BANQUE PICTET & CIE SA

Other Low signal CIK 1535602
League rank
#595
in Other · #2107 overall
Long book
$8.63B
Q1 2026
Positions
374
Top-10 weight
50%
concentration
Last quarter
+13.9%
SPY +14.8%
Turnover
30%
of book per quarter

Strategy in plain words

auto-generated from filings

BANQUE PICTET & CIE SA is an institutional manager, running a $8.63B US long book across 374 positions.

The portfolio is moderately concentrated (top 10 ≈ 50% of the book). The portfolio is actively managed, with meaningful quarterly turnover. Current anchor positions: AMAZON.COM INC, MICROSOFT CORP, ALPHABET INC-CL C, ALPHABET INC-CL A, MCDONALD'S CORP.

Over the last 9 quarters its long book ran on average 1.5pp per quarter behind the S&P 500, beating the index in 1 of 9 quarters. Signal value of individual moves is limited — treat changes as weak evidence.

Implied long-book return vs S&P 500

methodology: positions priced quarterly, no shorts/options
Fund long book S&P 500
Q1 2024
+2.6%
Q2 2024
+1.6%
Q3 2024
+0.4%
Q4 2024
-5.5%
Q1 2025
+7.7%
Q2 2025
+6.1%
Q3 2025
+5.4%
Q4 2025
-5.8%
Q1 2026
+13.9%

Sector allocation

Technology
38%
Consumer discretionary
17%
Healthcare
12%
Services media
11%
Financials
5%
Utilities
5%
Industrials
4%
Energy
3%

Long book by quarter

$9.53B
Q1 2024
$9.77B
Q2 2024
$10.11B
Q3 2024
$10.26B
Q4 2024
$9.36B
Q1 2025
$9.60B
Q2 2025
$9.96B
Q3 2025
$9.99B
Q4 2025
$8.63B
Q1 2026

What does BANQUE PICTET own?

Q1 2026 13F
CompanySectorSharesValue% of bookChange
AMZN AMAZON.COM INCConsumer discretionary4.1M$861.2M10.0%-18.5%
MSFT MICROSOFT CORPTechnology1.9M$708.3M8.2%+13.4%
GOOG ALPHABET INC-CL CTechnology1.8M$507.0M5.9%-26.1%
GOOGL ALPHABET INC-CL ATechnology1.6M$464.8M5.4%-4.8%
MCD MCDONALD'S CORPConsumer discretionary1.1M$345.8M4.0%-23.3%
MA MASTERCARD INC - AServices media664.1K$331.8M3.8%-22.3%
WM WASTE MANAGEMENT INCUtilities1.3M$298.6M3.5%-24.6%
TXN TEXAS INSTRUMENTS INCTechnology1.5M$295.2M3.4%-24.3%
NVDA NVIDIA CORPTechnology1.5M$260.7M3.0%+2.0%
ZTS ZOETIS INCHealthcare1.8M$215.1M2.5%-23.5%
MSCI MSCI INCServices media390.1K$210.3M2.4%-25.4%
META META PLATFORMS INC-CLASS ATechnology323.0K$184.8M2.1%-5.1%
MRNA MODERNA INCHealthcare2.7M$139.6M1.6%-12.2%
AAPL APPLE INCTechnology546.3K$138.6M1.6%-5.1%
TTE TOTALENERGIES SEEnergy1.4M$130.9M1.5%+73.4%
AVGO BROADCOM INCTechnology396.8K$122.8M1.4%+15.2%
V VISA INC-CLASS A SHARESServices media366.1K$110.6M1.3%-3.8%
ABBV ABBVIE INCHealthcare372.5K$81.0M0.9%-4.2%
WFC WELLS FARGO & COFinancials935.1K$74.4M0.9%-16.2%
PM PHILIP MORRIS INTERNATIONALConsumer staples446.5K$73.8M0.9%+1.7%
UBS UBS GROUP AG-REGFinancials1.7M$63.7M0.7%+9.6%
MDLN MEDLINE INC-CL AHealthcare1.4M$63.2M0.7%New
MRK MERCK & CO. INC.Healthcare513.1K$61.7M0.7%-7.9%
LIN LINDE PLCMaterials123.3K$61.1M0.7%+84.0%
ETN EATON CORP PLCIndustrials170.1K$60.9M0.7%-4.0%
LLY ELI LILLY & COHealthcare64.4K$59.2M0.7%-11.6%
BSX BOSTON SCIENTIFIC CORPHealthcare921.2K$57.8M0.7%+240.1%
ORLY O'REILLY AUTOMOTIVE INCConsumer discretionary597.5K$55.2M0.6%-2.2%
UNH UNITEDHEALTH GROUP INCFinancials194.3K$52.6M0.6%-12.6%
SYK STRYKER CORPHealthcare155.9K$51.2M0.6%-9.5%
AMD ADVANCED MICRO DEVICESTechnology241.1K$49.1M0.6%-8.7%
CRM SALESFORCE INCTechnology256.1K$47.8M0.6%-22.4%
MRSH MARSH & MCLENNAN COSFinancials267.7K$46.4M0.5%-5.0%
MU MICRON TECHNOLOGY INCTechnology135.2K$45.7M0.5%+2.6%
ALC ALCON INCHealthcare615.6K$45.4M0.5%-2.8%
OC OWENS CORNINGIndustrials402.7K$43.6M0.5%-2.4%
DE DEERE & COIndustrials76.6K$43.2M0.5%-0.3%
JNJ JOHNSON & JOHNSONHealthcare170.4K$41.7M0.5%-12.8%
NFLX NETFLIX INCServices media402.0K$38.7M0.4%+7.1%
BAC BANK OF AMERICA CORPFinancials789.7K$38.5M0.4%-3.5%
AZN ASTRAZENECA PLCHealthcare195.8K$37.9M0.4%New
UBER UBER TECHNOLOGIES INCServices media486.2K$35.0M0.4%+1.3%
TRGP TARGA RESOURCES CORPUtilities129.8K$32.5M0.4%+4.5%
TJX TJX COMPANIES INCConsumer discretionary195.2K$31.2M0.4%-5.2%
MCO MOODY'S CORPServices media70.7K$30.8M0.4%-3.8%
PEP PEPSICO INCConsumer staples188.6K$29.3M0.3%-3.6%
BKNG BOOKING HOLDINGS INCIndustrials6.8K$28.8M0.3%-1.0%
CVX CHEVRON CORPEnergy138.7K$28.7M0.3%-18.5%
GILD GILEAD SCIENCES INCHealthcare202.3K$28.2M0.3%-10.9%
SLB SLB LTDEnergy541.8K$27.8M0.3%+71.2%

13F filing history

PeriodFormFiledEntriesReported valueFlagsSource
Q1 202613F-HRApr 14, 2026388$14.19B canonicalSEC ↗
Q4 202513F-HRJan 16, 2026411$17.06B canonicalSEC ↗
Q3 202513F-HROct 21, 2025405$17.21B canonicalSEC ↗
Q2 202513F-HRJul 16, 2025361$14.37B canonicalSEC ↗
Q1 202513F-HRApr 30, 2025394$12.40B canonicalSEC ↗
Q4 202413F-HRJan 30, 2025324$14.98B canonicalSEC ↗
Q3 202413F-HROct 21, 2024301$13.18B canonicalSEC ↗
Q2 202413F-HRJul 25, 2024296$11.04B canonicalSEC ↗
Q1 202413F-HRMay 6, 2024347$10.65B canonicalSEC ↗