Generalist · Carouge, Switzerland
Pictet Asset Management Holding SA
Q2 2025 · compared with Q1 2025
- Software
- $17.3B
- Weight of 13F
- 17.6%
- Names
- 163
- Net bought
- +$100M
Filed 13 August 2025 · SEC filing.
1,998 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
- MicrosoftMSFT6,461,039 shares · 18.6% of their software · price +$788M$3.2B+$101M
- SynopsysSNPS2,525,486 shares · 7.5% of their software · price +$212M$1.3B+$39.8M
- SalesforceCRM3,772,571 shares · 5.9% of their software · price +$16.3M$1.0B+$92.6M
- Palo Alto NetworksPANW3,781,352 shares · 4.5% of their software · price +$129M$774M+$56.0M
- IntuitINTU857,535 shares · 3.9% of their software · price +$149M$675M−$120M
- Roper Technologies, Inc.ROP1,056,894 shares · 3.5% of their software · price −$24.0M$599M−$15.7M
- CadenceCDNS1,869,291 shares · 3.3% of their software · price +$101M$576M−$43.5M
- Fiserv, Inc.FISV3,184,459 shares · 3.2% of their software · price −$154M$549M+$67.6M
- CrowdStrikeCRWD995,260 shares · 2.9% of their software · price +$156M$507M−$122M
- PTCPTC2,894,119 shares · 2.9% of their software · price +$50.3M$499MFlat
- DynatraceDT8,803,387 shares · 2.8% of their software · price +$71.0M$486M+$96.9M
- WorkdayWDAY1,622,969 shares · 2.2% of their software · price +$10.5M$389M−$4.4M
- AutodeskADSK1,213,825 shares · 2.2% of their software · price +$58.0M$376M−$20.1M
- ElasticESTC4,349,663 shares · 2.1% of their software · price −$20.7M$367M+$40.6M
- ServiceNowNOW347,332 shares · 2.1% of their software · price +$80.6M$357M+$42.9M
- ZscalerZS1,110,930 shares · 2.0% of their software · price +$128M$349M−$119M
- SnowflakeSNOW1,549,242 shares · 2.0% of their software · price +$120M$347M−$91.1M
- HubSpotHUBS566,231 shares · 1.8% of their software · price −$8.3M$315M+$35.8M
- FortinetFTNT2,921,170 shares · 1.8% of their software · price +$27.6M$309M−$14.6M
- CloudflareNET1,377,007 shares · 1.6% of their software · price +$114M$270M+$13.8M
- Uber Technologies, Inc.UBER2,869,632 shares · 1.5% of their software · price +$58.7M$268M−$81.1M
- VeevaVEEV890,841 shares · 1.5% of their software · price +$50.2M$257M−$66.4M
- TwilioTWLO1,702,529 shares · 1.2% of their software · price +$45.0M$212M+$13.5M
- NutanixNTNX2,766,320 shares · 1.2% of their software · price +$18.3M$211M+$12.7M
- Bentley SystemsBSY3,692,177 shares · 1.2% of their software · price +$54.0M$199M−$8.0M
- OktaOKTA1,932,925 shares · 1.1% of their software · price −$10.1M$193M+$54.3M
- ShopifySHOP1,580,889 shares · 1.1% of their software · price +$31.4M$182M−$28.7M
- OracleORCL817,680 shares · 1.0% of their software · price +$64.4M$179M+$3.7M
- Fair IsaacFICO93,714 shares · 1.0% of their software · price −$1.5M$171M+$43.7M
- AdobeADBE430,782 shares · 1.0% of their software · price +$1.4M$167M−$4.2M
- MongoDBMDB748,043 shares · 0.9% of their software · price +$25.9M$157M+$70.4M
- PalantirPLTR1,149,397 shares · 0.9% of their software · price +$59.7M$157MFlat
- DatadogDDOG1,136,624 shares · 0.9% of their software · price +$39.9M$153M+$36.7M
