Generalist · Carouge, Switzerland
Pictet Asset Management Holding SA
Q3 2025 · compared with Q2 2025
- Software
- $18.7B
- Weight of 13F
- 18.0%
- Names
- 163
- Net bought
- +$1.9B
Filed 18 November 2025 · SEC filing.
Call exposure on these names is $47.6M across 1 line. Calls are not in the stock total.
2,023 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
- MicrosoftMSFT6,984,229 shares · 19.3% of their software · price +$143M$3.6B+$260M
- SynopsysSNPS2,349,839 shares · 6.2% of their software · price −$45.3M$1.2B−$90.1M
- SalesforceCRM3,630,796 shares · 4.6% of their software · price −$130M$861M−$38.7M
- Palo Alto NetworksPANW4,036,866 shares · 4.4% of their software · price −$4.1M$822M+$52.3M
- HubSpotHUBS1,458,847 shares · 3.7% of their software · price −$130M$683M+$497M
- IntuitINTU990,048 shares · 3.6% of their software · price −$104M$676M+$104M
- PTCPTC3,014,692 shares · 3.3% of their software · price +$92.5M$612M+$20.8M
- DynatraceDT12,571,543 shares · 3.3% of their software · price −$85.0M$609M+$208M
- CadenceCDNS1,653,046 shares · 3.1% of their software · price +$71.3M$581M−$66.6M
- WorkdayWDAY2,322,454 shares · 3.0% of their software · price +$1.7M$559M+$168M
- CrowdStrikeCRWD1,014,351 shares · 2.7% of their software · price −$19.2M$497M+$9.7M
- ServiceNowNOW538,300 shares · 2.6% of their software · price −$58.0M$495M+$196M
- Roper Technologies, Inc.ROP921,502 shares · 2.5% of their software · price −$62.8M$460M−$76.7M
- Fiserv, Inc.FISV3,555,734 shares · 2.5% of their software · price −$155M$459M+$64.0M
- AtlassianTEAM2,860,065 shares · 2.4% of their software · price −$124M$457M+$499M
- AutodeskADSK1,261,308 shares · 2.1% of their software · price +$10.2M$401M+$14.7M
- ElasticESTC4,395,524 shares · 2.0% of their software · price +$703K$371M+$3.9M
- SnowflakeSNOW1,637,958 shares · 2.0% of their software · price +$2.9M$369M+$19.9M
- NutanixNTNX4,314,343 shares · 1.7% of their software · price −$8.8M$321M+$118M
- ZscalerZS967,496 shares · 1.6% of their software · price −$13.8M$290M−$45.0M
- VeevaVEEV972,110 shares · 1.5% of their software · price +$9.7M$290M+$23.4M
- CloudflareNET1,265,387 shares · 1.5% of their software · price +$23.7M$272M−$21.9M
- Uber Technologies, Inc.UBER2,707,709 shares · 1.4% of their software · price +$12.6M$265M−$15.1M
- OracleORCL830,329 shares · 1.2% of their software · price +$52.0M$234M+$2.8M
- ShopifySHOP1,529,932 shares · 1.2% of their software · price +$50.9M$227M−$5.9M
- TwilioTWLO2,269,685 shares · 1.2% of their software · price −$55.1M$227M+$70.5M
- FortinetFTNT2,525,624 shares · 1.1% of their software · price −$54.7M$212M−$41.8M
- PalantirPLTR1,155,454 shares · 1.1% of their software · price +$53.3M$211MFlat
- AdobeADBE597,146 shares · 1.1% of their software · price −$20.4M$211M+$64.4M
- OktaOKTA1,912,198 shares · 0.9% of their software · price −$15.8M$175M−$2.1M
- Check PointCHKP802,594 shares · 0.9% of their software · price −$11.5M$166M+$29.4M
- Bentley SystemsBSY3,033,354 shares · 0.8% of their software · price −$7.6M$156M−$35.6M
