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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 107 of 108  ·  2,143 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2121 CTMX CYTOMX THERAPEUTICS INC. Healthcare 16,606.0 $62K NEW $3.75 -10.3%
2122 BDN BRANDYWINE RLTY TR Real Estate 19,528.0 $62K $3.17 -4.9%
2123 BTBT BIT DIGITAL INC Financial Services 33,000.0 $59K -564K -94.5% $1.80 -10.6%
2124 APARTMENT INVT & MGMT CO 19,926.0 $59K $2.97
2125 EDU NEW ORIENTAL ED & TECHNOLOGY Consumer Defensive 1,223.0 $56K NEW $45.91 +20.2%
2126 RR RICHTECH ROBOTICS INC Industrials 26,481.0 $56K $2.11 -26.3%
2127 CCO CLEAR CHANNEL OUTDOOR HLDGS Communication Services 22,644.0 $55K $2.42 -1.0%
2128 NRGV ENERGY VAULT HOLDINGS INC Utilities 10,331.0 $49K NEW $4.71 -21.5%
2129 NXDR NEXTDOOR HOLDINGS INC Communication Services 20,273.0 $46K $2.27 +4.2%
2130 PRME PRIME MEDICINE INC Healthcare 12,107.0 $45K NEW $3.69 -8.8%
2131 SOC SABLE OFFSHORE CORP Energy 14,391.0 $44K -4K -19.9% $3.08 +64.4%
2132 SLDP SOLID POWER INC Industrials 15,540.0 $40K $2.59 -14.3%
2133 DQ DAQO NEW ENERGY CORP Technology 2,900.0 $39K -4K -57.4% $13.39 +10.2%
2134 OPTU OPTIMUM COMMUNICATIONS INC Communication Services 26,746.0 $39K $1.45 -40.4%
2135 UROY URANIUM RTY CORP Energy 13,512.0 $38K NEW $2.78 +49.3%
2136 DEFI TECHNOLOGIES INC 65,769.0 $36K $0.54
2137 HTZ HERTZ GLOBAL HLDGS INC Industrials 15,633.0 $35K $2.27 -9.9%
2138 WOOF PETCO HEALTH & WELLNESS CO I Consumer Cyclical 11,894.0 $32K $2.72 +4.6%
2139 CMPX COMPASS THERAPEUTICS INC Healthcare 14,432.0 $32K NEW $2.19 +8.0%
2140 OLPX OLAPLEX HLDGS INC Consumer Cyclical 14,377.0 $29K $2.05 +1.0%
Page 107 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%