LOMBARD ODIER ASSET MANAGEMENT (EUROPE) LTD
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | LKQ | 2.57M | $11.07M |
 | ETSY | 2.50M | $2.31M |
 | SPGI | 2.49M | $41.03M |
 | PTC | 1.85M | $16.78M |
 | LW | 1.70M | $7.47M |
 | MDT | 1.53M | $4.89M |
 | V | 1.51M | $5.86M |
 | WEC | 1.40M | $1.72M |
 | FE | 894K | $930.34K |
 | NOW | 629K | $18.60M |
 | CMG | 511K | $30.19M |
 | CPRT | 492K | $20.12M |
 | SW | 471K | $20.04M |
 | NVDA | 420K | $78.41M |
 | NXT | 420K | $33.08M |
 | LRCX | 401K | $5.61M |
 | PAGS | 378K | $9.09M |
 | COMM | 367K | $12.31M |
 | TMO | 335K | $30.09M |
 | GOOG | 318K | $77.37M |
LKQ Corporation
LKQ
Shares Held
2.57M
Value
$11.07M
Etsy, Inc.
ETSY
Shares Held
2.50M
Value
$2.31M
S&P Global Inc.
SPGI
Shares Held
2.49M
Value
$41.03M
PTC Inc.
PTC
Shares Held
1.85M
Value
$16.78M
Lamb Weston Holdings, Inc.
LW
Shares Held
1.70M
Value
$7.47M
Medtronic plc
MDT
Shares Held
1.53M
Value
$4.89M
Visa Inc.
V
Shares Held
1.51M
Value
$5.86M
WEC Energy Group, Inc.
WEC
Shares Held
1.40M
Value
$1.72M
FirstEnergy Corp.
FE
Shares Held
894K
Value
$930.34K
ServiceNow, Inc.
NOW
Shares Held
629K
Value
$18.60M
Chipotle Mexican Grill, Inc.
CMG
Shares Held
511K
Value
$30.19M
Copart, Inc.
CPRT
Shares Held
492K
Value
$20.12M
Smurfit Westrock Plc
SW
Shares Held
471K
Value
$20.04M
NVIDIA Corporation
NVDA
Shares Held
420K
Value
$78.41M
Nextpower Inc.
NXT
Shares Held
420K
Value
$33.08M
Lam Research Corporation
LRCX
Shares Held
401K
Value
$5.61M
PagSeguro Digital Ltd.
PAGS
Shares Held
378K
Value
$9.09M
CommScope Holding Company, Inc.
COMM
Shares Held
367K
Value
$12.31M
Thermo Fisher Scientific Inc.
TMO
Shares Held
335K
Value
$30.09M
Alphabet Inc.
GOOG
Shares Held
318K
Value
$77.37M