Lombard Odier Asset Management (Switzerland) SA quarter change: USA Stocks, Added
In share positions in stocks (listed in the US), from the quarter ended 2026-03-31 to 2026-06-30, Lombard Odier Asset Management (Switzerland) SA opened 29 positions, added to 191, reduced 178, sold out of 28 and left 54 unchanged. The largest increase in value was MU (+$47,438,422); the largest decrease was WMT (-$9,203,999).
- AMD: Country of operation United States; Class COM; Shares 2026-03-31 80,231; Shares 2026-06-30 85,049.
- AAPL: Country of operation United States; Class COM; Shares 2026-03-31 697,188; Shares 2026-06-30 709,280.
- GOOGL: Country of operation United States; Class CAP STK CL A; Shares 2026-03-31 271,401; Shares 2026-06-30 278,430.
- AVGO: Country of operation United States; Class COM; Shares 2026-03-31 205,538; Shares 2026-06-30 210,404.
Two Form 13F-HR filings compared (SEC CIK 1535660): 2026-03-31 (filed 2026-05-15) and 2026-06-30 (filed 2026-08-14). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move; share change is the position change.
| Stock | Country of operation | Class | Shares 2026-03-31 | Shares 2026-06-30 | Share change | Value 2026-03-31 | Value 2026-06-30 | Value change |
|---|
AMD
ADVANCED MICRO DEVICES INC | United States | COM | 80,231 | 85,049 | +4,818 | $16,321,392 | $49,405,815 | +$33,084,423 |
|---|
AAPL
APPLE INC | United States | COM | 697,188 | 709,280 | +12,092 | $176,939,343 | $205,237,261 | +$28,297,918 |
|---|
GOOGL
ALPHABET INC | United States | CAP STK CL A | 271,401 | 278,430 | +7,029 | $78,044,072 | $99,502,529 | +$21,458,457 |
|---|
AVGO
BROADCOM INC | United States | COM | 205,538 | 210,404 | +4,866 | $63,616,066 | $79,480,111 | +$15,864,045 |
|---|
AMZN
AMAZON COM INC | United States | COM | 459,654 | 467,913 | +8,259 | $95,732,139 | $111,522,384 | +$15,790,245 |
|---|
LLY
ELI LILLY & CO | United States | COM | 36,080 | 38,073 | +1,993 | $33,185,302 | $45,665,898 | +$12,480,596 |
|---|
KLAC
KLA CORP | United States | COM NEW | 8,877 | 84,570 | +75,693 | $13,070,584 | $25,515,615 | +$12,445,031 |
|---|
PANW
PALO ALTO NETWORKS INC | United States | COM | 37,142 | 43,368 | +6,226 | $5,954,605 | $14,789,355 | +$8,834,750 |
|---|
TSLA
TESLA INC | United States | COM | 134,750 | 138,114 | +3,364 | $50,093,313 | $58,090,748 | +$7,997,435 |
|---|
TXN
TEXAS INSTRS INC | United States | COM | 47,206 | 54,506 | +7,300 | $9,164,573 | $16,246,603 | +$7,082,030 |
|---|
MSFT
MICROSOFT CORP | United States | COM | 341,058 | 356,157 | +15,099 | $126,249,440 | $132,853,684 | +$6,604,244 |
|---|
EMR
EMERSON ELEC CO | United States | COM | 16,972 | 61,572 | +44,600 | $2,223,671 | $8,814,032 | +$6,590,361 |
|---|
GE
GE AEROSPACE | United States | COM NEW | 3,058 | 19,897 | +16,839 | $867,769 | $7,436,106 | +$6,568,337 |
|---|
PH
PARKER-HANNIFIN CORP | United States | COM | 4,975 | 11,175 | +6,200 | $4,453,819 | $10,930,491 | +$6,476,672 |
|---|
V
VISA INC | United States | COM CL A | 93,711 | 98,269 | +4,558 | $28,323,213 | $33,715,111 | +$5,391,898 |
|---|
CAT
CATERPILLAR INC | United States | COM | 11,265 | 12,545 | +1,280 | $7,980,802 | $13,359,171 | +$5,378,369 |
|---|
NFLX
NETFLIX INC. | United States | COM | 226,932 | 230,632 | +3,700 | $21,819,512 | $16,467,125 | -$5,352,387 |
