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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
25Q3 调仓
2025-06-30 → 2025-09-30 · 共 150 项
增持 81
减持 67
清仓 2
方向
标的
Δ市值
现股数(环比)
减持
NVDA
NVIDIA CORPORATION
+$701.8M
24,674,394
-0%
减持
GOOGL
ALPHABET INC
+$560.4M
9,925,410
-6%
增持
AAPL
APPLE INC
+$506.8M
8,756,615
+4%
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
MSFT
MICROSOFT CORP
+$451.2M
7,076,147
+10%
减持
RSG
REPUBLIC SVCS INC
-$383.6M
4,030,807
-24%
增持
TEAM
ATLASSIAN CORPORATION
+$374.9M
2,860,065
+609%
增持
HUBS
HUBSPOT INC
+$368.1M
1,458,847
+158%
增持
TSLA
TESLA INC
+$291.7M
2,076,596
+4%
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$246.0M
2,890,440
+1%
减持
—
UBS GROUP AG
+$237.1M
35,302,882
-1%
减持
MRVL
MARVELL TECHNOLOGY INC
-$218.3M
3,596,648
-47%
减持
GOOG
ALPHABET INC
+$194.8M
3,115,439
-2%
增持
AMZN
AMAZON COM INC
+$190.3M
8,827,018
+11%
减持
WCN
WASTE CONNECTIONS INC
-$180.5M
3,318,282
-19%
增持
WDAY
WORKDAY INC
+$169.7M
2,322,454
+43%
减持
CRM
SALESFORCE INC
-$168.1M
3,630,796
-4%
减持
EQIX
EQUINIX INC
-$156.7M
763,115
-20%
减持
—
CYBERARK SOFTWARE LTD
-$147.4M
391,891
-53%
增持
NXT
NEXTRACKER INC
+$140.6M
3,645,461
+53%
减持
ROP
ROPER TECHNOLOGIES INC
-$139.4M
921,502
-13%
增持
NOW
SERVICENOW INC
+$138.4M
538,300
+55%
减持
SNPS
SYNOPSYS INC
-$135.4M
2,349,839
-7%
减持
META
META PLATFORMS INC
-$127.6M
1,770,084
-8%
减持
AWK
AMERICAN WTR WKS CO INC NEW
-$124.3M
2,616,694
-25%
增持
XEL
XCEL ENERGY INC
+$124.3M
6,006,866
+14%
增持
DT
DYNATRACE INC
+$123.2M
12,571,543
+43%
增持
AOS
SMITH A O CORP
+$122.6M
2,453,852
+180%
增持
MU
MICRON TECHNOLOGY INC
+$120.6M
2,631,456
+1%
清仓
ANSS
ANSYS INC
-$119.7M
0
-100%
减持
ECL
ECOLAB INC
-$114.0M
3,657,834
-12%
增持
PTC
PTC INC
+$113.3M
3,014,692
+4%
增持
A
AGILENT TECHNOLOGIES INC
+$111.6M
5,258,218
+10%
增持
WMB
WILLIAMS COS INC
+$109.7M
3,746,632
+84%
增持
NTNX
NUTANIX INC
+$109.6M
4,314,343
+56%
增持
RBRK
RUBRIK INC.