- CommvaultCVLT771,891 shares · 0.8% of their software · price +$11.2M$146MFlat
- Five9FIVN6,005,460 shares · 0.8% of their software · price −$13.7M$145M+$9.6M
- Automatic Data Processing, Inc.ADP463,330 shares · 0.7% of their software · price −$6.9M$136M+$5.9M
- Fair IsaacFICO84,641 shares · 0.7% of their software · price −$28.1M$127M−$16.6M
- Rubrik, Inc.RBRK1,314,345 shares · 0.6% of their software · price −$9.6M$108M+$116M
- MongoDBMDB339,665 shares · 0.6% of their software · price +$34.1M$105M−$85.8M
- DatadogDDOG687,223 shares · 0.5% of their software · price +$5.5M$97.9M−$60.4M
- Gen DigitalGEN3,138,737 shares · 0.5% of their software · price −$3.2M$89.1M−$5.7M
- AppLovinAPP106,618 shares · 0.4% of their software · price +$39.3M$76.6M+$1.7M
- GitLabGTLB1,629,404 shares · 0.4% of their software$73.5M−$16.9M
- CoStarCSGP848,792 shares · 0.4% of their software · price +$3.4M$71.6M−$5.3M
- VaronisVRNS1,094,113 shares · 0.3% of their software · price +$7.4M$62.9M−$929K
- DoximityDOCS753,452 shares · 0.3% of their software · price +$8.9M$55.1MFlat
- Paychex, Inc.PAYX263,063 shares · 0.2% of their software · price −$4.9M$33.4M−$7.1M
- Strategy IncMSTR102,578 shares · 0.2% of their software · price −$8.4M$33.1MFlat
- VeriSign, Inc.VRSN112,362 shares · 0.2% of their software · price −$1.0M$31.4M+$2.2M
- PaylocityPCTY149,770 shares · 0.1% of their software · price −$3.3M$23.9M−$6.8M
- DuolingoDUOL61,177 shares · 0.1% of their software · price −$5.4M$19.7M+$3.2M
- Block, Inc.XYZ261,434 shares · 0.1% of their software · price +$1.1M$18.9M+$1.6M
- VeriskVRSK70,563 shares · 0.1% of their software · price −$4.2M$17.7M+$870K
- BroadridgeBR70,881 shares · 0.1% of their software$16.9MFlat
- F5, Inc.FFIV52,000 shares · 0.1% of their software · price +$1.5M$16.8M+$5.8M
- Full Truck Alliance Co. Ltd.YMM1,247,064 shares · 0.1% of their software · price +$1.4M$16.2M+$13.8M
- NetApp, Inc.NTAP125,439 shares · 0.1% of their software · price +$1.5M$14.9M−$9.3M
- TrimbleTRMB168,019 shares · 0.1% of their software · price +$953K$13.7M+$1.5M
- The Trade DeskTTD269,333 shares · 0.1% of their software · price −$6.2M$13.2M+$1.4M
- WixWIX72,961 shares · 0.1% of their software · price +$1.4M$13.0M+$3.8M
- FactSetFDS44,988 shares · 0.1% of their software · price −$7.2M$12.9M+$9.6M
- GoDaddyGDDY81,859 shares · 0.1% of their software · price −$3.5M$11.2M+$1.3M
- Grab Holdings LimitedGRAB1,841,365 shares · 0.1% of their software · price +$1.8M$11.1MFlat
- SS&CSSNC120,974 shares · 0.1% of their software · price +$721K$10.7MFlat
- Tyler TechnologiesTYL19,419 shares · 0.1% of their software · price −$1.4M$10.2M−$555K
- OpenTextOTEX245,027 shares · 0.0% of their software · price +$2.0M$9.2M+$2.3M
- Corpay, Inc.CPAY28,740 shares · 0.0% of their software · price −$1.3M$8.3MFlat
- DocuSignDOCU112,823 shares · 0.0% of their software · price −$654K$8.2MFlat
- ZoomZM97,919 shares · 0.0% of their software$8.1MFlat
- AkamaiAKAM91,920 shares · 0.0% of their software$7.0MFlat
- ToastTOST169,835 shares · 0.0% of their software · price −$1.3M$6.2MFlat
- PaycomPAYC22,835 shares · 0.0% of their software · price −$531K$4.8M−$3.6M
