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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 4 of 5  ·  100 positions
# Ticker Company Sector Shares Value ↓ % Port Status
61 MEOH METHANEX CORP Basic Materials 21,493 $854K 0.08% SOLD
62 EWY ISHARES INC 8,439 $820K 0.08% SOLD
63 WCC WESCO INTL INC Industrials 3,211 $786K 0.07% SOLD
64 WFRD PUT WEATHERFORD INTL PLC Energy 10,000 $783K 0.07% SOLD
65 CCJ CAMECO CORP Energy 8,285 $758K 0.07% SOLD
66 SOC PUT SABLE OFFSHORE CORP Energy 83,700 $755K 0.07% SOLD
67 AVGO BROADCOM INC Technology 2,097 $726K 0.07% SOLD
68 TSLA TESLA INC Consumer Cyclical 1,603 $721K 0.07% SOLD
69 SIMO SILICON MOTION TECHNOLOGY CO Technology 7,757 $719K 0.07% SOLD
70 MATX MATSON INC Industrials 5,694 $703K 0.07% SOLD
71 FLR FLUOR CORP NEW Industrials 17,711 $702K 0.07% SOLD
72 GEV GE VERNOVA INC Utilities 1,072 $701K 0.07% SOLD
73 AMBA AMBARELLA INC Technology 9,354 $663K 0.06% SOLD
74 MRVL MARVELL TECHNOLOGY INC Technology 7,488 $636K 0.06% SOLD
75 VST VISTRA CORP Utilities 3,816 $616K 0.06% SOLD
76 NXT NEXTPOWER INC Technology 7,022 $612K 0.06% SOLD
77 SOMNIGROUP INTERNATIONAL INC 6,503 $581K 0.05% SOLD
78 ALB ALBEMARLE CORP Basic Materials 3,915 $554K 0.05% SOLD
79 GSM FERROGLOBE PLC Basic Materials 118,457 $550K 0.05% SOLD
80 WCN WASTE CONNECTIONS INC Industrials 2,989 $524K 0.05% SOLD
Page 4 of 5  ·  100 positions
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%