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Pictet Asset Management Holding SA 13F 持仓明细(2026-03-31) · 小隐寺数据中心
Pictet Asset Management Holding SA
报告期 2026-03-31 · CIK 0001993888
持仓数
2,102
前50大市值合计
$44.63B
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
25Q2
25Q1
24Q4
24Q3
24Q2
24Q1
23Q4
23Q3
23Q4 调仓
2023-09-30 → 2023-12-31 · 共 150 项
建仓 5
增持 80
减持 60
清仓 5
方向
标的
Δ市值
现股数(环比)
减持
—
SPLUNK INC
-$866.9M
446,464
-93%
清仓
—
DANAHER CORPORATION
-$501.7M
0
-100%
增持
MSFT
MICROSOFT CORP
+$395.1M
5,882,266
+2%
调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。
增持
VLTO
VERALTO CORP
+$327.3M
4,757,070
+528%
增持
NVDA
NVIDIA CORPORATION
+$326.0M
3,091,390
+12%
增持
AVGO
BROADCOM INC
+$295.8M
449,056
+82%
增持
AMZN
AMAZON COM INC
+$260.8M
8,054,472
+6%
增持
—
UBS GROUP AG
+$238.0M
30,477,642
+7%
增持
WDAY
WORKDAY INC
+$237.9M
2,217,112
+27%
清仓
—
SEAGEN INC
-$209.5M
0
-100%
增持
MRVL
MARVELL TECHNOLOGY INC
+$208.8M
12,928,129
+23%
增持
ZS
ZSCALER INC
+$205.6M
956,654
+2254%
增持
KLAC
KLA CORP
+$203.4M
1,586,137
+1%
增持
AMD
ADVANCED MICRO DEVICES INC
+$198.4M
4,299,407
+2%
增持
STN
STANTEC INC
+$192.6M
4,275,498
+83%
增持
SNPS
SYNOPSYS INC
+$181.4M
2,920,788
+1%
增持
PANW
PALO ALTO NETWORKS INC
+$177.5M
1,870,518
+17%
增持
ADSK
AUTODESK INC
+$174.6M
2,802,728
+14%
减持
AAPL
APPLE INC
+$174.0M
9,059,000
-1%
减持
CRM
SALESFORCE INC
+$170.9M
3,112,620
-3%
减持
XYL
XYLEM INC
+$166.7M
7,474,512
-1%
增持
GFL
GFL ENVIRONMENTAL INC
+$161.7M
9,657,781
+78%
增持
WCN
WASTE CONNECTIONS INC
+$152.8M
6,814,289
+6%
减持
—
APTIV PLC
-$144.7M
2,683,547
-31%
增持
PH
PARKER-HANNIFIN CORP
+$142.6M
508,691
+116%
减持
—
NXP SEMICONDUCTORS N V
+$139.5M
4,708,527
-0%
增持
ISRG
INTUITIVE SURGICAL INC
+$138.5M
1,185,563
+33%
减持
WM
WASTE MGMT INC DEL
+$130.8M
5,118,603
-1%
增持
GOOGL
ALPHABET INC
+$127.7M
8,103,716
+6%
减持
CRWD
CROWDSTRIKE HLDGS INC
+$124.4M
1,806,174
-10%
增持
—
BLUEPRINT MEDICINES CORP
+$123.8M
1,753,547
+132%
减持
A
AGILENT TECHNOLOGIES INC
+$123.6M
6,395,420
-7%
减持
—
JOHNSON CTLS INTL PLC
-$121.5M
4,877,800
-36%
减持
ECL
ECOLAB INC
+$120.1M
4,295,060
-1%
增持
GOOG
ALPHABET INC
+$118.4M
7,636,432
+5%
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$117.5M
2,624,736
+4%
增持
MU
MICRON TECHNOLOGY INC
+$116.0M
3,868,819
+23%
增持
CNM
CORE & MAIN INC
+$112.3M
6,398,698
+26%
减持
META
META PLATFORMS INC
+$111.5M
2,381,555
-2%
增持
NEE
NEXTERA ENERGY INC
+$109.2M
14,224,034
+8%
增持
—
LAM RESEARCH CORP
+$106.9M
450,149
+15%
减持
AMAT
APPLIED MATLS INC
+$106.6M
5,570,803
-3%
增持
AWK
AMERICAN WTR WKS CO INC NEW
+$106.2M
6,041,697
+8%
增持
—
PENTAIR PLC
