Lombard Odier Asset Management (Switzerland) SA

PETIT-LANCY, V8 · CIK 1535660 · 13F filing filed 2026-08-14

No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.

Legal entityLombard Odier Asset Management (Switzerland) SA (CH)

$3.1bn reported value +19.4% vs Q1 2026

453positions

35.5%in top 10

30 new 190 added 179 reduced 29 sold out vs Q1 2026

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	NVIDIA CORPORATION COM NVDA	NVDA	1,136,422	$227.4m7.23%	7.23%	Reduced -10.8k	-10,816 -0.9%
2	APPLE INC COM AAPL	AAPL	709,280	$205.2m6.53%	6.53%	Added +12.1k	+12,092 1.7%
3	MICROSOFT CORP COM MSFT	MSFT	356,157	$132.9m4.23%	4.23%	Added +15.1k	+15,099 4.4%
4	AMAZON COM INC COM AMZN	AMZN	467,913	$111.5m3.55%	3.55%	Added +8.3k	+8,259 1.8%
5	ALPHABET INC CAP STK CL A GOOGL	GOOGL	278,430	$99.5m3.17%	3.17%	Added +7.0k	+7,029 2.6%
6	BROADCOM INC COM AVGO	AVGO	210,404	$79.5m2.53%	2.53%	Added +4.9k	+4,866 2.4%
7	ALPHABET INC CAP STK CL C GOOG	GOOG	218,777	$77.3m2.46%	2.46%	Reduced -700	-700 -0.3%
8	MICRON TECHNOLOGY INC COM MU	MU	58,935	$68.0m2.16%	2.16%	Reduced -2.0k	-2,010 -3.3%
9	TESLA INC COM TSLA	TSLA	138,114	$58.1m1.85%	1.85%	Added +3.4k	+3,364 2.5%
10	META PLATFORMS INC CL A META	META	99,431	$56.0m1.78%	1.78%	Added +2.7k	+2,680 2.8%
11	ADVANCED MICRO DEVICES INC COM AMD	AMD	85,049	$49.4m1.57%	1.57%	Added +4.8k	+4,818 6.0%
12	ELI LILLY & CO COM LLY	LLY	38,073	$45.7m1.45%	1.45%	Added +2.0k	+1,993 5.5%
13	JPMORGAN CHASE & CO COM JPM	JPM	114,574	$37.5m1.19%	1.19%	Reduced -440	-440 -0.4%
14	JOHNSON & JOHNSON COM JNJ	JNJ	139,429	$35.4m1.13%	1.13%	Added +4.2k	+4,200 3.1%
15	INTEL CORP COM INTC	INTC	245,281	$34.2m1.09%	1.09%	Reduced -52.5k	-52,524 -17.6%
16	VISA INC COM CL A V	V	98,269	$33.7m1.07%	1.07%	Added +4.6k	+4,558 4.9%
17	APPLIED MATLS INC COM AMAT	AMAT	43,874	$31.7m1.01%	1.01%	Reduced -3.6k	-3,596 -7.6%
18	CISCO SYS INC COM CSCO	CSCO	262,788	$30.9m0.98%	0.98%	Reduced -23.8k	-23,800 -8.3%
19	LAM RESEARCH CORP COM NEW LRCX	LRCX	66,681	$28.9m0.92%	0.92%	Reduced -5.1k	-5,100 -7.1%
20	GOLDMAN SACHS GROUP INC COM GS	GS	26,321	$26.6m0.85%	0.85%	Added +1.2k	+1,160 4.6%
21	KLA CORP COM NEW KLAC	KLAC	84,570	$25.5m0.81%	0.81%	Reduced -4.2k	-4,200 -4.7%
22	BERKSHIRE HATHAWAY INC DEL CL B NEW BRK.B	BRK.B	47,805	$23.9m0.76%	0.76%	Added +2.6k	+2,592 5.7%
23	MASTERCARD INCORPORATED CL A MA	MA	44,354	$22.8m0.72%	0.72%	Added +2.0k	+2,000 4.7%
24	WALMART INC COM WMT	WMT	192,381	$21.8m0.69%	0.69%	Reduced -57.0k	-57,000 -22.9%
25	ABBVIE INC COM ABBV	ABBV	86,558	$21.8m0.69%	0.69%	Added +5.9k	+5,900 7.3%
26	OREILLY AUTOMOTIVE INC COM ORLY	ORLY	219,171	$20.2m0.64%	0.64%	Added +28.7k	+28,671 15.1%
27	UNITEDHEALTH GROUP INC COM UNH	UNH	46,643	$19.4m0.62%	0.62%	Reduced -1.4k	-1,360 -2.8%
28	COSTCO WHSL CORP NEW COM COST	COST	20,640	$19.3m0.61%	0.61%	Reduced -1.8k	-1,800 -8.0%
29	MERCK & CO INC COM MRK	MRK	144,486	$18.6m0.59%	0.59%	Added +6.9k	+6,874 5.0%
30	HOME DEPOT INC COM HD	HD	50,201	$17.7m0.56%	0.56%	Reduced -10.0k	-10,000 -16.6%