- Five9FIVN5,644,376 shares · 0.9% of their software · price −$3.8M$149M−$1.6M
- Check PointCHKP669,529 shares · 0.9% of their software · price −$4.5M$148M+$67.9M
- Automatic Data Processing, Inc.ADP444,204 shares · 0.8% of their software · price +$1.3M$137M−$2.4M
- CommvaultCVLT772,007 shares · 0.8% of their software · price +$12.8M$135M+$24.2M
- Gen DigitalGEN3,331,460 shares · 0.6% of their software · price +$9.5M$97.9M−$9.2M
- GitLabGTLB2,003,155 shares · 0.5% of their software · price −$3.8M$90.4M−$13.1M
- AtlassianTEAM403,643 shares · 0.5% of their software · price −$3.7M$82.0M+$42.5M
- CoStarCSGP915,075 shares · 0.4% of their software · price +$1.1M$73.6M−$1.1M
- VaronisVRNS1,112,423 shares · 0.3% of their software · price +$11.5M$56.4M−$24.7M
- DoximityDOCS757,738 shares · 0.3% of their software · price +$2.5M$46.5M+$3.8M
- Paychex, Inc.PAYX311,934 shares · 0.3% of their software · price −$2.8M$45.4M+$4.9M
- Strategy IncMSTR101,945 shares · 0.2% of their software · price +$11.8M$41.2M+$5.4M
- AppLovinAPP101,777 shares · 0.2% of their software · price +$8.7M$35.6M+$3.8M
- PaylocityPCTY187,525 shares · 0.2% of their software · price −$1.2M$34.0M−$8.1M
- VeriSign, Inc.VRSN104,785 shares · 0.2% of their software · price +$3.7M$30.3M−$947K
- NetApp, Inc.NTAP212,696 shares · 0.1% of their software · price +$4.0M$22.7M−$5.9M
- DuolingoDUOL53,410 shares · 0.1% of their software · price +$5.3M$21.9M−$5.8M
- VeriskVRSK67,769 shares · 0.1% of their software · price +$941K$21.1M+$966K
- The Trade DeskTTD249,931 shares · 0.1% of their software · price +$4.3M$18.0M+$1.0M
- BroadridgeBR69,861 shares · 0.1% of their software$17.0MFlat
- Block, Inc.XYZ237,670 shares · 0.1% of their software · price +$3.2M$16.1M+$656K
- GoDaddyGDDY74,669 shares · 0.1% of their software$13.4M−$6.4M
- Tyler TechnologiesTYL20,356 shares · 0.1% of their software$12.1MFlat
- TrimbleTRMB148,125 shares · 0.1% of their software · price +$1.5M$11.3MFlat
- FactSetFDS23,517 shares · 0.1% of their software$10.5MFlat
- SS&CSSNC122,887 shares · 0.1% of their software$10.2MFlat
- Corpay, Inc.CPAY29,477 shares · 0.1% of their software$9.8MFlat
- Grab Holdings LimitedGRAB1,931,985 shares · 0.1% of their software · price +$966K$9.7MFlat
- F5, Inc.FFIV32,389 shares · 0.1% of their software · price +$909K$9.5M−$6.5M
- PaycomPAYC38,577 shares · 0.1% of their software$8.9M+$2.6M
- DocuSignDOCU112,015 shares · 0.1% of their software$8.7MFlat
- ZoomZM102,437 shares · 0.0% of their software$8.0MFlat
- WixWIX49,272 shares · 0.0% of their software$7.8MFlat
- ToastTOST175,426 shares · 0.0% of their software · price +$2.0M$7.8M+$754K
- AkamaiAKAM91,216 shares · 0.0% of their software$7.3M−$714K
- Chime Financial, Inc.CHYM191,788 shares · 0.0% of their software$6.6MNew · +$6.6M
- OpenTextOTEX164,698 shares · 0.0% of their software · price +$649K$4.8MFlat
- SamsaraIOT106,760 shares · 0.0% of their software$4.2MFlat
- Joint Stock Company Kaspi.kzKSPI49,630 shares · 0.0% of their software$4.2M−$5.1M
