BANQUE PICTET & CIE SA Q1 2024 Filing

Filed May 6, 2024

Portfolio Value

$10.6B

Holdings

332

Report Date

Q1 2024

Filing Type

13F-HR

All Holdings (332 positions)

#StockSharesValue% PortfolioType
1
TSLATESLA INC
6,230,860$1.1B10.29%Put
2
AMZNAMAZON COM INC
5,661,903$1.0B9.59%Call
3
GOOGALPHABET INC
3,909,789$595.3M5.59%Call
4
MCDMCDONALDS CORP
1,723,277$485.9M4.56%
5
PEPPEPSICO INC
2,658,473$465.3M4.37%
6
GOOGLALPHABET INC
2,864,612$432.4M4.06%
7
MAMASTERCARD INCORPORATED
890,102$428.6M4.03%
8
ZTSZOETIS INC
2,493,991$422.0M3.96%
9
MSFTMICROSOFT CORP
943,151$395.1M3.71%Call
10
WMWASTE MGMT INC DEL
1,814,196$386.7M3.63%
11
TXNTEXAS INSTRS INC
2,118,253$369.0M3.47%
12
MRNAMODERNA INC
3,161,729$336.9M3.16%
13
NKENIKE INC
3,378,475$317.5M2.98%
14
METAMETA PLATFORMS INC
511,112$248.2M2.33%
15
ELLAUDER ESTEE COS INC
1,516,818$233.8M2.20%Put
16
VVISA INC
562,056$156.9M1.47%
17
NVDANVIDIA CORPORATION
164,959$149.0M1.40%Call
18
MRKMERCK & CO INC
1,120,444$147.8M1.39%
19
CRMSALESFORCE INC
411,043$123.8M1.16%
20
UNHUNITEDHEALTH GROUP INC
248,422$122.9M1.15%
21
TMOTHERMO FISHER SCIENTIFIC INC
195,090$113.4M1.06%
22
TSMTAIWAN SEMICONDUCTOR MFG LTD
768,043$104.5M0.98%
23
WFCWELLS FARGO CO NEW
1,289,104$74.7M0.70%
24
AMDADVANCED MICRO DEVICES INC
350,516$63.3M0.59%
25
ROLROLLINS INC
1,333,400$61.7M0.58%
26
MDTMEDTRONIC PLC
706,675$61.6M0.58%
27
AAPLAPPLE INC
332,877$57.1M0.54%
28
AVGOBROADCOM INC
42,946$56.9M0.53%
29
LINLINDE PLC
119,794$55.6M0.52%
30
CMGCHIPOTLE MEXICAN GRILL INC
18,515$53.8M0.51%
31
HONHONEYWELL INTL INC
260,929$53.6M0.50%
32
DHRDANAHER CORPORATION
210,096$52.5M0.49%
33
MCOMOODYS CORP
126,180$49.6M0.47%
34
LLYELI LILLY & CO
62,839$48.9M0.46%
35
ABTABBOTT LABS
400,442$45.5M0.43%
36
ADBEADOBE INC
83,793$42.3M0.40%
37
NEOGNEOGEN CORP
2,669,300$42.1M0.40%
38
EAELECTRONIC ARTS INC
314,751$41.8M0.39%
39
PGPROCTER AND GAMBLE CO
245,465$39.8M0.37%
40
CITHE CIGNA GROUP
98,726$35.9M0.34%
41
BKNGBOOKING HOLDINGS INC
9,003$32.7M0.31%
42
DEDEERE & CO
78,100$32.1M0.30%
43
ISRGINTUITIVE SURGICAL INC
74,962$29.9M0.28%
44
CVXCHEVRON CORP NEW
186,630$29.4M0.28%
45
ONONON HLDG AG
832,025$29.4M0.28%
46
CITCINTAS CORP
42,096$28.9M0.27%
47
JNJJOHNSON & JOHNSON
179,995$28.5M0.27%
48
OTISOTIS WORLDWIDE CORP
285,678$28.4M0.27%