- Chime Financial, Inc.CHYM201,788 shares · 0.0% of their software · price −$2.9M$4.1MFlat
- Joint Stock Company Kaspi.kzKSPI49,796 shares · 0.0% of their software$4.1MFlat
- SamsaraIOT108,915 shares · 0.0% of their software$4.1MFlat
- Remitly Global, Inc.RELY232,749 shares · 0.0% of their software · price −$575K$3.8M+$583K
- DescartesDSGX38,980 shares · 0.0% of their software$3.7MFlat
- GuidewireGWRE11,239 shares · 0.0% of their software$2.6MFlat
- monday.comMNDY12,747 shares · 0.0% of their software · price −$1.5M$2.5MFlat
- StoneCo Ltd.STNE94,880 shares · 0.0% of their software$1.8MFlat
- UnityU43,348 shares · 0.0% of their software · price +$687K$1.7MFlat
- Manhattan AssociatesMANH8,397 shares · 0.0% of their software$1.7MFlat
- Lyft, Inc.LYFT56,592 shares · 0.0% of their software$1.2MFlat
- InterDigital, Inc.IDCC3,583 shares · 0.0% of their software$1.2MFlat
- ProcorePCOR16,021 shares · 0.0% of their software$1.2MFlat
- Life360, Inc.LIF10,800 shares · 0.0% of their software$1.1MFlat
- PagSeguro Digital Ltd.PAGS105,500 shares · 0.0% of their software$1.1MFlat
- DropboxDBX29,998 shares · 0.0% of their software$906KFlat
- AppFolioAPPF3,176 shares · 0.0% of their software$875KFlat
- SoundHound AI, Inc.SOUN52,839 shares · 0.0% of their software$850KFlat
- MorningstarMORN3,646 shares · 0.0% of their software$846KFlat
- PegasystemsPEGA13,942 shares · 0.0% of their software$802KFlat
- ACI WorldwideACIW14,320 shares · 0.0% of their software$756KFlat
- SentinelOneS42,781 shares · 0.0% of their software$753KFlat
- BILLBILL14,160 shares · 0.0% of their software$750KFlat
- UiPathPATH53,904 shares · 0.0% of their software$721KFlat
- Global-EGLBE20,167 shares · 0.0% of their software$721KFlat
- Core Scientific, Inc.CORZ38,512 shares · 0.0% of their software$691KFlat
- WEX Inc.WEX4,366 shares · 0.0% of their software$688KFlat
- WorkivaWK7,941 shares · 0.0% of their software$684KFlat
- QualysQLYS5,096 shares · 0.0% of their software$674KFlat
- BoxBOX20,878 shares · 0.0% of their software$674KFlat
- Clearwater AnalyticsCWAN36,965 shares · 0.0% of their software$666K—
- Q2QTWO9,119 shares · 0.0% of their software$660KFlat
- Shift4 Payments, Inc.FOUR8,466 shares · 0.0% of their software$655KFlat
- JFrogFROG13,611 shares · 0.0% of their software$644KFlat
- CCC Intelligent Solutions Holdings Inc.CCC65,672 shares · 0.0% of their software$598KFlat
- TenableTENB19,794 shares · 0.0% of their software$577KFlat
- SPS CommerceSPSC5,511 shares · 0.0% of their software$574KFlat
- WaystarWAY14,494 shares · 0.0% of their software$550KFlat
- Euronet Worldwide, Inc.EEFT5,853 shares · 0.0% of their software$514KFlat
- Calix, Inc.CALX8,322 shares · 0.0% of their software$511KFlat
- BlackBerry LimitedBB101,148 shares · 0.0% of their software$494KFlat
- MagniteMGNI22,641 shares · 0.0% of their software$493KFlat
- Zeta GlobalZETA24,348 shares · 0.0% of their software$484KFlat
- Bitdeer Technologies GroupBTDR26,848 shares · 0.0% of their software$459KFlat
- Tuya Inc.TUYA180,999 shares · 0.0% of their software$447KFlat