+$106.8M
1,314,345
+8893%
增持
APG
API GROUP CORP
+$98.6M
2,918,664
+8431%
减持
FTNT
FORTINET INC
-$96.3M
2,525,624
-14%
增持
FBIN
FORTUNE BRANDS INNOVATIONS I
+$93.9M
5,728,999
+39%
减持
VST
VISTRA CORP
-$93.0M
900,201
-35%
减持
TER
TERADYNE INC
+$92.1M
2,152,308
-5%
增持
FISV
FISERV INC
-$90.5M
3,555,734
+12%
增持
CCI
CROWN CASTLE INC
+$90.4M
2,684,355
+64%
增持
MAS
MASCO CORP
+$89.4M
3,688,003
+39%
增持
POOL
POOL CORP
+$88.6M
539,679
+100%
减持
AVGO
BROADCOM INC
-$87.3M
5,379,906
-20%
增持
CGNX
COGNEX CORP
+$84.6M
5,484,174
+6%
增持
—
GARMIN LTD
+$82.2M
892,138
+35%
增持
ACM
AECOM
+$81.6M
3,771,874
+4%
减持
CEG
CONSTELLATION ENERGY CORP
-$81.0M
777,696
-26%
减持
V
VISA INC
-$79.8M
2,518,012
-5%
增持
BIIB
BIOGEN INC
+$78.8M
770,855
+236%
增持
—
LOGITECH INTL S A
+$76.4M
3,110,555
+6%
减持
WM
WASTE MGMT INC DEL
-$74.6M
2,685,672
-8%
减持
XYL
XYLEM INC
+$74.6M
5,283,883
-3%
增持
UTHR
UNITED THERAPEUTICS CORP DEL
+$74.2M
321,495
+52%
增持
LSCC
LATTICE SEMICONDUCTOR CORP
+$73.1M
2,476,353
+12%
增持
PDD
PDD HOLDINGS INC
+$72.8M
1,263,344
+40%
减持
BSX
BOSTON SCIENTIFIC CORP
-$72.5M
4,090,360
-7%
减持
—
ALCON AG
-$72.0M
4,806,493
-1%
增持
FSLR
FIRST SOLAR INC
+$70.9M
835,778
+22%
增持
—
EATON CORP PLC
+$69.5M
1,358,778
+10%
增持
LNT
ALLIANT ENERGY CORP
+$68.6M
3,852,774
+22%
减持
AMGN
AMGEN INC
-$68.5M
641,187
-28%
减持
LULU
LULULEMON ATHLETICA INC
-$68.3M
379,861
-34%
减持
GFL
GFL ENVIRONMENTAL INC
-$66.9M
8,326,029
-9%
增持
IONS
IONIS PHARMACEUTICALS INC
+$66.3M
1,393,124
+129%
增持
TIP
ISHARES TR
+$66.2M
1,237,400
+90%
增持
—
NXP SEMICONDUCTORS N V
+$63.6M
4,648,607
+2%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$61.9M
601,338
+28%
清仓
HYG
ISHARES TR
-$60.6M
0
-100%
减持
ZS
ZSCALER INC
-$58.9M
967,496
-13%
减持
ES
EVERSOURCE ENERGY
-$58.0M
1,394,891
-44%
增持
PCG
PG&E CORP
+$57.3M
18,255,489
+17%
增持
IEMG
ISHARES INC
+$55.8M
1,011,455
+468%
减持
—
VERONA PHARMA PLC
-$55.7M
74,656
-89%
减持
DDOG
DATADOG INC
-$54.8M
687,223
-40%
增持
ORCL
ORACLE CORP
+$54.8M
830,329
+2%
增持
PLTR
PALANTIR TECHNOLOGIES INC
+$54.1M
1,155,454
+1%
增持
MA
MASTERCARD INCORPORATED
+$53.9M
1,513,594
+5%
减持
PBA
PEMBINA PIPELINE CORP
-$53.4M
267,095
-84%
增持
IGF
ISHARES TR
+$52.3M
1,061,920
+402%
增持
GS
GOLDMAN SACHS GROUP INC
+$52.2M
219,059
+27%
减持
MDB
MONGODB INC
-$51.7M
339,665
-55%
减持
LRCX
LAM RESEARCH CORP
+$49.2M
6,783,663
-23%
增持
—
JOHNSON CTLS INTL PLC
+$48.8M
3,560,201
+10%
增持
ABBV
ABBVIE INC
+$48.8M
1,043,268
+0%
增持
CARR
CARRIER GLOBAL CORPORATION
-$48.6M
4,037,933
+2%
增持
PANW
PALO ALTO NETWORKS INC
+$48.5M
4,036,866
+7%
增持
SFM
SPROUTS FMRS MKT INC
-$46.9M
986,837
+5%
增持
JPM
JPMORGAN CHASE & CO.
