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WORMSER FRERES GESTION 13F holdings

Filed 2026-07-16 · WORMSER FRERES GESTION · 66 positions · $177.0M

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TickerCompanySharesValue% of portfolio
GOOGLALPHABET INC40.6K$14.8M8.4%
AMZNAMAZON COM INC53.5K$13.0M7.3%
PANWPALO ALTO NETWORKS INC33.7K$11.9M6.7%
TMOTHERMO FISHER SCIENTIFIC INC21.8K$11.2M6.3%
VVISA INC31.4K$11.1M6.3%
MSFTMICROSOFT CORP27.2K$10.4M5.9%
VRTVERTIV HOLDINGS CO31.4K$10.1M5.7%
SYKSTRYKER CORPORATION30.1K$9.7M5.5%
CDNSCADENCE DESIGN SYSTEM INC25.1K$9.3M5.3%
EMREMERSON ELEC CO63.8K$9.0M5.1%
ECLECOLAB INC31.2K$8.8M5.0%
EWEDWARDS LIFESCIENCES CORP90.8K$8.5M4.8%
NOWSERVICENOW INC78.6K$8.3M4.7%
ISRGINTUITIVE SURGICAL INC17.9K$7.6M4.3%
NVDANVIDIA CORPORATION36.8K$7.2M4.1%
AVGOBROADCOM INC16.3K$6.1M3.4%
MSCIMSCI INC8.0K$4.8M2.7%
—ALCON AG41.6K$2.8M1.6%
IAUISHARES GOLD TR35.9K$2.8M1.6%
RACEFERRARI N V3.1K$1.1M0.6%
ICLNISHARES TR52.2K$1.1M0.6%
KLACKLA CORP3.6K$1.0M0.6%
MSIMOTOROLA SOLUTIONS INC1.8K$736,2980.4%
LLYELI LILLY & CO560$671,1930.4%
XYLXYLEM INC5.6K$664,9230.4%
TIPISHARES TR3.3K$355,2090.2%
TLTISHARES TR4.1K$354,1280.2%
ITRIITRON INC4.1K$351,3700.2%
DHRDANAHER CORP DEL1.7K$326,1890.2%
ABTABBOTT LABORATORIES2.6K$239,7880.1%
ANETARISTA NETWORKS INC1.3K$230,7200.1%
SGOVISHARES TR2.3K$229,5840.1%
XLESELECT SECTOR SPDR TR3.9K$204,6790.1%
TSMTAIWAN SEMICONDUCTOR MANUFAC368$164,1180.1%
IBHGISHARES TR7.3K$159,5730.1%
PTCPTC INC1.2K$149,1380.1%
GOOGALPHABET INC396$144,2340.1%
MCHIISHARES TR2.8K$140,6080.1%
IBHHISHARES TR5.7K$133,7960.1%
AAPLAPPLE INC400$124,8330.1%
IDXXIDEXX LABS INC210$115,5770.1%
COPXGLOBAL X FDS926$70,8470.0%
XMESPDR SERIES TRUST638$66,9490.0%
VEGIISHARES INC1.5K$66,1630.0%
SPOTSPOTIFY TECHNOLOGY S A132$60,6050.0%
ZTSZOETIS INC679$50,2980.0%
VEEVVEEVA SYS INC191$33,8960.0%
AMATAPPLIED MATLS INC44$31,8120.0%
MOOVANECK ETF TRUST351$28,3470.0%
UNHUNITEDHEALTH GROUP INC65$27,0150.0%
LRCXLAM RESEARCH CORP51$22,0990.0%
INTCINTEL CORP175$21,3450.0%
BSXBOSTON SCIENTIFIC CORP463$19,7600.0%
CRDOCREDO TECHNOLOGY GROUP HOLDI71$19,3080.0%
ILMNILLUMINA INC105$18,4620.0%
ARMARM HOLDINGS PLC52$18,4370.0%
FTNTFORTINET INC118$18,1270.0%
TERTERADYNE INC36$17,4180.0%
MDBMONGODB INC51$17,1300.0%
DDOGDATADOG INC64$16,6630.0%
Top Fund Holdings
13F
Top Fund Holdings

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13F data from SEC EDGAR. Quotes are delayed and not for trading. Not investment advice.

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13F data from SEC EDGAR. Quotes are delayed and not for trading. Not investment advice.
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