Generalist · Carouge, Switzerland
Pictet Asset Management Holding SA
Q1 2025 · compared with Q4 2024
- Software
- $14.7B
- Weight of 13F
- 16.3%
- Names
- 158
- Net bought
- +$760M
Filed 5 May 2025 · SEC filing.
2,008 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
- MicrosoftMSFT6,192,420 shares · 15.8% of their software · price −$286M$2.3B−$33.2M
- SynopsysSNPS2,432,596 shares · 7.1% of their software · price −$137M$1.0B+$327M
- SalesforceCRM3,427,566 shares · 6.3% of their software · price −$226M$920M−$59.5M
- IntuitINTU1,053,197 shares · 4.4% of their software · price −$15.3M$647M+$236M
- Roper Technologies, Inc.ROP1,083,549 shares · 4.3% of their software · price +$75.6M$639M+$107M
- Fiserv, Inc.FISV2,878,455 shares · 4.3% of their software · price +$44.4M$635M+$134M
- Palo Alto NetworksPANW3,453,146 shares · 4.0% of their software · price −$39.1M$589M+$25.4M
- CadenceCDNS2,040,241 shares · 3.5% of their software · price −$94.1M$519M−$137M
- CrowdStrikeCRWD1,340,005 shares · 3.2% of their software · price +$14.0M$473M+$45.7M
- PTCPTC2,876,333 shares · 3.0% of their software · price −$83.2M$446M+$155M
- WorkdayWDAY1,641,639 shares · 2.6% of their software · price −$40.2M$383M−$115M
- ElasticESTC3,893,928 shares · 2.4% of their software · price −$38.9M$347M+$46.0M
- ZscalerZS1,709,321 shares · 2.3% of their software · price +$30.8M$339M+$16.4M
- AutodeskADSK1,290,670 shares · 2.3% of their software · price −$43.6M$338M−$112M
- DynatraceDT6,747,417 shares · 2.2% of their software · price −$48.6M$318M−$15.1M
- SnowflakeSNOW2,172,370 shares · 2.2% of their software · price −$17.9M$318M+$69.9M
- FortinetFTNT3,072,639 shares · 2.0% of their software · price +$5.5M$296M+$17.2M
- Uber Technologies, Inc.UBER3,983,006 shares · 2.0% of their software · price +$49.9M$290M+$50.5M
- HubSpotHUBS503,480 shares · 2.0% of their software · price −$63.2M$288M+$50.0M
- VeevaVEEV1,177,678 shares · 1.9% of their software · price +$25.2M$273M−$38.8M
- ServiceNowNOW293,450 shares · 1.6% of their software · price −$77.5M$234M+$116M
- NutanixNTNX2,583,715 shares · 1.2% of their software · price +$22.3M$180M+$27.2M
- ShopifySHOP1,881,542 shares · 1.2% of their software · price −$20.4M$179M−$30.8M
- AdobeADBE441,737 shares · 1.2% of their software · price −$27.0M$169M−$16.3M
- Five9FIVN5,701,703 shares · 1.1% of their software · price −$76.9M$155M−$35.8M
- TwilioTWLO1,564,901 shares · 1.0% of their software · price −$15.9M$153M−$23.8M
- Bentley SystemsBSY3,894,549 shares · 1.0% of their software · price −$28.7M$153M−$80.3M
- OktaOKTA1,416,895 shares · 1.0% of their software · price +$37.4M$149M+$40.6M
- CloudflareNET1,254,799 shares · 1.0% of their software · price +$6.3M$141M+$40.5M
- Automatic Data Processing, Inc.ADP452,138 shares · 0.9% of their software · price +$5.8M$138MFlat
- Fair IsaacFICO70,027 shares · 0.9% of their software · price −$10.3M$129M−$3.5M
- OracleORCL791,076 shares · 0.8% of their software · price −$21.2M$111M−$41.3M
