Pictet Asset Management Holding Sa Top Holdings and 13F Report (2024) About Pictet Asset Management Holding SaInvestment ActivityPictet Asset Management Holding Sa has $90.86 billion in total holdings as of September 30, 2024.Pictet Asset Management Holding Sa owns shares of 2,018 different stocks, but just 190 companies or ETFs make up 80% of its holdings.Approximately 7.16% of the portfolio was purchased this quarter.About 6.66% of the portfolio was sold this quarter.This quarter, Pictet Asset Management Holding Sa has purchased 1,970 new stocks and bought additional shares in 948 stocks.Pictet Asset Management Holding Sa sold shares of 546 stocks and completely divested from 55 stocks this quarter.Largest Holdings NVIDIA $2,631,200,113Microsoft $2,295,901,968Apple $1,965,085,928Alphabet $1,615,888,341Thermo Fisher Scientific $1,539,903,277 Largest New Holdings this Quarter FERGUSON ENTERPRISES INC $518,767,332 HoldingSMURFIT WESTROCK PLC $256,279,073 HoldingTE CONNECTIVITY PLC $50,086,856 HoldingiShares Global Financials ETF $23,899,701 HoldingOlema Pharmaceuticals $19,909,460 Holding Largest Purchases this Quarter Broadcom 4,592,352 shares (about $792.18M)Tetra Tech 11,015,770 shares (about $519.50M)FERGUSON ENTERPRISES INC 2,612,543 shares (about $518.77M)SMURFIT WESTROCK PLC 5,181,903 shares (about $256.28M)Lam Research 313,457 shares (about $255.84M) Largest Sales this Quarter Autodesk 985,972 shares (about $271.62M)NextEra Energy 1,949,883 shares (about $164.82M)Trane Technologies 420,622 shares (about $163.51M)Onsemi 2,201,392 shares (about $159.84M)PTC 838,761 shares (about $151.53M) Sector Allocation Over TimeMap of 500 Largest Holdings ofPictet Asset Management Holding Sa Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorNVDANVIDIA$2,631,200,113$35,384,243 ▼-1.3%21,666,7252.9%Computer and TechnologyMSFTMicrosoft$2,295,901,968$61,616,248 ▲2.8%5,335,9312.5%Computer and TechnologyAAPLApple$1,965,085,928$15,454,092 ▼-0.8%8,435,4252.2%Computer and TechnologyGOOGLAlphabet$1,615,888,341$12,723,099 ▼-0.8%9,743,8971.8%Computer and TechnologyTMOThermo Fisher Scientific$1,539,903,277$1,233,949 ▲0.1%2,489,6541.7%MedicalAMZNAmazon.com$1,438,514,484$48,586,866 ▼-3.3%7,719,8941.6%Retail/WholesaleRSGRepublic Services$1,213,780,054$112,326,947 ▼-8.5%6,043,5961.3%Business ServicesMETAMeta Platforms$1,133,068,295$39,644,995 ▲3.6%1,979,5331.2%Computer and TechnologyCRMSalesforce$1,018,130,739$7,330,101 ▲0.7%3,719,3901.1%Computer and TechnologyWCNWaste Connections$998,908,093$89,296,457 ▼-8.2%5,585,9301.1%Business ServicesEQIXEquinix$978,233,010$25,394,713 ▼-2.5%1,102,1281.1%FinanceECLEcolab$942,485,561$3,439,207 ▼-0.4%3,691,3391.0%Basic MaterialsUBSUBS Group$909,011,160$15,582,759 ▼-1.7%29,424,1711.0%FinanceKLACKLA$900,231,027$64,226,974 ▲7.7%1,162,2541.0%Computer and TechnologyAVGOBroadcom$875,170,371$792,184,066 ▲954.6%5,073,4301.0%Computer and TechnologyXYLXylem$872,661,082$1,022,717 ▲0.1%6,462,7201.0%Business ServicesNEENextEra Energy$868,001,563$164,823,645 ▼-16.0%10,268,5601.0%UtilitiesNXPINXP Semiconductors$860,893,299$47,892,560 ▼-5.3%3,585,8810.9%Computer and TechnologySNPSSynopsys$860,354,490$116,361,025 ▼-11.9%1,698,6380.9%Computer and TechnologyAMATApplied Materials$800,434,308$93,686,175 ▼-10.5%3,961,5640.9%Computer and TechnologyAAgilent Technologies$767,082,593$25,954,111 ▼-3.3%5,166,2440.8%Computer and TechnologyWMWaste Management$758,362,177$18,202,576 ▼-2.3%3,652,9970.8%Business ServicesAMDAdvanced Micro Devices$746,087,108$55,024,099 ▲8.0%4,547,0500.8%Computer and TechnologyVVisa$740,513,177$12,261,338 ▲1.7%2,693,2170.8%Business ServicesMRVLMarvell Technology$697,406,242$78,590,235 ▼-10.1%9,670,6680.8%Computer and TechnologyCDNSCadence Design Systems$692,625,274$10,784,427 ▼-1.5%2,555,2390.8%Computer and TechnologyROPRoper Technologies$659,685,467$20,185,489 ▲3.2%1,185,6730.7%Computer and TechnologyTTEKTetra Tech$643,140,671$519,502,525 ▲420.2%13,637,4500.7%Industrial ProductsTTTrane Technologies$632,894,024$163,506,881 ▼-20.5%1,628,1220.7%ConstructionETNEaton$625,770,652$48,359,085 ▼-7.2%1,888,0360.7%Industrial ProductsTSLATesla$586,528,675$11,064,594 ▼-1.9%2,241,8250.6%Auto/Tires/TrucksLRCXLam Research$578,642,125$255,835,480 ▲79.3%708,9690.6%Computer and TechnologyAWKAmerican Water Works$565,152,816$16,082,452 ▼-2.8%3,864,5570.6%UtilitiesLLYEli Lilly and Company$550,654,349$5,927,406 ▲1.1%621,5920.6%MedicalACMAECOM$536,995,496$36,039,679 ▲7.2%5,199,9180.6%ConstructionVERALTO CORP$526,871,115$48,309,202 ▼-8.4%4,710,0940.6%COM SHSWDAYWorkday$526,011,506$8,126,472 ▲1.6%2,152,2110.6%Computer and TechnologyANSSANSYS$523,608,237$30,512,858 ▼-5.5%1,643,1110.6%Computer and TechnologyFERGUSON ENTERPRISES INC$518,767,332$518,767,332 ▲New Holding2,612,5430.6%COMMON STOCK NEWWMSAdvanced Drainage Systems$507,473,047$102,866,744 ▲25.4%3,229,0160.6%ConstructionPNRPentair$497,484,329$1,248,778 ▲0.3%5,087,2720.5%Business ServicesISRGIntuitive Surgical$494,656,112$30,481,653 ▼-5.8%1,007,0120.5%MedicalUNHUnitedHealth Group$484,213,869$10,405,746 ▼-2.1%828,2000.5%MedicalCARRCarrier Global$479,291,227$7,408,783 ▲1.6%5,954,6680.5%Computer and TechnologyADSKAutodesk$476,071,864$271,615,567 ▼-36.3%1,728,1540.5%Computer and TechnologyFBINFortune Brands Innovations$466,015,188$7,835,056 ▲1.7%5,205,5340.5%Retail/WholesaleNFLXNetflix$464,411,762$44,865,329 ▼-8.8%654,7780.5%Consumer DiscretionaryPANWPalo Alto Networks$463,297,037$22,734,651 ▼-4.7%1,356,1250.5%Computer and TechnologyGFLGFL Environmental$452,570,074$10,670,443 ▲2.4%11,343,5140.5%Business ServicesPTCPTC$451,489,213$151,530,562 ▼-25.1%2,499,1100.5%Computer and TechnologyGOOGAlphabet$449,734,422$2,054,312 ▲0.5%2,690,5540.5%Computer and TechnologySTNStantec$435,269,433$33,804,931 ▲8.4%5,393,8240.5%Business ServicesCRWDCrowdStrike$423,916,047$59,645,584 ▲16.4%1,511,0510.5%Computer and TechnologyONOnsemi$421,116,798$159,843,073 ▼-27.5%5,799,7080.5%Computer and TechnologyLINDE PLC$417,427,508$26,037,987 ▼-5.9%875,3670.5%SHSBKNGBooking$396,479,807$139,088,303 ▼-26.0%94,1170.4%Retail/WholesaleMUMicron Technology$388,003,913$165,585,560 ▲74.4%3,740,3910.4%Computer and TechnologyFIFiserv$383,498,341$29,328,207 ▼-7.1%2,134,9990.4%Business