Pictet North America Advisors SA Q3 2021 Filing

Filed November 10, 2021

Portfolio Value

$959.4M

Holdings

125

Report Date

Q3 2021

Filing Type

13F-HR

All Holdings (125 positions)

#StockSharesValue% PortfolioType
1
BURBURFORD CAP LTD
7,647,727$83.5M8.71%
2
MSFTMICROSOFT CORP
196,788$55.5M5.78%
3
GOOGLALPHABET INC
19,892$53.2M5.54%
4
CWBSPDR SER TR
557,878$47.6M4.96%
5
METAFACEBOOK INC
134,852$45.8M4.77%
6
NDQINVESCO QQQ TR
115,350$41.3M4.30%
7
EWJISHARES INC
559,951$39.3M4.10%
8
VVISA INC
148,640$33.1M3.45%
9
AMZNAMAZON COM INC
10,076$33.1M3.45%
10
AAPLAPPLE INC
233,056$33.0M3.44%
11
GQ9SPDR GOLD TR
195,351$32.1M3.34%
12
EBNDSPDR SER TR
1,257,859$31.8M3.32%
13
UNHUNITEDHEALTH GROUP INC
75,395$29.5M3.07%
14
HDHOME DEPOT INC
81,956$26.9M2.80%
15
AZNASTRAZENECA PLC
198,441$24.0M2.50%
16
ALCALCON AG
238,265$19.4M2.02%
17
XLVSELECT SECTOR SPDR TR
148,862$18.9M1.98%
18
JPMJPMORGAN CHASE & CO
110,073$18.0M1.88%
19
ABXBARRICK GOLD CORP
913,300$16.5M1.72%
20
VGKVANGUARD INTL EQUITY INDEX F
229,373$15.0M1.57%
21
EWLISHARES INC
303,017$14.1M1.47%
22
UBSUBS GROUP AG
866,398$13.9M1.45%
23
PYPLPAYPAL HLDGS INC
50,065$13.0M1.36%
24
EEMISHARES TR
243,696$12.3M1.28%
25
EXASEXACT SCIENCES CORP
125,312$12.0M1.25%
26
TEVATEVA PHARMACEUTICAL INDS LTD
980,205$9.6M1.00%
27
INDAISHARES TR
197,800$9.6M1.00%
28
LOGILOGITECH INTL S A
96,106$8.6M0.89%
29
MUMICRON TECHNOLOGY INC
116,201$8.2M0.86%
30
DBDEUTSCHE BANK A G
600,000$7.7M0.80%
31
AFWALIGN TECHNOLOGY INC
10,560$7.0M0.73%
32
FASTFASTENAL CO
130,854$6.8M0.70%
33
MAMASTERCARD INCORPORATED
17,605$6.1M0.64%
34
TMOTHERMO FISHER SCIENTIFIC INC
10,358$5.9M0.62%
35
CSCOCISCO SYS INC
96,569$5.3M0.55%
36
TSMTAIWAN SEMICONDUCTOR MFG LTD
251,683$5.2M0.55%
37
VTIVANGUARD INDEX FDS
22,737$5.0M0.53%
38
MCDMCDONALDS CORP
19,983$4.8M0.50%
39
BSXBOSTON SCIENTIFIC CORP
103,644$4.5M0.47%
40
AWCAMERICAN WTR WKS CO INC NEW
22,773$3.9M0.40%
41
GDXVANECK ETF TRUST
130,096$3.8M0.40%
42
WPMWHEATON PRECIOUS METALS CORP
100,000$3.8M0.39%
43
FXIISHARES TR
93,568$3.6M0.38%
44
PEPPEPSICO INC
22,427$3.4M0.35%
45
VWOVANGUARD INTL EQUITY INDEX F
61,030$3.1M0.32%
46
ORCLORACLE CORP
34,904$3.0M0.32%
47
TRVCCITIGROUP INC
43,291$3.0M0.32%
48
BHPBHP GROUP LTD
