Pictet North America Advisors SA Diversified Active

Location: Geneva 73, Switzerland

CIK: 0001599576 · Show all filings

Period: Q1 2022 (← Previous) (Next →)

Filing Date: May 6, 2022

Total Value: $862M (100.0% shares, 0.0% debt)

Holdings (127)

BUR BURFORD CAP LTD 8.1%
Value $69.88M Shares 7,647,727 Est. Cost $8.30 Unrealized +10.3%
MSFT MICROSOFT CORP 5.5%
Value $47.17M Shares 153,001 Est. Cost $81.61 Unrealized +257.1%
CWB SPDR SER TR 5.2%
Value $44.7M Shares 580,953 Est. Cost $54.23 Unrealized
GOOGL ALPHABET INC 5.2%
Value $44.6M Shares 16,035 Est. Cost $48.90 Unrealized +175.7%
AAPL APPLE INC 4.6%
Value $39.56M Shares 226,587 Est. Cost $84.71 Unrealized +94.6%
UNH UNITEDHEALTH GROUP INC 4.3%
Value $37.09M Shares 72,739 Est. Cost $242.05 Unrealized +86.4%
EWJ ISHARES INC 3.9%
Value $33.28M Shares 540,155 Est. Cost $56.78 Unrealized
AMZN AMAZON COM INC 3.7%
Value $32.03M Shares 9,824 Est. Cost $92.29 Unrealized +67.4%
GLD SPDR GOLD TR 3.3%
Value $28.74M Shares 159,078 Est. Cost $130.51 Unrealized
V VISA INC 3.3%
Value $28.2M Shares 127,155 Est. Cost $97.23 Unrealized +116.0%
META META PLATFORMS INC 3.2%
Value $27.6M Shares 124,140 Est. Cost $138.59 Unrealized +79.1%
EBND SPDR SER TR 3.2%
Value $27.58M Shares 1,213,239 Est. Cost $25.94 Unrealized
TSM TAIWAN SEMICONDUCTOR MFG LTD 2.6%
Value $22.07M Shares 211,672 Est. Cost $10.89 Unrealized
XLV SELECT SECTOR SPDR TR 2.3%
Value $20.25M Shares 147,787 Est. Cost $91.01 Unrealized
BARRICK GOLD CORP 2.0%
Value $17.55M Shares 715,338 Est. Cost $20.60 Unrealized
ALC ALCON AG 2.0%
Value $17.28M Shares 215,779 Est. Cost $59.81 Unrealized +27.6%
HD HOME DEPOT INC 1.9%
Value $16.1M Shares 53,779 Est. Cost $127.39 Unrealized +146.5%
VGK VANGUARD INTL EQUITY INDEX F 1.7%
Value $14.79M Shares 237,459 Est. Cost $53.48 Unrealized
JPM JPMORGAN CHASE & CO 1.7%
Value $14.79M Shares 108,467 Est. Cost $71.03 Unrealized +88.2%
BABA ALIBABA GROUP HLDG LTD 1.6%
Value $13.52M Shares 124,265 Est. Cost $131.72 Unrealized
AZN ASTRAZENECA PLC 1.5%
Value $13.11M Shares 197,644 Est. Cost $39.89 Unrealized
UBS UBS GROUP AG 1.5%
Value $12.73M Shares 645,536 Est. Cost $12.88 Unrealized +46.8%
FIS FIDELITY NATL INFORMATION SV 1.3%
Value $11.29M Shares 112,406 Est. Cost $101.42 Unrealized -6.5%
BX BLACKSTONE INC 1.3%
Value $11.12M Shares 87,605 Est. Cost $107.20 Unrealized 0.0%
EEM ISHARES TR 1.3%
Value $10.81M Shares 239,440 Est. Cost $37.68 Unrealized
EWL ISHARES INC 1.2%
Value $10.62M Shares 216,287 Est. Cost $39.23 Unrealized
TEVA TEVA PHARMACEUTICAL INDS LTD 1.1%
Value $9.061M Shares 964,910 Est. Cost $11.17 Unrealized
INDA ISHARES TR 1.0%
Value $9.009M Shares 202,179 Est. Cost $34.88 Unrealized
MU MICRON TECHNOLOGY INC 0.9%
Value $8.041M Shares 103,231 Est. Cost $62.27 Unrealized +33.9%
LOGI LOGITECH INTL S A 0.9%
