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Portfolio (Quarterly) Guide ↗

BANQUE PICTET & CIE SA

· CIK 0001535602
13F Portfolio $16.0B AUM 333 positions Filed Jul 24, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 23 New 81 Added 136 Reduced 78 Exited
Page 10 of 17  ·  330 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 IRTC IRHYTHM HOLDINGS INC Healthcare 21,841.0 $2.6M 0.02% -3K -12.0% $118.95 +5.3%
182 SIL GLOBAL X FDS 31,000.0 $2.4M 0.01% $77.46 +29.6%
183 BABA ALIBABA GROUP HLDG LTD Consumer Cyclical 25,000.0 $2.4M 0.01% $95.98 +23.4%
184 NTR PUT NUTRIEN LTD Basic Materials 37,806.0 $2.4M 0.01% +33K +656.1% $62.98 +18.0%
185 MSFT CALL MICROSOFT CORP Technology 6,264.0 $2.3M 0.01% NEW $371.52 +31.2%
186 GPCR STRUCTURE THERAPEUTICS INC Healthcare 43,332.0 $2.3M 0.01% -6K -12.2% $53.67 -8.7%
187 REGN REGENERON PHARMACEUTICALS Healthcare 3,713.0 $2.3M 0.01% -6K -62.5% $623.54 +32.9%
188 RACE FERRARI N V Consumer Cyclical 6,226.0 $2.3M 0.01% -2K -20.4% $370.83 +14.5%
189 BIDU BAIDU INC Communication Services 20,000.0 $2.3M 0.01% $114.29 -19.3%
190 ECL ECOLAB INC Basic Materials 7,926.0 $2.2M 0.01% -323.0 -3.9% $278.61 +3.0%
191 IMVT IMMUNOVANT INC Healthcare 57,190.0 $2.2M 0.01% -31K -35.5% $38.53 +12.4%
192 NKE NIKE INC Consumer Cyclical 53,268.0 $2.2M 0.01% -34K -38.8% $41.05 -0.7%
193 ICLR ICON PUB LTD CO Healthcare 12,018.0 $2.1M 0.01% -1K -9.2% $173.71 -0.1%
194 2023 ETF SERIES TRUST 40,530.0 $2.1M 0.01% NEW $50.65
195 QBTS D-WAVE QUANTUM INC Technology 85,000.0 $2.0M 0.01% $23.99 -22.1%
196 PYLD PIMCO ETF TR 75,580.0 $2.0M 0.01% $26.52 -1.2%
197 JMBS JANUS DETROIT STR TR 44,150.0 $2.0M 0.01% $44.99 -1.2%
198 GLOBUS MED INC 24,944.0 $2.0M 0.01% -3K -9.4% $79.01
199 RGTI RIGETTI COMPUTING INC Technology 100,000.0 $1.9M 0.01% $19.32 -15.3%
200 EW EDWARDS LIFESCIENCES CORP Healthcare 21,262.0 $1.9M 0.01% -837.0 -3.8% $90.46 +0.0%
Page 10 of 17  ·  330 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 29.7%
Consumer Cyclical 18.3%
Financial Services 16.4%
Healthcare 15.3%
Communication Services 8.9%
Industrials 7.0%
Consumer Defensive 2.1%
Basic Materials 1.1%
Energy 1.1%
Real Estate 0.1%