PICTET NORTH AMERICA ADVISORS SA

PrivateCIK: 1599576
Location

GENEVA 73, V8

154
Positions
$1.01B
Total AUM (reported)
18.01M
Total Shares

Allocation by class

TOTAL AUM$1.01B154 positions
COM$311.59M30.9%
GOLD SHS$66.81M6.6%
ORD SHS$61.99M6.2%
SPONSORED ADS$61.03M6.1%
ORD$42.02M4.2%
CAP STK CL A$38.33M3.8%
SPONSORED ADR$32.80M3.3%

Portfolio Concentration

Top 316.8%4–1022.1%11–2528.4%Rest32.7%TOP 1038.9%0%100%
Top 3$169.44M16.8%
4–10$222.32M22.1%
11–25$285.98M28.4%
Rest$329.21M32.7%

Top 3 weight

16.8%

Top 10 weight

38.9%

Voting Authority Distribution

Total shares with voting rights: 18.01M

Sole

Full voting authority

18.01M

shares

% of voting shares100.0%
Shared

Joint voting authority

0.00

shares

% of voting shares0.0%
None

No voting authority

0.00

shares

% of voting shares0.0%

Investment Discretion (by position count)

Sole154
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings154
Rows:

SPDR GOLD TR

SOLE
GOLD SHS
Shares155.96K
TypeSH
Market value$66.81M
6.64%
Sole
155.96K
Shared
0.00
None
0.00

TAIWAN SEMICONDUCTOR MANUFAC

SOLE
SPONSORED ADS
Shares179.33K
TypeSH
Market value$60.60M
6.02%
Sole
179.33K
Shared
0.00
None
0.00

ASTRAZENECA PLC

SOLE
ORD
Shares216.94K
TypeSH
Market value$42.02M
4.17%
Sole
216.94K
Shared
0.00
None
0.00

ALPHABET INC

SOLE
CAP STK CL A
Shares133.28K
TypeSH
Market value$38.33M
3.81%
Sole
133.28K
Shared
0.00
None
0.00

SONY GROUP CORP

SOLE
SPONSORED ADR
Shares1.58M
TypeSH
Market value$32.80M
3.26%
Sole
1.58M
Shared
0.00
None
0.00

BURFORD CAPITAL LIMITED

SOLE
ORD SHS
Shares7.65M
TypeSH
Market value$31.43M
3.12%
Sole
7.65M
Shared
0.00
None
0.00

MICROSOFT CORP

SOLE
COM
Shares84.38K
TypeSH
Market value$31.10M
3.09%
Sole
84.38K
Shared
0.00
None
0.00

ALCON AG

SOLE
ORD SHS
Shares414.42K
TypeSH
Market value$30.56M
3.04%
Sole
414.42K
Shared
0.00
None
0.00

PIMCO ETF TR

SOLE
MULTISECTOR BD
Shares1.12M
TypeSH
Market value$29.22M
2.90%
Sole
1.12M
Shared
0.00
None
0.00

AMAZON COM INC

SOLE
COM
Shares138.69K
TypeSH
Market value$28.88M
2.87%
Sole
138.69K
Shared
0.00
None
0.00

ISHARES INC

SOLE
MSCI WORLD ETF
Shares160.10K
TypeSH
Market value$28.82M
2.86%
Sole
160.10K
Shared
0.00
None
0.00

JANUS DETROIT STR TR

SOLE
HENDERSON MTG
Shares614.10K
TypeSH
Market value$27.75M
2.76%
Sole
614.10K
Shared
0.00
None
0.00

YUM CHINA HLDGS INC

SOLE
COM
Shares536.54K
TypeSH
Market value$26.06M
2.59%
Sole
536.54K
Shared
0.00
None
0.00

MERCADOLIBRE INC

SOLE
COM
Shares12.87K
TypeSH
Market value$22.25M
2.21%
Sole
12.87K
Shared
0.00
None
0.00

ISHARES GOLD TR

SOLE
ISHARES NEW
Shares248.16K
TypeSH
Market value$21.88M
2.17%
Sole
248.16K
Shared
0.00
None
0.00

JPMORGAN CHASE & CO

SOLE
COM
Shares67.51K
TypeSH
Market value$19.86M
1.97%
Sole
67.51K
Shared
0.00
None
0.00

META PLATFORMS INC

SOLE
CL A
Shares31.98K
TypeSH
Market value$18.30M
1.82%
Sole
31.98K
Shared
0.00
None
0.00

BROOKFIELD CORP

SOLE
CL A LTD VT SH
Shares444.03K
TypeSH
Market value$17.94M
1.78%
Sole
444.03K
Shared
0.00
None
0.00

FIRST TR EXCHANGE TRADED FD

SOLE
RBA INDL ETF
Shares155.76K
TypeSH
Market value$17.26M
1.71%
Sole
155.76K
Shared
0.00
None
0.00

VISA INC

SOLE
COM CL A
Shares55.76K
TypeSH
Market value$16.85M
1.67%
Sole
55.76K
Shared
0.00
None
0.00

APPLE INC

SOLE
COM
Shares57.70K
TypeSH
Market value$14.64M
1.45%
Sole
57.70K
Shared
0.00
None
0.00

BERKSHIRE HATHAWAY INC DEL

SOLE
CL B NEW
Shares29.83K
TypeSH
Market value$14.30M
1.42%
Sole
29.83K
Shared
0.00
None
0.00

UBS GROUP AG

SOLE
SHS
Shares369.86K
TypeSH
Market value$14.14M
1.40%
Sole
369.86K
Shared
0.00
None
0.00

S&P GLOBAL INC

SOLE
COM
Shares31.20K
TypeSH
Market value$13.27M
1.32%
Sole
31.20K
Shared
0.00
None
0.00

ASML HLDG NV

SOLE
N Y REGISTRY SHS
Shares9.59K
TypeSH
Market value$12.67M
1.26%
Sole
9.59K
Shared
0.00
None
0.00
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