Wormser Freres Gestion
Wormser Freres Gestion reported 66 holdings worth US$177M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Jul 16, 2026
Wormser Freres Gestion reported 66 holdings worth US$177M as of Jun 30, 2026. Largest: Alphabet Inc (google) Class C, Amazon.com, Inc. and Palo Alto Networks, Inc. Filed Jul 16, 2026 (Form 13F).
- Holdings
- 66
- Value as reported
- US$177M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Alphabet Inc (google) Class C | 41,031 | US$14.9M | 8.4% |
| Amazon.com, Inc. | 53,526 | US$13M | 7.3% |
| Palo Alto Networks, Inc. | 33,740 | US$11.9M | 6.7% |
| Thermo Fisher Scientific Inc | 21,764 | US$11.2M | 6.3% |
| Visa Inc. | 31,374 | US$11.1M | 6.3% |
| Microsoft Corp. | 27,191 | US$10.4M | 5.9% |
| Vertiv Holdings, Llc | 31,408 | US$10.1M | 5.7% |
| Stryker Corporation | 30,055 | US$9.69M | 5.5% |
| Cadence Design Systems, Inc. | 25,056 | US$9.35M | 5.3% |
| Emerson Electric Company | 63,773 | US$9.03M | 5.1% |
| Ecolab Inc. | 31,234 | US$8.82M | 5.0% |
| Edwards Lifesciences Corporation | 90,770 | US$8.54M | 4.8% |
| Servicenow, Inc. | 78,622 | US$8.35M | 4.7% |
| Intuitive Surgical, Inc. | 17,929 | US$7.63M | 4.3% |
| Nvidia Corporation | 36,777 | US$7.22M | 4.1% |
| Broadcom Inc. | 16,306 | US$6.1M | 3.4% |
| Msci Inc. | 7,981 | US$4.78M | 2.7% |
| Kla Corporation | 3,576 | US$1M | 0.57% |
| Motorola Solutions, Inc. | 1,750 | US$736K | 0.42% |
| Eli Lilly And Company | 560 | US$671K | 0.38% |
| Xylem Inc. | 5,597 | US$665K | 0.38% |
| Itron, Inc. | 4,059 | US$351K | 0.20% |
| Danaher Corporation | 1,697 | US$326K | 0.18% |
| Abbott Laboratories | 2,591 | US$240K | 0.14% |
| Arista Networks, Inc. | 1,339 | US$231K | 0.13% |
| Taiwan Semiconductor Manufacturing Co., Ltd. | 368 | US$164K | 0.09% |
| Ptc Inc. | 1,203 | US$149K | 0.08% |
| Apple Inc | 400 | US$125K | 0.07% |
| Idexx Laboratories, Inc. | 210 | US$116K | 0.07% |
| Zoetis Inc. | 679 | US$50,298 | 0.03% |
| Veeva Systems Inc. | 191 | US$33,896 | 0.02% |
| Applied Materials, Inc. | 44 | US$31,812 | 0.02% |
| Unitedhealth Group Incorporated | 65 | US$27,015 | 0.02% |
| Lam Research Corporation | 51 | US$22,099 | 0.01% |
| Intel Corporation | 175 | US$21,345 | 0.01% |
| Boston Scientific Corporation | 463 | US$19,760 | 0.01% |
| Credo Technology Group Holding Ltd | 71 | US$19,308 | 0.01% |
| Illumina, Inc. | 105 | US$18,462 | 0.01% |
| Fortinet, Inc. | 118 | US$18,127 | 0.01% |
| Teradyne, Inc. | 36 | US$17,418 | <0.01% |
| Mongodb, Inc. | 51 | US$17,130 | <0.01% |
| Datadog, Inc. | 64 | US$16,663 | <0.01% |
| Cloudflare, Inc. | 66 | US$16,188 | <0.01% |
| Snowflake Inc. | 62 | US$15,779 | <0.01% |
| Lumentum Holdings Inc. | 16 | US$13,728 | <0.01% |
| Fair Isaac Corporation | 9 | US$10,753 | <0.01% |
| Align Technology, Inc. | 59 | US$9,950 | <0.01% |
| Autodesk, Inc. | 28 | US$5,443 | <0.01% |
| Salesforce, Inc. | 0 | US$0 | 0.00% |
| Verisk Analytics, Inc. | 0 | US$0 | 0.00% |
| Oracle Corporation | 0 | US$0 | 0.00% |
Source
View original at SEC
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