Pictet Asset Management Holding SA Q2 2024 Filing

Filed August 13, 2024

Portfolio Value

$87.3B

Holdings

1,970

Report Date

Q2 2024

Filing Type

13F-HR

All Holdings (1,970 positions)

#StockSharesValue% PortfolioType
1
NVDANVIDIA CORPORATION
21,958,098$2.7B3.11%
2
MSFTMICROSOFT CORP
5,192,728$2.3B2.66%
3
AAPLAPPLE INC
8,501,764$1.8B2.05%
4
GOOGLALPHABET INC
9,820,618$1.8B2.05%
5
AMZNAMAZON COM INC
7,980,639$1.5B1.77%
6
TMOTHERMO FISHER SCIENTIFIC INC
2,487,659$1.4B1.58%
7
RSGREPUBLIC SVCS INC
6,602,889$1.3B1.47%
8
SNPSSYNOPSYS INC
1,928,375$1.1B1.32%
9
WCNWASTE CONNECTIONS INC
6,085,279$1.1B1.22%
10
AMATAPPLIED MATLS INC
4,425,242$1.0B1.20%
11
NXPINXP SEMICONDUCTORS N V
3,785,368$1.0B1.17%
12
METAMETA PLATFORMS INC
1,910,271$963.4M1.10%
13
CRMSALESFORCE INC
3,692,612$949.2M1.09%
14
KLACKLA CORP
1,079,333$889.7M1.02%
15
ECLECOLAB INC
3,704,809$881.8M1.01%
16
UBSUBS GROUP AG
29,928,576$880.9M1.01%
17
XYLXYLEM INC
6,455,146$875.5M1.00%
18
NEENEXTERA ENERGY INC
12,218,443$866.0M0.99%
19
EQIXEQUINIX INC
1,130,739$855.5M0.98%
20
CDNSCADENCE DESIGN SYSTEM INC
2,595,025$798.6M0.92%
21
WMWASTE MGMT INC DEL
3,740,678$798.0M0.91%
22
AVGOBROADCOM INC
481,078$772.2M0.88%
23
MRVLMARVELL TECHNOLOGY INC
10,760,449$751.9M0.86%
24
VVISA INC
2,648,623$695.6M0.80%
25
AG8AGILENT TECHNOLOGIES INC
5,341,043$692.4M0.79%
26
AMDADVANCED MICRO DEVICES INC
4,211,704$683.1M0.78%
27
TTTRANE TECHNOLOGIES PLC
2,048,744$674.1M0.77%
28
ADSKAUTODESK INC
2,714,126$671.5M0.77%
29
ROPROPER TECHNOLOGIES INC
1,149,393$647.8M0.74%
30
ETNEATON CORP PLC
2,033,942$637.8M0.73%
31
PTCPTC INC
3,337,871$606.4M0.69%
32
AKXANSYS INC
1,738,862$559.0M0.64%
33
LLYELI LILLY & CO
614,901$556.7M0.64%
34
ONON SEMICONDUCTOR CORP
8,001,100$548.3M0.63%
35
TTEKTETRA TECH INC NEW
2,621,680$536.1M0.61%
36
FERGFERGUSON PLC NEW
2,651,134$513.4M0.59%
37
AWCAMERICAN WTR WKS CO INC NEW
3,974,530$513.4M0.59%
38
BKNGBOOKING HOLDINGS INC
127,134$503.7M0.58%
39
CRWDCROWDSTRIKE HLDGS INC
1,298,444$497.7M0.57%
40
GOOGALPHABET INC
2,678,264$491.4M0.56%
41
VLTOVERALTO CORP
5,141,966$490.9M0.56%
42
NFLXNETFLIX INC
718,034$484.6M0.56%
43
PANWPALO ALTO NETWORKS INC
1,422,672$482.4M0.55%
44
ISRGINTUITIVE SURGICAL INC
1,069,066$475.6M0.55%
45
WDAYWORKDAY INC
2,118,961$473.7M0.54%
46
TSLATESLA INC
2,284,116$452.0M0.52%
47
GFLGFL ENVIRONMENTAL INC
11,076,063$432.0M0.50%
48
UNHUNITEDHEALTH GROUP INC
845,998$430.8M0.49%