49
AMEAMETEK INC
152,066$27.8M0.26%
50
BACBANK AMERICA CORP
707,820$26.8M0.25%
51
SBUXSTARBUCKS CORP
283,904$25.8M0.24%
52
BSXBOSTON SCIENTIFIC CORP
357,985$24.5M0.23%
53
ICEINTERCONTINENTAL EXCHANGE IN
164,706$22.6M0.21%
54
EOGEOG RES INC
174,953$22.4M0.21%
55
AONAON PLC
65,844$22.0M0.21%
56
UBSUBS GROUP AG
667,071$20.5M0.19%
57
ADSKAUTODESK INC
76,715$20.0M0.19%
58
DC4DEXCOM INC
140,233$19.4M0.18%
59
PANWPALO ALTO NETWORKS INC
66,475$18.9M0.18%
60
LYBLYONDELLBASELL INDUSTRIES N
173,417$17.7M0.17%
61
ABNBAIRBNB INC
103,476$17.1M0.16%
62
CLCOLGATE PALMOLIVE CO
185,287$16.7M0.16%
63
WDAYWORKDAY INC
60,801$16.6M0.16%
64
ABBVABBVIE INC
86,337$15.7M0.15%
65
SPYSPDR S&P 500 ETF TR
29,806$15.6M0.15%
66
TJXTJX COS INC NEW
150,844$15.3M0.14%
67
4I1PHILIP MORRIS INTL INC
165,867$15.2M0.14%
68
HOODROBINHOOD MKTS INC
718,400$14.5M0.14%
69
SYKSTRYKER CORPORATION
40,242$14.4M0.14%
70
ALCALCON AG
169,994$14.1M0.13%
71
CMECME GROUP INC
64,686$13.9M0.13%
72
SLBSCHLUMBERGER LTD
235,906$12.9M0.12%
73
MDLZMONDELEZ INTL INC
183,397$12.8M0.12%
74
BRK/BBERKSHIRE HATHAWAY INC DEL
29,375$12.4M0.12%
75
PYPLPAYPAL HLDGS INC
182,501$12.2M0.11%Call
76
NFLXNETFLIX INC
19,502$11.8M0.11%Call
77
EXASEXACT SCIENCES CORP
170,613$11.8M0.11%Call
78
MUMICRON TECHNOLOGY INC
98,954$11.7M0.11%Call
79
NVRNVR INC
1,395$11.3M0.11%
80
SOPHSOPHIA GENETICS SA
2,197,220$10.8M0.10%
81
IBMINTERNATIONAL BUSINESS MACHS
56,409$10.8M0.10%
82
LOWLOWES COS INC
42,209$10.8M0.10%
83
NTRANATERA INC
117,199$10.7M0.10%
84
RHCRH PLC
122,570$10.6M0.10%
85
LRCXEURLAM RESEARCH CORP
10,645$10.3M0.10%
86
ETSYETSY INC
149,584$10.3M0.10%
87
IOVAIOVANCE BIOTHERAPEUTICS INC
689,356$10.2M0.10%
88
JPMJPMORGAN CHASE & CO
50,860$10.2M0.10%
89
AMATAPPLIED MATLS INC
48,361$9.9M0.09%
90
DHID R HORTON INC
58,192$9.6M0.09%
91
SCHWSCHWAB CHARLES CORP
132,076$9.6M0.09%
92
DGDOLLAR GEN CORP NEW
61,190$9.5M0.09%
93
PKGPACKAGING CORP AMER
50,078$9.5M0.09%
94
DYHTARGET CORP
53,345$9.5M0.09%
95
VRTXVERTEX PHARMACEUTICALS INC
22,240$9.3M0.09%
96
AFLAFLAC INC
108,123$9.3M0.09%
97
A4SAMERIPRISE FINL INC
21,111$9.3M0.09%
98
NEMNEWMONT CORP
253,940$9.1M0.09%
99
MARMARRIOTT INTL INC NEW
35,628$9.0M0.08%
100
SPGIS&P GLOBAL INC
21,126$9.0M0.08%
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