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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
24Q3 调仓
2024-06-30 → 2024-09-30 · 共 150 项
建仓 3
增持 68
减持 74
清仓 5
方向
标的
Δ市值
现股数(环比)
建仓
FERG
FERGUSON ENTERPRISES INC
+$518.8M
2,612,543
清仓
—
FERGUSON PLC NEW
-$513.4M
0
-100%
减持
SNPS
SYNOPSYS INC
-$287.1M
1,698,638
-12%
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。
建仓
—
SMURFIT WESTROCK PLC
+$256.3M
5,181,903
减持
AMAT
APPLIED MATLS INC
-$243.6M
3,961,564
-10%
减持
ADSK
AUTODESK INC
-$195.4M
1,728,154
-36%
增持
GILD
GILEAD SCIENCES INC
+$179.8M
4,261,363
+65%
增持
HUBS
HUBSPOT INC
+$179.1M
454,255
+329%
减持
AAPL
APPLE INC
+$174.1M
8,435,425
-1%
减持
GOOGL
ALPHABET INC
-$173.1M
9,743,897
-1%
增持
META
META PLATFORMS INC
+$169.7M
1,979,533
+4%
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$164.3M
2,489,654
+0%
增持
—
LAM RESEARCH CORP
+$157.5M
708,969
+79%
减持
—
NXP SEMICONDUCTORS N V
-$157.3M
3,585,881
-5%
减持
PTC
PTC INC
-$154.9M
2,499,110
-25%
减持
TSLA
TESLA INC
+$134.6M
2,241,825
-2%
增持
FBIN
FORTUNE BRANDS INNOVATIONS I
+$133.6M
5,205,534
+2%
减持
DOV
DOVER CORP
-$127.9M
81,677
-90%
增持
CNP
CENTERPOINT ENERGY INC
+$127.5M
12,301,236
+63%
减持
ON
ON SEMICONDUCTOR CORP
-$127.2M
5,799,708
-28%
减持
EQIX
EQUINIX INC
+$122.8M
1,102,128
-3%
减持
MCHP
MICROCHIP TECHNOLOGY INC.
-$121.9M
2,207,222
-32%
增持
VEEV
VEEVA SYS INC
+$118.7M
1,381,482
+48%
增持
—
INFORMATICA INC
+$117.8M
4,667,839
+57400%
增持
BIDU
BAIDU INC
+$115.7M
2,202,341
+64%
减持
MPWR
MONOLITHIC PWR SYS INC
-$114.5M
87,907
-63%
增持
CARR
CARRIER GLOBAL CORPORATION
+$109.5M
5,954,668
+2%
增持
ACM
AECOM
+$109.4M
5,199,918
+7%
增持
—
PENTAIR PLC
+$108.4M
5,087,272
+0%
减持
BKNG
BOOKING HOLDINGS INC
-$107.2M
94,117
-26%
增持
TTEK
TETRA TECH INC NEW
+$107.1M
13,637,450
+420%
增持
TRU
TRANSUNION
+$106.5M
1,598,274
+95%
减持
CDNS
CADENCE DESIGN SYSTEM INC
-$106.0M
2,555,239
-2%
增持
MU
MICRON TECHNOLOGY INC
+$106.0M
3,740,391
+74%
减持
AMZN
AMAZON COM INC
-$103.9M
7,719,894
-3%
增持
AVGO
BROADCOM INC
+$103.0M
5,073,430
+955%
增持
CEG
CONSTELLATION ENERGY CORP
+$99.5M
1,025,972
+23%
减持
PATH
UIPATH INC
-$97.7M
59,364
-99%
增持
WMS
ADVANCED DRAIN SYS INC DEL
+$94.6M
3,229,016
+25%
减持
MRNA
MODERNA INC
-$89.2M
652,943
-41%
减持
INTU
INTUIT
-$83.1M
462,818
-18%
减持
NVDA
NVIDIA CORPORATION
-$81.6M
21,666,725
-1%
减持
RNG
RINGCENTRAL INC
-$79.9M
1,965,009
-61%
增持
PH
PARKER-HANNIFIN CORP
+$75.1M
522,339
+4%
减持
A
AGILENT TECHNOLOGIES INC
+$74.7M