49
ACMAECOM
4,850,933$427.6M0.49%
50
STNSTANTEC INC
4,974,916$422.8M0.48%
51
LRCXEURLAM RESEARCH CORP
395,512$421.1M0.48%
52
WMSADVANCED DRAIN SYS INC DEL
2,574,482$412.9M0.47%
53
LINLINDE PLC
929,970$408.1M0.47%
54
CNMCORE & MAIN INC
7,957,036$389.4M0.45%
55
PNRPENTAIR PLC
5,074,502$389.1M0.45%
56
INTUINTUIT
563,748$370.5M0.42%
57
CARRCARRIER GLOBAL CORPORATION
5,862,622$369.8M0.42%
58
BLDTOPBUILD CORP
890,575$343.0M0.39%
59
FISVFISERV INC
2,298,274$342.5M0.39%
60
ADBEADOBE INC
608,200$337.9M0.39%
61
FQIDIGITAL RLTY TR INC
2,217,408$337.0M0.39%
62
FBINFORTUNE BRANDS INNOVATIONS I
5,118,014$332.4M0.38%
63
PCGPG&E CORP
18,646,193$325.6M0.37%
64
SOSOUTHERN CO
4,180,571$324.3M0.37%
65
IEXIDEX CORP
1,595,782$321.1M0.37%
66
SRESEMPRA
4,210,135$320.2M0.37%
67
ALCALCON AG
3,462,101$309.1M0.35%
68
REGNREGENERON PHARMACEUTICALS
293,764$308.8M0.35%
69
HDHOME DEPOT INC
878,638$302.5M0.35%
70
MCHPMICROCHIP TECHNOLOGY INC.
3,269,908$299.1M0.34%
71
AMGNAMGEN INC
943,765$294.9M0.34%
72
MAMASTERCARD INCORPORATED
659,474$290.9M0.33%
73
PEGPUBLIC SVC ENTERPRISE GRP IN
3,929,307$289.6M0.33%
74
ADIANALOG DEVICES INC
1,245,355$284.2M0.33%
75
ESTCELASTIC N V
2,489,536$283.6M0.33%
76
MUMICRON TECHNOLOGY INC
2,144,132$282.0M0.32%
77
ZTSZOETIS INC
1,583,870$274.7M0.31%
78
JPMJPMORGAN CHASE & CO.
1,342,431$271.5M0.31%
79
MLB1MERCADOLIBRE INC
164,996$271.2M0.31%
80
AXPAMERICAN EXPRESS CO
1,166,105$269.8M0.31%
81
PEOEXELON CORP
7,718,751$267.1M0.31%
82
VRTXVERTEX PHARMACEUTICALS INC
563,356$264.1M0.30%
83
UBERUBER TECHNOLOGIES INC
3,629,286$263.8M0.30%
84
CITCINTAS CORP
371,325$260.1M0.30%
85
ZSZSCALER INC
1,346,011$258.6M0.30%
86
BSYBENTLEY SYS INC
5,223,932$257.9M0.30%
87
DTDYNATRACE INC
5,751,618$257.3M0.29%
88
PHPARKER-HANNIFIN CORP
503,964$254.9M0.29%
89
MARMARRIOTT INTL INC NEW
1,044,848$252.6M0.29%
90
BRK/BBERKSHIRE HATHAWAY INC DEL
618,688$251.7M0.29%
91
STESTERIS PLC
1,118,333$245.5M0.28%
92
IRMIRON MTN INC DEL
2,712,745$243.1M0.28%
93
CYBRCYBERARK SOFTWARE LTD
887,667$242.6M0.28%
94
BSXBOSTON SCIENTIFIC CORP
3,144,933$242.2M0.28%
95
DTEDTE ENERGY CO
2,165,276$240.4M0.28%
96
FIVNFIVE9 INC
5,332,786$235.1M0.27%
97
PGPROCTER AND GAMBLE CO
1,423,847$234.8M0.27%
98
CNPCENTERPOINT ENERGY INC
7,567,800$234.4M0.27%
99
ALTREURALTAIR ENGR INC
2,386,187$234.0M0.27%
100
IRINGERSOLL RAND INC
2,563,024$232.8M0.27%
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