Generalist · Carouge, Switzerland
Pictet Asset Management Holding SA
Q4 2024 · compared with Q3 2024
- Software
- $15.1B
- Weight of 13F
- 16.3%
- Names
- 156
- Net bought
- +$1.2B
Filed 12 February 2025 · SEC filing.
2,040 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—
What moved the book
The five software lines with the largest share change this quarter.
Software held
- MicrosoftMSFT6,271,140 shares · 17.5% of their software · price −$55.2M$2.6B+$402M
- SalesforceCRM3,605,625 shares · 8.0% of their software · price +$219M$1.2B−$31.1M
- SynopsysSNPS1,758,759 shares · 5.6% of their software · price −$37.0M$854M+$30.4M
- CadenceCDNS2,495,320 shares · 5.0% of their software · price +$73.4M$750M−$16.2M
- Palo Alto NetworksPANW3,313,633 shares · 4.0% of their software · price −$530M$603M+$669M
- WorkdayWDAY2,086,818 shares · 3.6% of their software · price +$28.4M$538M−$16.0M
- AutodeskADSK1,669,345 shares · 3.3% of their software · price +$33.5M$493M−$16.2M
- Fiserv, Inc.FISV2,224,227 shares · 3.0% of their software · price +$57.3M$457M+$16.0M
- Roper Technologies, Inc.ROP878,530 shares · 3.0% of their software · price −$32.1M$457M−$171M
- IntuitINTU677,455 shares · 2.8% of their software · price +$5.1M$426M+$133M
- CrowdStrikeCRWD1,206,405 shares · 2.7% of their software · price +$74.4M$413M−$85.4M
- DynatraceDT7,025,949 shares · 2.5% of their software · price +$6.2M$382M+$44.6M
- PTCPTC2,031,915 shares · 2.5% of their software · price +$6.5M$374M−$84.4M
- ElasticESTC3,429,756 shares · 2.2% of their software · price +$76.6M$340M+$35.5M
- HubSpotHUBS431,726 shares · 2.0% of their software · price +$71.3M$301M−$12.0M
- ZscalerZS1,618,176 shares · 1.9% of their software · price +$15.3M$292M+$56.8M
- VeevaVEEV1,362,120 shares · 1.9% of their software · price +$518K$286M−$4.1M
- FortinetFTNT2,890,985 shares · 1.8% of their software · price +$48.9M$273M+$3.0M
- Five9FIVN6,583,265 shares · 1.8% of their software · price +$78.4M$268M−$5.7M
- SnowflakeSNOW1,719,704 shares · 1.8% of their software · price +$68.0M$266M+$183M
- Bentley SystemsBSY5,614,750 shares · 1.7% of their software · price −$23.1M$262MFlat
- ShopifySHOP2,170,866 shares · 1.5% of their software · price +$56.9M$231M+$4.5M
- AdobeADBE478,444 shares · 1.4% of their software · price −$35.0M$213M−$27.0M
- ServiceNowNOW183,996 shares · 1.3% of their software · price +$30.5M$195MFlat
- TwilioTWLO1,784,716 shares · 1.3% of their software · price +$76.5M$193M−$36.8M
- Uber Technologies, Inc.UBER3,146,094 shares · 1.3% of their software · price −$46.7M$190M−$55.1M
- OracleORCL1,039,084 shares · 1.1% of their software · price −$3.9M$173M+$36.3M
- Gen DigitalGEN5,946,301 shares · 1.1% of their software$163M−$33.0M
- Fair IsaacFICO71,765 shares · 0.9% of their software · price +$3.4M$143M+$4.5M
- Automatic Data Processing, Inc.ADP454,687 shares · 0.9% of their software · price +$7.3M$133M+$4.5M
- NutanixNTNX2,139,340 shares · 0.9% of their software · price +$4.1M$131M+$125M
