Indieningsanalyse
Pictet Asset Management Holding SA
13F-HR · periode Q2 2026 · ingediend Jul 30, 2026
$104.66BGerapporteerde 13F-waarde
2,143Posities
6Andere managers inbegrepen
+116Nieuw
526Verhoogd
964Verminderd
−74Verlaten
Grootste nieuwe posities
| Effect | Waarde | Gewicht |
|---|---|---|
| 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% |
Grootste herschikkingen
| Effect | Δ aandelen | Huidige waarde | |
|---|---|---|---|
| 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 |
Herkomst: Metadata uit de EDGAR-formulierindex; analyse uit de geparsede informatietabel (laatste geaccepteerde versie van dit kwartaal). Geen redactioneel commentaar: uitsluitend berekende velden.