5,166,244
-3%
增持
DT
DYNATRACE INC
+$73.8M
6,191,724
+8%
增持
CRWD
CROWDSTRIKE HLDGS INC
-$73.7M
1,511,051
+16%
减持
BMRN
BIOMARIN PHARMACEUTICAL INC
-$72.2M
919,616
-45%
增持
TOL
TOLL BROTHERS INC
+$70.1M
644,279
+152%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$69.8M
698,409
+13%
减持
RSG
REPUBLIC SVCS INC
-$69.4M
6,043,596
-8%
增持
CRM
SALESFORCE INC
+$68.9M
3,719,390
+1%
增持
DECK
DECKERS OUTDOOR CORP
+$68.5M
854,254
+1124%
减持
WCN
WASTE CONNECTIONS INC
-$68.4M
5,585,930
-8%
增持
DKS
DICKS SPORTING GOODS INC
+$68.4M
354,255
+1265%
清仓
IXC
ISHARES TR
-$67.5M
0
-100%
减持
BIIB
BIOGEN INC
-$64.6M
472,525
-30%
减持
ADBE
ADOBE INC
-$63.2M
530,588
-13%
增持
AMD
ADVANCED MICRO DEVICES INC
+$63.0M
4,547,050
+8%
增持
EXC
EXELON CORP
+$62.6M
8,131,560
+5%
减持
IONS
IONIS PHARMACEUTICALS INC
-$62.1M
1,303,501
-46%
减持
SO
SOUTHERN CO
-$60.7M
2,922,422
-30%
减持
ECL
ECOLAB INC
+$60.7M
3,691,339
-0%
增持
ADI
ANALOG DEVICES INC
+$58.6M
1,489,526
+20%
增持
MOD
MODINE MFG CO
+$58.5M
445,500
+7164%
增持
ARGX
ARGENX SE
+$58.0M
351,603
+14%
增持
—
ELASTIC N V
-$55.9M
2,966,782
+19%
增持
SBUX
STARBUCKS CORP
+$55.0M
1,572,034
+25%
减持
MRVL
MARVELL TECHNOLOGY INC
-$54.5M
9,670,668
-10%
减持
UNH
UNITEDHEALTH GROUP INC
+$53.4M
828,200
-2%
增持
WDAY
WORKDAY INC
+$52.3M
2,152,211
+2%
减持
AWK
AMERICAN WTR WKS CO INC NEW
+$51.8M
3,864,557
-3%
增持
MA
MASTERCARD INCORPORATED
+$51.6M
693,696
+5%
建仓
—
TE CONNECTIVITY PLC
+$50.1M
331,723
减持
DDOG
DATADOG INC
-$49.1M
773,258
-27%
增持
PCVX
VAXCYTE INC
+$49.0M
780,905
+47%
减持
HD
HOME DEPOT INC
+$48.6M
866,479
-1%
清仓
MBLY
MOBILEYE GLOBAL INC
-$48.2M
0
-100%
增持
NKE
NIKE INC
+$47.1M
1,669,135
+27%
减持
AEE
AMEREN CORP
+$47.0M
3,098,045
-2%
减持
QCOM
QUALCOMM INC
-$46.5M
547,105
-22%
增持
V
VISA INC
+$44.9M
2,693,217
+2%
增持
PDD
PDD HOLDINGS INC
+$44.4M
1,590,073
+24%
减持
ABNB
AIRBNB INC
-$44.0M
242,018
-51%
减持
MELI
MERCADOLIBRE INC
+$42.8M
153,018
-7%
增持
PCTY
PAYLOCITY HLDG CORP
+$42.4M
951,000
+10%
增持
LNT
ALLIANT ENERGY CORP
+$42.2M
4,003,912
+1%
减持
—
STELLANTIS N.V
-$42.0M
1,639,843
-50%
减持
FTNT
FORTINET INC
+$41.9M
2,852,331
-4%
增持
GOOG
ALPHABET INC
-$41.6M
2,690,554
+0%
减持
MAR
MARRIOTT INTL INC NEW
-$41.6M
848,935
-19%
减持
—
TRANE TECHNOLOGIES PLC
-$41.2M
1,628,122
-21%
减持
MAS
MASCO CORP
+$41.0M
2,625,695
-2%
减持
FISV
FISERV INC
+$41.0M
2,134,999
-7%
增持
FIVN
FIVE9 INC
-$40.3M
6,781,391
+27%
增持
LULU
LULULEMON ATHLETICA INC
+$40.2M
750,944
+37%
增持
IDXX
IDEXX LABS INC
+$40.1M
