Pictet North America Advisors SA reported 122 positions worth $927.10M for the quarter ended Sep 30, 2026, up 10.3% on the prior quarter. It opened 36 new positions, added to 51, trimmed 13 and exited 2. Its largest holding is Taiwan Semiconductor Manufacturing Co Ltd at 8.9% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| NVDA Nvidia Corp | +50.7K | +115.9% | $11.57M | 2.32% |
| ADP Automatic Data Processing Inc | +21.3K | +105.6% | $5.49M | 1.15% |
| UBER Uber Technologies, Inc | +74.6K | +180.4% | $5.11M | 0.857% |
| OTIS Otis Worldwide Corp | +74.1K | +157.8% | $4.77M | 0.84% |
| CME Cme Group Inc. | +17.4K | +95.3% | $4.57M | 1.01% |
| AMZN Amazon Com Inc | +18.3K | +13.1% | $4.56M | 4.25% |
| MELI Mercadolibre Inc | +2,353 | +18.9% | $4.07M | 2.76% |
| GOOGL Alphabet Inc. | +11.6K | +9.6% | $3.98M | 4.92% |
| LIN Linde Plc | +8,006 | +147.3% | $3.80M | 0.688% |
| MSFT Microsoft Corp | +6,534 | +6.8% | $3.34M | 5.68% |
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| GLD Spdr Gold Trust | -13.8K | -8.8% | $5.22M | 5.85% |
| AZN Astrazeneca Plc | -26.8K | -12.3% | $4.38M | 3.38% |
| AMRZ Amrize Ltd | -65.3K | -38.0% | $2.45M | 0.432% |
| AMD Advanced Micro Devices Inc | -1,805 | -7.9% | $1.10M | 1.39% |
| ASML Asml Holding Nv | -416 | -5.2% | $753.65K | 1.47% |
| CVX Chevron Corp | -2,144 | -7.2% | $437.83K | 0.606% |
| SLB Slb Limited | -8,000 | -100.0% | $371.92K | Exited |
| FAST Fastenal Co | -7,363 | -6.5% | $364.69K | 0.562% |
| ALC Alcon Inc | -4,553 | -1.1% | $294.35K | 2.93% |
| RELX Relx Plc | -6,415 | -3.6% | $212.85K | 0.623% |
| Holding | Shares | Trade Value | Weight |
|---|---|---|---|
| DIS Walt Disney Co | +8,424 | $883.68K | 0.095% |
| CRWD CrowdStrike Holdings, Inc. | +2,896 | $766.72K | 0.083% |
| AXP American Express Co | +2,390 | $726.80K | 0.078% |
| ABBV AbbVie Inc. | +2,747 | $718.59K | 0.078% |
| BMY Bristol Myers Squibb Co | +10.7K | $664.81K | 0.072% |
| BIIB Biogen Inc. | +2,865 | $647.15K | 0.07% |
| SYK Stryker Corp | +2,268 | $624.59K | 0.067% |
| OMC Omnicom Group Inc. | +8,344 | $614.37K | 0.066% |
| APH Amphenol Corp | +7,234 | $609.83K | 0.066% |
| TT Trane Technologies plc | +1,294 | $584.86K | 0.063% |
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | TSM Taiwan Semiconductor Manufacturing Co Ltd | Technology | 180.9K | $82.53M | 8.9% | +2,123 | +1.2% | Added | 0% |
| 2 | GLD Spdr Gold Trust | Financial Services | 142.9K | $54.22M | 5.85% | -13.8K | -8.8% | Reduced | 0.04% |
| 3 | MSFT Microsoft Corp | Technology | 103.0K | $52.63M | 5.68% | +6,534 | +6.8% | Added | 0% |
| 4 | GOOGL Alphabet Inc. | Technology | 132.7K | $45.66M | 4.92% | +11.6K | +9.6% | Added | 0% |
| 5 | SONY Sony Group Corp | Technology | 1.71M | $40.20M | 4.34% | +24.0K | +1.4% | Added | 0.03% |
| 6 | AMZN Amazon Com Inc | Consumer Discretionary | 158.1K | $39.40M | 4.25% | +18.3K | +13.1% | Added | 0% |
| 7 | AZN Astrazeneca Plc | Healthcare | 192.0K | $31.32M | 3.38% | -26.8K | -12.3% | Reduced | 0.01% |
| 8 | BUR Burford Capital Ltd | Financial Services | 7.65M | $29.50M | 3.18% | 0 | 0.0% | Unchanged | 3.48% |
| 9 | YUMC Yum China Holdings, Inc. | Consumer Discretionary | 693.9K | $28.41M | 3.06% | +14.2K | +2.1% | Added | 0.2% |
| 10 | ALC Alcon Inc | Healthcare | 419.5K | $27.12M | 2.93% | -4,553 | -1.1% | Reduced | 0.09% |
| 11 | MELI Mercadolibre Inc | Technology | 14.8K | $25.61M | 2.76% | +2,353 | +18.9% | Added | 0.03% |
| 12 | META Meta Platforms, Inc. | Technology | 33.4K | $24.23M | 2.61% | +2,269 | +7.3% | Added | 0% |
| 13 | JPM Jpmorgan Chase & Co | Financial Services | 67.5K | $22.33M | 2.41% | +2,648 | +4.1% | Added | 0% |
| 14 | V Visa Inc. | Financial Services | 60.4K | $21.70M | 2.34% | +2,035 | +3.5% | Added | 0% |
| 15 | NVDA Nvidia Corp | Technology | 94.4K | $21.55M | 2.32% | +50.7K | +115.9% | Added | 0% |
Tip. Select a row to see that position’s full history at Pictet North America Advisors.
As of its Q3 2026 13F filing, Pictet North America Advisors SA’s five largest positions were Taiwan Semiconductor Manufacturing Co Ltd (TSM) at 8.9%, Spdr Gold Trust (GLD) at 5.8%, Microsoft Corp (MSFT) at 5.7%, Alphabet Inc. (GOOGL) at 4.9%, Sony Group Corp (SONY) at 4.3% of the reported portfolio.
Pictet North America Advisors SA reported a 13F portfolio worth $927.10M across 122 positions for Q3 2026. That is up 10.3% from the previous quarter.
Its largest purchases by value were Nvidia Corp ($11.57M), Automatic Data Processing Inc ($5.49M), Uber Technologies, Inc ($5.11M). It opened 36 new positions.
Its largest sales by value were Spdr Gold Trust ($5.22M), Astrazeneca Plc ($4.38M), Amrize Ltd ($2.45M). It exited 2 positions entirely.
From the Form 13F-HR reports Pictet North America Advisors SA files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.