Holdings of Pictet - Digital
ISIN LU0101692670 · LU0340554673 · LU0340554913 · LU0340555134 · LU0386392772 · LU0474967303 · LU0474967485
Pictet Asset Management (Europe) S.A. · 44 declared positions · as of Sep 30, 2025
Fund report · Net assets 5.1B $ · Ten largest lines: 52.1 % of net assets · Fees at most 1.0 to 2.9 % depending on the share class (4) · Compare with another fund · Report an error
Positions
| Rank | Company | Currency | Shares | Value | Weight |
|---|---|---|---|---|---|
| 1 | ALPHABET 'A' United States | USD | 1,782,640 | 429M $ | 8.35 % |
| 2 | AMAZON.COM United States | USD | 1,567,052 | 342.3M $ | 6.66 % |
| 3 | NVIDIA United States | USD | 1,814,758 | 333.1M $ | 6.49 % |
| 4 | MICROSOFT United States | USD | 638,003 | 327.2M $ | 6.37 % |
| 5 | META PLATFORMS 'A' United States | USD | 418,744 | 305.6M $ | 5.95 % |
| 6 | TAIWAN SEMICONDUCTOR MANUFACTURING Taiwan | TWD | 6,135,000 | 263.6M $ | 5.13 % |
| 7 | TENCENT HOLDINGS Cayman Islands | HKD | 2,392,400 | 204.3M $ | 3.98 % |
| 8 | NETFLIX United States | USD | 145,217 | 172.2M $ | 3.35 % |
| 9 | INTUIT United States | USD | 216,147 | 150.8M $ | 2.94 % |
| 10 | ASM INTERNATIONAL Netherlands | EUR | 246,795 | 148.7M $ | 2.90 % |
| 11 | SAP Germany | EUR | 548,013 | 146.3M $ | 2.85 % |
| 12 | PALO ALTO NETWORKS United States | USD | 711,311 | 146.1M $ | 2.85 % |
| 13 | UBER TECHNOLOGIES United States | USD | 1,351,582 | 131.9M $ | 2.57 % |
| 14 | HUBSPOT United States | USD | 252,374 | 124.9M $ | 2.43 % |
| 15 | VISA 'A' United States | USD | 331,254 | 113.5M $ | 2.21 % |
| 16 | DYNATRACE HOLDINGS United States | USD | 2,279,991 | 111.4M $ | 2.17 % |
| 17 | PINTEREST 'A' United States | USD | 3,296,155 | 108.4M $ | 2.11 % |
| 18 | CROWDSTRIKE 'A' United States | USD | 202,540 | 98.1M $ | 1.91 % |
| 19 | ADOBE United States | USD | 267,783 | 96.6M $ | 1.88 % |
| 20 | BOOKING HOLDINGS United States | USD | 17,471 | 94.8M $ | 1.85 % |
| 21 | ATLASSIAN 'A' United States | USD | 559,060 | 90.6M $ | 1.77 % |
| 22 | MERCADOLIBRE United States | USD | 36,508 | 88.3M $ | 1.72 % |
| 23 | SHOPIFY 'A' -SUB. VTG- Canada | USD | 579,918 | 87.5M $ | 1.70 % |
| 24 | SK HYNIX South Korea | KRW | 342,746 | 84.9M $ | 1.65 % |
| 25 | SPOTIFY TECHNOLOGY Luxembourg | USD | 118,729 | 83M $ | 1.62 % |
| 26 | CONFLUENT 'A' United States | USD | 4,118,972 | 81.7M $ | 1.59 % |
| 27 | KINAXIS Canada | CAD | 595,619 | 77.4M $ | 1.51 % |
| 28 | SNOWFLAKE 'A' United States | USD | 336,852 | 75.9M $ | 1.48 % |
| 29 | MONGO DB 'A' United States | USD | 231,074 | 72M $ | 1.40 % |
| 30 | PICTET - SOVEREIGN SHORT-TERM MONEY MARKET USD - Z Luxembourg | USD | 518,686 | 67.3M $ | 1.31 % |
| 31 | DOORDASH 'A' United States | USD | 246,396 | 66.9M $ | 1.30 % |
| 32 | DATADOG 'A' United States | USD | 445,102 | 64M $ | 1.25 % |
| 33 | ELASTIC Netherlands | USD | 700,527 | 60.4M $ | 1.18 % |
| 34 | GITLAB 'A' United States | USD | 1,294,051 | 59.8M $ | 1.17 % |
| 35 | BE SEMICONDUCTOR INDUSTRIES Netherlands | EUR | 386,289 | 57.5M $ | 1.12 % |
| 36 | APPLIED MATERIALS United States | USD | 233,748 | 48.5M $ | 0.94 % |
| 37 | ADYEN Netherlands | EUR | 21,499 | 34.4M $ | 0.67 % |
| 38 | SOITEC France | EUR | 661,385 | 29.8M $ | 0.58 % |
| 39 | FIVE9 United States | USD | 987,918 | 25.1M $ | 0.49 % |
| 40 | ACCENTURE 'A' Ireland | USD | 99,006 | 24.9M $ | 0.48 % |
| 41 | INTERACTIVE BROKERS GROUP -A- United States | USD | 269,613 | 18.8M $ | 0.37 % |
| 42 | FINECOBANK Italy | EUR | 728,815 | 15.8M $ | 0.31 % |
| 43 | REDDIT United States | USD | 65,667 | 15.1M $ | 0.29 % |
| 44 | REPLY Italy | EUR | 93,727 | 13.3M $ | 0.26 % |
Source: report published by Pictet - Digital.
Country breakdown
- United States 73.1 %
- Netherlands 5.8 %
- Taiwan 5.1 %
- Cayman Islands 3.9 %
- Canada 3.2 %
- Luxembourg 2.9 %
- Germany 2.8 %
- South Korea 1.6 %
- France 0.6 %
- Italy 0.6 %
- Ireland 0.5 %
Countries from the fund report. Weights in % of net assets.
Currency breakdown
- USD 79.3 %
- EUR 8.6 %
- TWD 5.1 %
- HKD 3.9 %
- KRW 1.6 %
- CAD 1.5 %
The quoted currency of each line, as declared.
Cite this page
Titelia. "Holdings of Pictet - Digital". https://titelia.com/en/funds/pictet-digital