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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 100 of 108  ·  2,143 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1981 VRDN VIRIDIAN THERAPEUTICS INC Healthcare 11,225.0 $206K -912K -98.8% $18.37 +33.4%
1982 LPG DORIAN LPG LTD Energy 5,922.0 $206K NEW $34.78 +42.8%
1983 BY BYLINE BANCORP INC Financial Services 5,450.0 $205K NEW $37.66 +1.8%
1984 LOB LIVE OAK BANCSHARES INC Financial Services 5,020.0 $205K NEW $40.84 -0.3%
1985 TTI TETRA TECHNOLOGIES INC DEL Energy 18,062.0 $205K -6K -25.3% $11.33 -36.2%
1986 PGEN PRECIGEN INC Healthcare 35,891.0 $205K +16K +78.2% $5.70 +30.5%
1987 LWLG LIGHTWAVE LOGIC INC Basic Materials 21,528.0 $204K NEW $9.46 -35.5%
1988 HTH HILLTOP HLDGS INC Financial Services 5,251.0 $204K -2K -22.5% $38.78 -0.4%
1989 PVLA PALVELLA THERAPEUTICS INC NE Healthcare 1,331.0 $203K NEW $152.82 -6.7%
1990 PUMP PROPETRO HLDG CORP Energy 14,184.0 $203K +2K +16.8% $14.34 -21.0%
1991 MLKN MILLERKNOLL INC Consumer Cyclical 9,940.0 $203K NEW $20.46 +11.2%
1992 ENR ENERGIZER HLDGS INC Industrials 9,479.0 $203K NEW $21.44 -2.1%
1993 EFC ELLINGTON FINANCIAL INC Real Estate 14,887.0 $203K $13.61 +0.1%
1994 ENVX ENOVIX CORPORATION Industrials 33,287.0 $202K +6K +23.5% $6.07 -46.1%
1995 LIBERTY GLOBAL LTD 18,368.0 $202K -5K -21.6% $11.00
1996 OBNK ORIGIN BANCORP INC Financial Services 3,942.0 $202K NEW $51.15 -97.9%
1997 ASTE ASTEC INDS INC Industrials 3,295.0 $202K NEW $61.19 -31.6%
1998 BLDP BALLARD PWR SYS INC NEW Industrials 51,661.0 $201K -1K -1.9% $3.90 -39.2%
1999 JBGS JBG SMITH PPTYS Real Estate 13,709.0 $201K $14.67 -15.7%
2000 NN NEXTNAV INC Communication Services 11,213.0 $200K $17.83 -2.8%
Page 100 of 108  ·  2,143 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 39.4%
Industrials 13.6%
Healthcare 11.8%
Financial Services 8.2%
Utilities 6.5%
Communication Services 6.4%
Consumer Cyclical 6.2%
Basic Materials 2.3%
Consumer Defensive 2.1%
Energy 1.9%