Portfolio-Diff
Pictet Asset Management Holding SA
Q1 2026 ⇄ Q2 2026
+116Hinzugefügt
−74Entfernt
200Angepasst
519Unverändert
Hinzugefügt (Q2 2026)
Entfernt (wurde gehalten in Q1 2026)
Angepasste Positionen
| Wertpapier | Q1 2026 Anteile | Q2 2026 Anteile | Änderung |
|---|---|---|---|
| BRZE BRAZE INC | 12.93K | 5.05M | +38962.5% |
| TSHA TAYSHA GENE THERAPIES… | 19.32K | 2.77M | +14242.6% |
| RLAY RELAY THERAPEUTICS INC | 19.59K | 2.08M | +10502.8% |
| FSS FEDERAL SIGNAL CORP | 9.78K | 884.64K | +8942.6% |
| VMI VALMONT INDS INC | 3.13K | 239.25K | +7551.1% |
| ULS UL SOLUTIONS INC | 12.39K | 915.47K | +7290.0% |
| GTLB GITLAB INC | 22.15K | 1.43M | +6337.4% |
| FORM FORMFACTOR INC | 12.30K | 654.00K | +5215.8% |
| AKAM AKAMAI TECHNOLOGIES INC | 32.87K | 1.67M | +4986.4% |
| DNTH DIANTHUS THERAPEUTICS… | 4.92K | 247.29K | +4922.2% |
| ONTO ONTO INNOVATION INC | 16.34K | 716.22K | +4284.3% |
| ZYME ZYMEWORKS INC | 9.26K | 308.19K | +3229.6% |
| FROG JFROG LTD | 16.06K | 500.34K | +3015.5% |
| WTS WATTS WATER… | 18.86K | 489.61K | +2495.6% |
| AMRX AMNEAL PHARMACEUTICALS… | 28.66K | 611.23K | +2032.9% |
| BKNG BOOKING HOLDINGS INC | 50.47K | 1.04M | +1953.2% |
| SNDX SYNDAX PHARMACEUTICALS… | 12.36K | 207.94K | +1582.9% |
| IOT SAMSARA INC | 131.32K | 2.11M | +1508.2% |
| ARM ARM HOLDINGS PLC | 3.71K | 58.64K | +1478.6% |
| FFIV F5 INC | 25.63K | 400.24K | +1461.5% |
| JBTM JBT MAREL CORPORATION | 8.27K | 107.00K | +1193.5% |
| IVV ISHARES TR | 1.39K | 16.11K | +1062.5% |
| ARMK ARAMARK | 42.82K | 495.98K | +1058.4% |
| PRIM PRIMORIS SVCS CORP | 8.76K | 95.19K | +986.8% |
| PLAB PHOTRONICS INC | 9.29K | 89.57K | +864.1% |
| J JACOBS SOLUTIONS INC | 185.56K | 1.57M | +747.9% |
| SBS COMPANHIA DE SANEAMENTO… | 495.11K | 3.95M | +698.7% |
| CIEN CIENA CORP | 59.83K | 414.70K | +593.1% |
| KLAC KLA CORP | 721.94K | 4.86M | +572.8% |
| MHO M/I HOMES INC | 4.00K | 25.39K | +534.2% |
| CVNA CARVANA CO | 56.37K | 355.70K | +531.0% |
| CC CHEMOURS CO | 14.99K | 90.61K | +504.3% |
| TSEM TOWER SEMICONDUCTOR LTD | 46.38K | 270.06K | +482.2% |
| FSLY FASTLY INC | 23.21K | 132.55K | +471.0% |
| LECO LINCOLN ELEC HLDGS INC | 118.23K | 659.04K | +457.4% |
| LFUS LITTELFUSE INC | 3.95K | 19.93K | +404.7% |
| USAR USA RARE EARTH INC | 10.84K | 54.42K | +402.1% |
| ABVX ABIVAX SA | 103.55K | 492.07K | +375.2% |
| XPO XPO INC | 18.64K | 79.75K | +327.9% |
