Generalist · Carouge, Switzerland
Pictet Asset Management Holding SA
Q3 2023 · compared with Q2 2023
- Software
- $11.0B
- Weight of 13F
- 13.6%
- Names
- 135
- Net bought
- —
Filed 14 November 2023 · SEC filing.
1,943 positions in the whole 13F.
Quarters on file
Each quarter on file, back to June 2016 when the filing exists. Net bought is the share change from the previous quarter at that quarter’s close. A split that leaves the dollar value in place counts as flat.
- Q2 2026161 names · $4.9M in calls, not in the total$14.9B−$279M
- Q1 2026167 names · $2.5M in calls, not in the total$13.8B+$1.5B
- Q4 2025167 names · $8.8M in calls, not in the total$17.1B+$2.8B
- Q3 2025163 names · $47.6M in calls, not in the total$18.7B+$1.9B
- Q2 2025163 names$17.3B+$100M
- Q1 2025158 names$14.7B+$760M
- Q4 2024156 names$15.1B+$1.2B
- Q3 2024153 names$13.6B−$318M
- Q2 2024146 names$14.1B+$740M
- Q1 2024141 names$13.8B−$383M
- Q4 2023137 names$13.4B+$115M
- Q3 2023135 names$11.0B—
Software held
- MicrosoftMSFT5,754,059 shares · 16.5% of their software$1.8B—
- SynopsysSNPS2,881,455 shares · 12.0% of their software$1.3B—
- CadenceCDNS3,015,648 shares · 6.4% of their software$707M—
- PTCPTC4,881,391 shares · 6.3% of their software$692M—
- SalesforceCRM3,196,403 shares · 5.9% of their software$648M—
- Roper Technologies, Inc.ROP1,060,280 shares · 4.7% of their software$513M—
- AutodeskADSK2,454,027 shares · 4.6% of their software$508M—
- WorkdayWDAY1,741,367 shares · 3.4% of their software$374M—
- Palo Alto NetworksPANW1,595,504 shares · 3.4% of their software$374M—
- IntuitINTU702,596 shares · 3.3% of their software$359M—
- AdobeADBE694,433 shares · 3.2% of their software$354M—
- CrowdStrikeCRWD2,012,071 shares · 3.1% of their software$337M—
- Fiserv, Inc.FISV2,480,177 shares · 2.5% of their software$280M—
- Five9FIVN3,945,059 shares · 2.3% of their software$254M—
- FortinetFTNT3,990,184 shares · 2.1% of their software$234M—
- Uber Technologies, Inc.UBER4,956,396 shares · 2.1% of their software$228M—
- ElasticESTC2,362,640 shares · 1.7% of their software$192M—
- TwilioTWLO3,051,894 shares · 1.6% of their software$179M—
- RingCentralRNG5,518,887 shares · 1.5% of their software$164M—
- TenableTENB2,773,156 shares · 1.1% of their software$124M—
- ServiceNowNOW215,774 shares · 1.1% of their software$121M—
- Gen DigitalGEN6,197,945 shares · 1.0% of their software$110M—
- TrimbleTRMB1,971,581 shares · 1.0% of their software$106M—
- Automatic Data Processing, Inc.ADP376,113 shares · 0.8% of their software$90.5M—
- OracleORCL804,770 shares · 0.8% of their software$85.2M—
- Rapid7RPD1,822,921 shares · 0.8% of their software$83.5M—
- DatadogDDOG799,786 shares · 0.7% of their software$72.9M—
- CoStarCSGP924,780 shares · 0.6% of their software$71.1M—
- Fair IsaacFICO72,958 shares · 0.6% of their software$63.4M—
- OktaOKTA632,103 shares · 0.5% of their software$51.5M—
- VaronisVRNS1,184,728 shares · 0.3% of their software$36.2M—
- DropboxDBX1,301,947 shares · 0.3% of their software$35.5M—
- ShopifySHOP618,193 shares · 0.3% of their software$33.7M—
- MongoDBMDB91,042 shares · 0.3% of their software$31.5M—
