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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 106 of 108  ·  2,143 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2101 SXC SUNCOKE ENERGY INC Energy 11,441.0 $92K $8.05 +17.2%
2102 GERN GERON CORP Healthcare 71,528.0 $92K $1.28 +23.8%
2103 JBI JANUS INTERNATIONAL GROUP IN Industrials 16,357.0 $91K $5.55 -8.0%
2104 TBLA TABOOLA.COM LTD Communication Services 17,952.0 $90K -12K -40.1% $5.00 -25.0%
2105 FIP FTAI INFRASTRUCTURE INC Industrials 18,716.0 $87K $4.64 -18.0%
2106 EXPI AGNT INC Real Estate 15,671.0 $85K $5.41 -12.6%
2107 SPRY ARS PHARMACEUTICALS INC Healthcare 10,362.0 $83K $8.01 -27.6%
2108 TLRY TILRAY BRANDS INC Healthcare 18,387.0 $83K +5K +38.9% $4.49 +2.7%
2109 RES RPC INC Energy 13,985.0 $82K $5.83 +8.1%
2110 MOMO HELLO GROUP INC Communication Services 13,508.0 $78K -7K -33.1% $5.80 -2.7%
2111 HIGHLANDER SILVER CORP 16,482.0 $77K NEW $4.69
2112 NEWP NEW PAC METALS CORP Basic Materials 18,643.0 $75K NEW $4.04 +70.0%
2113 CRON CRONOS GROUP INC Healthcare 27,074.0 $75K -6K -17.0% $2.76 +17.1%
2114 RWT REDWOOD TRUST INC Real Estate 15,374.0 $73K -760.0 -4.7% $4.74 -0.3%
2115 UWMC UWM HOLDINGS CORPORATION Financial Services 31,338.0 $72K $2.29 -37.3%
2116 CXM SPRINKLR INC Technology 13,554.0 $70K $5.16 +39.6%
2117 JBLU JETBLUE AIRWAYS CORP Industrials 12,130.0 $70K $5.73 -18.4%
2118 TMQ TRILOGY METALS INC NEW Basic Materials 19,576.0 $69K $3.51 +1.9%
2119 RUM RUM GROUP INC Technology 10,700.0 $68K -1K -10.2% $6.34 +28.3%
2120 GDYN GRID DYNAMICS HLDGS INC Technology 11,055.0 $63K $5.68 +39.5%
Page 106 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%