358,520
+24%
增持
ADP
AUTOMATIC DATA PROCESSING IN
+$40.1M
438,348
+29%
减持
WM
WASTE MGMT INC DEL
-$39.7M
3,652,997
-2%
减持
—
APTIV PLC
-$38.9M
151,121
-79%
减持
ZS
ZSCALER INC
-$38.8M
1,285,869
-4%
减持
TWLO
TWILIO INC
-$38.3M
2,348,390
-30%
增持
DLR
DIGITAL RLTY TR INC
+$37.8M
2,316,376
+4%
清仓
—
TE CONNECTIVITY LTD
-$37.6M
0
-100%
增持
AVTR
AVANTOR INC
+$37.3M
6,380,898
+6%
减持
TER
TERADYNE INC
-$37.2M
1,350,640
-8%
增持
CTAS
CINTAS CORP
+$37.1M
1,444,243
+289%
减持
ROK
ROCKWELL AUTOMATION INC
-$36.5M
723,509
-14%
减持
UNP
UNION PAC CORP
-$36.4M
348,773
-36%
减持
RPD
RAPID7 INC
-$36.4M
8,346
-99%
增持
INSM
INSMED INC
+$36.0M
1,863,341
+25%
减持
VLTO
VERALTO CORP
+$36.0M
4,710,094
-8%
增持
DHR
DANAHER CORPORATION
+$35.6M
657,450
+12%
减持
ANSS
ANSYS INC
-$35.4M
1,643,111
-6%
增持
VRT
VERTIV HOLDINGS CO
+$35.1M
1,767,873
+9%
清仓
—
MORPHIC HLDG INC
-$34.7M
0
-100%
增持
NU
NU HLDGS LTD
+$34.6M
2,720,050
+1279%
增持
CNM
CORE & MAIN INC
-$34.5M
7,992,974
+0%
减持
DXCM
DEXCOM INC
-$34.0M
673,039
-4%
减持
DELL
DELL TECHNOLOGIES INC
-$33.9M
179,775
-55%
减持
—
ALLEGION PLC
+$33.5M
1,367,971
-3%
增持
PINS
PINTEREST INC
-$33.4M
3,750,087
+7%
减持
IRM
IRON MTN INC DEL
+$33.3M
2,326,860
-14%
增持
CRNX
CRINETICS PHARMACEUTICALS IN
+$32.9M
908,149
+202%
减持
—
ALCON AG
+$32.7M
3,419,360
-1%
增持
—
INTRA-CELLULAR THERAPIES INC
+$32.5M
1,619,268
+29%
增持
JPM
JPMORGAN CHASE & CO.
+$32.4M
1,441,285
+7%
减持
LOW
LOWES COS INC
+$32.1M
748,071
-3%
减持
FICO
FAIR ISAAC CORP
+$31.3M
69,432
-0%
减持
LSCC
LATTICE SEMICONDUCTOR CORP
-$31.3M
2,577,092
-11%
减持
EIX
EDISON INTL
+$30.8M
2,481,793
-4%
减持
PVH
PVH CORPORATION
-$30.8M
8,109
-97%
增持
—
MEDTRONIC PLC
+$30.1M
882,207
+41%
增持
—
SPOTIFY TECHNOLOGY S A
+$30.1M
82,940
+5139%
减持
EFX
EQUIFAX INC
+$29.8M
586,765
-0%
增持
RL
RALPH LAUREN CORP
+$29.4M
435,404
+39%
增持
ORCL
ORACLE CORP
+$29.1M
826,234
+4%
减持
—
UBS GROUP AG
+$28.1M
29,424,171
-2%
增持
UBER
UBER TECHNOLOGIES INC
+$27.8M
3,879,491
+7%
减持
COO
COOPER COS INC
-$27.8M
135,435
-72%
减持
ZTS
ZOETIS INC
+$27.4M
1,546,092
-2%
减持
—
LOGITECH INTL S A
-$26.8M
2,007,351
-6%
减持
CCI
CROWN CASTLE INC
+$26.5M
1,816,508
-6%
增持
IPAR
INTER PARFUMS INC
+$26.3M
457,558
+62%
增持
BSY
BENTLEY SYS INC
+$26.2M
5,590,731
+7%
增持
TGTX
TG THERAPEUTICS INC
+$26.1M
3,582,583
+10%
减持
CP
CANADIAN PACIFIC KANSAS CITY
-$25.2M
850,230
-31%
减持
WMT
WALMART INC
+$25.2M
2,270,553
-3%
减持
NI
NISOURCE INC
+$25.1M
6,199,429
-6%
增持
MSFT
MICROSOFT CORP
-$25.1M
5,335,931
+3%