| TEO TELECOM ARGENTINA SA | 48.03K | 192.14K | +300.1% |
| ASML ASML HLDG NV | 7.75K | 30.97K | +299.6% |
| VRT VERTIV HOLDINGS CO | 470.97K | 1.88M | +298.8% |
| TPC TUTOR PERINI CORP | 60.86K | 228.21K | +275.0% |
| KSPI KASPI KZ JSC | 44.34K | 156.88K | +253.8% |
| KLAR KLARNA GROUP PLC | 1.44M | 4.96M | +244.2% |
| PAM PAMPA ENERGIA SA | 6.20K | 21.30K | +243.4% |
| BCE BCE INC | 64.96K | 216.76K | +233.7% |
| NRG NRG ENERGY INC | 501.77K | 1.51M | +201.7% |
| AUGO AURA MINERALS INC | 10.27K | 30.77K | +199.7% |
| POWL POWELL INDS INC | 1.58K | 4.72K | +199.1% |
| DOW DOW HLDGS INC | 293.31K | 872.89K | +197.6% |
| URI UNITED RENTALS INC | 51.83K | 153.74K | +196.7% |
| TYL TYLER TECHNOLOGIES INC | 18.57K | 54.67K | +194.4% |
| AEHR AEHR TEST SYS | 5.79K | 16.65K | +187.7% |
| BLDR BUILDERS FIRSTSOURCE INC | 1.38M | 3.80M | +175.8% |
| TIGO MILLICOM INTL CELLULAR… | 23.22K | 63.83K | +174.9% |
| BCRX BIOCRYST… | 471.57K | 1.25M | +165.0% |
| PSNY POLESTAR AUTOMOTIVE… | 7.46K | 19.10K | +155.9% |
| NJR NEW JERSEY RES CORP | 18.18K | 44.58K | +145.2% |
| FN FABRINET | 5.71K | 13.83K | +142.1% |
| MTZ MASTEC INC | 10.18K | 24.15K | +137.3% |
| FTI TECHNIPFMC PLC | 65.07K | 150.50K | +131.3% |
| IDA IDACORP INC | 770.81K | 1.71M | +122.1% |
| MLM MARTIN MARIETTA MATLS… | 37.29K | 82.14K | +120.3% |
| BEPC BROOKFIELD RENEWABLE… | 55.82K | 122.54K | +119.5% |
| LGN LEGENCE CORP | 179.84K | 381.50K | +112.1% |
| VRSN VERISIGN INC | 44.73K | 93.25K | +108.5% |
| OGE OGE ENERGY CORP | 35.45K | 72.35K | +104.1% |
| CLS CELESTICA INC | 269.95K | 549.67K | +103.6% |
| NTAP NETAPP INC | 111.32K | 226.22K | +103.2% |
| LITE LUMENTUM HLDGS INC | 35.32K | 71.32K | +102.0% |
| CSCO CISCO SYS INC | 3.86M | 7.75M | +100.5% |
| ALM ALMONTY INDS INC | 107.92K | 215.99K | +100.1% |
| VRNS VARONIS SYS INC | 3.12M | 16.94K | -99.5% |
| NTNX NUTANIX INC | 3.13M | 39.98K | -98.7% |
| NUVL NUVALENT INC | 410.49K | 7.27K | -98.2% |
| FIVN FIVE9 INC | 609.30K | 11.35K | -98.1% |
| APGE APOGEE THERAPEUTICS INC | 261.05K | 6.43K | -97.5% |
| VRDN VIRIDIAN THERAPEUTICS… | 314.03K | 11.22K | -96.4% |
| AOS SMITH A O CORP | 703.11K | 29.33K | -95.8% |
| LGND LIGAND PHARMACEUTICALS… | 60.74K | 3.06K | -95.0% |
| FAF FIRST AMERN FINL CORP | 263.25K | 512.31K | +94.6% |
| BLD TOPBUILD COR | 677.89K | 38.39K | -94.3% |
| PLNT PLANET FITNESS MASTER… | 211.81K | 12.02K | -94.3% |