ServicesDLRDigital Realty Trust$374,824,113$16,014,495 ▲4.5%2,316,3760.4%FinanceCNPCenterPoint Energy$361,902,363$139,257,687 ▲62.5%12,301,2360.4%UtilitiesGILDGilead Sciences$356,953,904$140,713,298 ▲65.1%4,261,3630.4%MedicalCNMCore & Main$354,888,463$1,595,649 ▲0.5%7,992,9740.4%Industrial ProductsHDHome Depot$351,084,652$4,926,649 ▼-1.4%866,4790.4%Retail/WholesaleADIAnalog Devices$342,844,199$56,200,839 ▲19.6%1,489,5260.4%Computer and TechnologyMAMastercard$342,545,770$16,898,759 ▲5.2%693,6960.4%Business ServicesPCGPG&E$342,080,548$26,556,563 ▼-7.2%17,302,9240.4%UtilitiesALCAlcon$341,795,226$4,272,340 ▼-1.2%3,419,3600.4%MedicalBLDTopBuild$337,893,213$24,407,361 ▼-6.7%830,5790.4%ConstructionDTDynatrace$331,050,150$23,530,952 ▲7.7%6,191,7240.4%Computer and TechnologyPHParker-Hannifin$330,024,227$11,609,693 ▲3.6%522,3390.4%Industrial ProductsEXCExelon$329,734,758$16,739,405 ▲5.3%8,131,5600.4%UtilitiesSRESempra$329,092,873$22,993,872 ▼-6.5%3,935,1820.4%UtilitiesIEXIDEX$326,996,925$15,309,359 ▼-4.5%1,524,4120.4%Industrial ProductsBRK.BBerkshire Hathaway$321,449,726$36,692,387 ▲12.9%698,4090.4%FinanceMELIMercadoLibre$314,002,702$24,579,620 ▼-7.3%153,0180.3%Retail/WholesaleJPMJPMorgan Chase & Co.$303,908,373$20,844,287 ▲7.4%1,441,2850.3%FinanceZTSZoetis$302,060,497$7,380,700 ▼-2.4%1,546,0920.3%MedicalREGNRegeneron Pharmaceuticals$300,426,858$7,568,729 ▼-2.5%286,5450.3%MedicalCTASCintas$297,209,570$220,794,906 ▲288.9%1,444,2430.3%Business ServicesAXPAmerican Express$293,052,482$23,195,194 ▼-7.3%1,080,5770.3%FinanceUBERUber Technologies$291,582,543$18,805,408 ▲6.9%3,879,4910.3%Computer and TechnologyVEEVVeeva Systems$289,940,881$93,526,723 ▲47.6%1,381,4820.3%Computer and TechnologyINTUIntuit$287,404,519$62,676,340 ▼-17.9%462,8180.3%Computer and TechnologyAMGNAmgen$286,998,155$17,248,710 ▼-5.7%890,2600.3%MedicalBSYBentley Systems$284,065,042$18,637,057 ▲7.0%5,590,7310.3%Computer and TechnologyIRMIron Mountain$276,388,991$45,836,177 ▼-14.2%2,326,8600.3%Business ServicesPEGPublic Service Enterprise Group$275,405,543$75,127,934 ▼-21.4%3,087,1600.3%UtilitiesADBEAdobe$274,722,539$40,185,164 ▼-12.8%530,5880.3%Computer and TechnologyAEEAmeren$270,955,016$4,547,045 ▼-1.7%3,098,0450.3%UtilitiesCEGConstellation Energy$266,773,239$49,605,315 ▲22.8%1,025,9720.3%Oils/EnergySTESTERIS$266,179,434$4,989,428 ▼-1.8%1,097,7560.3%MedicalSOSouthern$263,544,016$113,459,877 ▼-30.1%2,922,4220.3%UtilitiesDTEDTE Energy$256,409,602$21,633,490 ▼-7.8%1,996,8040.3%UtilitiesSMURFIT WESTROCK PLC$256,279,073$256,279,073 ▲New Holding5,181,9030.3%SHSPGProcter & Gamble$248,269,210$1,658,910 ▲0.7%1,433,4250.3%Consumer StaplesBSXBoston Scientific$245,136,763$18,375,445 ▼-7.0%2,925,6280.3%MedicalLNTAlliant Energy$242,997,419$3,559,954 ▲1.5%4,003,9120.3%UtilitiesHUBSHubSpot$241,492,998$185,225,350 ▲329.2%454,2550.3%Computer and TechnologyVRTXVertex Pharmaceuticals$240,481,290$21,054,990 ▼-8.1%518,0030.3%MedicalCYBRCyberArk Software$236,064,716$22,610,838 ▼-8.7%810,0760.3%Computer and TechnologyShowing largest 100 holdings. 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