Value $7.718M Shares 102,636 Est. Cost $82.03 Unrealized -11.8%
EXAS EXACT SCIENCES CORP 0.9%
Value $7.634M Shares 109,178 Est. Cost $93.50 Unrealized -21.8%
FAST FASTENAL CO 0.8%
Value $7.027M Shares 118,303 Est. Cost $14.04 Unrealized +81.0%
MA MASTERCARD INCORPORATED 0.6%
Value $5.576M Shares 15,603 Est. Cost $220.84 Unrealized +59.2%
TMO THERMO FISHER SCIENTIFIC INC 0.6%
Value $5.243M Shares 8,877 Est. Cost $406.44 Unrealized +39.8%
CSCO CISCO SYS INC 0.6%
Value $5.202M Shares 93,287 Est. Cost $31.14 Unrealized +61.4%
VTI VANGUARD INDEX FDS 0.6%
Value $5.177M Shares 22,737 Est. Cost $204.83 Unrealized
GDX VANECK ETF TRUST 0.6%
Value $4.872M Shares 127,044 Est. Cost $27.51 Unrealized
MCD MCDONALDS CORP 0.6%
Value $4.753M Shares 19,221 Est. Cost $151.03 Unrealized +50.8%
BSX BOSTON SCIENTIFIC CORP 0.5%
Value $4.448M Shares 100,438 Est. Cost $36.32 Unrealized +19.3%
ALGN ALIGN TECHNOLOGY INC 0.5%
Value $4.357M Shares 9,992 Est. Cost $283.97 Unrealized +71.4%
EOG EOG RES INC 0.5%
Value $3.961M Shares 33,223 Est. Cost $56.72 Unrealized +64.8%
PYPL PAYPAL HLDGS INC 0.4%
Value $3.878M Shares 33,528 Est. Cost $116.25 Unrealized +14.2%
BHP BHP GROUP LTD 0.4%
Value $3.863M Shares 50,000 Est. Cost $23.04 Unrealized
DB DEUTSCHE BANK A G 0.4%
Value $3.842M Shares 300,000 Est. Cost $13.41 Unrealized -11.0%
PEP PEPSICO INC 0.4%
Value $3.624M Shares 21,649 Est. Cost $98.96 Unrealized +50.0%
AWK AMERICAN WTR WKS CO INC NEW 0.4%
Value $3.593M Shares 21,708 Est. Cost $103.23 Unrealized +41.5%
HDB HDFC BANK LTD 0.4%
Value $3.332M Shares 54,327 Est. Cost $22.32 Unrealized
FXI ISHARES TR 0.4%
Value $3.072M Shares 96,086 Est. Cost $43.78 Unrealized
AMEDISYS INC 0.4%
Value $3.055M Shares 17,733 Est. Cost $152.56 Unrealized
ORCL ORACLE CORP 0.3%
Value $2.856M Shares 34,523 Est. Cost $44.63 Unrealized +72.5%
BOH BANK HAWAII CORP 0.3%
Value $2.727M Shares 32,500 Est. Cost $51.48 Unrealized +40.4%
BRK/A BERKSHIRE HATHAWAY INC DEL 0.3%
Value $2.645M Shares 5 Est. Cost $206031.66 Unrealized +135.6%
HE HAWAIIAN ELEC INDUSTRIES 0.3%
Value $2.539M Shares 60,000 Est. Cost $30.62 Unrealized +36.0%
GOOG ALPHABET INC 0.3%
Value $2.491M Shares 892 Est. Cost $49.32 Unrealized +173.6%
WPM WHEATON PRECIOUS METALS CORP 0.3%
Value $2.38M Shares 50,000 Est. Cost $16.71 Unrealized +149.2%
EWT ISHARES INC 0.3%
Value $2.319M Shares 37,741 Est. Cost $33.22 Unrealized
EQIX EQUINIX INC 0.3%
Value $2.217M Shares 2,990 Est. Cost $625.76 Unrealized +6.2%
EZU ISHARES INC 0.2%
Value $2.111M Shares 48,791 Est. Cost $37.45 Unrealized
QQQ INVESCO QQQ TR 0.2%
Value $2.085M Shares 5,750 Est. Cost $350.46 Unrealized
JCI JOHNSON CTLS INTL PLC 0.2%
Value $2.047M Shares 31,211 Est. Cost $69.63 Unrealized -8.6%
PM PHILIP MORRIS INTL INC 0.2%
Value $2.025M Shares 21,555 Est. Cost $58.94 Unrealized +40.5%