| EQX EQUINOX GOLD CORP | 149.96K | 291.14K | +94.1% |
| TRU TRANSUNION | 1.44M | 96.46K | -93.3% |
| IEX IDEX CORP | 651.93K | 1.26M | +93.0% |
| ACM AECOM | 2.13M | 152.30K | -92.8% |
| OCUL OCULAR THERAPEUTIX INC | 362.60K | 27.27K | -92.5% |
| CHKP CHECK POINT SOFTWARE… | 763.04K | 59.50K | -92.2% |
| APG API GROUP CORP | 5.40M | 10.30M | +91.0% |
| ERAS ERASCA INC | 208.27K | 393.29K | +88.8% |
| PTEN PATTERSON-UTI ENERGY INC | 475.73K | 56.22K | -88.2% |
| MDLN MEDLINE INC | 1.46M | 177.19K | -87.8% |
| YMM FULL TRUCK ALLIANCE CO… | 560.01K | 1.05M | +87.4% |
| TARS TARSUS PHARMACEUTICALS… | 38.20K | 4.88K | -87.2% |
| EQH EQUITABLE HLDGS INC | 336.27K | 43.88K | -87.0% |
| TTWO TAKE-TWO INTERACTIVE… | 185.19K | 344.99K | +86.3% |
| RDW REDWIRE CORPORATION | 13.36K | 24.77K | +85.4% |
| FIX COMFORT SYS USA INC | 29.14K | 53.95K | +85.2% |
| CECO CECO ENVIRONMENTAL CORP | 4.48K | 8.26K | +84.3% |
| EFX EQUIFAX INC | 741.68K | 116.82K | -84.2% |
| OTEX OPEN TEXT CORP | 305.92K | 50.48K | -83.5% |
| MELI MERCADOLIBRE INC | 148.85K | 26.13K | -82.4% |
| RVMD REVOLUTION MEDICINES INC | 557.56K | 1.01M | +82.0% |
| JKHY HENRY JACK & ASSOC INC | 80.58K | 14.58K | -81.9% |
| RVTY REVVITY INC | 897.34K | 1.63M | +81.8% |
| GEN GEN DIGITAL INC | 5.27M | 1.05M | -80.0% |
| AWK AMERICAN WTR WKS CO INC… | 1.02M | 223.66K | -78.0% |
| MSI MOTOROLA SOLUTIONS INC | 211.47K | 374.12K | +76.9% |
| PNR PENTAIR PLC | 3.91M | 918.27K | -76.5% |
| VEON VEON LTD | 161.69K | 284.14K | +75.7% |
| XENE XENON PHARMACEUTICALS… | 679.71K | 1.19M | +74.7% |
| DECK DECKERS OUTDOOR CORP | 286.75K | 498.02K | +73.7% |
| ZTS ZOETIS INC | 1.92M | 514.72K | -73.3% |
| DDOG DATADOG INC | 634.34K | 1.10M | +73.0% |
| TEM TEMPUS AI INC | 60.47K | 16.40K | -72.9% |
| ROST ROSS STORES INC | 144.04K | 247.45K | +71.8% |
| PINS PINTEREST INC | 262.19K | 74.00K | -71.8% |
| STE STERIS PLC | 823.65K | 241.47K | -70.7% |
Roher Aktienanzahlvergleich zwischen den beiden ausgewählten Quartalen (wie gemeldet; Splits zwischen weit auseinanderliegenden Quartalen werden hier nicht angepasst — die Quartalswechsel-Tabs auf der Manager-Seite sind splitbereinigt). Ausschließlich Common-Stock-Positionen mit zugeordneten Tickern.
Herkunft: Beide Momentaufnahmen stammen aus den geparsten 13F-Informationstabellen des Managers (jeweils zuletzt akzeptierte Versionen).
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