- GitLabGTLB2,282,271 shares · 0.7% of their software · price −$21.3M$107M+$20.3M
- CommvaultCVLT618,643 shares · 0.7% of their software · price +$4.2M$97.7M+$92.4M
- Gen DigitalGEN3,678,547 shares · 0.7% of their software · price −$3.1M$97.6M−$62.1M
- PalantirPLTR1,155,679 shares · 0.7% of their software · price +$10.1M$97.6M+$21.0M
- Check PointCHKP371,509 shares · 0.6% of their software · price +$15.3M$84.7M+$4.9M
- DatadogDDOG766,517 shares · 0.5% of their software · price −$33.5M$76.0MFlat
- CoStarCSGP929,105 shares · 0.5% of their software · price +$7.1M$73.6M−$7.5M
- VaronisVRNS1,721,890 shares · 0.5% of their software · price −$6.9M$69.7M−$25.1M
- MongoDBMDB346,871 shares · 0.4% of their software · price −$19.9M$60.8M−$2.3M
- Paychex, Inc.PAYX280,497 shares · 0.3% of their software · price +$3.9M$43.3M+$5.4M
- PaylocityPCTY230,651 shares · 0.3% of their software · price −$2.8M$43.2M−$43.8M
- AtlassianTEAM203,566 shares · 0.3% of their software · price −$6.3M$43.2M+$27.8M
- DoximityDOCS691,411 shares · 0.3% of their software · price +$3.2M$40.1M+$31.2M
- Full Truck Alliance Co. Ltd.YMM2,378,463 shares · 0.2% of their software · price +$4.6M$30.4MFlat
- UnityU1,476,230 shares · 0.2% of their software · price −$4.3M$28.9M+$32.2M
- VeriSign, Inc.VRSN108,517 shares · 0.2% of their software · price +$5.1M$27.5MFlat
- NetApp, Inc.NTAP279,870 shares · 0.2% of their software · price −$7.9M$24.6M−$1.2M
- Strategy IncMSTR83,377 shares · 0.2% of their software$24.0M+$4.2M
- AppLovinAPP87,511 shares · 0.2% of their software · price −$5.2M$23.2M+$2.6M
- DuolingoDUOL71,941 shares · 0.2% of their software · price −$985K$22.3M+$2.8M
- GoDaddyGDDY110,313 shares · 0.1% of their software · price −$1.9M$19.9M−$1.3M
- VeriskVRSK64,524 shares · 0.1% of their software · price +$1.4M$19.2M−$56.9M
- BroadridgeBR69,445 shares · 0.1% of their software · price +$1.1M$16.8M−$2.3M
- F5, Inc.FFIV56,754 shares · 0.1% of their software · price +$840K$15.1M−$2.0M
- The Trade DeskTTD230,775 shares · 0.1% of their software · price −$14.5M$12.6M+$1.1M
- Block, Inc.XYZ225,603 shares · 0.1% of their software · price −$6.9M$12.3M+$1.3M
- Tyler TechnologiesTYL20,428 shares · 0.1% of their software$11.9MFlat
- FactSetFDS23,720 shares · 0.1% of their software · price −$608K$10.8MFlat
- Corpay, Inc.CPAY29,067 shares · 0.1% of their software$10.1MFlat
- SS&CSSNC120,796 shares · 0.1% of their software · price +$936K$10.1M−$2.2M
- TrimbleTRMB148,677 shares · 0.1% of their software · price −$745K$9.8MFlat
- Joint Stock Company Kaspi.kzKSPI104,614 shares · 0.1% of their software$9.7MNew · +$9.9M
- DocuSignDOCU116,717 shares · 0.1% of their software · price −$997K$9.5MFlat
- Grab Holdings LimitedGRAB1,990,116 shares · 0.1% of their software$9.0M+$1.4M
- AkamaiAKAM100,081 shares · 0.1% of their software · price −$1.5M$8.1M+$689K
- WixWIX46,793 shares · 0.1% of their software · price −$2.4M$7.6M−$1.1M
- ZoomZM101,247 shares · 0.1% of their software · price −$794K$7.5M−$5.6M
