Lombard Odier Asset Management (Europe) Ltd Q3 2021 Filing

Filed November 12, 2021

Portfolio Value

$1.8B

Holdings

86

Report Date

Q3 2021

Filing Type

13F-HR

All Holdings (86 positions)

StockValue
$61.8M
BKNG 0.75 05/01/25BOOKING HOLDINGS INC
$56.8M
RNG 0 03/01/25RINGCENTRAL INC
$53.3M
AKAM 0.375 09/01/27AKAMAI TECHNOLOGIES INC
$51.4M
ARCC 4.625 03/01/24ARES CAPITAL CORP
$46.8M
$41.3M
$41.1M
SIVBEURSVB FINANCIAL GROUP
$39.0M
STLDSTEEL DYNAMICS INC
$37.1M
AGCOAGCO CORP
$36.6M
JAZZ 2 06/15/26JAZZ INVESTMENTS I LTD
$35.9M
TQJSIGNATURE BK NEW YORK N Y
$34.9M
CCKCROWN HLDGS INC
$30.0M
CMICUMMINS INC
$29.5M
TDOC 1.25 06/01/27TELADOC HEALTH INC
$29.5M
AWCAMERICAN WTR WKS CO INC NEW
$29.4M
CARRCARRIER GLOBAL CORPORATION
$29.0M
IQ 4 12/15/26IQIYI INC
$28.6M
$28.0M
TJXTJX COS INC NEW
$27.6M
NEENEXTERA ENERGY INC
$27.3M
COUP 0.375 06/15/26COUPA SOFTWARE INC
$27.2M
RSGREPUBLIC SVCS INC
$26.2M
$24.8M
ADSKAUTODESK INC
$24.8M
ZENDESK INC
$24.3M
W 0.625 10/01/25WAYFAIR INC
$23.7M
LITE 0.5 12/15/26LUMENTUM HLDGS INC
$23.6M
BAMBROOKFIELD ASSET MGMT INC
$23.0M
ZTSZOETIS INC
$22.8M
HAINHAIN CELESTIAL GROUP INC
$21.5M
JPMJPMORGAN CHASE & CO
$21.5M
WMSADVANCED DRAIN SYS INC DEL
$21.4M
EXAS 0.375 03/15/27EXACT SCIENCES CORP
$21.0M
MSFTMICROSOFT CORP
$21.0M
AAALCOA CORP
$21.0M
NKENIKE INC
$20.9M
AQUAUSDEVOQUA WATER TECHNOLOGIES CO
$20.8M
TTEKTETRA TECH INC NEW
$20.3M
DALDELTA AIR LINES INC DEL
$20.2M
DKSDICKS SPORTING GOODS INC
$20.2M
TSCOTRACTOR SUPPLY CO
$20.0M
TRMBTRIMBLE INC
$19.8M
WCNWASTE CONNECTIONS INC
$19.2M
CDNSCADENCE DESIGN SYSTEM INC
$19.1M
PKNPERKINELMER INC
$19.1M
URIUNITED RENTALS INC
$18.9M
VRSKVERISK ANALYTICS INC
$18.6M
SPGIS&P GLOBAL INC
$18.0M
AAPLAPPLE INC
$17.7M
FCXFREEPORT-MCMORAN INC
$17.4M
ELANELANCO ANIMAL HEALTH INC
$17.2M
FISFIDELITY NATL INFORMATION SV
$17.0M
ZYNGA INC
$16.3M
WIX 0 08/15/25WIX COM LTD
$15.9M
$15.5M
MTDMETTLER TOLEDO INTERNATIONAL
$15.1M
CGNXCOGNEX CORP
$15.0M
PTCPTC INC
$14.6M
JBTJOHN BEAN TECHNOLOGIES CORP
$13.4M
$13.1M
DOVDOVER CORP
$12.8M
HXLHEXCEL CORP NEW
$12.7M
AZPNUSDASPEN TECHNOLOGY INC
$12.0M
DARDARLING INGREDIENTS INC
$12.0M
FORTIVE CORP
$10.8M
EXAS 0.375 03/01/28EXACT SCIENCES CORP
$10.8M
$9.7M
ABNBAIRBNB INC
$9.4M
MUMICRON TECHNOLOGY INC
$8.9M
TTCTORO CO
$8.5M
LYV 2 02/15/25LIVE NATION ENTERTAINMENT IN
$7.7M
IQ 2 04/01/25IQIYI INC
$7.5M
REGIEURRENEWABLE ENERGY GROUP INC
$6.7M
VIAV 1 03/01/24VIAVI SOLUTIONS INC
$5.8M
EEFT 0.75 03/15/49EURONET WORLDWIDE INC
$5.7M
ILMNILLUMINA INC
$5.3M
$3.6M
$3.5M
PDD 0 12/01/25PINDUODUO INC
$3.4M
WEIBO CORP
$2.8M
FWONK 1 01/30/23LIBERTY MEDIA CORP DEL
$2.7M
TDOC 0.875 06/01/25LIVONGO HEALTH INC
$1.6M
BABAALIBABA GROUP HLDG LTD
$1.4M
VSH 2.25 06/15/25VISHAY INTERTECHNOLOGY INC
$1.2M
PSEC 6.375 03/01/25PROSPECT CAP CORP
$1.1M