Pictet Asset Management Holding Sa Portfolio Stock Holdings

According to the SEC 13F filed on July 30, 2026, Pictet Asset Management Holding Sa disclosed 2006 stock positions valued at approximately $104.63B as of quarter-end June 30, 2026. The largest holdings include NVIDIA CORPORATION, ALPHABET INC, and BROADCOM INC.

Report Period
June 30, 2026
No. of Stocks
2006
Portfolio Value
$104.63B
Holdings by Sector
Pictet Asset Management Holding Sa Portfolio Holdings in Q2 2026
CompanySymbolSectorPortfolio %SharesChange (Shares)Change %Value
NVIDIA CORPORATIONNVDATechnology4.09%21,391,230-4,344,717-16.88%$4,279,593,813
ALPHABET INCGOOGLCommunication Services2.79%8,167,992-233,087-2.77%$2,918,848,421
BROADCOM INCAVGOTechnology2.65%7,345,234-226,018-2.99%$2,774,229,298
APPLE INCAAPLTechnology2.42%8,751,626-307,990-3.40%$2,532,332,872
MICROSOFT CORPMSFTTechnology1.96%5,504,067-1,185,178-17.72%$2,052,909,438
AMAZON COM INCAMZNConsumer Cyclical1.95%8,560,088-974,742-10.22%$2,040,336,011
UBS GROUP AGUBSOther1.74%36,743,822+1,152,198+3.24%$1,824,778,416
APPLIED MATLS INCAMATTechnology1.44%2,084,024-718,819-25.65%$1,506,178,885
KLA CORPKLACTechnology1.40%4,857,154+4,135,210+572.79%$1,462,683,522
MICRON TECHNOLOGY INCMUTechnology1.17%1,060,258-170,473-13.85%$1,223,808,572
LAM RESEARCH CORPLRCXOther1.10%2,652,682-252,680-8.70%$1,149,234,712
ADVANCED MICRO DEVICES INCAMDTechnology1.00%1,808,384-95,857-5.03%$1,050,285,178
SNOWFLAKE INCSNOWTechnology0.99%4,074,359+1,473,788+56.67%$1,036,865,051
ALPHABET INCGOOGCommunication Services0.97%2,867,779-188,074-6.15%$1,013,200,214
VISA INCVFinancial Services0.89%2,729,112+685,322+33.53%$936,328,496
CISCO SYS INCCSCOTechnology0.87%7,748,146+3,883,796+100.50%$910,107,787
NXP SEMICONDUCTORS N VNXPITechnology0.87%3,227,687-614,533-15.99%$906,959,704
ELI LILLY & COLLYHealthcare0.87%754,985-188,991-20.02%$905,835,797
ARISTA NETWORKS INCANETOther0.76%4,658,879+417,928+9.85%$791,055,885
TESLA INCTSLAConsumer Cyclical0.75%1,865,608-54,809-2.85%$784,674,725
PALO ALTO NETWORKS INCPANWTechnology0.74%2,264,528-2,544,833-52.91%$771,822,584
META PLATFORMS INCMETACommunication Services0.73%1,357,773-373,959-21.59%$764,809,783
TRANE TECHNOLOGIES PLCTTOther0.73%1,556,734-373,107-19.33%$764,437,246
XCEL ENERGY INCXELUtilities0.69%9,038,572+166,709+1.88%$725,805,671
SALESFORCE INCCRMTechnology0.68%4,554,286+135,132+3.06%$713,512,980
SERVICENOW INCNOWTechnology0.68%7,183,047+1,102,797+18.14%$713,165,084
ECOLAB INCECLBasic Materials0.67%2,501,585-757,470-23.24%$696,966,278
CROWDSTRIKE HLDGS INCCRWDTechnology0.63%862,074-417,304-32.62%$657,544,725
MASTERCARD INCORPORATEDMAFinancial Services0.61%1,243,705-298,872-19.37%$638,684,009
VERTIV HOLDINGS COVRTIndustrials0.60%1,878,379+1,407,409+298.83%$628,225,280
Showing 30 of 2,006 holdings in the latest reporting period.
Pictet Asset Management Holding Sa Options Holdings in Q2 2026
QuarterSymbolCompanyOptionContractsNotional Value
Q2 2026HDHome Depot, Inc. (The)CALL23,199$8,181,823
Q2 2026NVDANVIDIA CorporationCALL29,594$5,921,463
Q2 2026AUAngloGold AshantiCALL58,622$4,741,934
Q2 2026GENGen Digital Inc.CALL183,911$4,577,545
Q2 2026EROEro Copper Corp.CALL102,589$2,744,256
Q2 2026LYBLyondellBasellCALL9,603$505,598
Q2 2026DOWDow Inc.CALL16,416$449,142
Q2 2026ADBEAdobe Inc.CALL1,373$281,492
Showing 8 of 8 options positions in the latest reporting period.

Notional value represents the total exposure of the options position.