VWO VANGUARD INTL EQUITY INDEX F 0.2%
Value $1.702M Shares 36,897 Est. Cost $42.26 Unrealized
EWG ISHARES INC 0.2%
Value $1.699M Shares 59,859 Est. Cost $29.26 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL 0.2%
Value $1.641M Shares 4,650 Est. Cost $201.06 Unrealized +60.9%
SPY SPDR S&P 500 ETF TR 0.2%
Value $1.547M Shares 3,426 Est. Cost $341.93 Unrealized
BIDU BAIDU INC 0.2%
Value $1.478M Shares 11,172 Est. Cost $27.13 Unrealized
AMD ADVANCED MICRO DEVICES INC 0.2%
Value $1.431M Shares 13,089 Est. Cost $119.38 Unrealized 0.0%
ACWI ISHARES TR 0.2%
Value $1.396M Shares 13,995 Est. Cost $105.75 Unrealized
JNJ JOHNSON & JOHNSON 0.2%
Value $1.38M Shares 7,789 Est. Cost $110.76 Unrealized +37.1%
ICE INTERCONTINENTAL EXCHANGE IN 0.2%
Value $1.334M Shares 10,095 Est. Cost $79.69 Unrealized +53.8%
EWQ ISHARES INC 0.2%
Value $1.333M Shares 37,716 Est. Cost $35.34 Unrealized
LYB LYONDELLBASELL INDUSTRIES N 0.2%
Value $1.313M Shares 12,772 Est. Cost $57.85 Unrealized +28.4%
XLF SELECT SECTOR SPDR TR 0.1%
Value $1.15M Shares 30,000 Est. Cost $23.93 Unrealized
LLY LILLY ELI & CO 0.1%
Value $1.145M Shares 4,000 Est. Cost $90.28 Unrealized +175.3%
DEO DIAGEO PLC 0.1%
Value $1.142M Shares 5,623 Est. Cost $47.18 Unrealized
RTX RAYTHEON TECHNOLOGIES CORP 0.1%
Value $1.084M Shares 10,945 Est. Cost $55.90 Unrealized +55.2%
C CITIGROUP INC 0.1%
Value $1.059M Shares 19,834 Est. Cost $48.44 Unrealized +10.4%
WM WASTE MGMT INC DEL 0.1%
Value $1.046M Shares 6,600 Est. Cost $76.60 Unrealized +86.1%
TXN TEXAS INSTRS INC 0.1%
Value $1.045M Shares 5,698 Est. Cost $91.40 Unrealized +72.1%
CBRE CBRE GROUP INC 0.1%
Value $1.044M Shares 11,409 Est. Cost $59.38 Unrealized +64.1%
ZTS ZOETIS INC 0.1%
Value $1.016M Shares 5,386 Est. Cost $86.36 Unrealized +120.3%
NEE NEXTERA ENERGY INC 0.1%
Value $862K Shares 10,181 Est. Cost $58.09 Unrealized +24.1%
LINDE PLC 0.1%
Value $858K Shares 2,654 Est. Cost $224.51 Unrealized
QCOM QUALCOMM INC 0.1%
Value $841K Shares 5,500 Est. Cost $45.91 Unrealized +234.5%
EIDO ISHARES TR 0.1%
Value $835K Shares 33,750 Est. Cost $25.85 Unrealized
OEF ISHARES TR 0.1%
Value $819K Shares 3,929 Est. Cost $86.26 Unrealized
INTC INTEL CORP 0.1%
Value $815K Shares 16,450 Est. Cost $37.82 Unrealized +22.1%
XLK SELECT SECTOR SPDR TR 0.1%
Value $811K Shares 5,100 Est. Cost $71.71 Unrealized
ADP AUTOMATIC DATA PROCESSING IN 0.1%
Value $787K Shares 3,458 Est. Cost $120.81 Unrealized +63.0%
CME CME GROUP INC 0.1%
Value $708K Shares 2,975 Est. Cost $129.10 Unrealized +55.5%
HON HONEYWELL INTL INC 0.1%
Value $701K Shares 3,605 Est. Cost $112.57 Unrealized +51.3%
ZBH ZIMMER BIOMET HOLDINGS INC 0.1%
Value $656K Shares 5,129 Est. Cost $126.23 Unrealized -7.7%
REGN REGENERON PHARMACEUTICALS 0.1%
Value $648K Shares 928 Est. Cost $334.59 Unrealized +88.0%
VOO VANGUARD INDEX FDS 0.1%
