Lombard Odier Asset Management (Europe) Ltd Q2 2019 Filing

Filed August 14, 2019

Portfolio Value

$1.2B

Holdings

392

Report Date

Q2 2019

Filing Type

13F-HR

All Holdings (392 positions)

StockValue
AKAM 0.125 05/01/25AKAMAI TECHNOLOGIES INC
$90.0M
MSFTMICROSOFT CORP
$50.6M
MCHP 1.625 02/15/27MICROCHIP TECHNOLOGY INC
$47.1M
EXAS 0.375 03/15/27EXACT SCIENCES CORP
$41.0M
PROSPECT CAPITAL CORPORATION
$36.9M
AMZNAMAZON COM INC
$34.4M
SQUARE INC
$31.9M
QIAGEN NV
$28.7M
ON SEMICONDUCTOR CORP
$27.1M
NXP SEMICONDUCTORS N V
$26.4M
JAZZ 1.5 08/15/24JAZZ INVESTMENTS I LTD
$26.3M
ILLUMINA INC
$26.0M
PRICELINE GRP INC
$24.6M
GWRE 1.25 03/15/25GUIDEWIRE SOFTWARE INC
$21.4M
LYV 2.5 03/15/23LIVE NATION ENTERTAINMENT IN
$20.7M
PRICELINE GRP INC
$20.4M
MACQUARIE INFRASTRUCTURE COR
$19.9M
AAPLAPPLE INC
$17.2M
NUANCE COMMUNICATIONS INC
$17.2M
VVISA INC
$16.7M
NEW RELIC INC
$16.4M
PGPROCTER AND GAMBLE CO
$14.9M
NKENIKE INC
$13.3M
LULULULULEMON ATHLETICA INC
$12.3M
NBIX 2.25 05/15/24NEUROCRINE BIOSCIENCES INC
$11.8M
$11.7M
ARCC 4.625 03/01/24ARES CAP CORP
$11.7M
AMERICAN RLTY CAP PPTYS INC
$11.6M
ULTAULTA BEAUTY INC
$11.5M
PEPPEPSICO INC
$11.0M
NUVASIVE INC
$10.5M
ELLAUDER ESTEE COS INC
$10.1M
CYPRESS SEMICONDUCTOR CORP
$9.7M
DISDISNEY WALT CO
$9.6M
SBUXSTARBUCKS CORP
$9.5M
TWITTER INC
$9.1M
CRTOCRITEO S A
$8.7M
MACQUARIE INFRASTRUCTURE COR
$8.3M
PYPLPAYPAL HLDGS INC
$8.2M
BLACKROCK CAPITAL INVESTMENT
$8.0M
ADBEADOBE INC
$7.9M
ISIS PHARMACEUTICALS INC DEL
$7.8M
TWITTER INC
$7.7M
NFLXNETFLIX INC
$7.7M
CEMEX SAB DE CV
$7.2M
WHITING PETE CORP NEW
$6.9M
BABAALIBABA GROUP HLDG LTD
$6.8M
FWONK 1 01/30/23LIBERTY MEDIA CORP DELAWARE
$6.4M
PROSPECT CAPITAL CORPORATION
$5.8M
VCITVANGUARD SCOTTSDALE FDS
$4.9M
WEIBO CORP
$4.7M
METAFACEBOOK INC
$4.7M
ARES CAP CORP
$4.3M
TALTAL EDUCATION GROUP
$4.2M
JPMJPMORGAN CHASE & CO
$3.8M
JNJJOHNSON & JOHNSON
$3.8M
APOLLO COML REAL EST FIN INC
$3.7M
LKNCYLUCKIN COFFEE INC
$3.7M
HERCULES CAPITAL INC
$3.5M
GOOGALPHABET INC
$3.5M
PRUPRUDENTIAL FINL INC
$3.4M
VIAV 1 03/01/24VIAVI SOLUTIONS INC
$3.4M
FTCHQFARFETCH LTD
$3.4M
BLKCHFBLACKROCK INC
$3.3M
XOMEXXON MOBIL CORP
$3.3M
GOOGLALPHABET INC
$3.3M
BXMT 4.75 03/15/23BLACKSTONE MTG TR INC
$3.2M
MERITOR INC
$2.9M
BMRN 0.599 08/01/24BIOMARIN PHARMACEUTICAL INC
$2.9M
MAMASTERCARD INC
$2.9M
BRK/BBERKSHIRE HATHAWAY INC DEL
$2.9M
SPIRIT RLTY CAP INC NEW
$2.7M
PFEPFIZER INC
$2.6M
BACBANK AMER CORP
$2.6M
CSCOCISCO SYS INC
$2.5M
TAT&T INC
$2.5M
HDHOME DEPOT INC
$2.4M
BACVERIZON COMMUNICATIONS INC
$2.4M
UNHUNITEDHEALTH GROUP INC
$2.4M
SOLARCITY CORP
$2.4M
PSEC 6.375 03/01/25PROSPECT CAPITAL CORPORATION
$2.3M
MRKMERCK & CO INC
$2.3M
CVXCHEVRON CORP NEW
$2.3M
J2 GLOBAL INC
$2.2M
INTCINTEL CORP
$2.2M
KOCOCA COLA CO
$2.1M
BLACKROCK TCP CAPITAL CORP
$2.0M
CTRIP COM INTL LTD
$2.0M
LGND 0.75 05/15/23LIGAND PHARMACEUTICALS INC
$2.0M
CMCSACOMCAST CORP NEW
$2.0M
WFCWELLS FARGO CO NEW
$1.9M
SUPERNUS PHARMACEUTICALS INC
$1.9M
AXPAMERICAN EXPRESS CO
$1.8M
ZILLOW GROUP INC
$1.7M
MCDMCDONALDS CORP
$1.7M
CARDTRONICS INC
$1.6M
RYROYAL BK CDA MONTREAL QUE
$1.5M
ABTABBOTT LABS
$1.5M
TRVCCITIGROUP INC
$1.5M
TDTORONTO DOMINION BK ONT
$1.5M
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