
allstate corp
-67.3 %
Top 5 Losers ($)$
MSFT
coca cola co
-47.3 M
NFLX
cognizant technology solutio
-24.1 M
COST
allstate corp
-12.1 M
UNH
at&t inc
-12.0 M
GS
united airls hldgs inc
-10.2 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 262 stocks in it's portfolio. About 44% of the portfolio is in top 10 stocks. MSFT proved to be the most loss making stock for the portfolio. AAPL was the most profitable stock for Lombard Odier Asset Management (Switzerland) SA last quarter.

Last Reported on: 14 Nov, 2025
TickerNamesorted ascending% PortfolioShares Held$ ValueType% ChangeOptions