- ZoomInfoZI38,981 shares · 0.0% of their software$425KFlat
- Agilysys, Inc.AGYS3,975 shares · 0.0% of their software$418KFlat
- NCR Atleos CorporationNATL10,549 shares · 0.0% of their software$415KFlat
- BlackLineBL7,721 shares · 0.0% of their software$410KFlat
- KlaviyoKVYO13,786 shares · 0.0% of their software$382KFlat
- Clear Secure, Inc.YOU10,902 shares · 0.0% of their software$364KFlat
- Intapp, Inc.INTA8,547 shares · 0.0% of their software$350KFlat
- nCinoNCNO12,470 shares · 0.0% of their software$338KFlat
- RingCentralRNG11,521 shares · 0.0% of their software$327KFlat
- BrazeBRZE11,101 shares · 0.0% of their software$316KFlat
- BlackbaudBLKB4,781 shares · 0.0% of their software$307KFlat
- EVERTEC, Inc.EVTC8,870 shares · 0.0% of their software$300KFlat
- AvePointAVPT19,904 shares · 0.0% of their software$299KFlat
- C3.aiAI16,957 shares · 0.0% of their software$294KFlat
- FreshworksFRSH24,865 shares · 0.0% of their software$293KFlat
- ePlus inc.PLUS4,112 shares · 0.0% of their software$292KFlat
- Alarm.com Holdings, Inc.ALRM5,491 shares · 0.0% of their software$291KFlat
- DigitalOceanDOCN8,524 shares · 0.0% of their software$291KFlat
- TeradataTDC13,305 shares · 0.0% of their software$286KFlat
- Cellebrite DI Ltd.CLBT15,369 shares · 0.0% of their software$285KFlat
- LightspeedLSPD23,970 shares · 0.0% of their software$277KFlat
- AlkamiALKT10,997 shares · 0.0% of their software$273KFlat
- NetScout Systems, Inc.NTCT10,560 shares · 0.0% of their software$273KFlat
- LiveRamp Holdings, Inc.RAMP10,030 shares · 0.0% of their software$272KFlat
- Payoneer Global Inc.PAYO44,780 shares · 0.0% of their software$271KFlat
- Adeia Inc.ADEA16,049 shares · 0.0% of their software$270KFlat
- ProgressPRGS5,960 shares · 0.0% of their software$262KFlat
- VertexVERX10,363 shares · 0.0% of their software$257KFlat
- DoubleVerifyDV20,676 shares · 0.0% of their software$248KFlat
- Dave Inc.DAVE1,237 shares · 0.0% of their software$247KFlat
- FlywireFLYW17,953 shares · 0.0% of their software$243KFlat
- Pagaya Technologies Ltd.PGY8,174 shares · 0.0% of their software$243KNew · Flat
- Alight, Inc.ALIT70,439 shares · 0.0% of their software$230KFlat
- PagerDutyPD13,631 shares · 0.0% of their software$225KFlat
- PAR Technology CorporationPAR5,628 shares · 0.0% of their software$223KFlat
- AsanaASAN16,323 shares · 0.0% of their software$218KFlat
- Donnelley Financial Solutions, Inc.DFIN3,985 shares · 0.0% of their software$205KFlat
- CourseraCOUR15,255 shares · 0.0% of their software$179KFlat
- AmplitudeAMPL16,277 shares · 0.0% of their software$174KFlat
- CertaraCERT13,635 shares · 0.0% of their software$167KFlat
- NextNav Inc.NN11,210 shares · 0.0% of their software$160KFlat
- FastlyFSLY18,631 shares · 0.0% of their software$159KFlat
- PowerFleet, Inc.AIOT22,358 shares · 0.0% of their software$117KFlat
- SprinklrCXM13,554 shares · 0.0% of their software$105KFlat
- Blend Labs, Inc.BLND28,586 shares · 0.0% of their software$104KFlat
- Sabre CorporationSABR39,764 shares · 0.0% of their software$73KFlat
- VTEXVTEX13,196 shares · 0.0% of their software$58KFlat