Lombard Odier Asset Management (Switzerland) SA
SEC Form 13F institutional filer · CIK 0001535660
13F-HR · 351 reported holdings · 2026-03-31
Asset management arm of Swiss private bank Lombard Odier.
Reported long-US-equity value
$2.48B
Top-10 concentration
38.0%
Lombard Odier Asset Management (Switzerland) SA — $2.48B AUM allocation strategy
Lombard Odier Asset Management (Switzerland) SA files SEC Form 13F and reports $2.48B of long US equity value across 351 reported holdings for 2026-03-31.
Its largest sector bet is Information Technology 23.7%, followed by Communication Services 8.8% and Consumer Discretionary 5.9%.
The top 10 holdings account for 38% of reported value — a broadly spread portfolio. The sector and industry splits below are of the same reported value. Track quarter-over-quarter adds, trims, new positions and exits below — sourced from SEC 13F filings, public domain.
Lombard Odier Asset Management (Switzerland) SA — latest SEC 13F insights
Reported long-US-equity value (13F AUM)
$2.48B
total across 351 reported holdings · 2026-03-31 · excludes shorts, cash, non-US
Top-10 concentration
38% of value
higher = narrower conviction; lower = spread / hedging
Biggest adds (shares)
+$HPQ +165K sh · +$2.12M+$EXC +107K sh · +$6.36M+$NVDA +95.1K sh · +$3.85M
Biggest trims (shares)
−$CSX −61.7K sh · −$2.12M−$CMCSA −42.6K sh · −$1.34M−$WBD −32.4K sh · −$1.02M
Exited to nil (held last quarter, gone now)
$LIN ($9.42M last qtr)$AMCR ($3.51M last qtr)$CSGP ($1.13M last qtr)$TTD ($602K last qtr)$GEN ($337K last qtr)
Sector allocation (share of reported value)
each slice is a share of the reported long-US-equity value — smaller sectors and the rest of the book roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Industry allocation (share of reported value)
- Semiconductors10.6%—
- Interactive Media & Services7.9%—
- Technology Hardware, Storage & Peripherals7.2%—
- Systems Software5.1%—
- Broadline Retail3.9%—
- Pharmaceuticals2.7%—
- Consumer Staples Merchandise Retail2.1%—
- Automobile Manufacturers2.0%—
- Other holdings58.5%—
the finer GICS cut of the same book — same denominator — smaller industries roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Top S&P 500 holdings
10 of 10 rows · sorted by Value ↓
| Ticker | Holding | Shares | Value | Δ QoQ | Weight |
|---|---|---|---|---|---|
| $NVDA | NVIDIA Corporation | 1.15M | $200M | +95.1K | 8.1% |
| $AAPL | Apple Inc | 697K | $177M | +49.8K | 7.1% |
| $MSFT | Microsoft Corporation | 341K | $126M | +23.7K | 5.1% |
| $AMZN | Amazon.com Inc | 460K | $95.7M | +29.2K | 3.9% |
| $GOOG | Alphabet Inc. Class C Capital Stock | 271K | $78M | +21.3K | 3.1% |
| $AVGO | Broadcom Inc | 206K | $63.6M | +3.93K | 2.6% |
| $GOOGL | Alphabet Inc | 219K | $63M | +15.9K | 2.5% |
| $META | Meta Platforms Inc | 96.8K | $55.4M | +8.15K | 2.2% |
| $TSLA | Tesla Inc | 135K | $50.1M | +11.3K | 2.0% |
| $JPM | JP Morgan Chase & Co | 115K | $33.8M | +11.7K | 1.4% |
…and 341 more holdings in the full 13F filing (top positions only shown).
SEC Form 13F data sets · public domain · 45-day filing lag · >$100M AUM managers · as reported
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How to read Δ QoQ — the five insight categories, and the caveats
The categories. Analysts, quants and retail traders look past total portfolio value to isolate actionable signals. Five categories matter.
Conviction & concentration shifts
New positions vs complete exits — a brand-new stock signals high conviction; a full liquidation suggests a broken thesis or tax-loss harvesting. Aggressive sizing — look at share count, not dollars: a 20% share increase during a drawdown is strong dip-buying. Concentration — a narrowing top-5/10 means conviction; spreading capital across more names means hedging.
Sector & macro allocation rotations
Aggregating Δ QoQ moves across sectors shows where smart money is leaning in or sneaking out — rotating out of growth into defensives or energy, for example. The fund's total long equity exposure quarter-over-quarter is a proxy for overall institutional risk appetite.
Crowding & smart-money consensus
When several managers initiate or expand the same stock in the same quarter, that is institutional consensus. Contrarian reads: top pickers buying hard into a beaten-down name the market is selling.
Derivative & option overlays
Reported call/put changes indicate whether managers are adding downside hedges or leveraging upside exposure. Note: a long increase may be half of a market-neutral pair trade.
Who reads this
| Retail "cloners" | High-conviction ideas to replicate ~45 days after quarter-end. |
| Corporate IR | Which funds bought or dumped the stock, before the next call. |
| Quant / algo traders | Cross-sectional factor inputs: flow, momentum, ownership. |
Four caveats before you trade on it
- 45-day lag — holdings are quarter-end; positions may already be closed.
- Long-only — 13Fs miss shorts, pair trades and cash.
- No non-US / fixed income — the picture is US equities plus options.
- Corporate actions — splits and spinoffs distort raw share deltas.
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