Lombard Odier Asset Management (Europe) Ltd Q2 2022 Filing

Filed August 15, 2022

Portfolio Value

$2.0B

Holdings

251

Report Date

Q2 2022

Filing Type

13F-HR

All Holdings (251 positions)

StockValue
AKAM 0.375 09/01/27AKAMAI TECHNOLOGIES INC
$91.6M
$60.4M
ABNB 0 03/15/26AIRBNB INC
$45.3M
VAC 0 01/15/26MARRIOTT VACATIONS WORLDWIDE
$41.3M
RNG 0 03/01/25RINGCENTRAL INC
$38.9M
$36.6M
DBX 0 03/01/26DROPBOX INC
$34.4M
AAPLAPPLE INC
$33.8M
MSFTMICROSOFT CORP
$31.0M
TWTR 0 03/15/26TWITTER INC
$30.8M
TWITTER INC
$29.8M
$28.6M
LITE 0.5 12/15/26LUMENTUM HLDGS INC
$26.9M
LYV 2 02/15/25LIVE NATION ENTERTAINMENT IN
$26.0M
JAZZ 2 06/15/26JAZZ INVESTMENTS I LTD
$24.8M
ARCC 4.625 03/01/24ARES CAPITAL CORP
$24.4M
F 0 03/15/26FORD MTR CO DEL
$24.1M
FOUR 0 12/15/25SHIFT4 PMTS INC
$23.6M
ACNACCENTURE PLC IRELAND
$23.3M
SEDG 0 09/15/25SOLAREDGE TECHNOLOGIES INC
$22.8M
NEENEXTERA ENERGY INC
$21.9M
BKNG 0.75 05/01/25BOOKING HOLDINGS INC
$21.9M
DHRDANAHER CORPORATION
$21.6M
AESAES CORP
$21.4M
AWCAMERICAN WTR WKS CO INC NEW
$21.4M
ENPH 0 03/01/28ENPHASE ENERGY INC
$20.7M
$20.6M
$19.5M
OMCL 0.25 09/15/25OMNICELL COM
$19.1M
SPGIS&P GLOBAL INC
$18.3M
FLT1EURFLEETCOR TECHNOLOGIES INC
$18.3M
CARRCARRIER GLOBAL CORPORATION
$17.3M
IQ 4 12/15/26IQIYI INC
$17.1M
BXPBOSTON PROPERTIES INC
$16.6M
RSGREPUBLIC SVCS INC
$15.9M
MTZMASTEC INC
$15.8M
CPRTCOPART INC
$15.5M
NVDANVIDIA CORPORATION
$15.5M
CMICUMMINS INC
$14.9M
HXLHEXCEL CORP NEW
$14.8M
ENPH 0 03/01/26ENPHASE ENERGY INC
$14.7M
JLLJONES LANG LASALLE INC
$14.6M
ADBEADOBE SYSTEMS INCORPORATED
$14.0M
RCL 2.875 11/15/23ROYAL CARIBBEAN GROUP
$13.8M
HASIHANNON ARMSTRONG SUST INFR C
$13.7M
MTN 0 01/01/26VAIL RESORTS INC
$13.5M
URIUNITED RENTALS INC
$13.1M
UNHUNITEDHEALTH GROUP INC
$12.6M
TJXTJX COS INC NEW
$12.6M
JNJJOHNSON & JOHNSON
$12.5M
$12.5M
PEPPEPSICO INC
$12.3M
BAMBROOKFIELD ASSET MGMT INC
$12.1M
VVISA INC
$12.0M
COIN 0.5 06/01/26COINBASE GLOBAL INC
$11.4M
FISVFISERV INC
$11.1M
GPNGLOBAL PMTS INC
$11.1M
LYFTLYFT INC
$11.1M
CCKCROWN HLDGS INC
$11.0M
$10.9M
LI 0.25 05/01/28LI AUTO INC
$10.9M
PDD 0 12/01/25PINDUODUO INC
$10.9M
AMATAPPLIED MATLS INC
$10.5M
AMZNAMAZON COM INC
$10.5M
CXCEMEX SAB DE CV
$10.4M
FISFIDELITY NATL INFORMATION SV
$10.4M
WYWEYERHAEUSER CO MTN BE
$10.3M
GOOGLALPHABET INC
$10.2M
GOOGALPHABET INC
$9.9M
$9.9M
TSLATESLA INC
$9.6M
MAMASTERCARD INCORPORATED
$9.3M
$9.1M
EXAS 0.375 03/01/28EXACT SCIENCES CORP
$8.9M
WEIBO CORP
$8.9M
AGCOAGCO CORP
$8.8M
AMGNAMGEN INC
$8.4M
KMIKINDER MORGAN INC DEL
$8.3M
INTUINTUIT
$8.2M
$8.0M
BACVERIZON COMMUNICATIONS INC
$7.7M
GNRCGENERAC HLDGS INC
$7.6M
AAALCOA CORP
$7.6M
BNSBANK NOVA SCOTIA B C
$7.5M
ZTSZOETIS INC
$7.4M
MUMICRON TECHNOLOGY INC
$7.3M
AKXANSYS INC
$7.3M
EXAS 0.375 03/15/27EXACT SCIENCES CORP
$7.1M
MCOMOODYS CORP
$6.9M
INTCINTEL CORP
$6.7M
MSCIMSCI INC
$6.7M
BIDUNBAIDU INC
$6.3M
AXPAMERICAN EXPRESS CO
$6.2M
SIVBEURSVB FINANCIAL GROUP
$6.2M
METAMETA PLATFORMS INC
$6.1M
NDAQNASDAQ INC
$6.1M
FCXFREEPORT-MCMORAN INC
$6.0M
KEYSKEYSIGHT TECHNOLOGIES INC
$6.0M
APDAIR PRODS & CHEMS INC
$5.8M
DARDARLING INGREDIENTS INC
$5.8M
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