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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 39 of 39  ·  776 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
761 ADTRAN HOLDINGS INC 11,562.0 $161K -4K -23.5% $13.90
762 SVC SERVICE PPTYS TR Real Estate 80,001.0 $135K -882K -91.7% $1.69 +377.5%
763 LILAK LIBERTY LATIN AMERICA LTD Communication Services 16,851.0 $131K -193.0 -1.1% $7.79 +7.7%
764 LADR LADDER CAP CORP Real Estate 13,172.0 $131K -402.0 -3.0% $9.95 -0.3%
765 PD PAGERDUTY INC Technology 13,074.0 $126K -557.0 -4.1% $9.65 +27.7%
766 COLLECTIVE MINING LTD 10,209.0 $126K -65.0 -0.6% $12.30
767 TIGR UP FINTECH HLDG LTD Financial Services 25,000.0 $110K -17K -40.6% $4.40 +21.1%
768 INDI INDIE SEMICONDUCTOR INC Technology 22,882.0 $103K -16K -41.5% $4.49 -7.6%
769 TBLA TABOOLA.COM LTD Communication Services 17,952.0 $90K -12K -40.1% $5.00 -25.4%
770 MOMO HELLO GROUP INC Communication Services 13,508.0 $78K -7K -33.1% $5.80 -0.9%
771 CRON CRONOS GROUP INC Healthcare 27,074.0 $75K -6K -17.0% $2.76 +19.8%
772 RWT REDWOOD TRUST INC Real Estate 15,374.0 $73K -760.0 -4.7% $4.74 +1.3%
773 RUM RUM GROUP INC Technology 10,700.0 $68K -1K -10.2% $6.34 +42.7%
774 BTBT BIT DIGITAL INC Financial Services 33,000.0 $59K -564K -94.5% $1.80 -15.0%
775 SOC SABLE OFFSHORE CORP Energy 14,391.0 $44K -4K -19.9% $3.08 +65.6%
776 DQ DAQO NEW ENERGY CORP Technology 2,900.0 $39K -4K -57.4% $13.39 +1.4%
Page 39 of 39  ·  776 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%