103,633$2.8M0.29%
49
BABAALIBABA GROUP HLDG LTD
152,061$2.8M0.29%
50
EOGEOG RES INC
34,347$2.8M0.29%
51
BOHBANK HAWAII CORP
32,500$2.7M0.28%
52
EQIXEQUINIX INC
3,132$2.5M0.26%
53
HEHAWAIIAN ELEC INDUSTRIES
60,000$2.5M0.26%
54
GOOGALPHABET INC
892$2.4M0.25%
55
EZUISHARES INC
48,791$2.3M0.24%
56
EWTISHARES INC
37,741$2.3M0.24%
57
AMEDAMEDISYS INC
14,469$2.2M0.22%
58
4I1PHILIP MORRIS INTL INC
22,189$2.1M0.22%
59
BRK-BBERKSHIRE HATHAWAY INC DEL
5$2.1M0.21%
60
BIDUNBAIDU INC
107,196$2.0M0.21%
61
EWGISHARES INC
60,809$2.0M0.21%
62
HDBHDFC BANK LTD
72,645$1.6M0.16%
63
SPYSPDR S&P 500 ETF TR
3,426$1.5M0.15%
64
ZTSZOETIS INC
7,315$1.4M0.15%
65
ICEINTERCONTINENTAL EXCHANGE IN
11,875$1.4M0.14%
66
JNJJOHNSON & JOHNSON
8,303$1.3M0.14%
67
BRK/BBERKSHIRE HATHAWAY INC DEL
4,850$1.3M0.14%
68
HONHONEYWELL INTL INC
5,577$1.2M0.12%
69
CBRECBRE GROUP INC
11,868$1.2M0.12%
70
XLFSELECT SECTOR SPDR TR
30,000$1.1M0.12%
71
LYBLYONDELLBASELL INDUSTRIES N
11,826$1.1M0.12%
72
EWAISHARES INC
44,200$1.1M0.11%
73
TXNTEXAS INSTRS INC
5,600$1.1M0.11%
74
BMYBRISTOL-MYERS SQUIBB CO
17,282$1.0M0.11%
75
WMWASTE MGMT INC DEL
6,600$986K0.10%
76
RTXRAYTHEON TECHNOLOGIES CORP
10,831$931K0.10%
77
LLYLILLY ELI & CO
4,000$924K0.10%
78
INTCINTEL CORP
16,450$876K0.09%
79
NEENEXTERA ENERGY INC
10,100$793K0.08%
80
OEFISHARES TR
3,929$776K0.08%
81
ATVIEURACTIVISION BLIZZARD INC
10,006$774K0.08%
82
XLKSELECT SECTOR SPDR TR
5,100$762K0.08%
83
XRAYDENTSPLY SIRONA INC
13,061$758K0.08%
84
EIDOISHARES TR
33,750$732K0.08%
85
QCOMQUALCOMM INC
5,500$709K0.07%
86
LINLINDE PLC
2,375$705K0.07%
87
ADPAUTOMATIC DATA PROCESSING IN
3,425$685K0.07%
88
SESEA LTD
2,080$663K0.07%
89
ISRGINTUITIVE SURGICAL INC
651$647K0.07%
90
MDTMEDTRONIC PLC
5,161$647K0.07%
91
VOOVANGUARD INDEX FDS
1,633$644K0.07%
92
FISFIDELITY NATL INFORMATION SV
4,968$605K0.06%
93
MRKMERCK & CO INC
8,027$603K0.06%
94
CMECME GROUP INC
2,975$575K0.06%
95
VNMVANECK ETF TRUST
29,164$562K0.06%
96
REGNREGENERON PHARMACEUTICALS
928$562K0.06%
97
INCOCOLUMBIA ETF TR II
9,589$548K0.06%
98
CQQQINVESCO EXCH TRADED FD TR II
7,284$479K0.05%
99
AGGISHARES TR
4,100$471K0.05%
100
THD*ISHARES INC
5,760$430K0.04%
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