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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 108 of 108  ·  2,143 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2141 MVST MICROVAST HOLDINGS INC Industrials 22,383.0 $26K $1.17 -31.8%
2142 LUFAX HOLDING LTD 17,282.0 $23K $1.32
2143 ORCL PUT ORACLE CORP Technology NEW
Page 108 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%