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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
24Q2 调仓
2024-03-31 → 2024-06-30 · 共 150 项
建仓 2
增持 36
减持 110
清仓 2
方向
标的
Δ市值
现股数(环比)
增持
GOOGL
ALPHABET INC
+$817.9M
9,820,618
+53%
减持
GOOG
ALPHABET INC
-$705.2M
2,678,264
-66%
增持
NVDA
NVIDIA CORPORATION
+$338.3M
21,958,098
+736%
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。
减持
AAPL
APPLE INC
+$313.5M
8,501,764
-1%
增持
ADBE
ADOBE INC
+$199.0M
608,200
+121%
减持
WM
WASTE MGMT INC DEL
-$185.6M
3,740,678
-19%
减持
TTC
TORO CO
-$158.4M
202,825
-90%
减持
VRTX
VERTEX PHARMACEUTICALS INC
-$153.0M
563,356
-44%
增持
VEEV
VEEVA SYS INC
+$151.9M
935,855
+1017%
减持
MRNA
MODERNA INC
-$149.3M
1,114,162
-58%
增持
CEG
CONSTELLATION ENERGY CORP
+$142.1M
835,197
+514%
减持
META
META PLATFORMS INC
-$132.2M
1,910,271
-15%
减持
GILD
GILEAD SCIENCES INC
-$131.7M
2,581,509
-39%
减持
LULU
LULULEMON ATHLETICA INC
-$113.3M
547,120
-23%
减持
TMO
THERMO FISHER SCIENTIFIC INC
-$112.4M
2,487,659
-3%
减持
—
FERGUSON PLC NEW
-$108.0M
2,651,134
-7%
减持
ULTA
ULTA BEAUTY INC
-$105.7M
112,169
-61%
减持
AMGN
AMGEN INC
-$100.3M
943,765
-32%
减持
FIVN
FIVE9 INC
-$96.9M
5,332,786
-0%
减持
—
NXP SEMICONDUCTORS N V
-$96.6M
3,785,368
-16%
减持
EL
LAUDER ESTEE COS INC
-$96.4M
525,759
-47%
减持
UNP
UNION PAC CORP
-$96.1M
540,829
-39%
减持
AVGO
BROADCOM INC
+$95.5M
481,078
-6%
减持
—
TOPBUILD CORP
-$95.5M
890,575
-11%
增持
WMS
ADVANCED DRAIN SYS INC DEL
+$92.5M
2,574,482
+38%
增持
DT
DYNATRACE INC
+$91.9M
5,751,618
+61%
减持
XYL
XYLEM INC
-$89.3M
6,455,146
-14%
增持
CRM
SALESFORCE INC
+$88.2M
3,692,612
+29%
增持
BKNG
BOOKING HOLDINGS INC
+$87.5M
127,134
+11%
增持
FBIN
FORTUNE BRANDS INNOVATIONS I
-$86.1M
5,118,014
+4%
减持
IEX
IDEX CORP
-$85.5M
1,595,782
-4%
减持
REGN
REGENERON PHARMACEUTICALS
-$80.8M
293,764
-27%
减持
SBUX
STARBUCKS CORP
-$80.4M
1,261,700
-35%
减持
MSFT
MICROSOFT CORP
-$80.2M
5,192,728
-9%
增持
SNPS
SYNOPSYS INC
+$79.1M
1,928,375
+3%
减持
—
UBS GROUP AG
-$78.5M
29,928,576
-4%
增持
A
AGILENT TECHNOLOGIES INC
-$78.0M
5,341,043
+1%
减持
WFG
WEST FRASER TIMBER CO LTD
-$77.9M
1,314,076
-37%
减持
RSG
REPUBLIC SVCS INC
-$76.2M
6,602,889
-7%
减持
AMZN
AMAZON COM INC
+$76.0M
7,980,639
-2%
增持
ZTS
ZOETIS INC
+$72.4M
1,583,870
+32%
减持
ON
ON SEMICONDUCTOR CORP
-$71.4M
8,001,100
-5%
减持
LSCC
LATTICE SEMICONDUCTOR CORP
-$71.2M
2,900,223
-5%
减持
—
WESTROCK CO
-$70.6M
65,410
-96%
减持
CSCO
CISCO SYS INC
-$69.1M
2,528,817
-33%
减持
NKE
NIKE INC
-$67.7M
1,313,090
-27%
增持
BSY
BENTLEY SYS INC
+$67.5M
5,223,932
+43%
增持
AMD
ADVANCED MICRO DEVICES INC
+$67.1M
4,211,704
+23%
减持
HD
HOME DEPOT INC
-$66.2M
878,638
-9%
减持
POOL
POOL CORP
-$65.2M
539,060
-6%
减持
WY
WEYERHAEUSER CO MTN BE
-$64.7M
4,993,675
-13%
减持
BIIB
BIOGEN INC
-$62.5M
674,618
-33%
减持
V
VISA INC
-$61.5M
2,648,623
-2%
减持
MCHP
MICROCHIP TECHNOLOGY INC.
