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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 99 of 108  ·  2,143 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1961 ACVA ACV AUCTIONS INC Consumer Cyclical 29,603.0 $213K $7.19 +6.7%
1962 CEVA CEVA INC Technology 4,508.0 $213K NEW $47.16 -40.4%
1963 PFBC PREFERRED BK LOS ANGELES CA Financial Services 2,000.0 $213K NEW $106.26 -2.5%
1964 SRCE 1ST SOURCE CORP Financial Services 2,603.0 $212K NEW $81.58 +5.6%
1965 BLFS BIOLIFE SOLUTIONS INC Healthcare 7,505.0 $212K NEW $28.24 +30.9%
1966 JOYY JOYY INC Communication Services 3,200.0 $211K -6K -64.0% $65.99 +11.8%
1967 ENOV ENOVIS CORPORATION Industrials 10,172.0 $211K $20.70 +26.5%
1968 AOSL ALPHA & OMEGA SEMICONDUCTOR Technology 4,441.0 $210K NEW $47.33 -44.6%
1969 HLX HELIX ENERGY SOLUTIONS GRP I Energy 24,021.0 $210K +2K +8.4% $8.74 +19.7%
1970 RCAT RED CAT HLDGS INC Technology 19,693.0 $210K NEW $10.65 -10.5%
1971 DLX DELUXE CORP MEDIUM TERM NTS Communication Services 8,776.0 $210K NEW $23.88 +0.1%
1972 FIG FIGMA INC Technology 11,574.0 $209K NEW $18.09 +51.0%
1973 SAH SONIC AUTOMOTIVE INC Consumer Cyclical 2,459.0 $208K NEW $84.79 -8.3%
1974 PRCT PROCEPT BIOROBOTICS CORP Healthcare 9,230.0 $208K +2K +21.4% $22.58 -8.2%
1975 ZTO ZTO EXPRESS CAYMAN INC Industrials 9,300.0 $208K NEW $22.38 -4.5%
1976 PRGO PERRIGO CO PLC Healthcare 19,972.0 $208K -628.0 -3.0% $10.39 +31.9%
1977 DAMORA THERAPEUTICS INC 7,971.0 $207K NEW $26.01
1978 IAUX I-80 GOLD CORP Basic Materials 142,660.0 $207K $1.45 +21.2%
1979 ARDX ARDELYX INC Healthcare 40,610.0 $207K +8K +25.0% $5.10 -23.5%
1980 PDM PIEDMONT REALTY TRUST INC Real Estate 22,562.0 $206K +6K +36.5% $9.15 +6.3%
Page 99 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%