+$105.2M
4,832,111
+27%
减持
EVRG
EVERGY INC
-$103.8M
55,257
-97%
增持
FIVN
FIVE9 INC
+$103.3M
4,536,582
+15%
增持
WMS
ADVANCED DRAIN SYS INC DEL
+$100.8M
1,954,733
+28%
减持
TRMB
TRIMBLE INC
-$99.0M
135,239
-93%
增持
ROP
ROPER TECHNOLOGIES INC
+$96.1M
1,118,219
+5%
减持
ZBRA
ZEBRA TECHNOLOGIES CORPORATI
-$91.9M
163,896
-72%
减持
—
WESTROCK CO
-$89.2M
3,441,518
-47%
增持
NFLX
NETFLIX INC
+$88.9M
784,100
+1%
增持
IR
INGERSOLL RAND INC
+$88.8M
1,360,933
+427%
减持
FTNT
FORTINET INC
-$87.2M
2,510,797
-37%
减持
RSG
REPUBLIC SVCS INC
+$85.8M
7,561,588
-7%
增持
AXP
AMERICAN EXPRESS CO
+$85.5M
1,376,895
+19%
增持
—
ELASTIC N V
+$85.4M
2,461,266
+4%
减持
TCOM
TRIP COM GROUP LTD
-$84.5M
93,787
-96%
建仓
IXC
ISHARES TR
+$84.5M
2,159,784
增持
INTU
INTUIT
+$83.4M
707,810
+1%
增持
ON
ON SEMICONDUCTOR CORP
+$81.8M
8,518,390
+26%
增持
ATO
ATMOS ENERGY CORP
+$81.3M
1,718,566
+54%
减持
SEDG
SOLAREDGE TECHNOLOGIES INC
-$80.8M
8,446
-99%
增持
PINS
PINTEREST INC
+$79.6M
2,320,645
+893%
减持
V
VISA INC
+$77.8M
3,242,919
-3%
增持
NI
NISOURCE INC
+$76.8M
8,195,097
+44%
减持
CDNS
CADENCE DESIGN SYSTEM INC
+$76.5M
2,875,093
-5%
增持
VRSK
VERISK ANALYTICS INC
+$76.0M
385,581
+466%
增持
GPN
GLOBAL PMTS INC
+$75.1M
1,331,565
+63%
减持
ARGX
ARGENX SE
-$72.2M
313,221
-20%
增持
VRTX
VERTEX PHARMACEUTICALS INC
+$71.7M
1,081,046
+2%
减持
DHR
DANAHER CORPORATION
-$71.6M
669,977
-27%
减持
PTC
PTC INC
+$71.5M
4,361,614
-11%
增持
SHOP
SHOPIFY INC
+$70.4M
1,336,202
+116%
减持
—
TOPBUILD CORP
+$68.7M
1,062,539
-19%
增持
MCHP
MICROCHIP TECHNOLOGY INC.
+$68.0M
4,193,320
+6%
减持
EQIX
EQUINIX INC
+$67.7M
991,559
-1%
增持
FISV
FISERV INC
+$67.4M
2,616,366
+5%
增持
VRT
VERTIV HOLDINGS CO
+$66.7M
1,415,363
+3887%
增持
—
SUNNOVA ENERGY INTL INC.
+$66.5M
11,448,117
+11%
增持
TWLO
TWILIO INC
+$65.7M
3,220,557
+6%
增持
HD
HOME DEPOT INC
+$64.7M
1,008,604
+7%
减持
—
LOGITECH INTL S A
+$63.9M
2,862,345
-5%
减持
TMUS
T-MOBILE US INC
-$63.0M
344,034
-59%
减持
SITE
SITEONE LANDSCAPE SUPPLY INC
-$62.3M
5,478
-99%
清仓
—
VMWARE INC
-$62.1M
0
-100%
增持
UNP
UNION PAC CORP
+$61.8M
857,355
+17%
增持
ULTA
ULTA BEAUTY INC
+$61.7M
325,788
+33%
增持
DLR
DIGITAL RLTY TR INC
+$61.4M
2,274,384
+12%
增持
DIS
DISNEY WALT CO
+$59.9M
2,467,589
+23%
减持
ADBE
ADOBE INC
-$59.8M
493,222
-29%
清仓
XIFR
NEXTERA ENERGY PARTNERS LP
-$59.8M
0
-100%
减持
RVTY
REVVITY INC
-$56.6M
1,278,943
-28%
增持
CLH
CLEAN HARBORS INC
+$54.7M
721,178
+70%
增持
MAS
MASCO CORP
+$54.1M
2,492,704
+18%
增持
CP
CANADIAN PACIFIC KANSAS CITY
+$53.8M
1,331,048
+91%
建仓
RYTM
RHYTHM PHARMACEUTICALS INC
+$53.5M
1,163,961
增持
MPWR
MONOLITHIC PWR SYS INC
+$53.4M
255,348
+10%
增持