-$61.3M
3,269,908
-19%
减持
—
CRH PLC
-$61.2M
332,544
-67%
增持
ADI
ANALOG DEVICES INC
+$61.0M
1,245,355
+10%
减持
CDNS
CADENCE DESIGN SYSTEM INC
-$60.8M
2,595,025
-6%
增持
CLH
CLEAN HARBORS INC
+$60.5M
983,252
+22%
增持
DDOG
DATADOG INC
+$58.6M
1,064,723
+66%
减持
INSM
INSMED INC
+$58.4M
1,491,135
-3%
减持
ILMN
ILLUMINA INC
-$56.5M
330,247
-50%
增持
GPN
GLOBAL PMTS INC
-$56.2M
1,723,154
+3%
减持
—
BLUEPRINT MEDICINES CORP
-$55.3M
1,127,302
-40%
减持
SNY
SANOFI
-$54.6M
845,191
-57%
减持
EXC
EXELON CORP
-$54.6M
7,718,751
-10%
减持
EXR
EXTRA SPACE STORAGE INC
-$53.7M
492,468
-44%
减持
—
APELLIS PHARMACEUTICALS INC
-$53.3M
253,048
-76%
减持
FISV
FISERV INC
-$52.3M
2,298,274
-7%
减持
INCY
INCYTE CORP
-$51.9M
752,716
-56%
减持
ALB
ALBEMARLE CORP
-$51.2M
954,891
-12%
增持
DECK
DECKERS OUTDOOR CORP
+$49.9M
69,769
+270%
减持
DTE
DTE ENERGY CO
-$49.8M
2,165,276
-16%
减持
PANW
PALO ALTO NETWORKS INC
+$49.4M
1,422,672
-7%
减持
—
ALKERMES PLC
-$49.4M
1,026,058
-62%
减持
ACM
AECOM
-$49.2M
4,850,933
-0%
增持
CNM
CORE & MAIN INC
-$49.1M
7,957,036
+4%
减持
MEDP
MEDPACE HLDGS INC
-$49.0M
59,745
-67%
增持
EQIX
EQUINIX INC
-$48.8M
1,130,739
+3%
减持
IONS
IONIS PHARMACEUTICALS INC
-$48.3M
2,409,954
-36%
减持
CRWD
CROWDSTRIKE HLDGS INC
+$48.2M
1,298,444
-7%
增持
PATH
UIPATH INC
-$47.9M
7,764,216
+20%
减持
GFL
GFL ENVIRONMENTAL INC
+$47.8M
11,076,063
-0%
减持
CME
CME GROUP INC
-$47.3M
480,275
-27%
减持
GS
GOLDMAN SACHS GROUP INC
-$46.7M
141,047
-47%
减持
—
CNH INDL N V
-$46.5M
4,376,462
-38%
减持
VRT
VERTIV HOLDINGS CO
-$46.0M
1,625,404
-29%
清仓
IMCR
IMMUNOCORE HLDGS PLC
-$45.9M
0
-100%
减持
—
ASTRAZENECA PLC
-$45.1M
733,734
-51%
减持
ECL
ECOLAB INC
-$44.4M
3,704,809
-8%
减持
PH
PARKER-HANNIFIN CORP
-$44.4M
503,964
-6%
减持
FNF
FIDELITY NATIONAL FINANCIAL
-$44.3M
1,255,939
-37%
减持
—
LINDE PLC
-$43.6M
929,970
-4%
减持
DIS
DISNEY WALT CO
-$43.4M
1,526,954
-4%
减持
IR
INGERSOLL RAND INC
-$43.3M
2,563,024
-12%
减持
—
JOHNSON CTLS INTL PLC
-$42.1M
2,066,922
-25%
增持
CARR
CARRIER GLOBAL CORPORATION
+$41.8M
5,862,622
+4%
减持
MU
MICRON TECHNOLOGY INC
-$41.5M
2,144,132
-22%
减持
AMAT
APPLIED MATLS INC
+$41.3M
4,425,242
-9%
增持
—
LAM RESEARCH CORP
+$41.0M
395,512
+1%
减持
ISRG
INTUITIVE SURGICAL INC
+$40.5M
1,069,066
-2%
减持
—
JAZZ PHARMACEUTICALS PLC
-$40.5M
238,921
-56%
减持
AXP
AMERICAN EXPRESS CO
-$40.4M
1,166,105
