Pictet Asset Management Holding SA Q4 2024 Filing

Filed February 12, 2025

Portfolio Value

$92.7B

Holdings

2,042

Report Date

Q4 2024

Filing Type

13F-HR

All Holdings (2,042 positions)

#StockSharesValue% PortfolioType
1
NVDANVIDIA CORPORATION
22,636,631$3.0B3.28%
2
MSFTMICROSOFT CORP
6,271,140$2.6B2.85%
3
AAPLAPPLE INC
8,279,802$2.1B2.24%
4
GOOGLALPHABET INC
10,092,232$1.9B2.06%
5
AMZNAMAZON COM INC
7,813,978$1.7B1.85%
6
TMOTHERMO FISHER SCIENTIFIC INC
2,685,896$1.4B1.51%
7
RSGREPUBLIC SVCS INC
6,262,325$1.3B1.36%
8
CRMSALESFORCE INC
3,605,625$1.2B1.30%
9
AVGOBROADCOM INC
5,161,744$1.2B1.29%
10
METAMETA PLATFORMS INC
1,964,656$1.2B1.24%
11
UBSUBS GROUP AG
34,979,795$1.1B1.16%
12
EQIXEQUINIX INC
1,085,677$1.0B1.10%
13
ECLECOLAB INC
3,995,817$936.3M1.01%
14
WCNWASTE CONNECTIONS INC
5,437,786$933.0M1.01%
15
TSLATESLA INC
2,280,314$920.9M0.99%
16
KLACKLA CORP
1,455,161$916.9M0.99%
17
SNPSSYNOPSYS INC
1,758,759$853.6M0.92%
18
NXPINXP SEMICONDUCTORS N V
4,086,294$849.3M0.92%
19
VVISA INC
2,681,657$847.5M0.91%
20
MRVLMARVELL TECHNOLOGY INC
7,287,586$804.9M0.87%
21
CDNSCADENCE DESIGN SYSTEM INC
2,495,320$749.7M0.81%
22
WMWASTE MGMT INC DEL
3,485,189$703.3M0.76%
23
NEENEXTERA ENERGY INC
9,795,686$702.3M0.76%
24
AG8AGILENT TECHNOLOGIES INC
5,213,739$700.4M0.76%
25
XYLXYLEM INC
5,355,809$621.4M0.67%
26
PANWPALO ALTO NETWORKS INC
3,313,633$602.9M0.65%
27
GOOGALPHABET INC
3,072,827$585.2M0.63%
28
LRCXLAM RESEARCH CORP
7,872,549$568.6M0.61%
29
AMDADVANCED MICRO DEVICES INC
4,705,588$568.4M0.61%
30
AMATAPPLIED MATLS INC
3,446,419$560.5M0.60%
31
TTEKTETRA TECH INC NEW
14,018,887$558.5M0.60%
32
TTTRANE TECHNOLOGIES PLC
1,504,896$555.8M0.60%
33
ACMAECOM
5,196,149$555.1M0.60%
34
ETNEATON CORP PLC
1,639,104$544.0M0.59%
35
WDAYWORKDAY INC
2,086,818$538.5M0.58%
36
NFLXNETFLIX INC
594,611$530.0M0.57%
37
UNHUNITEDHEALTH GROUP INC
1,040,985$526.6M0.57%
38
ISRGINTUITIVE SURGICAL INC
989,600$516.5M0.56%
39
LLYELI LILLY & CO
662,370$511.3M0.55%
40
ADSKAUTODESK INC
1,669,345$493.4M0.53%
41
FERGFERGUSON ENTERPRISES INC
2,804,595$486.8M0.53%
42
VLTOVERALTO CORP
4,764,889$485.3M0.52%
43
GFLGFL ENVIRONMENTAL INC
10,833,949$482.6M0.52%
44
PNRPENTAIR PLC
4,691,381$472.1M0.51%
45
MAMASTERCARD INCORPORATED
880,476$463.6M0.50%
46
FISVFISERV INC
2,224,227$456.9M0.49%
47
ROPROPER TECHNOLOGIES INC
878,530$456.7M0.49%
48
AWCAMERICAN WTR WKS CO INC NEW