|---|
GS
GOLDMAN SACHS GROUP INC | United States | COM | 25,161 | 26,321 | +1,160 | $21,285,954 | $26,620,270 | +$5,334,316 |
|---|
CRWD
CROWDSTRIKE HLDGS INC | United States | CL A | 10,917 | 11,906 | +989 | $4,262,106 | $9,085,945 | +$4,823,839 |
|---|
JBL
JABIL INC | United States | COM | 28,187 | 31,147 | +2,960 | $7,487,313 | $12,006,546 | +$4,519,233 |
|---|
QCOM
QUALCOMM INC | United States | COM | 49,994 | 58,132 | +8,138 | $6,438,227 | $10,742,212 | +$4,303,985 |
|---|
ABBV
ABBVIE INC | United States | COM | 80,658 | 86,558 | +5,900 | $17,542,308 | $21,781,455 | +$4,239,147 |
|---|
AXP
AMERICAN EXPRESS CO | United States | COM | 35,039 | 43,799 | +8,760 | $10,598,597 | $14,815,012 | +$4,216,415 |
|---|
NBIS
NEBIUS GROUP N.V. | | SHS CLASS A | 10,480 | 19,192 | +8,712 | $1,087,405 | $5,300,255 | +$4,212,850 |
|---|
GEV
GE VERNOVA INC | United States | COM | 11,747 | 12,187 | +440 | $10,253,956 | $14,318,019 | +$4,064,063 |
|---|
FTV
FORTIVE CORP | United States | COM | 243,369 | 285,469 | +42,100 | $13,453,438 | $17,439,301 | +$3,985,863 |
|---|
ADI
ANALOG DEVICES INC | United States | COM | 14,160 | 21,320 | +7,160 | $4,504,862 | $8,467,664 | +$3,962,802 |
|---|
CBRE
CBRE GROUP INC | United States | CL A | 56,449 | 84,049 | +27,600 | $7,646,582 | $11,320,560 | +$3,673,978 |
|---|
C
CITIGROUP INC | United States | COM NEW | 91,492 | 98,592 | +7,100 | $10,376,108 | $13,798,936 | +$3,422,828 |
|---|
AZO
AUTOZONE INC | United States | COM | 2,901 | 4,131 | +1,230 | $9,798,940 | $13,202,428 | +$3,403,488 |
|---|
DIS
DISNEY WALT CO | United States | COM | 88,231 | 121,964 | +33,733 | $8,503,704 | $11,739,035 | +$3,235,331 |
|---|
IBM
INTERNATIONAL BUSINESS MACHS | United States | COM | 47,208 | 52,028 | +4,820 | $11,442,747 | $14,630,794 | +$3,188,047 |
|---|
BMO
BANK MONTREAL MEDIUM | | COM | 62,396 | 64,496 | +2,100 | $8,448,300 | $11,388,184 | +$2,939,884 |
|---|
CVS
CVS HEALTH CORP | United States | COM | 49,559 | 62,059 | +12,500 | $3,559,327 | $6,420,004 | +$2,860,677 |
|---|
ALAB
ASTERA LABS INC | United States | COM | 3,500 | 6,399 | +2,899 | $383,600 | $3,090,845 | +$2,707,245 |
|---|
KO
COCA COLA CO | United States | COM | 173,704 | 195,304 | +21,600 | $13,210,189 | $15,872,356 | +$2,662,167 |
|---|
ORLY
OREILLY AUTOMOTIVE INC | United States | COM | 190,500 | 219,171 | +28,671 | $17,585,055 | $20,183,457 | +$2,598,402 |
|---|
JNJ
JOHNSON & JOHNSON | United States | COM | 135,229 | 139,429 | +4,200 | $33,055,377 | $35,410,783 | +$2,355,406 |
|---|
PRU
PRUDENTIAL FINL INC | United States | COM | 37,989 | 55,689 | +17,700 | $3,711,145 | $6,010,514 | +$2,299,369 |
|---|
DDOG
DATADOG INC | United States | CL A COM | 9,517 | 13,119 | +3,602 | $1,123,482 | $3,415,663 | +$2,292,181 |
|---|
BRKB
BERKSHIRE HATHAWAY INC DEL | | CL B NEW | 45,213 | 47,805 | +2,592 | $21,666,070 | $23,921,144 | +$2,255,074 |
|---|
BE
BLOOM ENERGY CORP | United States | COM CL A | 3,389 | 8,905 | +5,516 | $459,176 | $2,695,544 | +$2,236,368 |
|---|
IP
INTERNATIONAL PAPER CO | United States | COM | 120,056 | 168,456 | +48,400 | $4,285,999 | $6,418,174 | +$2,132,175 |
|---|
COHR
COHERENT CORP | United States | COM | 2,100 | 6,640 | +4,540 | $500,241 | $2,619,281 | +$2,119,040 |
|---|
ANET
