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Portfolio (Quarterly) Guide ↗

Lombard Odier Asset Management (USA) Corp

· CIK 0001491719
13F Portfolio $957M AUM 263 positions Filed May 15, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 150 New 30 Added 48 Reduced 100 Exited
Page 2 of 2  ·  30 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 UBER UBER TECHNOLOGIES INC Technology 9,842.0 $708K 0.07% +4K +64.2% $71.93 -0.2%
22 V VISA INC Financial Services 2,200.0 $665K 0.07% +1K +98.9% $302.24 +8.8%
23 AMZN AMAZON COM INC Consumer Cyclical 2,522.0 $525K 0.06% +30.0 +1.2% $208.27 +27.9%
24 COF CAPITAL ONE FINL CORP Financial Services 2,800.0 $511K 0.05% +246.0 +9.6% $182.43 +2.9%
25 XRX XEROX HOLDINGS CORP Technology 350,000.0 $452K 0.05% +231K +195.1% $1.29 +124.8%
26 CAG CONAGRA BRANDS INC Consumer Defensive 21,069.0 $331K 0.04% +11K +108.5% $15.72 -13.7%
27 CYH COMMUNITY HEALTH SYS INC NEW Healthcare 101,000.0 $297K 0.03% +5K +5.2% $2.94 -4.8%
28 LINE LINEAGE INC Real Estate 8,000.0 $262K 0.03% +1K +14.4% $32.76 +24.8%
29 MBLY MOBILEYE GLOBAL INC Consumer Cyclical 36,625.0 $252K 0.03% +22K +155.6% $6.87 +48.2%
30 HUN HUNTSMAN CORP Basic Materials 16,868.0 $225K 0.02% +982.0 +6.2% $13.31 +9.0%
Page 2 of 2  ·  30 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Consumer Cyclical 25.0%
Industrials 21.3%
Technology 14.0%
Energy 8.1%
Healthcare 7.5%
Financial Services 7.1%
Communication Services 5.9%
Basic Materials 4.9%
Utilities 2.2%
Consumer Defensive 2.1%