Lombard Odier Asset Management (Europe) Ltd Q4 2018 Filing

Filed February 14, 2019

Portfolio Value

$1.1B

Holdings

343

Report Date

Q4 2018

Filing Type

13F-HR

All Holdings (343 positions)

StockValue
PRICELINE GRP INC
$93.9M
MCHP 1.625 02/15/27MICROCHIP TECHNOLOGY INC
$62.6M
AMZNAMAZON COM INC
$56.1M
CATCATERPILLAR INC DEL
$52.8M
VIPSHOP HLDGS LTD
$52.8M
WORKDAY INC
$47.6M
MSFTMICROSOFT CORP
$43.8M
PROSPECT CAPITAL CORPORATION
$39.0M
JAZZ 1.5 08/15/24JAZZ INVESTMENTS I LTD
$36.9M
CTRIP COM INTL LTD
$30.0M
NXP SEMICONDUCTORS N V
$30.0M
CRTOCRITEO S A
$25.6M
SPIRIT RLTY CAP INC NEW
$25.2M
MACQUARIE INFRASTRUCTURE COR
$21.9M
AAPLAPPLE INC
$16.5M
NUANCE COMMUNICATIONS INC
$16.2M
VVISA INC
$15.0M
BMRN 0.599 08/01/24BIOMARIN PHARMACEUTICAL INC
$13.3M
LULULULULEMON ATHLETICA INC
$11.2M
PGPROCTER AND GAMBLE CO
$11.1M
GWRE 1.25 03/15/25GUIDEWIRE SOFTWARE INC
$10.5M
KOCOCA COLA CO
$10.0M
CYPRESS SEMICONDUCTOR CORP
$9.3M
TWITTER INC
$9.2M
TWITTER INC
$8.9M
NKENIKE INC
$8.4M
BLACKROCK CAPITAL INVESTMENT
$8.0M
VIAV 1 03/01/24VIAVI SOLUTIONS INC
$8.0M
GOOSCANADA GOOSE HOLDINGS INC
$7.8M
ALLERGAN PLC
$7.7M
NUVASIVE INC
$7.6M
MACQUARIE INFRASTRUCTURE COR
$7.6M
HERCULES CAPITAL INC
$7.5M
ELLAUDER ESTEE COS INC
$7.5M
MERITOR INC
$7.2M
AMERICAN RLTY CAP PPTYS INC
$7.0M
VCITVANGUARD SCOTTSDALE FDS
$6.6M
BRK/BBERKSHIRE HATHAWAY INC DEL
$6.5M
QIAGEN NV
$6.3M
HLTHILTON WORLDWIDE HLDGS INC
$6.0M
BKNGBOOKING HLDGS INC
$6.0M
PROSPECT CAPITAL CORPORATION
$5.7M
CTRIP COM INTL LTD
$5.7M
BABAALIBABA GROUP HLDG LTD
$5.3M
ARES CAP CORP
$4.6M
SOLARCITY CORP
$4.3M
ARES CAP CORP
$4.3M
METMETLIFE INC
$4.2M
TEVA PHARMACEUTICAL FIN LLC
$4.0M
WHITING PETE CORP NEW
$3.9M
NIONIO INC
$3.8M
JPMJPMORGAN CHASE & CO
$3.8M
TALTAL ED GROUP
$3.7M
APOLLO COML REAL EST FIN INC
$3.5M
JNJJOHNSON & JOHNSON
$3.5M
KHCKRAFT HEINZ CO
$3.3M
GOOGALPHABET INC
$3.3M
METAFACEBOOK INC
$3.2M
GOOGLALPHABET INC
$3.1M
BXMT 4.75 03/15/23BLACKSTONE MTG TR INC
$3.1M
ULTAULTA BEAUTY INC
$3.1M
GSGOLDMAN SACHS GROUP INC
$2.9M
XOMEXXON MOBIL CORP
$2.9M
SERVICENOW INC
$2.8M
PRUPRUDENTIAL FINL INC
$2.8M
BLKCHFBLACKROCK INC
$2.8M
FTCHQFARFETCH LTD
$2.7M
CARDTRONICS INC
$2.6M
PFEPFIZER INC
$2.6M
NABORS INDS INC NEW
$2.6M
SPIRIT RLTY CAP INC NEW
$2.5M
INTCINTEL CORP
$2.5M
UNHUNITEDHEALTH GROUP INC
$2.4M
BACBANK AMER CORP
$2.4M
TIFEURTIFFANY & CO NEW
$2.3M
BACVERIZON COMMUNICATIONS INC
$2.3M
BUDANHEUSER BUSCH INBEV SA/NV
$2.2M
BZUNBAOZUN INC
$2.2M
WFCWELLS FARGO CO NEW
$2.1M
CMCSACOMCAST CORP NEW
$2.1M
CSCOCISCO SYS INC
$2.1M
MRKMERCK & CO INC
$2.1M
TAT&T INC
$2.1M
BLACKROCK TCP CAPITAL CORP
$2.0M
ZILLOW GROUP INC
$2.0M
HDHOME DEPOT INC
$2.0M
MAMASTERCARD INCORPORATED
$1.8M
ZILLOW GROUP INC
$1.7M
DISDISNEY WALT CO
$1.7M
PEPPEPSICO INC
$1.6M
AIGAMERICAN INTL GROUP INC
$1.5M
MCDMCDONALDS CORP
$1.4M
ABBVABBVIE INC
$1.4M
AMGNAMGEN INC
$1.4M
ORCLORACLE CORP
$1.4M
RYROYAL BK CDA MONTREAL QUE
$1.4M
TRVCCITIGROUP INC
$1.4M
ABTABBOTT LABS
$1.3M
TDTORONTO DOMINION BK ONT
$1.3M
LLYLILLY ELI & CO
$1.3M
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