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Funds / Wormser Freres Gestion
Institutional Fund

Wormser Freres Gestion

Paris, FranceCIK 20512885 filings on record

Portfolio Value
$138.53M
Q1 2026
Holdings
42
Reported positions
New Buys
0
Opened this quarter
QoQ Change
-21.3%
from $176.00M

Portfolio Value Trend

Reported 13F value by quarter

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Top Allocations

Largest positions by weight

  • Alphabet Inc8.2%
  • Amazon Com Inc7.9%
  • Thermo Fisher Scientific Inc7.8%
  • Microsoft Corp7.1%
  • Stryker Corporation7.0%
  • Visa Inc7.0%
  • Other55.0%

Portfolio Holdings

42 positions · Q1 2026

#SecuritySharesValue% Port.Δ SharesActivity
1Alphabet Inc38.7K$11.36M8.2%+1.1KAdded
2Amazon Com Inc51.4K$10.95M7.9%1.4KReduced
3Thermo Fisher Scientific Inc21.4K$10.74M7.8%639Reduced
4Microsoft Corp26.2K$9.90M7.1%94Reduced
5Stryker Corporation28.9K$9.72M7.0%+624Added
6Visa Inc31.3K$9.67M7.0%+147Added
7Palo Alto Networks Inc54.1K$8.87M6.4%+79Added
8Ecolab Inc29.0K$7.89M5.7%931Reduced
9Ptc Inc52.7K$7.68M5.5%2.8KReduced
10Edwards Lifesciences Corp88.9K$7.28M5.3%2.9KReduced

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