- DatadogDDOG763,724 shares · 0.7% of their software · price +$21.3M$109M−$1.1M
- GitLabGTLB1,921,908 shares · 0.7% of their software · price +$9.2M$108M+$43.1M
- VaronisVRNS2,287,544 shares · 0.7% of their software · price −$27.6M$102M+$1.7M
- CloudflareNET879,088 shares · 0.6% of their software · price +$23.6M$94.7M+$58.3M
- PaylocityPCTY450,244 shares · 0.6% of their software · price +$15.5M$89.8M−$82.6M
- MongoDBMDB356,964 shares · 0.5% of their software · price −$13.4M$83.1M+$39.4M
- VeriskVRSK271,276 shares · 0.5% of their software · price +$2.0M$74.7M−$1.0M
- CoStarCSGP1,034,152 shares · 0.5% of their software · price −$4.0M$74.0M+$6.8M
- OktaOKTA901,474 shares · 0.5% of their software · price +$4.0M$71.0M−$14.1M
- PalantirPLTR878,518 shares · 0.4% of their software · price +$33.8M$66.4MFlat
- Check PointCHKP345,173 shares · 0.4% of their software · price −$2.1M$64.4M+$39.8M
- TenableTENB1,098,710 shares · 0.3% of their software · price −$1.3M$43.3M−$33.4M
- Paychex, Inc.PAYX241,764 shares · 0.2% of their software · price +$1.5M$33.9M+$8.2M
- NetApp, Inc.NTAP290,517 shares · 0.2% of their software · price −$2.2M$33.7M+$3.8M
- The Trade DeskTTD221,627 shares · 0.2% of their software · price +$1.7M$26.0M−$1.1M
- AppLovinAPP79,609 shares · 0.2% of their software · price +$15.4M$25.8MFlat
- Full Truck Alliance Co. Ltd.YMM2,349,189 shares · 0.2% of their software · price +$4.3M$25.4M−$615K
- GoDaddyGDDY116,698 shares · 0.2% of their software · price +$4.7M$23.0M+$1.1M
- VeriSign, Inc.VRSN107,008 shares · 0.1% of their software · price +$1.8M$22.1MFlat
- AtlassianTEAM89,373 shares · 0.1% of their software · price +$7.6M$21.8M+$1.9M
- DuolingoDUOL63,353 shares · 0.1% of their software · price +$2.7M$20.5M−$17.6M
- Strategy IncMSTR68,946 shares · 0.1% of their software · price +$8.3M$20.0M+$1.6M
- BroadridgeBR79,599 shares · 0.1% of their software · price +$880K$18.0M+$1.4M
- Block, Inc.XYZ209,875 shares · 0.1% of their software · price +$3.7M$17.8MFlat
- F5, Inc.FFIV64,896 shares · 0.1% of their software · price +$2.0M$16.3M−$1.2M
- ZoomZM170,451 shares · 0.1% of their software · price +$2.0M$13.9M+$5.2M
- Tyler TechnologiesTYL20,869 shares · 0.1% of their software$12.0M+$1.1M
- SS&CSSNC149,231 shares · 0.1% of their software$11.3MFlat
- WixWIX51,869 shares · 0.1% of their software · price +$2.5M$11.1M+$3.6M
- FactSetFDS22,856 shares · 0.1% of their software$11.0M+$1.2M
- DocuSignDOCU118,551 shares · 0.1% of their software · price +$3.3M$10.7M+$2.2M
- TrimbleTRMB144,823 shares · 0.1% of their software · price +$1.2M$10.2M+$1.2M
- Corpay, Inc.CPAY29,964 shares · 0.1% of their software · price +$769K$10.1MFlat
- Manhattan AssociatesMANH34,910 shares · 0.1% of their software$9.4M+$954K
- AkamaiAKAM92,873 shares · 0.1% of their software$8.9M+$989K
- Grab Holdings LimitedGRAB1,684,868 shares · 0.1% of their software · price +$1.6M$8.0M+$1.3M
- SPS CommerceSPSC37,575 shares · 0.0% of their software$6.9M+$5.3M
