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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 78 of 108  ·  2,143 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1541 TDC TERADATA CORP DEL Technology 13,620.0 $472K +315.0 +2.4% $34.65 -20.1%
1542 DIGITALBRIDGE GROUP INC 29,899.0 $472K $15.78
1543 LIONSGATE STUDIOS CORP 30,809.0 $472K -5K -14.3% $15.31
1544 BSAC BANCO SANTANDER CHILE NEW Financial Services 14,321.0 $472K -200.0 -1.4% $32.93 +6.8%
1545 BILL BILL HOLDINGS INC Technology 13,040.0 $472K -1K -7.9% $36.16 +32.2%
1546 EXPO EXPONENT INC Industrials 8,004.0 $470K -47.0 -0.6% $58.76 +19.5%
1547 BAYTEX ENERGY CORP 117,235.0 $470K -12K -9.2% $4.01
1548 OSW ONESPAWORLD HOLDINGS LIMITED Consumer Cyclical 16,620.0 $469K +843.0 +5.3% $28.24 -5.5%
1549 EXK ENDEAVOUR SILVER CORP Basic Materials 56,555.0 $469K +961.0 +1.7% $8.30 +28.0%
1550 TOWN TOWNEBANK PORTSMOUTH VA Financial Services 12,912.0 $468K +1K +11.9% $36.24 +4.2%
1551 NATL NCR ATLEOS CORPORATION Technology 10,764.0 $467K +215.0 +2.0% $43.41 +6.9%
1552 UNFI UNITED NAT FOODS INC Consumer Defensive 10,223.0 $467K +897.0 +9.6% $45.67 +5.2%
1553 ZIM ZIM INTEGRATED SHIPPING SERV Industrials 17,903.0 $465K -4K -18.7% $26.00 +8.7%
1554 MMS MAXIMUS INC Industrials 8,657.0 $465K +579.0 +7.2% $53.76 +8.3%
1555 HTO H2O AMERICA Utilities 7,654.0 $465K +1K +15.3% $60.77 +4.5%
1556 SHOO MADDEN STEVEN LTD Consumer Cyclical 11,037.0 $465K -725.0 -6.2% $42.10 +9.5%
1557 WIT WIPRO LTD Technology 206,397.0 $464K NEW $2.25 -16.0%
1558 CENX CENTURY ALUM CO Basic Materials 10,077.0 $464K +563.0 +5.9% $46.01 -4.5%
1559 WAFD WAFD INC Financial Services 12,081.0 $464K -285.0 -2.3% $38.37 -5.2%
1560 HNGE HINGE HEALTH INC Healthcare 5,583.0 $463K NEW $83.00 +6.5%
Page 78 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 39.8%
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%