Einreichungsanalyse
Pictet Asset Management Holding SA
13F-HR · Zeitraum Q2 2026 · eingereicht Jul 30, 2026
$104.66BGemeldeter 13F-Wert
2,143Positionen
6Andere enthaltene Manager
+116Neu
525Erhöht
965Reduziert
−74Ausgestiegen
Größte neue Positionen
| Wertpapier | Wert | Gewichtung |
|---|---|---|
| MAIR Madison Air Solutions… | $172.95M | 0.2% |
| ORKA Oruka Therapeutics, Inc. | $58.91M | 0.1% |
| HONA Honeywell Aerospace Inc | $27.83M | 0.0% |
| SPCX Space Exploration… | $27.19M | 0.0% |
| TRI Thomson Reuters Corporation | $25.40M | 0.0% |
| SQM Sociedad Química y Minera de… | $21.96M | 0.0% |
| MXI | $19.92M | 0.0% |
| TNGX Tango Therapeutics, Inc. | $18.34M | 0.0% |
| JBIO Jade Biosciences, Inc. | $16.30M | 0.0% |
| EROC | $15.32M | 0.0% |
Größte Umschichtungen
| Wertpapier | Δ Anteile | Wert aktuell | |
|---|---|---|---|
| MU Micron Technology, Inc. | ▼ Trim | -13.8% | $1.22B |
| AMD Advanced Micro Devices, Inc. | ▼ Trim | -5.0% | $1.05B |
| SNOW Snowflake Inc. | ▲ Add | +56.7% | $1.04B |
| CSCO Cisco Systems, Inc. | ▲ Add | +100.5% | $910.11M |
| AMAT Applied Materials, Inc. | ▼ Trim | -25.6% | $1.51B |
| LRCX Lam Research Corporation | ▼ Trim | -8.7% | $1.15B |
| VRT Vertiv Holdings Co | ▲ Add | +298.8% | $628.23M |
| GOOGL Alphabet Inc. | ▼ Trim | -2.8% | $2.92B |
| TMO Thermo Fisher Scientific Inc. | ▼ Trim | -47.9% | $538.41M |
| UBS UBS Group AG | ▲ Add | +3.2% | $1.82B |
Herkunft: Metadaten aus dem EDGAR-Formularindex; Analyse aus der geparsten Informationstabelle (aktuellste akzeptierte Version dieses Quartals). Kein redaktioneller Kommentar – ausschließlich berechnete Felder.