Compagnie Lombard Odier Scma Top Holdings and 13F Report (2024) → Shocking $16T Elon Musk Crypto Leak (From Crypto 101 Media) (Ad) About Compagnie Lombard Odier ScmaInvestment ActivityCompagnie Lombard Odier Scma has $5.65 billion in total holdings as of March 31, 2024.Compagnie Lombard Odier Scma owns shares of 515 different stocks, but just 40 companies or ETFs make up 80% of its holdings.Approximately 15.82% of the portfolio was purchased this quarter.About NaN of the portfolio was sold this quarter.This quarter, Compagnie Lombard Odier Scma has purchased 611 new stocks and bought additional shares in 120 stocks.Compagnie Lombard Odier Scma sold shares of 111 stocks and completely divested from 201 stocks this quarter.Largest Holdings Microsoft $552,362,448Alphabet $451,880,716Visa $282,364,767NVIDIA $242,783,853LINDE PLC $224,620,374 Largest New Holdings this Quarter Vanguard Communication Services ETF $2,165,130 HoldingISHARES BITCOIN TR $1,767,326 HoldingSPDR S&P Metals & Mining ETF $1,502,780 HoldingGRAYSCALE BITCOIN TR BTC $1,392,899 HoldingTKO GROUP HOLDINGS INC $1,219,245 Holding Largest Purchases this Quarter General Mills 1,532,000 shares (about $107.19M)Microsoft 196,751 shares (about $82.78M)Procter & Gamble 331,586 shares (about $53.80M)Palo Alto Networks 155,242 shares (about $44.11M)Alphabet 277,503 shares (about $41.88M) Largest Sales this Quarter Logitech International 329,239 shares (about $29.52M)Garmin 140,000 shares (about $20.84M)Salesforce 66,145 shares (about $19.92M)Enphase Energy 90,491 shares (about $10.95M)Spotify Technology 39,292 shares (about $10.37M) Sector Allocation Over TimeMap of 500 Largest Holdings ofCompagnie Lombard Odier Scma Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorMSFTMicrosoft$552,362,448$82,777,081 ▲17.6%1,312,8989.8%Computer and TechnologyGOOGLAlphabet$451,880,716$41,883,534 ▲10.2%2,993,9758.0%Computer and TechnologyVVisa$282,364,767$26,133,888 ▲10.2%1,011,7705.0%Business ServicesNVDANVIDIA$242,783,853$22,639,599 ▲10.3%268,6974.3%Computer and TechnologyLINDE PLC$224,620,374$10,271,223 ▲4.8%483,7624.0%SHSJPMJPMorgan Chase & Co.$188,830,672$25,485,778 ▲15.6%942,7393.3%FinancePANWPalo Alto Networks$153,371,425$44,108,921 ▲40.4%539,7932.7%Computer and TechnologyPGProcter & Gamble$151,152,576$53,799,882 ▲55.3%931,6022.7%Consumer StaplesMETAMeta Platforms$125,151,445$13,781,731 ▲12.4%257,7362.2%Computer and TechnologyKOCoca-Cola$121,786,207$12,143,803 ▲11.1%1,990,6212.2%Consumer StaplesTMOThermo Fisher Scientific$117,913,596$4,739,769 ▲4.2%202,8762.1%MedicalMRKMerck & Co., Inc.