ARISTA NETWORKS INC | United States | COM SHS | 42,197 | 42,797 | +600 | $5,180,948 | $7,270,354 | +$2,089,406 |
|---|
TMO
THERMO FISHER SCIENTIFIC INC | United States | COM | 14,289 | 18,176 | +3,887 | $7,023,472 | $9,112,719 | +$2,089,247 |
|---|
MRK
MERCK & CO INC | United States | COM | 137,612 | 144,486 | +6,874 | $16,553,347 | $18,566,451 | +$2,013,104 |
|---|
ECL
ECOLAB INC | United States | COM | 15,252 | 21,510 | +6,258 | $4,057,337 | $5,992,901 | +$1,935,564 |
|---|
APP
APPLOVIN CORP | United States | COM CL A | 11,850 | 12,610 | +760 | $4,716,300 | $6,497,050 | +$1,780,750 |
|---|
VRT
VERTIV HOLDINGS CO | United States | COM CL A | 14,592 | 15,973 | +1,381 | $3,656,463 | $5,348,080 | +$1,691,617 |
|---|
KHC
KRAFT HEINZ CO | United States | COM | 276,176 | 332,476 | +56,300 | $6,211,198 | $7,853,083 | +$1,641,885 |
|---|
TXT
TEXTRON INC | United States | COM | 84,375 | 98,375 | +14,000 | $7,387,875 | $9,023,939 | +$1,636,064 |
|---|
FTNT
FORTINET INC | United States | COM | 20,707 | 21,553 | +846 | $1,692,176 | $3,310,972 | +$1,618,796 |
|---|
MA
MASTERCARD INCORPORATED | United States | CL A | 42,354 | 44,354 | +2,000 | $21,162,600 | $22,780,214 | +$1,617,614 |
|---|
AMGN
AMGEN INC | United States | COM | 41,283 | 44,163 | +2,880 | $14,525,424 | $15,992,306 | +$1,466,882 |
|---|
B
BARRICK MNG CORP | | COM SHS | 43,543 | 88,043 | +44,500 | $1,778,830 | $3,234,212 | +$1,455,382 |
|---|
COF
CAPITAL ONE FINL CORP | United States | COM | 44,849 | 47,949 | +3,100 | $8,181,803 | $9,619,528 | +$1,437,725 |
|---|
ALL
ALLSTATE CORP | United States | COM | 4,834 | 10,205 | +5,371 | $1,002,282 | $2,428,178 | +$1,425,896 |
|---|
KMB
KIMBERLY-CLARK CORP | United States | COM | 91,807 | 93,107 | +1,300 | $8,856,621 | $10,220,355 | +$1,363,734 |
|---|
SNOW
SNOWFLAKE INC | United States | COM SHS | 9,990 | 11,264 | +1,274 | $1,506,692 | $2,866,688 | +$1,359,996 |
|---|
NKE
NIKE INC | United States | CL B | 119,503 | 185,303 | +65,800 | $6,312,148 | $7,606,688 | +$1,294,540 |
|---|
RKLB
ROCKET LAB CORP | United States | COM | 18,037 | 23,737 | +5,700 | $1,158,336 | $2,412,866 | +$1,254,530 |
|---|
TER
TERADYNE INC | United States | COM | 6,341 | 6,441 | +100 | $1,879,853 | $3,116,413 | +$1,236,560 |
|---|
ADP
AUTOMATIC DATA PROCESSING IN | United States | COM | 8,766 | 13,146 | +4,380 | $1,781,076 | $2,944,047 | +$1,162,971 |
|---|
CRDO
CREDO TECHNOLOGY GROUP HOLDI | Cayman Islands | ORDINARY SHARES | 4,800 | 5,844 | +1,044 | $450,576 | $1,589,276 | +$1,138,700 |
|---|
AON
AON PLC | Ireland | SHS CL A | 6,713 | 9,950 | +3,237 | $2,166,822 | $3,300,316 | +$1,133,494 |
|---|
NXPI
NXP SEMICONDUCTORS N V | | COM | 8,347 | 9,747 | +1,400 | $1,643,190 | $2,739,199 | +$1,096,009 |
|---|
FIX
COMFORT SYS USA INC | United States | COM | 446 | 860 | +414 | $615,030 | $1,704,477 | +$1,089,447 |
|---|
PPG
PPG INDS INC | United States | COM | 7,292 | 15,292 | +8,000 | $779,369 | $1,854,767 | +$1,075,398 |
|---|
BKNG
BOOKING HOLDINGS INC | United States | COM | 1,452 | 40,053 | +38,601 | $6,113,385 | $7,139,047 | +$1,025,662 |
|---|
PEP
PEPSICO INC | United States | COM | 68,989 | 71,641 | +2,652 | $10,713,302 | $9,700,191 | -$1,013,111 |
|---|
F
FORD MTR CO | United States | COM | 139,034 | 188,034 | +49,000 | $1,604,452 | $2,613,673 | +$1,009,221 |
