Stock Taper 
LOMBARD ODIER ASSET MANAGEMENT (USA) CORP
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Comfort Systems USA, Inc. | FIX | 165 | $327.02K |
 ASML Holding N.V. | ASML | 223 | $443.64K |
 Sandisk Corporation | SNDK | 326 | $741.24K |
 Western Digital Corporation | WDC | 489 | $312.33K |
 Taiwan Semiconductor Manufacturing Company Limited | TSM | 500 | $238.78K |
 Advanced Micro Devices, Inc. | AMD | 676 | $392.69K |
 McKesson Corporation | MCK | 750 | $566.7K |
 Eaton Corporation plc | ETN | 834 | $355.38K |
 Broadcom Inc. | AVGO | 861 | $325.24K |
 Micron Technology, Inc. | MU | 1.06K | $1.23M |
 Woodward, Inc. | WWD | 1.07K | $456.07K |
 RBC Bearings Incorporated | RBC | 1.22K | $787.68K |
 Casey's General Stores, Inc. | CASY | 1.22K | $972.82K |
 FirstCash Holdings, Inc | FCFS | 1.3K | $280.57K |
 Saia, Inc. | SAIA | 1.35K | $567.3K |
 Expedia Group, Inc. | EXPE | 1.6K | $409.41K |
 Visa Inc. | V | 2K | $686.18K |
 Cencora, Inc. | COR | 2.01K | $568.22K |
 Mastercard Incorporated | MA | 2.14K | $1.1M |
 HEICO Corporation | HEI | 2.15K | $764.03K |