Q2 2026 13F · SEC CIK 1535602

Banque Pictet & Cie SA

Bank & trustFiled 2026-07-24 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $9.7B
Reported positions: 319
Top holdings a year, 3 yrs: +11.6%
Average holding period: 8.8 yrs

Banque Pictet & Cie SA is a bank & trust that reported 319 positions worth $9.7B in its Q2 2026 13F, filed 2026-07-24. Its largest holdings were Amazon Com Inc Com (AMZN, 10.2%), Microsoft Corp (MSFT, 7.5%), Alphabet Inc (GOOGL, 5.5%). A portfolio copying its top holdings returned 11.6% a year over the last 3 years, against 20.4% for the S&P 500.

Banque Pictet & Cie SA holdings largest 50 of 319 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Banque Pictet & Cie SA 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
AMZNAmazon Com Inc Com	10.2%	10.0%	4,144,678	+0.2%	$987.8M
MSFTMicrosoft Corp	7.5%	8.2%	1,949,323	+1.4%	$724.2M
GOOGLAlphabet Inc	5.5%	5.4%	1,491,587	-7.7%	$533.0M
GOOGAlphabet Inc	5.4%	5.9%	1,497,780	-15.3%	$529.2M
MAMastercard Inc.	4.7%	3.8%	898,136	+35.2%	$461.3M
TXNTexas Instruments Inc	4.6%	3.4%	1,513,465	-0.5%	$451.1M
NVDANvidia Corporation Com	3.2%	3.0%	1,547,943	+3.6%	$309.7M
MDLNMedline Inc	3.0%	0.7%	7,312,150	+414.6%	$288.4M
WMWaste Mgmt Inc Del	3.0%	3.5%	1,290,640	-0.7%	$287.7M
MCDMcdonalds Corp Com	2.9%	4.0%	1,047,998	-5.8%	$283.3M
MSCIMSCI Inc	2.2%	2.4%	387,545	-0.7%	$217.0M
METAMeta Platforms Inc Class A	2.0%	2.1%	343,904	+6.5%	$193.7M
MRNAModerna Inc	1.9%	1.6%	2,699,402	-1.8%	$189.0M
TSMTaiwan Semiconductor Manufac	1.8%	1.4%	360,580	-2.0%	$172.2M
AVGOBroadcom Inc	1.6%	1.4%	424,016	+6.9%	$160.2M
AAPLApple Inc	1.6%	1.6%	540,812	-1.0%	$156.5M
AMDAdvanced Micro Devices Inc	1.6%	0.6%	261,773	+8.6%	$152.1M
ZTSZoetis Inc	1.3%	2.5%	1,793,605	-1.5%	$128.9M
VVisa Inc Com Cl A	1.2%	1.3%	339,330	-7.3%	$116.4M
QQQInvesco Qqq Tr	1.1%	1.0%	150,962	-0.1%	$110.7M
TTETotalenergies SE Act	1.1%	1.5%	1,391,148	-1.0%	$108.2M
ABBVAbbvie Inc	1.1%	0.9%	409,324	+9.9%	$103.0M
SPYSpdr S&p 500 ETF Tr	1.1%	1.0%	136,746	+4.4%	$102.1M
MUMicron Technology Inc	1.0%	0.5%	82,032	-39.3%	$94.7M
WFCWells Fargo Co New	1.0%	0.9%	1,127,071	+20.5%	$93.1M
PMPhilip Morris Intl Inc Com	0.9%	0.9%	469,433	+5.1%	$84.9M
UBSUbs Group AG	0.8%	0.7%	1,637,812	-1.6%	$81.3M
OCOwens Corning New	0.8%	0.5%	510,971	+26.9%	$81.2M
LLYLilly Eli & Co	0.8%	0.7%	67,095	+4.3%	$80.5M
ETNEaton Corp PLC	0.7%	0.7%	166,827	-1.9%	$71.1M
UNHUnitedhealth Group Inc Com	0.7%	0.6%	164,890	-15.2%	$68.5M
MRKMerck & Co. Inc	0.7%	0.7%	503,429	-1.9%	$64.7M
LINLinde PLC	0.7%	0.7%	123,291	-0.0%	$64.0M
PQUS2023 ETF Series Trust	0.6%	0.6%	2,178,346	+3.7%	$60.3M
ORLYO'Reilly Automotive Inc	0.6%	0.6%	649,551	+8.7%	$59.8M
SYKStryker Corporation	0.6%	0.6%	188,324	+20.8%	$59.3M
CRMSalesforce Inc Com	0.6%	0.6%	341,904	+33.5%	$53.6M
DEDeere & Co Com	0.5%	0.5%	77,979	+1.8%	$49.5M
BSXBoston Scientific Corp	0.5%	0.7%	1,068,465	+16.0%	$45.6M
PANWPalo Alto Networks Inc	0.5%	—	130,587	—	$44.5M
JNJJohnson & Johnson	0.5%	0.5%	173,057	+1.5%	$44.0M
BACBank of Amer Corp	0.4%	0.4%	704,417	-10.8%	$40.1M
ALCAlcon AG	0.4%	0.5%	547,588	-11.0%	$37.1M
AMATApplied Matls Inc	0.4%	—	50,506	—	$36.4M
UBERUber Technologies Inc	0.4%	0.4%	496,852	+2.2%	$35.9M
AZNAstrazeneca PLC Ord	0.4%	0.4%	186,686	-4.7%	$34.9M
MCOMoodys Corp	0.3%	0.4%	71,301	+0.9%	$32.3M
NFLXNetflix Inc Total	0.3%	0.4%	444,811	+10.6%	$31.8M
LRCXLam Research Corp	0.3%	—	67,344	—	$29.2M
BKNGBooking Holdings Inc Com	0.3%	—	163,448	—	$29.1M

