Generalist · Carouge, V8
Pictet Asset Management Holding SA
- Software
- $14.0B
- Weight of 13F
- 13.0%
- Names
- 107
- Vs prior quarter
- +$846M
Filed 30 July 2026.
2,143 positions in the whole 13F.
Software held
- MicrosoftMSFT5,504,067 shares · 14.7% of their software$2.1B−$423M
- SnowflakeSNOW4,074,359 shares · 7.4% of their software$1.0B+$645M
- Palo Alto NetworksPANW2,264,528 shares · 5.5% of their software$772M+$1.3M
- SalesforceCRM4,554,286 shares · 5.1% of their software$714M−$111M
- ServiceNowNOW7,183,047 shares · 5.1% of their software$713M+$77.5M
- CrowdStrikeCRWD862,074 shares · 4.7% of their software$658M+$158M
- DynatraceDT12,762,198 shares · 4.0% of their software$560M−$24.2M
- AutodeskADSK2,746,643 shares · 3.8% of their software$534M+$30.5M
- CadenceCDNS1,259,596 shares · 3.4% of their software$473MFlat
- TwilioTWLO2,247,629 shares · 3.3% of their software$464M+$170M
- CloudflareNET1,798,113 shares · 3.1% of their software$441M+$156M
- AtlassianTEAM5,474,077 shares · 3.0% of their software$426M+$82.5M