- HubSpotHUBS58,760 shares · 0.3% of their software$28.9M—
- VeriSign, Inc.VRSN123,545 shares · 0.2% of their software$25.0M—
- Paychex, Inc.PAYX193,276 shares · 0.2% of their software$22.3M—
- ZoomZM287,213 shares · 0.2% of their software$20.1M—
- The Trade DeskTTD235,909 shares · 0.2% of their software$18.4M—
- NetApp, Inc.NTAP238,868 shares · 0.2% of their software$18.1M—
- QualysQLYS117,114 shares · 0.2% of their software$17.9M—
- VeevaVEEV81,927 shares · 0.2% of their software$16.7M—
- VeriskVRSK68,156 shares · 0.1% of their software$16.1M—
- SnowflakeSNOW96,521 shares · 0.1% of their software$14.7M—
- Check PointCHKP108,219 shares · 0.1% of their software$14.4M—
- AtlassianTEAM62,414 shares · 0.1% of their software$12.6M—
- Block, Inc.XYZ259,688 shares · 0.1% of their software$11.5M—
- BroadridgeBR62,389 shares · 0.1% of their software$11.2M—
- PalantirPLTR684,794 shares · 0.1% of their software$11.0M—
- CloudflareNET164,873 shares · 0.1% of their software$10.4M—
- FactSetFDS21,681 shares · 0.1% of their software$9.5M—
- AkamaiAKAM81,872 shares · 0.1% of their software$8.7M—
- Tyler TechnologiesTYL18,728 shares · 0.1% of their software$7.2M—
- PaycomPAYC27,023 shares · 0.1% of their software$7.0M—
- ZscalerZS40,643 shares · 0.1% of their software$6.3M—
- F5, Inc.FFIV30,318 shares · 0.0% of their software$4.9M—
- OpenTextOTEX129,472 shares · 0.0% of their software$4.5M—
- Manhattan AssociatesMANH21,566 shares · 0.0% of their software$4.3M—
- GoDaddyGDDY56,084 shares · 0.0% of their software$4.2M—
- SS&CSSNC78,362 shares · 0.0% of their software$4.1M—
- DynatraceDT88,023 shares · 0.0% of their software$4.1M—
- Bentley SystemsBSY81,303 shares · 0.0% of their software$4.1M—
- Grab Holdings LimitedGRAB1,151,799 shares · 0.0% of their software$4.1M—
- BILLBILL33,973 shares · 0.0% of their software$3.7M—
- DocuSignDOCU81,491 shares · 0.0% of their software$3.4M—
- PaylocityPCTY17,996 shares · 0.0% of their software$3.3M—
- DescartesDSGX35,455 shares · 0.0% of their software$2.6M—
- UiPathPATH121,816 shares · 0.0% of their software$2.1M—
- ZoomInfoZI114,063 shares · 0.0% of their software$1.9M—
- ToastTOST89,724 shares · 0.0% of their software$1.7M—
- WixWIX17,145 shares · 0.0% of their software$1.6M—
- monday.comMNDY7,529 shares · 0.0% of their software$1.2M—
- Global-EGLBE25,166 shares · 0.0% of their software$1.0M—
- NutanixNTNX26,468 shares · 0.0% of their software$923K—
- WEX Inc.WEX4,735 shares · 0.0% of their software$891K—
- SPS CommerceSPSC5,205 shares · 0.0% of their software$888K—
- GuidewireGWRE8,883 shares · 0.0% of their software$799K—
- Remitly Global, Inc.RELY29,621 shares · 0.0% of their software$747K—
- MorningstarMORN2,752 shares · 0.0% of their software$645K—
- AppLovinAPP16,088 shares · 0.0% of their software$643K—
- ProcorePCOR9,284 shares · 0.0% of their software$606K—
- WorkivaWK5,712 shares · 0.0% of their software$579K—
- TeradataTDC12,192 shares · 0.0% of their software$549K—
- Radware Ltd.RDWR26,324 shares · 0.0% of their software$445K—
- Lyft, Inc.LYFT42,074 shares · 0.0% of their software$443K—