What Banque Pictet & Cie SA bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Added to

Reduced

MU Micron Technology Inc-39.3% shares
GOOG Alphabet Inc-15.3% shares
UNH Unitedhealth Group Inc Com-15.2% shares
ALC Alcon AG-11.0% shares
BAC Bank of Amer Corp-10.8% shares
GOOGL Alphabet Inc-7.7% shares
V Visa Inc Com Cl A-7.3% shares
MCD Mcdonalds Corp Com-5.8% shares

Left the top 50

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +17.4% /yr; S&P 500 +20.1%
3 years: +11.6% /yr; S&P 500 +20.4%
5 years: +2.8% /yr; S&P 500 +11.6%

A portfolio of the filer's 20 largest 13F positions, weighted by value and rebuilt each quarter on the day the filing became public. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$9.7B	319
Q1 2026	$8.6B	374
Q4 2025	$10.0B	384
Q3 2025	$10.0B	375
Q2 2025	$9.6B	346
Q1 2025	$9.4B	374
Q4 2024	$10.3B	303
Q3 2024	$10.1B	282
Q2 2024	$9.8B	280
Q1 2024	$9.5B	329
Q4 2023	$8.9B	324
Q3 2023	$8.5B	434

Questions about Banque Pictet & Cie SA's portfolio

What stocks does Banque Pictet & Cie SA own?

Banque Pictet & Cie SA's latest 13F, for Q2 2026 and filed Jul 24, 2026, lists 319 positions worth $9.7B. The largest are Amazon Com Inc Com (AMZN) at 10.2%, Microsoft Corp (MSFT) at 7.5%, Alphabet Inc (GOOGL) at 5.5%, Alphabet Inc (GOOG) at 5.4% and Mastercard Inc. (MA) at 4.7%.

What did Banque Pictet & Cie SA buy last quarter?

In Q2 2026, Banque Pictet & Cie SA added Medline Inc (MDLN) (+414.6% shares), Mastercard Inc. (MA) (+35.2% shares) and Salesforce Inc Com (CRM) (+33.5% shares), compared with its Q1 2026 filing.

What did Banque Pictet & Cie SA sell last quarter?

In Q2 2026, Banque Pictet & Cie SA cut from its top 50 Marsh (MRSH), cut from its top 50 Targa Res Corp (TRGP), cut from its top 50 Tjx Cos Inc New Com (TJX), cut from its top 50 Pepsico Inc (PEP), Micron Technology Inc (MU) (-39.3% shares), Alphabet Inc (GOOG) (-15.3% shares) and Unitedhealth Group Inc Com (UNH) (-15.2% shares), compared with its Q1 2026 filing.

How has Banque Pictet & Cie SA's portfolio performed?

A portfolio copying Banque Pictet & Cie SA's 20 largest 13F holdings each quarter, from the day each filing was public, returned +11.6% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +17.4% against +20.1%. Over 5 years: +2.8% a year against +11.6%.

When is Banque Pictet & Cie SA's next 13F filing due?

13F filings are due 45 days after each quarter ends. Banque Pictet & Cie SA's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.