3,653,180$454.8M0.49%
49
INTUINTUIT
677,455$425.8M0.46%
50
CARRCARRIER GLOBAL CORPORATION
6,080,842$415.1M0.45%
51
CRWDCROWDSTRIKE HLDGS INC
1,206,405$412.8M0.45%
52
STNSTANTEC INC
5,225,992$409.8M0.44%
53
HDHOME DEPOT INC
1,049,746$408.3M0.44%
54
CNMCORE & MAIN INC
8,006,669$407.6M0.44%
55
FQIDIGITAL RLTY TR INC
2,211,270$392.1M0.42%
56
BKNGBOOKING HOLDINGS INC
77,117$383.1M0.41%
57
DTDYNATRACE INC
7,025,949$381.9M0.41%
58
CLHCLEAN HARBORS INC
1,658,128$381.6M0.41%
59
PTCPTC INC
2,031,915$373.6M0.40%
60
LINLINDE PLC
868,311$363.5M0.39%
61
WMSADVANCED DRAIN SYS INC DEL
3,130,155$361.8M0.39%
62
PHPARKER-HANNIFIN CORP
557,160$354.4M0.38%
63
ALCALCON AG
4,158,129$352.8M0.38%
64
PCGPG&E CORP
17,385,629$350.8M0.38%
65
LULULULULEMON ATHLETICA INC
903,909$345.7M0.37%
66
ESTCELASTIC N V
3,429,756$339.8M0.37%
67
SRESEMPRA
3,869,619$339.4M0.37%
68
IEXIDEX CORP
1,620,252$339.1M0.37%
69
BRK/BBERKSHIRE HATHAWAY INC DEL
735,506$333.4M0.36%
70
JPMJPMORGAN CHASE & CO.
1,389,417$333.1M0.36%
71
XELXCEL ENERGY INC
4,878,279$329.4M0.36%
72
FBINFORTUNE BRANDS INNOVATIONS I
4,807,191$328.5M0.35%
73
ZTSZOETIS INC
2,001,283$326.1M0.35%
74
BSXBOSTON SCIENTIFIC CORP
3,616,895$323.1M0.35%
75
ONON SEMICONDUCTOR CORP
5,091,235$321.0M0.35%
76
MUMICRON TECHNOLOGY INC
3,787,719$318.8M0.34%
77
CNPCENTERPOINT ENERGY INC
9,929,600$315.1M0.34%
78
HUBSHUBSPOT INC
431,726$300.8M0.32%
79
GILDGILEAD SCIENCES INC
3,212,654$296.8M0.32%
80
AXPAMERICAN EXPRESS CO
999,071$296.5M0.32%
81
ADIANALOG DEVICES INC
1,379,167$293.0M0.32%
82
CYBRCYBERARK SOFTWARE LTD
878,435$292.6M0.32%
83
ZSZSCALER INC
1,618,176$291.9M0.32%
84
PGPROCTER AND GAMBLE CO
1,741,225$291.9M0.32%
85
PEOEXELON CORP
7,708,628$290.2M0.31%
86
VEEVVEEVA SYS INC
1,362,120$286.4M0.31%
87
CITCINTAS CORP
1,536,834$280.8M0.30%
88
AKXANSYS INC
829,950$280.0M0.30%
89
FTNTFORTINET INC
2,890,985$273.1M0.29%
90
BLDTOPBUILD CORP
871,495$271.3M0.29%
91
FIVNFIVE9 INC
6,583,265$267.5M0.29%
92
SNOWSNOWFLAKE INC
1,719,704$265.5M0.29%
93
SWSMURFIT WESTROCK PLC
4,916,005$264.8M0.29%
94
BSYBENTLEY SYS INC
5,614,750$262.2M0.28%
95
CEGCONSTELLATION ENERGY CORP
1,164,909$260.6M0.28%
96
AEEAMEREN CORP
2,870,315$255.9M0.28%
97
MLB1MERCADOLIBRE INC
146,808$249.6M0.27%
98
IRMIRON MTN INC DEL
2,329,022$244.8M0.26%
99
WTRGESSENTIAL UTILS INC
6,726,215$244.3M0.26%
100
LNTALLIANT ENERGY CORP
4,076,660$241.1M0.26%
Page 1 of 21Next