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Portfolio (Quarterly) Guide ↗

Pictet Asset Management Holding SA

· CIK 0001993888
13F Portfolio $103.0B AUM 2,082 positions Filed Jan 29, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 114 New 1035 Added 497 Reduced 65 Exited
Page 40 of 105  ·  2,081 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
781 BCRX BIOCRYST PHARMACEUTICALS INC Healthcare 740,510.0 $5.7M 0.01% -456K -38.1% $7.71 +28.9%
782 AVADEL PHARMACEUTICALS PLC 264,974.0 $5.7M 0.01% +255K +2442.2% $21.55
783 ENLIGHT RENEWABLE ENERGY LTD 122,828.0 $5.6M 0.01% +1K +1.1% $45.43
784 MGA MAGNA INTL INC Consumer Cyclical 104,353.0 $5.6M 0.01% -11K -9.7% $53.38 +20.9%
785 AGIO AGIOS PHARMACEUTICALS INC Healthcare 205,019.0 $5.6M 0.01% -67K -24.7% $27.16 +39.5%
786 MELI PUT MERCADOLIBRE INC Consumer Cyclical 2,751.0 $5.5M 0.01% NEW $2014.26 -16.8%
787 ARIS ARIS MNG CORP Basic Materials 339,922.0 $5.5M 0.01% -727K -68.1% $16.24 -6.6%
788 CG CARLYLE GROUP INC Financial Services 93,300.0 $5.5M 0.01% -26K -22.0% $59.13 -30.0%
789 ENTG ENTEGRIS INC Technology 65,151.0 $5.5M 0.01% +3K +4.7% $84.25 +91.6%
790 MICC MAGNUM ICE CREAM CO NV Consumer Defensive 344,705.0 $5.5M 0.01% NEW $15.91 +10.0%
791 IONQ IONQ INC Technology 121,833.0 $5.5M 0.01% +86K +242.1% $44.87 +9.9%
792 BRKR BRUKER CORP Healthcare 115,121.0 $5.4M 0.01% -33K -22.3% $47.11 +29.3%
793 CAE CAE INC Industrials 177,314.0 $5.4M 0.01% -13K -7.0% $30.45 -16.3%
794 MEDP MEDPACE HLDGS INC Healthcare 9,443.0 $5.4M 0.01% -20K -68.2% $566.89 -7.0%
795 TXT TEXTRON INC Industrials 61,257.0 $5.3M 0.01% +3K +5.4% $87.20 +4.6%
796 TCOM TRIP COM GROUP LTD Consumer Cyclical 73,697.0 $5.3M 0.01% -1K -1.6% $71.91 -43.1%
797 CRBG COREBRIDGE FINL INC Financial Services 172,299.0 $5.2M 0.01% -22K -11.1% $30.17 -5.2%
798 NWSA NEWS CORP NEW Communication Services 197,657.0 $5.2M 0.01% +7K +3.6% $26.13 -2.8%
799 AIQ GLOBAL X FDS 100,377.0 $5.1M 0.01% +35K +54.4% $50.86 +24.2%
800 UAL UNITED AIRLS HLDGS INC Industrials 44,995.0 $5.0M 0.01% $111.82 +21.7%
Page 40 of 105  ·  2,081 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 35.3%
Industrials 14.6%
Healthcare 12.8%
Financial Services 8.3%
Consumer Cyclical 7.3%
Communication Services 6.9%
Utilities 6.2%
Basic Materials 2.6%
Real Estate 2.3%
Consumer Defensive 2.1%