- ToastTOST172,843 shares · 0.0% of their software · price +$1.4M$6.3M+$1.2M
- DoximityDOCS106,727 shares · 0.0% of their software · price +$1.0M$5.7M+$3.9M
- PaycomPAYC26,696 shares · 0.0% of their software · price +$1.0M$5.5MFlat
- Remitly Global, Inc.RELY208,010 shares · 0.0% of their software · price +$1.9M$4.7M+$2.2M
- OpenTextOTEX155,945 shares · 0.0% of their software · price −$773K$4.4M+$1.0M
- monday.comMNDY16,687 shares · 0.0% of their software · price −$706K$3.9M+$1.5M
- SamsaraIOT88,034 shares · 0.0% of their software$3.8MFlat
- DescartesDSGX33,316 shares · 0.0% of their software$3.8MFlat
- Global-EGLBE42,825 shares · 0.0% of their software · price +$689K$2.3MFlat
- Clearwater AnalyticsCWAN74,541 shares · 0.0% of their software$2.1M—
- StoneCo Ltd.STNE235,237 shares · 0.0% of their software · price −$774K$1.9MFlat
- GuidewireGWRE10,902 shares · 0.0% of their software$1.8MFlat
- ProcorePCOR17,565 shares · 0.0% of their software$1.3MFlat
- MorningstarMORN3,860 shares · 0.0% of their software$1.3MFlat
- BILLBILL14,708 shares · 0.0% of their software$1.2MFlat
- WEX Inc.WEX6,008 shares · 0.0% of their software$1.1MFlat
- DropboxDBX34,810 shares · 0.0% of their software$1.0MFlat
- SoundHound AI, Inc.SOUN50,683 shares · 0.0% of their software · price +$769K$1.0MFlat
- SentinelOneS43,343 shares · 0.0% of their software$962KFlat
- UnityU41,225 shares · 0.0% of their software$926KFlat
- CommvaultCVLT6,091 shares · 0.0% of their software$919KFlat
- ACI WorldwideACIW17,267 shares · 0.0% of their software$896KFlat
- Q2QTWO8,820 shares · 0.0% of their software$888KFlat
- UiPathPATH67,861 shares · 0.0% of their software$863KFlat
- Shift4 Payments, Inc.FOUR8,265 shares · 0.0% of their software$858KFlat
- WorkivaWK7,187 shares · 0.0% of their software$787KFlat
- AppFolioAPPF3,133 shares · 0.0% of their software$773KFlat
- QualysQLYS5,463 shares · 0.0% of their software$766KFlat
- Euronet Worldwide, Inc.EEFT7,365 shares · 0.0% of their software$757KFlat
- Lyft, Inc.LYFT58,238 shares · 0.0% of their software$751KFlat
- CCC Intelligent Solutions Holdings Inc.CCC59,343 shares · 0.0% of their software$696KFlat
- BoxBOX21,324 shares · 0.0% of their software$674KFlat
- InterDigital, Inc.IDCC3,339 shares · 0.0% of their software$647KFlat
- Rubrik, Inc.RBRK9,196 shares · 0.0% of their software$601K−$6.3M
- C3.aiAI15,824 shares · 0.0% of their software$545KFlat
- VertexVERX9,830 shares · 0.0% of their software$524KFlat
- Tuya Inc.TUYA292,601 shares · 0.0% of their software$524KFlat
- Zeta GlobalZETA28,064 shares · 0.0% of their software$505KFlat
- PegasystemsPEGA5,352 shares · 0.0% of their software$499KFlat
- Agilysys, Inc.AGYS3,748 shares · 0.0% of their software$494KFlat
- Intapp, Inc.INTA7,699 shares · 0.0% of their software$493KFlat
- BlackbaudBLKB6,452 shares · 0.0% of their software$477KFlat
- Payoneer Global Inc.PAYO44,780 shares · 0.0% of their software$450KFlat
- BlackLineBL7,148 shares · 0.0% of their software$434KFlat
