Compagnie Lombard Odier SCmA has disclosed its latest investment portfolio in a 13F filing with the SEC, revealing a total value of approximately $9.75 billion as of September 30, 2026. This filing is significant as it provides insight into the firm’s investment strategies and asset allocation, particularly in the financial services sector.

The firm’s portfolio includes substantial stakes in major corporations, with notable investments in technology and consumer sectors. For instance, the filing indicates that Compagnie Lombard Odier holds significant shares in companies like Alphabet Inc. and Amazon.com Inc., reflecting a strategic focus on high-growth sectors.

Background

Compagnie Lombard Odier SCmA is a prominent player in the financial services industry, known for its asset management and investment advisory services. The firm has a long-standing history and is recognized for its expertise in managing diversified portfolios for institutional and private clients. The recent filing is part of its ongoing regulatory obligations to disclose investment holdings to the SEC.

What the Filing Says

In the 13F-HR filing dated November 4, 2026, Compagnie Lombard Odier reported a total of 679 entries in its investment portfolio. The total value of these holdings was reported at $9,752,374,260. The filing includes detailed information about various securities held by the firm, showcasing its investment discretion and voting authority over these assets.

Impact

This filing may affect various stakeholders, including investors, analysts, and competitors in the financial services sector. By revealing its investment strategies, Compagnie Lombard Odier SCmA provides valuable insights that could influence market perceptions and investment decisions among peers and clients alike.

What's Next

The filing does not specify what happens next regarding the firm’s investment strategies or any upcoming changes in its portfolio management. However, it is expected that the firm will continue to monitor market trends and adjust its holdings as necessary to align with its investment objectives.