- DescartesDSGX40,692 shares · 0.0% of their software$4.1M+$746K
- Remitly Global, Inc.RELY201,700 shares · 0.0% of their software$3.8MFlat
- monday.comMNDY11,348 shares · 0.0% of their software · price +$809K$3.6MFlat
- GuidewireGWRE12,148 shares · 0.0% of their software · price +$584K$2.9MFlat
- Manhattan AssociatesMANH8,415 shares · 0.0% of their software$1.7M−$4.3M
- StoneCo Ltd.STNE93,486 shares · 0.0% of their software · price +$520K$1.5MFlat
- Rubrik, Inc.RBRK14,615 shares · 0.0% of their software$1.3MFlat
- MorningstarMORN4,049 shares · 0.0% of their software$1.3MFlat
- ProcorePCOR17,607 shares · 0.0% of their software$1.2MFlat
- UnityU44,621 shares · 0.0% of their software$1.1M−$28.0M
- PagSeguro Digital Ltd.PAGS105,500 shares · 0.0% of their software$1.0MFlat
- Lyft, Inc.LYFT60,791 shares · 0.0% of their software$958KFlat
- Clearwater AnalyticsCWAN40,333 shares · 0.0% of their software$885K—
- QualysQLYS6,192 shares · 0.0% of their software$884KFlat
- DropboxDBX30,915 shares · 0.0% of their software$884KFlat
- Shift4 Payments, Inc.FOUR8,903 shares · 0.0% of their software$882KFlat
- Full Truck Alliance Co. Ltd.YMM74,582 shares · 0.0% of their software$881K−$29.4M
- SPS CommerceSPSC6,431 shares · 0.0% of their software$872KFlat
- InterDigital, Inc.IDCC3,856 shares · 0.0% of their software$865KFlat
- Q2QTWO9,119 shares · 0.0% of their software$853KFlat
- UiPathPATH66,218 shares · 0.0% of their software$847KFlat
- SentinelOneS45,067 shares · 0.0% of their software$823KFlat
- ACI WorldwideACIW17,796 shares · 0.0% of their software$816KFlat
- AppFolioAPPF3,365 shares · 0.0% of their software$774KFlat
- WEX Inc.WEX5,198 shares · 0.0% of their software$764KFlat
- PegasystemsPEGA13,942 shares · 0.0% of their software$755KFlat
- Core Scientific, Inc.CORZ44,101 shares · 0.0% of their software$753KFlat
- CCC Intelligent Solutions Holdings Inc.CCC79,212 shares · 0.0% of their software$745KFlat
- BoxBOX20,878 shares · 0.0% of their software$713KFlat
- Life360, Inc.LIF10,800 shares · 0.0% of their software$705KFlat
- BILLBILL15,032 shares · 0.0% of their software$695KFlat
- JFrogFROG15,504 shares · 0.0% of their software$680KFlat
- TenableTENB19,700 shares · 0.0% of their software$664KFlat
- Euronet Worldwide, Inc.EEFT6,461 shares · 0.0% of their software$655KFlat
- Global-EGLBE18,283 shares · 0.0% of their software$613K−$933K
- SoundHound AI, Inc.SOUN55,316 shares · 0.0% of their software$594KFlat
- MagniteMGNI22,641 shares · 0.0% of their software$546KFlat
- WorkivaWK7,292 shares · 0.0% of their software$499KFlat
- BlackBerry LimitedBB101,148 shares · 0.0% of their software$464KFlat
- Zeta GlobalZETA28,757 shares · 0.0% of their software$445KFlat
- Calix, Inc.CALX8,322 shares · 0.0% of their software$443KFlat
- KlaviyoKVYO12,722 shares · 0.0% of their software$427KFlat
- C3.aiAI16,957 shares · 0.0% of their software$417KFlat
- Alarm.com Holdings, Inc.ALRM7,247 shares · 0.0% of their software$410KFlat
- nCinoNCNO14,638 shares · 0.0% of their software$409KFlat
