Position in GEN
as of Mar 31, 2026
· filed Apr 22, 2026
Position Value
$99,272,852
-$13,746,950 QoQ
Shares Held
5,272,058
+26.8% QoQ
Ownership
0.875%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2023
11 quarters on record
Voting authority
Sole 96%
Shared 0%
None 4%
Common Shares in GEN Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Mar 31, 2026Pictet Asset Management Holding SA holds $5,969,487,711 across 68 Software - Infrastructure names. GEN ranks #15 (1.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
6,689,245 | $2,476,157,821 | |
| 2 | PANW |
Palo Alto Networks Inc
|
4,809,361 | $771,036,755 | |
| 3 | TWLO |
Twilio Inc
|
2,331,471 | $293,345,681 | |
| 4 | NET |
Cloudflare, Inc.
|
1,381,985 | $285,158,784 | |
| 5 | ZS |
Zscaler, Inc.
|
1,920,540 | $269,432,556 | |
| 6 | FTNT |
Fortinet, Inc.
|
3,287,041 | $268,616,990 | |
| 7 | SNPS |
Synopsys Inc
|
494,584 | $196,092,664 | |
| 8 | OKTA |
Okta, Inc.
|
2,490,681 | $196,041,501 |
All Filings in GEN
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $99,272,852 | 5,272,058 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $113,019,802 | 4,156,668 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $89,108,743 | 3,138,737 | Shares | Sole | 2025-11-18 | |
| 2025-06-30 | $97,944,924 | 3,331,460 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $97,628,637 | 3,678,547 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $162,809,721 | 5,946,301 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $196,143,070 | 7,150,677 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $173,205,774 | 6,933,778 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $151,041,945 | 6,742,944 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $141,480,074 | 6,199,828 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $109,579,667 | 6,197,945 | Shares | Sole | 2023-11-14 | |
| No filing history on record for this holder in this stock. | ||||||