- SentinelOneS26,223 shares · 0.0% of their software$442K—
- Strategy IncMSTR1,308 shares · 0.0% of their software$429K—
- Euronet Worldwide, Inc.EEFT5,285 shares · 0.0% of their software$420K—
- BoxBOX16,485 shares · 0.0% of their software$399K—
- KlaviyoKVYO11,228 shares · 0.0% of their software$387K—
- AppFolioAPPF2,078 shares · 0.0% of their software$380K—
- GitLabGTLB8,379 shares · 0.0% of their software$379K—
- BlackBerry LimitedBB78,869 shares · 0.0% of their software$375K—
- DoubleVerifyDV12,810 shares · 0.0% of their software$358K—
- BlackLineBL6,318 shares · 0.0% of their software$350K—
- BlackbaudBLKB4,937 shares · 0.0% of their software$347K—
- FlywireFLYW10,626 shares · 0.0% of their software$339K—
- Alarm.com Holdings, Inc.ALRM5,483 shares · 0.0% of their software$335K—
- Calix, Inc.CALX7,097 shares · 0.0% of their software$325K—
- Shift4 Payments, Inc.FOUR5,799 shares · 0.0% of their software$321K—
- CommvaultCVLT4,657 shares · 0.0% of their software$315K—
- EVERTEC, Inc.EVTC8,232 shares · 0.0% of their software$306K—
- FreshworksFRSH15,051 shares · 0.0% of their software$300K—
- Sprout SocialSPT5,974 shares · 0.0% of their software$298K—
- DoximityDOCS13,554 shares · 0.0% of their software$288K—
- ACI WorldwideACIW12,691 shares · 0.0% of their software$286K—
- InterDigital, Inc.IDCC3,535 shares · 0.0% of their software$284K—
- ProgressPRGS5,295 shares · 0.0% of their software$278K—
- CCC Intelligent Solutions Holdings Inc.CCC20,817 shares · 0.0% of their software$278K—
- C3.aiAI10,695 shares · 0.0% of their software$273K—
- BrazeBRZE5,756 shares · 0.0% of their software$269K—
- LightspeedLSPD18,897 shares · 0.0% of their software$267K—
- Alight, Inc.ALIT35,433 shares · 0.0% of their software$251K—
- FastlyFSLY12,943 shares · 0.0% of their software$248K—
- CourseraCOUR12,558 shares · 0.0% of their software$235K—
- NetScout Systems, Inc.NTCT8,154 shares · 0.0% of their software$228K—
- PegasystemsPEGA5,018 shares · 0.0% of their software$218K—
- SchrödingerSDGR7,325 shares · 0.0% of their software$207K—
- ePlus inc.PLUS3,234 shares · 0.0% of their software$205K—
- PagerDutyPD8,927 shares · 0.0% of their software$201K—
- Payoneer Global Inc.PAYO31,817 shares · 0.0% of their software$195K—
- CertaraCERT11,896 shares · 0.0% of their software$173K—
- Kingsoft Cloud Holdings LimitedKC34,900 shares · 0.0% of their software$172K—
- SprinklrCXM10,275 shares · 0.0% of their software$142K—
- Sabre CorporationSABR31,437 shares · 0.0% of their software$141K—
- Tuya Inc.TUYA87,882 shares · 0.0% of their software$136K—
- N-ableNABL10,428 shares · 0.0% of their software$135K—
- Zeta GlobalZETA15,909 shares · 0.0% of their software$133K—
- Adeia Inc.ADEA11,840 shares · 0.0% of their software$126K—
- AvePointAVPT18,220 shares · 0.0% of their software$122K—
- MagniteMGNI12,758 shares · 0.0% of their software$96K—
- SmartRent, Inc.SMRT25,822 shares · 0.0% of their software$67K—
- Riskified Ltd.RSKD12,645 shares · 0.0% of their software$57K—
- Agora, Inc.API21,100 shares · 0.0% of their software$53K—
- Rimini Street, Inc.RMNI10,173 shares · 0.0% of their software$22K—