- FreshworksFRSH25,742 shares · 0.0% of their software$416KFlat
- PAR Technology CorporationPAR5,628 shares · 0.0% of their software$409KFlat
- Core Scientific, Inc.CORZ27,193 shares · 0.0% of their software$382KFlat
- Alarm.com Holdings, Inc.ALRM6,253 shares · 0.0% of their software$380KFlat
- TeradataTDC12,162 shares · 0.0% of their software$379KFlat
- BrazeBRZE8,935 shares · 0.0% of their software$374KFlat
- nCinoNCNO11,126 shares · 0.0% of their software$374KFlat
- Life360, Inc.LIF8,848 shares · 0.0% of their software$365KNew · Flat
- DoubleVerifyDV18,855 shares · 0.0% of their software$362KFlat
- ZoomInfoZI34,006 shares · 0.0% of their software$357KFlat
- RingCentralRNG10,196 shares · 0.0% of their software$357K−$61.8M
- Alight, Inc.ALIT51,138 shares · 0.0% of their software$354KFlat
- ProgressPRGS5,295 shares · 0.0% of their software$345KFlat
- PagSeguro Digital Ltd.PAGS54,700 shares · 0.0% of their software$342K−$821K
- LightspeedLSPD22,054 shares · 0.0% of their software$336KFlat
- Rapid7RPD8,346 shares · 0.0% of their software$336KFlat
- FlywireFLYW16,113 shares · 0.0% of their software$332KFlat
- MagniteMGNI20,403 shares · 0.0% of their software$325KFlat
- BlackBerry LimitedBB84,798 shares · 0.0% of their software$322KFlat
- NCR Atleos CorporationNATL9,486 shares · 0.0% of their software$322KFlat
- Clear Secure, Inc.YOU11,824 shares · 0.0% of their software$315KFlat
- JFrogFROG10,645 shares · 0.0% of their software$313KFlat
- Calix, Inc.CALX8,444 shares · 0.0% of their software$294KFlat
- KlaviyoKVYO7,099 shares · 0.0% of their software$293KFlat
- Cellebrite DI Ltd.CLBT12,839 shares · 0.0% of their software$283KNew · Flat
- AlkamiALKT7,350 shares · 0.0% of their software$270KFlat
- LiveRamp Holdings, Inc.RAMP8,859 shares · 0.0% of their software$269KFlat
- DigitalOceanDOCN7,758 shares · 0.0% of their software$264KFlat
- ePlus inc.PLUS3,510 shares · 0.0% of their software$259KFlat
- EVERTEC, Inc.EVTC7,422 shares · 0.0% of their software$256KFlat
- AvePointAVPT15,183 shares · 0.0% of their software$251KFlat
- PagerDutyPD13,631 shares · 0.0% of their software$249KFlat
- Sabre CorporationSABR68,124 shares · 0.0% of their software$249KFlat
- AsanaASAN11,781 shares · 0.0% of their software$239KNew · Flat
- WaystarWAY6,470 shares · 0.0% of their software$237KNew · Flat
- Adeia Inc.ADEA16,215 shares · 0.0% of their software$227KFlat
- Bitdeer Technologies GroupBTDR10,164 shares · 0.0% of their software$220KNew · Flat
- Donnelley Financial Solutions, Inc.DFIN3,407 shares · 0.0% of their software$214KFlat
- NextNav Inc.NN11,210 shares · 0.0% of their software$174KNew · Flat
- FastlyFSLY14,398 shares · 0.0% of their software$136KFlat
- CertaraCERT11,896 shares · 0.0% of their software$127KFlat
- Blend Labs, Inc.BLND28,586 shares · 0.0% of their software$120KFlat
- SprinklrCXM13,554 shares · 0.0% of their software$115KFlat
- CourseraCOUR12,558 shares · 0.0% of their software$107KFlat