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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 14 of 14  ·  263 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 PATH UIPATH INC Technology 12,759.0 $142K 0.01% NEW $11.10 -4.8%
262 QS QUANTUMSCAPE CORP Consumer Cyclical 22,120.0 $141K 0.01% NEW $6.38 +20.2%
263 NTSK NETSKOPE INC Technology 15,809.0 $134K 0.01% NEW $8.49 +36.3%
Page 14 of 14  ·  263 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%