WORMSER FRERES GESTION Concentrated Active

Location: Paris, France

CIK: 0002051288 · Show all filings

Period: Q1 2026 (← Previous) (Next →)

Filing Date: Apr 15, 2026

Total Value: $139M (100.0% shares, 0.0% debt)

Holdings (42)

GOOGL ALPHABET INC 8.2%
Value $11.36M Shares 38,655 Est. Cost $141.82 Unrealized +128.0%
AMZN AMAZON COM INC 7.9%
Value $10.95M Shares 51,411 Est. Cost $146.73 Unrealized +54.6%
TMO THERMO FISHER SCIENTIFIC INC 7.8%
Value $10.74M Shares 21,367 Est. Cost $475.47 Unrealized +20.8%
MSFT MICROSOFT CORP 7.1%
Value $9.898M Shares 26,155 Est. Cost $393.59 Unrealized +10.4%
SYK STRYKER CORPORATION 7.0%
Value $9.716M Shares 28,922 Est. Cost $296.18 Unrealized +23.1%
V VISA INC 7.0%
Value $9.666M Shares 31,284 Est. Cost $252.07 Unrealized +30.6%
PANW PALO ALTO NETWORKS INC 6.4%
Value $8.872M Shares 54,135 Est. Cost $185.76 Unrealized -7.3%
ECL ECOLAB INC 5.7%
Value $7.894M Shares 29,026 Est. Cost $185.14 Unrealized +54.6%
PTC PTC INC 5.5%
Value $7.681M Shares 52,729 Est. Cost $157.65 Unrealized +2.1%
EW EDWARDS LIFESCIENCES CORP 5.3%
Value $7.277M Shares 88,910 Est. Cost $75.91 Unrealized +7.9%
ALC ALCON AG 5.2%
Value $7.215M Shares 95,231 Est. Cost $74.82 Unrealized +7.6%
DHR DANAHER CORP DEL 5.2%
Value $7.149M Shares 36,880 Est. Cost $219.13 Unrealized +2.5%
NVDA NVIDIA CORPORATION 4.6%
Value $6.325M Shares 35,475 Est. Cost $186.63 Unrealized 0.0%
EMR EMERSON ELEC CO 4.3%
Value $5.954M Shares 44,449 Est. Cost $146.21 Unrealized +1.5%
ISRG INTUITIVE SURGICAL INC 3.2%
Value $4.421M Shares 9,381 Est. Cost $450.86 Unrealized +15.6%
MSCI MSCI INC 3.1%
Value $4.358M Shares 7,908 Est. Cost $569.29 Unrealized 0.0%
IAU ISHARES GOLD TR 2.2%
Value $3.105M Shares 35,220 Est. Cost $46.77 Unrealized
RACE FERRARI N V 0.8%
Value $1.051M Shares 3,088 Est. Cost $378.96 Unrealized -5.9%
ICLN ISHARES TR 0.6%
Value $773K Shares 41,356 Est. Cost $17.82 Unrealized
XYL XYLEM INC 0.5%
Value $650K Shares 5,326 Est. Cost $105.97 Unrealized +28.8%
LLY ELI LILLY & CO 0.4%
Value $615K Shares 654 Est. Cost $852.83 Unrealized +22.8%
MSI MOTOROLA SOLUTIONS INC 0.4%
Value $486K Shares 1,095 Est. Cost $372.09 Unrealized +11.8%
ABT ABBOTT LABORATORIES 0.3%
Value $399K Shares 3,799 Est. Cost $126.78 Unrealized -9.0%
XLE SELECT SECTOR SPDR TR 0.3%
Value $362K Shares 3,853 Est. Cost $89.91 Unrealized
ITRI ITRON INC 0.3%
Value $356K Shares 3,884 Est. Cost $88.25 Unrealized +11.9%
ZTS ZOETIS INC 0.2%
Value $258K Shares 2,138 Est. Cost $171.40 Unrealized -26.5%
KLAC KLA CORP 0.2%
Value $235K Shares 156 Est. Cost $723.61 Unrealized +102.0%
XME SPDR SERIES TRUST 0.1%
Value $162K Shares 1,535 Est. Cost $58.31 Unrealized
IDXX IDEXX LABS INC 0.1%
Value $118K Shares 205 Est. Cost $670.58 Unrealized -0.0%
GOOG ALPHABET INC 0.1%
Value $116K Shares 396 Est. Cost $148.07 Unrealized +118.6%
AAPL APPLE INC 0.1%
Value $104K Shares 400 Est. Cost $182.85 Unrealized +43.7%
VEGI ISHARES INC 0.0%
Value $68,703 Shares 1,500 Est. Cost $37.51 Unrealized
MOO VANECK ETF TRUST 0.0%
Value $59,595 Shares 700 Est. Cost $72.04 Unrealized
VRSK VERISK ANALYTICS INC 0.0%
Value $54,206 Shares 281 Est. Cost $203.75 Unrealized 0.0%
VEEV VEEVA SYS INC 0.0%
Value $31,055 Shares 173 Est. Cost $245.11 Unrealized -16.8%
UNH UNITEDHEALTH GROUP INC 0.0%
Value $17,973 Shares 65 Est. Cost $549.52 Unrealized -43.8%
ILMN ILLUMINA INC 0.0%
Value $10,706 Shares 85 Est. Cost $116.67 Unrealized +16.1%
ALGN ALIGN TECHNOLOGY INC 0.0%
Value $10,336 Shares 59 Est. Cost $261.48 Unrealized -33.2%
INTC INTEL CORP 0.0%
Value $7,892 Shares 175 Est. Cost $40.04 Unrealized +15.9%
ACN ACCENTURE PLC IRELAND 0.0%
Value $7,092 Shares 35 Est. Cost $311.42 Unrealized -18.7%
CRM SALESFORCE INC 0.0%
Value $4,578 Shares 24 Est. Cost $231.60 Unrealized -6.8%
ORCL ORACLE CORP 0.0%
Value $4,059 Shares 27 Est. Cost $169.61 Unrealized 0.0%