Value $621K Shares 1,495 Est. Cost $396.19 Unrealized
EWU ISHARES TR 0.1%
Value $621K Shares 18,470 Est. Cost $33.62 Unrealized
MRK MERCK & CO INC 0.1%
Value $605K Shares 7,375 Est. Cost $52.33 Unrealized +33.5%
EWA ISHARES INC 0.1%
Value $584K Shares 22,100 Est. Cost $22.59 Unrealized
MDT MEDTRONIC PLC 0.1%
Value $564K Shares 5,084 Est. Cost $92.57 Unrealized +1.2%
VNM VANECK ETF TRUST 0.1%
Value $550K Shares 29,164 Est. Cost $14.45 Unrealized
INCO COLUMBIA ETF TR II 0.1%
Value $475K Shares 9,589 Est. Cost $38.59 Unrealized
THD ISHARES INC 0.1%
Value $449K Shares 5,760 Est. Cost $77.95 Unrealized
PFE PFIZER INC 0.1%
Value $439K Shares 8,475 Est. Cost $27.36 Unrealized +55.3%
AGG ISHARES TR 0.1%
Value $439K Shares 4,100 Est. Cost $109.51 Unrealized
DIA SPDR DOW JONES INDL AVERAGE 0.1%
Value $437K Shares 1,260 Est. Cost $245.77 Unrealized
ISRG INTUITIVE SURGICAL INC 0.0%
Value $401K Shares 1,330 Est. Cost $319.40 Unrealized -8.5%
CI CIGNA CORP NEW 0.0%
Value $367K Shares 1,532 Est. Cost $204.18 Unrealized +6.9%
SLB SCHLUMBERGER LTD 0.0%
Value $362K Shares 8,760 Est. Cost $26.27 Unrealized +36.7%
KMB KIMBERLY-CLARK CORP 0.0%
Value $360K Shares 2,925 Est. Cost $86.55 Unrealized +31.7%
CQQQ INVESCO EXCH TRADED FD TR II 0.0%
Value $342K Shares 7,284 Est. Cost $45.72 Unrealized
CB CHUBB LIMITED 0.0%
Value $309K Shares 1,443 Est. Cost $131.94 Unrealized +46.2%
ACN ACCENTURE PLC IRELAND 0.0%
Value $268K Shares 795 Est. Cost $224.85 Unrealized +41.7%
ADBE ADOBE SYSTEMS INCORPORATED 0.0%
Value $265K Shares 582 Est. Cost $374.71 Unrealized +28.4%
SE SEA LTD 0.0%
Value $264K Shares 2,203 Est. Cost $217.31 Unrealized
MMM 3M CO 0.0%
Value $261K Shares 1,750 Est. Cost $113.18 Unrealized +1.3%
EPHE ISHARES TR 0.0%
Value $261K Shares 8,379 Est. Cost $26.85 Unrealized
NKE NIKE INC 0.0%
Value $254K Shares 1,889 Est. Cost $146.78 Unrealized -10.1%
UBER UBER TECHNOLOGIES INC 0.0%
Value $248K Shares 6,937 Est. Cost $31.17 Unrealized +15.4%
CNYA ISHARES TR 0.0%
Value $241K Shares 6,530 Est. Cost $31.55 Unrealized
IQV IQVIA HLDGS INC 0.0%
Value $239K Shares 1,033 Est. Cost $232.69 Unrealized +1.8%
DHR DANAHER CORPORATION 0.0%
Value $234K Shares 798 Est. Cost $175.68 Unrealized +39.9%
VHT VANGUARD WORLD FDS 0.0%
Value $227K Shares 892 Est. Cost $265.16 Unrealized
TCOM TRIP COM GROUP LTD 0.0%
Value $225K Shares 9,713 Est. Cost $32.40 Unrealized
XYZ BLOCK INC 0.0%
Value $219K Shares 1,611 Est. Cost $141.19 Unrealized -14.3%
XLE SELECT SECTOR SPDR TR 0.0%
Value $210K Shares 2,750 Est. Cost $76.36 Unrealized
CRM SALESFORCE COM INC 0.0%
Value $209K Shares 983 Est. Cost $226.91 Unrealized -6.3%
DD DUPONT DE NEMOURS INC 0.0%
Value $207K Shares 2,819 Est. Cost $29.21 Unrealized +3.0%
GRAB GRAB HOLDINGS LIMITED 0.0%
Value $80,000 Shares 22,917 Est. Cost $10.77 Unrealized -53.0%