-14%
减持
TTEK
TETRA TECH INC NEW
+$40.3M
2,621,680
-2%
减持
IOVA
IOVANCE BIOTHERAPEUTICS INC
-$40.2M
920,077
-72%
减持
—
AON PLC
-$40.1M
150,179
-40%
增持
VKTX
VIKING THERAPEUTICS INC
-$39.8M
1,381,374
+0%
减持
ALNY
ALNYLAM PHARMACEUTICALS INC
+$39.8M
758,528
-21%
减持
VTRS
VIATRIS INC
-$39.8M
3,602,421
-45%
减持
LLY
ELI LILLY & CO
+$39.2M
614,901
-8%
减持
RNG
RINGCENTRAL INC
-$38.9M
5,038,757
-3%
增持
—
ELASTIC N V
+$38.7M
2,489,536
+2%
增持
STN
STANTEC INC
+$38.6M
4,974,916
+8%
减持
BLDR
BUILDERS FIRSTSOURCE INC
-$38.6M
270,088
-26%
减持
—
AMICUS THERAPEUTICS INC
-$38.0M
4,216,211
-38%
减持
LOW
LOWES COS INC
-$37.5M
773,449
-5%
减持
SHOP
SHOPIFY INC
-$37.4M
2,653,911
-4%
减持
TSLA
TESLA INC
+$36.8M
2,284,116
-3%
减持
PCTY
PAYLOCITY HLDG CORP
-$36.0M
868,292
-1%
减持
INTU
INTUIT
-$35.1M
563,748
-10%
建仓
TIP
ISHARES TR
+$35.1M
327,700
减持
AEE
AMEREN CORP
-$34.7M
3,150,035
-10%
减持
—
ALLEGION PLC
-$34.5M
1,403,444
-6%
减持
MA
MASTERCARD INCORPORATED
-$34.4M
659,474
-2%
减持
MBLY
MOBILEYE GLOBAL INC
-$32.9M
1,718,067
-32%
减持
MELI
MERCADOLIBRE INC
-$32.2M
164,996
-18%
增持
WDAY
WORKDAY INC
+$32.2M
2,118,961
+31%
减持
RPD
RAPID7 INC
-$32.0M
848,889
-39%
减持
RSP
INVESCO EXCHANGE TRADED FD T
-$30.4M
8,090
-96%
减持
BMRN
BIOMARIN PHARMACEUTICAL INC
-$29.9M
1,663,163
-13%
减持
PINS
PINTEREST INC
+$29.5M
3,513,078
-3%
减持
TENB
TENABLE HLDGS INC
-$29.3M
1,750,924
-18%
减持
NBIX
NEUROCRINE BIOSCIENCES INC
-$29.2M
871,324
-19%
增持
—
INTRA-CELLULAR THERAPIES INC
+$29.2M
1,255,076
+53%
清仓
—
KINIKSA PHARMACEUTICALS LTD
-$28.8M
0
-100%
增持
CI
THE CIGNA GROUP
+$28.8M
263,255
+64%
减持
PTC
PTC INC
-$28.7M
3,337,871
-1%
减持
EXEL
EXELIXIS INC
-$28.1M
925,857
-55%
减持
MKC
MCCORMICK & CO INC
-$28.0M
1,050,953
-21%
增持
NUVL
NUVALENT INC
+$28.0M
568,884
+181%
减持
AXSM
AXSOME THERAPEUTICS INC
-$27.7M
4,292
-99%
增持
INTC
INTEL CORP
-$27.4M
2,351,323
+4%
减持
FTNT
FORTINET INC
-$27.4M
2,975,267
-2%
增持
CYTK
CYTOKINETICS INC
-$27.3M
1,768,162
+1%
减持
PCH
POTLATCHDELTIC CORPORATION
-$27.1M
2,488,531
-7%
减持
WEC
WEC ENERGY GROUP INC
-$27.1M
2,260,621
-9%
增持
PDD
PDD HOLDINGS INC
+$26.9M
1,278,726
+4%
减持
—
ROIVANT SCIENCES LTD
-$26.7M
1,221,929
-67%
建仓
YMM
FULL TRUCK ALLIANCE CO LTD
+$26.7M
3,323,132
减持
TEAM
ATLASSIAN CORPORATION
-$26.7M
77,645
-63%
增持
ROK
ROCKWELL AUTOMATION INC
+$26.5M
838,393
+20%