- PaycomPAYC26,696 shares · 0.0% of their software$5.8MFlat
- Manhattan AssociatesMANH33,194 shares · 0.0% of their software · price −$3.2M$5.7MFlat
- ToastTOST152,695 shares · 0.0% of their software · price −$501K$5.1M−$734K
- Remitly Global, Inc.RELY205,591 shares · 0.0% of their software$4.3MFlat
- SamsaraIOT100,264 shares · 0.0% of their software · price −$537K$3.8M+$534K
- OpenTextOTEX149,285 shares · 0.0% of their software$3.8MFlat
- DescartesDSGX33,292 shares · 0.0% of their software$3.4MFlat
- monday.comMNDY10,435 shares · 0.0% of their software$2.5M−$1.5M
- GuidewireGWRE11,900 shares · 0.0% of their software$2.2MFlat
- Global-EGLBE44,465 shares · 0.0% of their software · price −$839K$1.6MFlat
- MorningstarMORN4,076 shares · 0.0% of their software$1.2MFlat
- ProcorePCOR17,184 shares · 0.0% of their software$1.1MFlat
- Clearwater AnalyticsCWAN39,084 shares · 0.0% of their software$1.0M—
- ACI WorldwideACIW18,289 shares · 0.0% of their software$1,000KFlat
- WEX Inc.WEX6,007 shares · 0.0% of their software$943KFlat
- DropboxDBX34,533 shares · 0.0% of their software$922KFlat
- SPS CommerceSPSC6,232 shares · 0.0% of their software$828K−$5.8M
- Tuya Inc.TUYA265,719 shares · 0.0% of their software$805KFlat
- Shift4 Payments, Inc.FOUR9,834 shares · 0.0% of their software$805KFlat
- QualysQLYS6,286 shares · 0.0% of their software$792KFlat
- Euronet Worldwide, Inc.EEFT7,299 shares · 0.0% of their software$780KFlat
- SentinelOneS42,697 shares · 0.0% of their software$778KFlat
- AppFolioAPPF3,447 shares · 0.0% of their software$758KFlat
- InterDigital, Inc.IDCC3,656 shares · 0.0% of their software$756KFlat
- StoneCo Ltd.STNE71,043 shares · 0.0% of their software$745K−$1.3M
- Rubrik, Inc.RBRK12,193 shares · 0.0% of their software$744KFlat
- Q2QTWO9,199 shares · 0.0% of their software$736KFlat
- Lyft, Inc.LYFT60,937 shares · 0.0% of their software$722KFlat
- TenableTENB20,217 shares · 0.0% of their software$707K−$42.5M
- BILLBILL15,324 shares · 0.0% of their software · price −$595K$704KFlat
- UiPathPATH67,185 shares · 0.0% of their software$694KFlat
- BoxBOX21,324 shares · 0.0% of their software$658KFlat
- CCC Intelligent Solutions Holdings Inc.CCC67,428 shares · 0.0% of their software$608KFlat
- WorkivaWK7,506 shares · 0.0% of their software$570KFlat
- PegasystemsPEGA7,270 shares · 0.0% of their software$505KFlat
- JFrogFROG15,506 shares · 0.0% of their software$496KFlat
- nCinoNCNO16,492 shares · 0.0% of their software$453KFlat
- Alarm.com Holdings, Inc.ALRM8,114 shares · 0.0% of their software$452KFlat
- Intapp, Inc.INTA7,699 shares · 0.0% of their software$449KFlat
- SoundHound AI, Inc.SOUN55,316 shares · 0.0% of their software · price −$648K$449KFlat
- WaystarWAY11,072 shares · 0.0% of their software$414KFlat
- Zeta GlobalZETA29,941 shares · 0.0% of their software$406KFlat
- BlackbaudBLKB6,452 shares · 0.0% of their software$400KFlat
- PagSeguro Digital Ltd.PAGS50,700 shares · 0.0% of their software$387KFlat