|---|
NTAP
NETAPP INC | United States | COM | 10,816 | 13,316 | +2,500 | $1,107,450 | $2,060,784 | +$953,334 |
|---|
LITE
LUMENTUM HLDGS INC | United States | COM | 1,381 | 2,241 | +860 | $970,512 | $1,922,912 | +$952,400 |
|---|
CLX
CLOROX CO DEL | United States | COM | 108,600 | 127,700 | +19,100 | $11,254,218 | $12,187,688 | +$933,470 |
|---|
DHR
DANAHER CORP DEL | United States | COM | 31,313 | 35,986 | +4,673 | $5,936,945 | $6,854,613 | +$917,668 |
|---|
TRV
TRAVELERS COMPANIES INC | United States | COM | 11,321 | 12,721 | +1,400 | $3,302,109 | $4,199,457 | +$897,348 |
|---|
RS
RELIANCE INC | United States | COM | 1,013 | 3,213 | +2,200 | $307,871 | $1,200,377 | +$892,506 |
|---|
CRWV
COREWEAVE INC | United States | COM CL A | 6,437 | 13,809 | +7,372 | $498,674 | $1,374,548 | +$875,874 |
|---|
FFIV
F5 INC | United States | COM | 2,651 | 3,931 | +1,280 | $767,014 | $1,635,139 | +$868,125 |
|---|
DTE
DTE ENERGY CO | United States | COM | 13,000 | 18,000 | +5,000 | $1,900,860 | $2,742,660 | +$841,800 |
|---|
TDY
TELEDYNE TECHNOLOGIES INC | United States | COM | 4,760 | 5,560 | +800 | $2,879,848 | $3,707,964 | +$828,116 |
|---|
FCX
FREEPORT MCMORAN INC | United States | CL B | 87,971 | 95,371 | +7,400 | $5,170,935 | $5,997,882 | +$826,947 |
|---|
CAH
CARDINAL HEALTH INC | United States | COM | 26,714 | 27,214 | +500 | $5,644,935 | $6,464,958 | +$820,023 |
|---|
CSX
CSX CORP | United States | COM | 24,710 | 38,511 | +13,801 | $1,014,346 | $1,830,428 | +$816,082 |
|---|
TT
TRANE TECHNOLOGIES PLC | | SHS | 9,344 | 9,504 | +160 | $3,894,019 | $4,667,985 | +$773,966 |
|---|
ATO
ATMOS ENERGY CORP | United States | COM | 2,500 | 7,100 | +4,600 | $461,800 | $1,223,117 | +$761,317 |
|---|
TMUS
T-MOBILE US INC | United States | COM | 20,465 | 21,134 | +669 | $4,298,264 | $3,544,806 | -$753,458 |
|---|
WFC
WELLS FARGO & CO | United States | COM | 150,014 | 153,514 | +3,500 | $11,942,615 | $12,686,397 | +$743,782 |
|---|
HUM
HUMANA INC | United States | COM | 3,086 | 3,197 | +111 | $535,082 | $1,269,912 | +$734,830 |
|---|
CSL
CARLISLE COS INC | United States | COM | 3,914 | 5,514 | +1,600 | $1,305,789 | $2,000,204 | +$694,415 |
|---|
FTAI
FTAI AVIATION LTD | United States | SHS | 2,181 | 4,541 | +2,360 | $534,345 | $1,228,477 | +$694,132 |
|---|
ASTS
AST SPACEMOBILE INC | United States | COM CL A | 3,700 | 11,096 | +7,396 | $306,619 | $985,991 | +$679,372 |
|---|
NRG
NRG ENERGY INC | United States | COM NEW | 20,513 | 25,113 | +4,600 | $2,997,770 | $3,668,005 | +$670,235 |
|---|
EBAY
EBAY INC. | United States | COM | 13,015 | 16,571 | +3,556 | $1,184,625 | $1,851,809 | +$667,184 |
|---|
AIG
AMERICAN INTL GROUP INC | United States | COM NEW | 73,716 | 83,316 | +9,600 | $5,547,129 | $6,209,541 | +$662,412 |
|---|
RVMD
REVOLUTION MEDICINES INC | United States | COM | 2,544 | 4,832 | +2,288 | $247,404 | $904,937 | +$657,533 |
|---|
NOW
SERVICENOW INC | United States | COM | 37,942 | 46,547 | +8,605 | $3,966,836 | $4,621,186 | +$654,350 |
|---|
META
META PLATFORMS INC | United States | CL A | 96,751 | 99,431 | +2,680 | $55,354,150 | $56,008,488 | +$654,338 |
|---|
CVNA
CARVANA CO | United States | CL A | 3,706 | 27,610 | +23,904 | $1,165,092 | $1,817,290 | +$652,198 |
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