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Portfolio (Quarterly) Guide ↗

Compagnie Lombard Odier SCmA

· CIK 0001615423
13F Portfolio $8.1B AUM 643 positions Filed Apr 15, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 50 New 97 Added 125 Reduced 37 Exited
Page 2 of 3  ·  50 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 UUUU ENERGY FUELS INC Energy 1,440.0 $26K NEW $18.28 -8.2%
22 WULF TERAWULF INC Financial Services 1,670.0 $24K NEW $14.43 +49.9%
23 DRNZ REX ETF TR 1,000.0 $24K NEW $23.93 -0.6%
24 IREN IREN LIMITED Financial Services 550.0 $19K NEW $34.28 +69.4%
25 RH PLC 67.0 $7K NEW $105.12
26 VEEV VEEVA SYS INC Healthcare 35.0 $6K NEW $175.66 -6.1%
27 HL HECLA MINING COMPANY Basic Materials 300.0 $6K NEW $18.63 -7.2%
28 FNUC FRONTIER NUCLEAR & MINERALS Basic Materials 219.0 $615.0 NEW $2.81 -25.9%
29 CALL MICROSOFT CORP 100.0 $78.0 NEW $0.78
30 PUT JPMORGAN CHASE & CO NEW
31 PUT EATON CORP PLC NEW
32 PUT TOTALENERGIES SE NEW
33 CALL TOTALENERGIES SE NEW
34 PUT UBER TECHNOLOGIES INC NEW
35 CALL PROCTER & GAMBLE CO NEW
36 CALL PALO ALTO NETWORKS INC NEW
37 CALL APTIV PLC NEW
38 PUT ORACLE CORP NEW
39 CALL NORTHWEST NAT HLDG CO NEW
40 PUT MICROSOFT CORP NEW
Page 2 of 3  ·  50 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
Technology 34.1%
Financial Services 14.8%
Communication Services 12.2%
Healthcare 11.7%
Consumer Cyclical 9.8%
Industrials 5.6%
Consumer Defensive 5.0%
Basic Materials 2.7%
Energy 2.3%
Utilities 1.8%