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Portfolio (Quarterly) Guide ↗

Lombard Odier Asset Management (USA) Corp

· CIK 0001491719
13F Portfolio $1.1B AUM Filed Feb 17, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 213 New
Page 10 of 11  ·  213 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 TSM TAIWAN SEMICONDUCTOR MFG LTD Technology 1,748.0 $531K 0.05% NEW $303.89 +33.1%
182 WCN WASTE CONNECTIONS INC Industrials 2,989.0 $524K 0.05% NEW $175.36 -11.2%
183 POWL POWELL INDS INC Industrials 1,614.0 $515K 0.05% NEW $318.78 -12.4%
184 UUUU ENERGY FUELS INC Energy 34,764.0 $505K 0.05% NEW $14.54 +24.1%
185 SNX TD SYNNEX CORPORATION Technology 3,339.0 $502K 0.05% NEW $150.23 +58.0%
186 FLUTTER ENTMT PLC 2,328.0 $501K 0.05% NEW $215.04
187 SMR NUSCALE PWR CORP Utilities 35,138.0 $498K 0.05% NEW $14.17 -19.5%
188 UBER UBER TECHNOLOGIES INC Technology 5,992.0 $490K 0.05% NEW $81.71 -12.1%
189 PCT PURECYCLE TECHNOLOGIES INC Industrials 56,656.0 $487K 0.04% NEW $8.59 +31.8%
190 BE BLOOM ENERGY CORP Industrials 5,510.0 $479K 0.04% NEW $86.89 +248.1%
191 FWRD FORWARD AIR CORP Industrials 18,523.0 $463K 0.04% NEW $25.00 -64.8%
192 PFGC PERFORMANCE FOOD GROUP CO Consumer Defensive 5,075.0 $456K 0.04% NEW $89.92 +4.1%
193 UROY URANIUM RTY CORP Energy 124,818.0 $442K 0.04% NEW $3.54 -4.8%
194 UEC URANIUM ENERGY CORP Energy 37,519.0 $438K 0.04% NEW $11.68 +11.5%
195 AEO AMERICAN EAGLE OUTFITTERS IN Consumer Cyclical 16,577.0 $437K 0.04% NEW $26.37 -37.3%
196 V VISA INC Financial Services 1,106.0 $388K 0.04% NEW $350.71 -6.2%
197 MP MP MATERIALS CORP Basic Materials 7,185.0 $363K 0.03% NEW $50.52 +27.6%
198 THM INTERNATIONAL TOWER HILL MIN Basic Materials 174,203.0 $324K 0.03% NEW $1.86 +28.5%
199 CYH COMMUNITY HEALTH SYS INC NEW Healthcare 96,000.0 $300K 0.03% NEW $3.12 -10.3%
200 NEXXEN INTL LTD 58,457.0 $284K 0.03% NEW $4.85
Page 10 of 11  ·  213 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
Industrials 26.7%
Technology 17.7%
Consumer Cyclical 13.9%
Energy 8.7%
Financial Services 7.3%
Communication Services 7.1%
Basic Materials 6.3%
Utilities 5.3%
Healthcare 4.3%
Consumer Defensive 2.6%