- Agilysys, Inc.AGYS3,541 shares · 0.0% of their software$406KFlat
- WaystarWAY9,793 shares · 0.0% of their software$400KFlat
- BlackbaudBLKB6,220 shares · 0.0% of their software$399KFlat
- Alight, Inc.ALIT70,439 shares · 0.0% of their software$399KFlat
- Tuya Inc.TUYA171,893 shares · 0.0% of their software$397KFlat
- VertexVERX11,235 shares · 0.0% of their software$396KFlat
- ZoomInfoZI38,981 shares · 0.0% of their software$394K—
- PAR Technology CorporationPAR5,628 shares · 0.0% of their software$390KFlat
- BlackLineBL6,844 shares · 0.0% of their software$388KFlat
- Intapp, Inc.INTA7,459 shares · 0.0% of their software$385KFlat
- ProgressPRGS5,960 shares · 0.0% of their software$380KFlat
- FreshworksFRSH24,865 shares · 0.0% of their software$371KFlat
- Dave Inc.DAVE1,237 shares · 0.0% of their software$332KNew · Flat
- AlkamiALKT10,997 shares · 0.0% of their software$331KFlat
- LiveRamp Holdings, Inc.RAMP10,030 shares · 0.0% of their software$331KFlat
- EVERTEC, Inc.EVTC8,870 shares · 0.0% of their software$320KFlat
- DigitalOceanDOCN11,095 shares · 0.0% of their software$317KFlat
- BrazeBRZE11,101 shares · 0.0% of their software$312KFlat
- DoubleVerifyDV20,676 shares · 0.0% of their software$310KFlat
- Payoneer Global Inc.PAYO44,780 shares · 0.0% of their software$307KFlat
- Clear Secure, Inc.YOU10,902 shares · 0.0% of their software$303KFlat
- NCR Atleos CorporationNATL10,549 shares · 0.0% of their software$301KFlat
- TeradataTDC13,305 shares · 0.0% of their software$297KFlat
- ePlus inc.PLUS4,112 shares · 0.0% of their software$296KFlat
- LightspeedLSPD25,015 shares · 0.0% of their software$293KFlat
- Bitdeer Technologies GroupBTDR25,299 shares · 0.0% of their software$290KFlat
- RingCentralRNG9,884 shares · 0.0% of their software$280KFlat
- Cellebrite DI Ltd.CLBT16,615 shares · 0.0% of their software$266KNew · Flat
- NetScout Systems, Inc.NTCT10,560 shares · 0.0% of their software$262KNew · Flat
- CertaraCERT21,825 shares · 0.0% of their software$255KFlat
- Donnelley Financial Solutions, Inc.DFIN3,985 shares · 0.0% of their software$246KNew · Flat
- AvePointAVPT12,440 shares · 0.0% of their software$240KFlat
- FlywireFLYW19,554 shares · 0.0% of their software$228KFlat
- Adeia Inc.ADEA16,049 shares · 0.0% of their software$227KFlat
- AsanaASAN16,323 shares · 0.0% of their software$220KFlat
- PhreesiaPHR7,350 shares · 0.0% of their software$209KNew · Flat
- PagerDutyPD13,631 shares · 0.0% of their software$208KFlat
- CourseraCOUR23,327 shares · 0.0% of their software$204KFlat
- NextNav Inc.NN11,210 shares · 0.0% of their software$170KFlat
- AmplitudeAMPL11,902 shares · 0.0% of their software$148KFlat
- FastlyFSLY18,631 shares · 0.0% of their software$132KFlat
- Sabre CorporationSABR39,764 shares · 0.0% of their software$126KFlat
- SprinklrCXM13,554 shares · 0.0% of their software$115KFlat
- PowerFleet, Inc.AIOT22,358 shares · 0.0% of their software$96KFlat
- Blend Labs, Inc.BLND28,586 shares · 0.0% of their software$94KFlat
- VTEXVTEX13,196 shares · 0.0% of their software$87KNew · Flat