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Portfolio (Quarterly) Guide ↗

Pictet Asset Management Holding SA

· CIK 0001993888
13F Portfolio $104.7B AUM 2,143 positions Filed Jul 30, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q4 2025 · All 202 New 926 Added 776 Reduced 140 Exited
Page 47 of 47  ·  926 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
921 CERT CERTARA INC Healthcare 19,356.0 $127K +6K +42.0% $6.55 +28.7%
922 ASPI ASP ISOTOPES INC Basic Materials 19,056.0 $119K +8K +68.1% $6.22 -35.7%
923 SANA SANA BIOTECHNOLOGY INC Healthcare 32,132.0 $112K +14K +77.7% $3.49 +12.0%
924 VRRM VERRA MOBILITY CORP Technology 26,184.0 $111K +2K +9.4% $4.25 +7.3%
925 ADAMM ADAMAS TRUST INC. 10,522.0 $99K +179.0 +1.7% $9.38
926 TLRY TILRAY BRANDS INC Healthcare 18,387.0 $83K +5K +38.9% $4.49 +7.8%
Page 47 of 47  ·  926 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 39.8%
Industrials 13.8%
Healthcare 11.9%
Financial Services 8.2%
Utilities 6.5%
Consumer Cyclical 6.3%
Communication Services 5.4%
Basic Materials 2.3%
Consumer Defensive 2.1%
Energy 1.9%