$114,124,671$21,789,047 ▲23.6%864,9082.0%MedicalAVGOBroadcom$112,901,091$26,141,065 ▲30.1%85,1822.0%Computer and TechnologyGISGeneral Mills$112,721,670$107,194,040 ▲1,939.2%1,611,0002.0%Consumer StaplesADBEAdobe$105,240,385$5,116,644 ▼-4.6%208,5621.9%Computer and TechnologyHDHome Depot$93,574,234$18,100,166 ▲24.0%243,9371.7%Retail/WholesaleDISWalt Disney$91,113,791$20,860,546 ▲29.7%744,6371.6%Consumer DiscretionarySPGIS&P Global$87,750,811$4,275,775 ▲5.1%206,2541.6%Business ServicesBXBlackstone$72,765,731$5,112,528 ▼-6.6%553,8991.3%Financial ServicesALCAlcon$67,834,846$1,605,413 ▲2.4%817,4851.2%MedicalNOWServiceNow$66,468,322$10,980,085 ▲19.8%87,1831.2%Computer and TechnologyCRMSalesforce$65,147,952$19,921,553 ▼-23.4%216,3091.2%Computer and TechnologyUBSUBS Group$65,080,402$248,727 ▼-0.4%2,113,1191.2%FinanceRACEFerrari$62,109,095$7,264,757 ▼-10.5%142,3471.1%Auto/Tires/TrucksABBVAbbVie$60,862,201$613,131 ▲1.0%334,2241.1%MedicalMDLZMondelez International$58,263,450$24,726,380 ▲73.7%832,3351.0%Consumer StaplesXOMExxon Mobil$56,757,785$5,846,872 ▲11.5%488,2811.0%Oils/EnergyTTTrane Technologies$56,020,622$3,343,628 ▼-5.6%186,6111.0%Business ServicesNFLXNetflix$55,135,852$7,136,736 ▲14.9%90,7841.0%Consumer DiscretionaryNEENextEra Energy$54,439,709$8,572,827 ▲18.7%851,8181.0%UtilitiesIQVIQVIA$53,384,334$1,085,657 ▼-2.0%211,0970.9%MedicalMCDMcDonald's$52,853,229$10,140,334 ▲23.7%187,4560.9%Retail/WholesaleWMWaste Management$52,819,448$3,981,857 ▲8.2%247,8040.9%Business ServicesSPOTSpotify Technology$51,177,877$10,369,162 ▼-16.8%193,9290.9%Business ServicesCSCOCisco Systems$45,640,796$12,980,143 ▲39.7%914,4620.8%Computer and TechnologyLLYEli Lilly and Company$43,437,396$11,337,989 ▲35.3%55,8350.8%MedicalHONHoneywell International$41,503,027$3,583,463 ▼-7.9%202,2070.7%Multi-Sector ConglomeratesJNJJohnson & Johnson$40,889,429$16,060,557 ▲64.7%258,4830.7%MedicalCSXCSX$39,223,338$3,883,121 ▲11.0%1,058,0880.7%TransportationELEstée Lauder Companies$37,496,398$3,389,144 ▲9.9%243,2460.7%Consumer StaplesDDOGDatadog$36,579,667$2,435,662 ▲7.1%295,9520.6%Computer and TechnologyETNEaton$36,445,981$8,415,782 ▲30.0%116,5600.6%Industrial ProductsVZVerizon Communications$34,140,463$6,575,846 ▲23.9%813,6430.6%Computer and TechnologyBLKBlackRock$27,769,729$342,651 ▼-1.2%33,3090.5%FinanceMETMetLife$27,406,258$7,828,761 ▲40.0%369,8050.5%FinanceGOOGAlphabet$27,073,501$1,447,993 ▼-5.1%177,8110.5%Computer and TechnologyTXNTexas Instruments$25,322,120$19,620,053 ▲344.1%145,3540.4%Computer and TechnologyICEIntercontinental Exchange$24,201,151$5,939,863 ▲32.5%176,0980.4%FinanceUNHUnitedHealth Group$22,373,304$2,316,680 ▼-9.4%45,2260.4%MedicalBNBrookfield$22,354,255$1,348,711 ▼-5.7%533,7000.4%FinancePGRProgressive$22,104,508$10,189,608 ▲85.5%106,8780.4%FinanceCLColgate-Palmolive$22,046,491$21,566,975 ▲4,497.7%244,8250.4%Consumer StaplesPINSPinterest$21,691,536$552,952 ▼-2.5%625,6570.4%Computer and TechnologyCBChubb$21,312,927$604,032 ▼-2.8%82,2480.4%FinanceDXCMDexCom$21,167,706$3,564,591 ▲20.2%152,6150.4%MedicalBAMBrookfield Asset Management$20,554,083$676,522 ▲3.4%489,1500.4%FinanceIBMInternational Business Machines$20,117,064$1,138,122 ▲6.0%105,3470.4%Computer and TechnologyINTCIntel$19,636,393$552,125 ▲2.9%444,5640.3%Computer and TechnologyULUnilever$19,624,290$19,574,100 ▲39,000.0%391,0000.3%Consumer StaplesTSLATesla$18,796,000$2,621,557 ▼-12.2%106,9230.3%Auto/Tires/TrucksPEPPepsiCo$18,646,971$636,337 ▲3.5%106,5480.3%Consumer StaplesKMBKimberly-Clark$16,569,735$12,042,485 ▲266.0%128,1000.3%Consumer StaplesKHCKraft Heinz$15,702,795$12,804,300 ▲441.8%425,5500.3%Consumer StaplesTSMTaiwan Semiconductor Manufacturing$15,696,233$1,801,711 ▼-10.3%115,3710.3%Computer and TechnologyPMPhilip Morris International$15,527,299$181,133 ▼-1.2%169,4750.3%Consumer StaplesBABAAlibaba Group$15,443,940$4,841,970 ▼-23.9%213,4320.3%Retail/WholesaleINTUIntuit$15,163,850$6,083,350 ▲67.0%23,3290.3%Computer and TechnologyMRNAModerna$14,847,539$292,188 ▲2.0%139,3350.3%MedicalBKNGBooking$14,816,261$25,395 ▲0.2%4,0840.3%Retail/WholesaleSRESempra$14,540,765$6,303,012 ▲76.5%202,4330.3%UtilitiesLOGILogitech International$14,522,454$29,520,753 ▼-67.0%161,9660.3%Computer and TechnologyMCKMcKesson$13,590,361$367,742 ▲2.8%25,3150.2%MedicalMMCMarsh & McLennan Companies$13,525,058$3,053,859 ▲29.2%65,6620.2%FinanceFDXFedEx$13,226,631$10,720,380 ▲427.7%45,6500.2%TransportationBMYBristol-Myers Squibb$13,038,790$9,511,942 ▲269.7%240,4350.2%MedicalNKENIKE$12,142,118$1,397,576 ▼-10.3%129,1990.2%Consumer DiscretionaryCVXChevron$11,293,393$72,560 ▲0.6%71,5950.2%Oils/EnergyPFEPfizer$10,525,743$3,570,066 ▲51.3%379,3060.2%MedicalSPYSPDR S&P 500 ETF Trust$10,129,774$313,842 ▼-3.0%19,3660.2%FinanceWMTWalmart$9,912,948$7,290,499 ▲278.0%164,7490.2%Retail/WholesaleIFFInternational Flavors & Fragrances$9,861,167$2,539,974 ▲34.7%114,6780.2%Consumer StaplesIRIngersoll Rand$9,768,837$1,528,031 ▲18.5%102,8840.2%Industrial ProductsCATCaterpillar$9,401,863$36,643 ▼-0.4%25,6580.2%Industrial ProductsFCXFreeport-McMoRan$9,079,421$748,370 ▼-7.6%193,0970.2%Basic MaterialsACNAccenture$8,520,371$927,182 ▼-9.8%24,5820.2%Business ServicesRSReliance$8,344,809$1,796,886 ▲27.4%24,9710.1%Basic MaterialsTRMBTrimble$8,330,115$3,602,680 ▲76.2%129,4300.1%Computer and TechnologyNVONovo Nordisk A/S$8,195,772$931,542 ▲12.8%63,8300.1%MedicalGPNGlobal Payments$8,122,386$658,944 ▲8.8%60,7690.1%Business ServicesTELTE Connectivity$8,057,624$3,031,449 ▲60.3%55,4780.1%Computer and TechnologyDEDeere & Company$7,379,766$30,806 ▲0.4%17,9670.1%Industrial ProductsKEYSKeysight Technologies$7,170,023$1,074,800 ▲17.6%45,8500.1%Computer and TechnologyEXCExelon$6,674,576$2,107,415 ▼-24.0%177,6570.1%UtilitiesLPLALPL Financial$6,132,082$2,847,812 ▲86.7%23,2100.1%FinanceGOVTiShares U.S. Treasury Bond ETF$6,080,662$1,492,574 ▲32.5%267,0470.1%ETFORCLOracle$5,730,956$238,157 ▼-4.0%45,6250.1%Computer and TechnologySTLAStellantis$5,700,246$34,029 ▲0.6%200,3410.1%Auto/Tires/TrucksPPGPPG Industries$5,510,548$2,742,957 ▲99.1%38,0300.1%Basic MaterialsPLTRPalantir Technologies$5,276,193$85,137 ▲1.6%229,3000.1%Business ServicesDHRDanaher$5,266,845$1,010,117 ▼-16.1%21,0910.1%MedicalShowing largest 100 holdings. 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