- Alight, Inc.ALIT63,576 shares · 0.0% of their software$377KFlat
- BlackLineBL7,750 shares · 0.0% of their software$375KFlat
- Life360, Inc.LIF9,727 shares · 0.0% of their software$373KFlat
- BlackBerry LimitedBB98,189 shares · 0.0% of their software$370KFlat
- Clear Secure, Inc.YOU14,243 shares · 0.0% of their software$369KFlat
- VertexVERX10,373 shares · 0.0% of their software$364KFlat
- FreshworksFRSH25,742 shares · 0.0% of their software$363KFlat
- C3.aiAI16,957 shares · 0.0% of their software$357KFlat
- BrazeBRZE9,772 shares · 0.0% of their software$353KFlat
- ZoomInfoZI34,605 shares · 0.0% of their software$346K—
- PAR Technology CorporationPAR5,628 shares · 0.0% of their software$345KFlat
- KlaviyoKVYO11,373 shares · 0.0% of their software$344KFlat
- Calix, Inc.CALX9,392 shares · 0.0% of their software$333KFlat
- DigitalOceanDOCN9,826 shares · 0.0% of their software$328KFlat
- Payoneer Global Inc.PAYO44,780 shares · 0.0% of their software$327KFlat
- EVERTEC, Inc.EVTC8,678 shares · 0.0% of their software$319KFlat
- TeradataTDC13,305 shares · 0.0% of their software$299KFlat
- Agilysys, Inc.AGYS4,016 shares · 0.0% of their software$291KFlat
- NCR Atleos CorporationNATL10,607 shares · 0.0% of their software$280KFlat
- DoubleVerifyDV20,676 shares · 0.0% of their software$276KFlat
- ProgressPRGS5,295 shares · 0.0% of their software$273KFlat
- LiveRamp Holdings, Inc.RAMP10,030 shares · 0.0% of their software$262KFlat
- CertaraCERT26,204 shares · 0.0% of their software$259KFlat
- MagniteMGNI22,641 shares · 0.0% of their software$258KFlat
- RingCentralRNG10,196 shares · 0.0% of their software$252KFlat
- PagerDutyPD13,631 shares · 0.0% of their software$249KFlat
- AlkamiALKT8,537 shares · 0.0% of their software$224KFlat
- Rapid7RPD8,346 shares · 0.0% of their software$221KFlat
- AvePointAVPT15,183 shares · 0.0% of their software$219KFlat
- Core Scientific, Inc.CORZ29,710 shares · 0.0% of their software$215KFlat
- Bitdeer Technologies GroupBTDR24,264 shares · 0.0% of their software$215KFlat
- ePlus inc.PLUS3,510 shares · 0.0% of their software$214KFlat
- AsanaASAN13,882 shares · 0.0% of their software$202KFlat
- LightspeedLSPD21,184 shares · 0.0% of their software$185KFlat
- A10 Networks, Inc.ATEN11,163 shares · 0.0% of their software$182KNew · Flat
- Adeia Inc.ADEA13,095 shares · 0.0% of their software$173KFlat
- FlywireFLYW17,953 shares · 0.0% of their software$171KFlat
- NextNav Inc.NN11,210 shares · 0.0% of their software$136KFlat
- PowerFleet, Inc.AIOT22,358 shares · 0.0% of their software$123KNew · Flat
- AmplitudeAMPL11,318 shares · 0.0% of their software$115KNew · Flat
- SprinklrCXM13,554 shares · 0.0% of their software$113KFlat
- Sabre CorporationSABR39,764 shares · 0.0% of their software$112KFlat
- Blend Labs, Inc.BLND28,586 shares · 0.0% of their software$96KFlat
- FastlyFSLY14,398 shares · 0.0% of their software$91KFlat
- CourseraCOUR12,558 shares · 0.0% of their software$84KFlat