Lombard Odier Asset Management (Europe) Ltd Q1 2022 Filing

Filed May 16, 2022

Portfolio Value

$2.6B

Holdings

171

Report Date

Q1 2022

Filing Type

13F-HR

All Holdings (171 positions)

StockValue
AKAM 0.375 09/01/27AKAMAI TECHNOLOGIES INC
$91.8M
$76.5M
$57.4M
RNG 0 03/01/25RINGCENTRAL INC
$56.6M
F 0 03/15/26FORD MTR CO DEL
$53.1M
AWCAMERICAN WTR WKS CO INC NEW
$48.5M
AGCOAGCO CORP
$46.9M
AAALCOA CORP
$43.3M
JAZZ 2 06/15/26JAZZ INVESTMENTS I LTD
$39.2M
DBX 0 03/01/26DROPBOX INC
$39.2M
EXPE 0 02/15/26EXPEDIA GROUP INC
$39.1M
RCL 2.875 11/15/23ROYAL CARIBBEAN GROUP
$38.4M
$38.4M
$36.4M
ABNB 0 03/15/26AIRBNB INC
$35.5M
TQJSIGNATURE BK NEW YORK N Y
$34.1M
$33.8M
ZENDESK INC
$32.5M
LYFTLYFT INC
$32.2M
$31.1M
BKNG 0.75 05/01/25BOOKING HOLDINGS INC
$31.1M
AAPLAPPLE INC
$31.0M
$30.5M
VAC 0 01/15/26MARRIOTT VACATIONS WORLDWIDE
$29.9M
SLNSILENCE THERAPEUTICS PLC
$29.7M
FOUR 0 12/15/25SHIFT4 PMTS INC
$29.0M
TSCOTRACTOR SUPPLY CO
$27.6M
NEENEXTERA ENERGY INC
$27.6M
LITE 0.5 12/15/26LUMENTUM HLDGS INC
$26.5M
ARCC 4.625 03/01/24ARES CAPITAL CORP
$26.3M
$25.6M
TWITTER INC
$25.2M
CARRCARRIER GLOBAL CORPORATION
$25.0M
AQUAUSDEVOQUA WATER TECHNOLOGIES CO
$24.9M
AESAES CORP
$24.5M
URIUNITED RENTALS INC
$24.2M
MSFTMICROSOFT CORP
$24.1M
GH 0 11/15/27GUARDANT HEALTH INC
$23.4M
BXPBOSTON PROPERTIES INC
$23.3M
DKSDICKS SPORTING GOODS INC
$23.0M
$22.8M
WCNWASTE CONNECTIONS INC
$22.4M
CMICUMMINS INC
$22.0M
MTZMASTEC INC
$21.7M
PKNPERKINELMER INC
$21.6M
CAGCONAGRA BRANDS INC
$20.9M
NEE 6.219 09/01/23NEXTERA ENERGY INC
$20.9M
ENPH 0 03/01/28ENPHASE ENERGY INC
$20.7M
SIVBEURSVB FINANCIAL GROUP
$20.7M
EXAS 0.375 03/15/27EXACT SCIENCES CORP
$20.6M
TTEKTETRA TECH INC NEW
$20.6M
WYWEYERHAEUSER CO MTN BE
$20.5M
BAC 7.25 PERP LBK OF AMERICA CORP
$19.9M
SPGIS&P GLOBAL INC
$19.7M
MUMICRON TECHNOLOGY INC
$19.2M
WMSADVANCED DRAIN SYS INC DEL
$19.1M
HONHONEYWELL INTL INC
$18.9M
DHRDANAHER CORPORATION
$18.7M
BAMBROOKFIELD ASSET MGMT INC
$18.5M
ACMAECOM
$18.2M
TJXTJX COS INC NEW
$18.2M
IQ 4 12/15/26IQIYI INC
$17.9M
CDNSCADENCE DESIGN SYSTEM INC
$17.3M
HASIHANNON ARMSTRONG SUST INFR C
$16.4M
HAINHAIN CELESTIAL GROUP INC
$16.4M
HXLHEXCEL CORP NEW
$16.4M
MTDMETTLER TOLEDO INTERNATIONAL
$16.0M
LWLAMB WESTON HLDGS INC
$16.0M
CBTCABOT CORP
$15.5M
ENPH 0 03/01/26ENPHASE ENERGY INC
$15.4M
CCKCROWN HLDGS INC
$15.4M
DOVDOVER CORP
$15.4M
AZPNUSDASPEN TECHNOLOGY INC
$15.1M
ZBRAZEBRA TECHNOLOGIES CORPORATI
$14.9M
JLLJONES LANG LASALLE INC
$14.7M
MIDDMIDDLEBY CORP
$14.6M
STLDSTEEL DYNAMICS INC
$14.6M
DARDARLING INGREDIENTS INC
$14.5M
FCXFREEPORT-MCMORAN INC
$14.5M
PTCPTC INC
$14.5M
NVDANVIDIA CORPORATION
$14.2M
EMNEASTMAN CHEM CO
$14.1M
SEESEALED AIR CORP NEW
$14.0M
AMATAPPLIED MATLS INC
$13.7M
MTN 0 01/01/26VAIL RESORTS INC
$13.2M
LYV 2 02/15/25LIVE NATION ENTERTAINMENT IN
$13.1M
ELANELANCO ANIMAL HEALTH INC
$13.0M
FISFIDELITY NATL INFORMATION SV
$12.0M
EXAS 0.375 03/01/28EXACT SCIENCES CORP
$11.2M
ZTSZOETIS INC
$11.0M
CXCEMEX SAB DE CV
$10.9M
SSFSENSIENT TECHNOLOGIES CORP
$10.8M
HLIHOULIHAN LOKEY INC
$10.4M
RSGREPUBLIC SVCS INC
$9.8M
JBTJOHN BEAN TECHNOLOGIES CORP
$9.7M
FLT1EURFLEETCOR TECHNOLOGIES INC
$9.7M
MCHP 0.125 11/15/24MICROCHIP TECHNOLOGY INC.
$9.1M
LNNLINDSAY CORP
$8.9M
JNJJOHNSON & JOHNSON
$8.4M
UNHUNITEDHEALTH GROUP INC
$8.4M
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