31	FORTIVE CORP COM FTV	FTV	285,469	$17.4m0.55%	0.55%	Added +42.1k	+42,100 17.3%
32	BANK AMERICA CORP COM BAC	BAC	301,758	$17.2m0.55%	0.55%	Reduced -10.9k	-10,900 -3.5%
33	PROCTER AND GAMBLE CO COM PG	PG	112,705	$16.5m0.53%	0.53%	Reduced -1.8k	-1,800 -1.6%
34	NETFLIX INC COM NFLX	NFLX	230,632	$16.5m0.52%	0.52%	Added +3.7k	+3,700 1.6%
35	TEXAS INSTRS INC COM TXN	TXN	54,506	$16.2m0.52%	0.52%	Added +7.3k	+7,300 15.5%
36	SEAGATE TECHNOLOGY HLDNGS PL ORD SHS STX	STX	16,686	$16.1m0.51%	0.51%	Reduced -12.2k	-12,224 -42.3%
37	AMGEN INC COM AMGN	AMGN	44,163	$16.0m0.51%	0.51%	Added +2.9k	+2,880 7.0%
38	COCA COLA CO COM KO	KO	195,304	$15.9m0.50%	0.50%	Added +21.6k	+21,600 12.4%
39	TORONTO DOMINION BK ONT COM NEW TD	TD	128,869	$15.7m0.50%	0.50%	Reduced -2.2k	-2,203 -1.7%
40	NEXTERA ENERGY INC COM NEE	NEE	177,276	$15.6m0.49%	0.49%	Added +4.9k	+4,940 2.9%
41	EXELON CORP COM EXC	EXC	318,210	$14.8m0.47%	0.47%	Added +8.4k	+8,400 2.7%
42	AMERICAN EXPRESS CO COM AXP	AXP	43,799	$14.8m0.47%	0.47%	Added +8.8k	+8,760 25.0%
43	PALO ALTO NETWORKS INC COM PANW	PANW	43,368	$14.8m0.47%	0.47%	Added +6.2k	+6,226 16.8%
44	INTERNATIONAL BUSINESS MACHS COM IBM	IBM	52,028	$14.6m0.47%	0.47%	Added +4.8k	+4,820 10.2%
45	WASTE MGMT INC DEL COM WM	WM	64,435	$14.4m0.46%	0.46%	Added +2.3k	+2,300 3.7%
46	GE VERNOVA INC COM GEV	GEV	12,187	$14.3m0.46%	0.46%	Added +440	+440 3.8%
47	MARVELL TECHNOLOGY INC COM MRVL	MRVL	46,676	$13.9m0.44%	0.44%	Reduced -36.0k	-36,035 -43.6%
48	CITIGROUP INC COM NEW C	C	98,592	$13.8m0.44%	0.44%	Added +7.1k	+7,100 7.8%
49	CATERPILLAR INC COM CAT	CAT	12,545	$13.4m0.42%	0.42%	Added +1.3k	+1,280 11.4%
50	MORGAN STANLEY COM NEW MS	MS	63,810	$13.3m0.42%	0.42%	Reduced -2.1k	-2,099 -3.2%
51	AUTOZONE INC COM AZO	AZO	4,131	$13.2m0.42%	0.42%	Added +1.2k	+1,230 42.4%
52	WELLS FARGO CO NEW COM WFC	WFC	153,514	$12.7m0.40%	0.40%	Added +3.5k	+3,500 2.3%
53	PALANTIR TECHNOLOGIES INC CL A PLTR	PLTR	106,236	$12.4m0.39%	0.39%	Reduced -5.1k	-5,131 -4.6%
54	CLOROX CO DEL COM CLX	CLX	127,700	$12.2m0.39%	0.39%	Added +19.1k	+19,100 17.6%
55	ROYAL BK CDA COM RY	RY	58,582	$12.1m0.39%	0.39%	Reduced -3.9k	-3,908 -6.2%
56	JABIL INC COM JBL	JBL	31,147	$12.0m0.38%	0.38%	Added +3.0k	+2,960 10.5%
57	DISNEY WALT CO COM DIS	DIS	121,964	$11.7m0.37%	0.37%	Added +33.7k	+33,733 38.2%
58	ORACLE CORP COM ORCL	ORCL	79,561	$11.7m0.37%	0.37%	Added +3.8k	+3,820 5.0%
59	BANK MONTREAL QUE COM BMO	BMO	64,496	$11.4m0.36%	0.36%	Added +2.1k	+2,100 3.4%
60	CBRE GROUP INC CL A CBRE	CBRE	84,049	$11.3m0.36%	0.36%	Added +27.6k	+27,600 48.9%
61	ABBOTT LABS COM ABT	ABT	123,853	$11.2m0.36%	0.36%	Added +16.8k	+16,757 15.7%
62	WESTERN DIGITAL CORP COM WDC	WDC	17,592	$11.2m0.36%	0.36%	Reduced -18.5k	-18,526 -51.3%
63	PARKER-HANNIFIN CORP COM PH	PH	11,175	$10.9m0.35%	0.35%	Added +6.2k	+6,200 124.6%
64	QUALCOMM INC COM QCOM	QCOM	58,132	$10.7m0.34%	0.34%	Added +8.1k	+8,138 16.3%
65	REPUBLIC SVCS INC COM RSG	RSG	49,118	$10.5m0.33%	0.33%	Added +3.3k	+3,262 7.1%