+$46.8M
1,409,564
+3%
减持
WTRG
ESSENTIAL UTILS INC
-$46.8M
3,798,390
-29%
减持
SHOP
SHOPIFY INC
+$45.1M
1,529,932
-3%
减持
FICO
FAIR ISAAC CORP
-$44.6M
84,641
-10%
增持
ADBE
ADOBE INC
+$44.0M
597,146
+39%
增持
EFX
EQUIFAX INC
+$43.6M
426,318
+68%
减持
BSY
BENTLEY SYS INC
-$43.1M
3,033,354
-18%
增持
—
TRANE TECHNOLOGIES PLC
+$42.7M
2,105,997
+9%
增持
RYTM
RHYTHM PHARMACEUTICALS INC
+$42.7M
683,017
+64%
减持
JNJ
JOHNSON & JOHNSON
+$41.2M
1,438,871
-3%
增持
APP
APPLOVIN CORP
+$41.0M
106,618
+5%
减持
MAR
MARRIOTT INTL INC NEW
-$40.9M
462,473
-22%
减持
IFF
INTERNATIONAL FLAVORS&FRAGRA
-$39.8M
1,127,550
-24%
减持
KLAC
KLA CORP
+$39.8M
1,157,403
-14%
减持
—
89BIO INC
-$39.4M
16,075
-100%
增持
CLH
CLEAN HARBORS INC
+$39.0M
2,071,516
+8%
减持
VITL
VITAL FARMS INC
-$38.3M
653,894
-61%
减持
—
NVENT ELECTRIC PLC
+$38.3M
1,639,022
-3%
减持
—
FERRARI N V
-$38.3M
416,870
-15%
增持
—
ACCENTURE PLC IRELAND
-$38.1M
937,116
+4%
增持
DASH
DOORDASH INC
+$37.0M
491,615
+25%
减持
—
CONFLUENT INC
-$36.5M
5,241,573
-7%
减持
ON
ON SEMICONDUCTOR CORP
-$35.2M
2,869,207
-15%
增持
PTCT
PTC THERAPEUTICS INC
+$35.1M
1,407,974
+35%
增持
BMI
BADGER METER INC
+$34.5M
541,954
+113%
减持
HD
HOME DEPOT INC
-$33.6M
984,704
-17%
增持
ZBRA
ZEBRA TECHNOLOGIES CORPORATI
+$33.5M
392,219
+46%
增持
USFD
US FOODS HLDG CORP
+$33.5M
472,316
+1270%
增持
IXN
ISHARES TR
+$33.4M
398,100
+400%
增持
VEEV
VEEVA SYS INC
+$33.0M
972,110
+9%
增持
—
CNH INDL N V
+$31.9M
5,118,314
+181%
减持
SRE
SEMPRA
+$31.8M
4,496,349
-9%
减持
AMAT
APPLIED MATLS INC
+$31.6M
2,765,815
-5%
增持
CVX
CHEVRON CORP NEW
+$31.5M
783,267
+24%
减持
LLY
ELI LILLY & CO
-$31.3M
690,380
-4%
增持
—
AMICUS THERAPEUTICS INC
+$30.8M
6,788,164
+74%
增持
—
AVIDITY BIOSCIENCES INC
+$30.8M
1,338,091
+38%
增持
ISRG
INTUITIVE SURGICAL INC
+$30.5M
1,156,727
+29%
减持
AWR
AMER STATES WTR CO
-$30.2M
573,480
-39%
减持
WAT
WATERS CORP
-$29.6M
109,770
-39%
减持
BKNG
BOOKING HOLDINGS INC
-$29.5M
68,481
-1%
增持
ULTA
ULTA BEAUTY INC
+$29.4M
229,603
+12%
增持
ANET
ARISTA NETWORKS INC
+$29.3M
555,364
+10%
减持
CP
CANADIAN PACIFIC KANSAS CITY
-$28.8M
502,188
-40%
减持
INTC
INTEL CORP
+$28.6M
2,603,789
-1%
减持
CME
CME GROUP INC
-$28.6M
207,228
-32%
减持
CAT
CATERPILLAR INC
+$28.3M
437,441
-6%
减持
UNH
UNITEDHEALTH GROUP INC
-$27.8M
1,303,102
-15%
增持
EMB
ISHARES TR
+$27.3M
413,500
+215%
增持
MCHP
MICROCHIP TECHNOLOGY INC.
+$27.3M
3,876,798
+23%
增持
EIX
EDISON INTL
+$27.1M
2,067,526
+22%
减持
ZTS
ZOETIS INC
-$26.8M
2,682,102
-0%
减持
TLN
TALEN ENERGY CORP
+$26.7M
332,283
-16%
增持
RDDT
REDDIT INC
+$26.6M
132,869
+398%
增持
—
MEDTRONIC PLC
+$26.5M
1,330,603
+16%
增持
CRNX
CRINETICS PHARMACEUTICALS IN
+$26.5M
1,465,262
+22%
减持
D
DOMINION ENERGY INC
-$26.0M
4,647,635
-15%
减持
IBKR
INTERACTIVE BROKERS GROUP IN
-$25.8M
591,597
-51%
减持
IPAR
INTERPARFUMS INC
-$25.0M
2,999
-98%
增持
ADSK
AUTODESK INC
+$24.9M
1,261,308
+4%
减持
ALNY
ALNYLAM PHARMACEUTICALS INC
+$24.8M
387,546
-17%