—
APELLIS PHARMACEUTICALS INC
+$52.6M
1,344,563
+83%
减持
TRU
TRANSUNION
-$52.1M
1,332,631
-33%
增持
—
ALLEGION PLC
+$51.5M
2,146,076
+1%
减持
—
EATON CORP PLC
+$51.0M
2,428,469
-3%
增持
TGTX
TG THERAPEUTICS INC
+$51.0M
3,385,245
+313%
减持
ADI
ANALOG DEVICES INC
-$50.6M
1,152,644
-28%
增持
JPM
JPMORGAN CHASE & CO
+$50.1M
1,562,138
+5%
减持
ETR
ENTERGY CORP NEW
-$49.0M
1,724,054
-29%
减持
CYTK
CYTOKINETICS INC
+$48.4M
1,372,244
-39%
增持
BKNG
BOOKING HOLDINGS INC
+$46.9M
101,134
+0%
减持
CCI
CROWN CASTLE INC
+$46.6M
2,080,492
-1%
减持
ZWS
ZURN ELKAY WATER SOLNS CORP
-$45.9M
17,714
-99%
减持
WY
WEYERHAEUSER CO MTN BE
+$45.6M
11,169,751
-0%
增持
EXR
EXTRA SPACE STORAGE INC
+$45.1M
877,682
+12%
减持
FIS
FIDELITY NATL INFORMATION SV
-$43.8M
472,119
-64%
减持
MAR
MARRIOTT INTL INC NEW
-$43.7M
1,546,077
-23%
增持
MKC
MCCORMICK & CO INC
+$43.4M
1,670,838
+78%
减持
NOW
SERVICENOW INC
-$43.2M
109,572
-49%
增持
NBIX
NEUROCRINE BIOSCIENCES INC
+$42.5M
1,213,313
+16%
增持
REGN
REGENERON PHARMACEUTICALS
+$41.6M
434,400
+5%
减持
CSCO
CISCO SYS INC
-$41.3M
4,376,264
-10%
减持
EW
EDWARDS LIFESCIENCES CORP
-$41.1M
349,394
-64%
减持
DGX
QUEST DIAGNOSTICS INC
-$40.9M
557,234
-42%
建仓
RCKT
ROCKET PHARMACEUTICALS INC
+$40.4M
1,347,163
增持
BBIO
BRIDGEBIO PHARMA INC
+$39.5M
2,767,185
+1%
减持
—
LINDE PLC
+$39.3M
1,086,595
-1%
增持
MBLY
MOBILEYE GLOBAL INC
+$38.9M
2,507,056
+49%
增持
INTC
INTEL CORP
+$38.4M
2,418,138
+3%
减持
WFG
WEST FRASER TIMBER CO LTD
+$38.0M
3,325,360
-2%
减持
—
TRANE TECHNOLOGIES PLC
+$37.8M
2,312,670
-11%
增持
CLDX
CELLDEX THERAPEUTICS INC NEW
+$37.3M
2,225,448
+20%
减持
—
KARUNA THERAPEUTICS INC
-$37.2M
3,740
-98%
减持
UBER
UBER TECHNOLOGIES INC
+$36.3M
4,292,373
-13%
减持
IRM
IRON MTN INC DEL
+$35.3M
3,385,796
-0%
增持
MRNA
MODERNA INC
+$35.2M
1,797,450
+29%
增持
BLDR
BUILDERS FIRSTSOURCE INC
+$34.9M
517,102
+25%
减持
—
PERRIGO CO PLC
-$34.9M
15,631
-99%
增持
LLY
ELI LILLY & CO
+$34.5M
641,499
+2%
增持
DXCM
DEXCOM INC
+$34.0M
767,549
+17%
建仓
—
MERUS N V
+$33.9M
1,232,808
清仓
—
VENTYX BIOSCIENCES INC
-$33.7M
0
-100%
减持
BMRN
BIOMARIN PHARMACEUTICAL INC
-$33.3M
1,436,723
-26%
减持
MCD
MCDONALDS CORP
-$32.6M
408,556
-30%
增持
—
SPRINGWORKS THERAPEUTICS INC
+$32.5M
1,558,487
+48%
增持
GEN
GEN DIGITAL INC
+$31.9M
6,199,828
+0%
减持
BF/B
BROWN FORMAN CORP
-$31.9M
137,142
-80%
减持
AFL
AFLAC INC
-$31.8M
795,013
-37%
增持
—
BLACKROCK INC
+$31.7M
159,820
+5%
减持
PDD
PDD HOLDINGS INC
+$31.7M
1,380,673
-20%
减持
FBIN
FORTUNE BRANDS INNOVATIONS I
+$31.6M
5,634,281
-12%
建仓
IDYA
IDEAYA BIOSCIENCES INC
+$31.2M
875,747
增持
IONS
IONIS PHARMACEUTICALS INC
+$31.0M
3,518,317
+9%