66	COLGATE PALMOLIVE CO COM CL	CL	112,403	$10.3m0.33%	0.33%	Reduced -22.5k	-22,463 -16.7%
67	BANK NOVA SCOTIA HALIFAX COM BNS	BNS	118,481	$10.3m0.33%	0.33%	Reduced -1.1k	-1,100 -0.9%
68	KIMBERLY-CLARK CORP COM KMB	KMB	93,107	$10.2m0.33%	0.33%	Added +1.3k	+1,300 1.4%
69	CENCORA INC COM COR	COR	35,935	$10.2m0.32%	0.32%	Reduced -2.6k	-2,600 -6.8%
70	RTX CORPORATION COM RTX	RTX	51,745	$9.8m0.31%	0.31%	Added +1.9k	+1,900 3.8%
71	PEPSICO INC COM PEP	PEP	71,641	$9.7m0.31%	0.31%	Added +2.7k	+2,652 3.8%
72	DUPONT DE NEMOURS INC COMMON STOCK DD	DD	71,375	$9.7m0.31%	0.31%	New
73	CAPITAL ONE FINL CORP COM COF	COF	47,949	$9.6m0.31%	0.31%	Added +3.1k	+3,100 6.9%
74	CORNING INC COM GLW	GLW	35,828	$9.2m0.29%	0.29%	Reduced -6.3k	-6,300 -14.9%
75	THERMO FISHER SCIENTIFIC INC COM TMO	TMO	18,176	$9.1m0.29%	0.29%	Added +3.9k	+3,887 27.2%
76	CROWDSTRIKE HLDGS INC CL A CRWD	CRWD	11,906	$9.1m0.29%	0.29%	Added +989	+989 9.1%
77	TEXTRON INC COM TXT	TXT	98,375	$9.0m0.29%	0.29%	Added +14.0k	+14,000 16.6%
78	WELLTOWER INC COM WELL	WELL	39,690	$9.0m0.29%	0.29%	New
79	SHOPIFY INC CL A SUB VTG SHS SHOP	SHOP	78,808	$9.0m0.29%	0.29%	Added +2.9k	+2,900 3.8%
80	DELL TECHNOLOGIES INC CL C DELL	DELL	20,650	$8.9m0.28%	0.28%	Reduced -4.1k	-4,085 -16.5%
81	EMERSON ELEC CO COM EMR	EMR	61,572	$8.8m0.28%	0.28%	Added +44.6k	+44,600 262.8%
82	HEWLETT PACKARD ENTERPRISE C COM HPE	HPE	193,441	$8.7m0.28%	0.28%	Reduced -8.2k	-8,213 -4.1%
83	ANALOG DEVICES INC COM ADI	ADI	21,320	$8.5m0.27%	0.27%	Added +7.2k	+7,160 50.6%
84	CANADIAN IMPERIAL BANK OF CO COM CM	CM	73,560	$8.5m0.27%	0.27%	Reduced -5.4k	-5,400 -6.8%
85	HP INC COM HPQ	HPQ	376,004	$8.2m0.26%	0.26%	Reduced -127.4k	-127,400 -25.3%
86	AMPHENOL CORP CL A APH	APH	46,717	$8.2m0.26%	0.26%	Reduced -500	-500 -1.1%
87	GILEAD SCIENCES INC COM GILD	GILD	65,108	$8.2m0.26%	0.26%	Added +7.7k	+7,663 13.3%
88	HONEYWELL INTL INC COM HON	HON	36,281	$8.1m0.26%	0.26%	New
89	INTUITIVE SURGICAL INC COM NEW ISRG	ISRG	20,167	$8.0m0.26%	0.26%	Added +1.8k	+1,840 10.0%
90	NEWMONT CORP COM NEM	NEM	85,664	$8.0m0.25%	0.25%	Added +6.2k	+6,200 7.8%
91	KRAFT HEINZ CO COM KHC	KHC	332,476	$7.9m0.25%	0.25%	Added +56.3k	+56,300 20.4%
92	US BANCORP DEL COM NEW USB	USB	128,357	$7.8m0.25%	0.25%	Reduced -26.9k	-26,900 -17.3%
93	METLIFE INC COM MET	MET	90,086	$7.6m0.24%	0.24%	Reduced -8.6k	-8,600 -8.7%
94	NIKE INC CL B NKE	NKE	185,303	$7.6m0.24%	0.24%	Added +65.8k	+65,800 55.1%
95	GE AEROSPACE COM NEW GE	GE	19,897	$7.4m0.24%	0.24%	Added +16.8k	+16,839 550.6%
96	PNC FINL SVCS GROUP INC COM PNC	PNC	30,028	$7.4m0.24%	0.24%	Reduced -10.8k	-10,800 -26.4%
97	LOWES COS INC COM LOW	LOW	33,246	$7.3m0.23%	0.23%	Added +4.4k	+4,440 15.4%
98	ARISTA NETWORKS INC COM SHS ANET	ANET	42,797	$7.3m0.23%	0.23%	Added +600	+600 1.4%
99	STEEL DYNAMICS INC COM STLD	STLD	31,637	$7.3m0.23%	0.23%	Reduced -5.0k	-5,006 -13.7%
100	DOMINION ENERGY INC COM D	D	104,790	$7.2m0.23%	0.23%	Reduced -500	-500 -0.5%

