Stock Taper

LOMBARD ODIER ASSET MANAGEMENT (EUROPE) LTD

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Sysco CorporationSYY29.01K$2.42M
MSCI Inc.MSCI27.8K$15.57M
Micron Technology, Inc.MU27.33K$31.55M
Spotify Technology S.A.SPOT26.32K$12.08M
Aptiv PLCAPTV24.94K$1.53M
Accenture plcACN23.11K$2.88M
Deere & CompanyDE22.29K$14.14M
Applied Materials, Inc.AMAT20.96K$15.15M
Walmart Inc.WMT19.48K$2.21M
Eli Lilly and CompanyLLY19.3K$23.15M
Ichor Holdings, Ltd.ICHR17.5K$1.97M
Capital One Financial CorporationCOF16.72K$3.35M
Netflix, Inc.NFLX16.58K$1.18M
Carpenter Technology CorporationCRS15.58K$9.61M
Clean Harbors, Inc.CLH14.6K$4.36M
Deckers Outdoor CorporationDECK14.59K$1.45M
United Rentals, Inc.URI13.83K$15.67M
Ultra Clean Holdings, Inc.UCTT12.85K$1.83M
Cognex CorporationCGNX12.33K$892.87K
Danaher CorporationDHR12.12K$2.31M