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
DUPONT DE NEMOURS INC DWDP	DWDP	70,877	$9.7m70.9k shares
HONEYWELL INTL INC		16,232	$7.3m16.2k shares
BUILDERS FIRSTSOURCE INC BLDR	BLDR	22,278	$1.8m22.3k shares
TAPESTRY INC TPR	TPR	12,216	$1.7m12.2k shares
CMS ENERGY CORP CMS	CMS	9,591	$744.1k9.6k shares
THOMSON REUTERS CORP		8,186	$738.8k8.2k shares
HOLOGIC INC HOLX	HOLX	9,270	$700.7k9.3k shares
DOLLAR GEN CORP NEW DG	DG	5,006	$594.4k5.0k shares
AECOM ACM	ACM	6,251	$530.2k6.3k shares
BAXTER INTL INC BAX	BAX	26,700	$448.6k26.7k shares
MCCORMICK & CO INC MKC	MKC	7,808	$393.8k7.8k shares
OLD DOMINION FREIGHT LINE IN ODFL	ODFL	2,014	$393.5k2.0k shares
NATERA INC NTRA	NTRA	1,836	$367.2k1.8k shares
NORDSON CORP NDSN	NDSN	1,320	$351.2k1.3k shares
TRADEWEB MKTS INC TW	TW	2,867	$337.3k2.9k shares
ILLUMINA INC ILMN	ILMN	2,580	$318.0k2.6k shares
RALPH LAUREN CORP RL	RL	907	$312.0k907 shares
LENNAR CORP LEN	LEN	3,500	$303.9k3.5k shares
NVENT ELECTRIC PLC NVT	NVT	2,530	$299.2k2.5k shares
BENTLEY SYS INC BSY	BSY	8,305	$291.7k8.3k shares
COGNIZANT TECHNOLOGY SOLUTIO CTSH	CTSH	4,684	$287.4k4.7k shares
HEICO CORP NEW HEI.A	HEI.A	1,336	$282.0k1.3k shares
HEICO CORP NEW HEI	HEI	1,027	$281.6k1.0k shares
RESMED INC RMD	RMD	1,235	$277.2k1.2k shares
WEST PHARMACEUTICAL SVSC INC WST	WST	920	$230.6k920 shares