StockDrifts LogoStockDrifts

Wormser Freres Gestion

Portfolio Manager
Wormser Freres Gestion
Performance
-13.48% (2026 Q1)
AUM (13F)
$138.53M
# of Holdings
42
Performance Rank
Allocation (Top 20)
97.48%

Wormser Freres Gestion Holdings Map

Top 42 Wormser Freres Gestion Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
GOOGL
ALPHABET INC
8.2%38.7K$11.4M
+2.92%(+1.10K)
2025-Q1: 37.7K shares2025-Q2: 37.4K shares2025-Q3: 38.4K shares2025-Q4: 37.6K shares2026-Q1: 38.7K shares
$143.26(+171.14%)
2026-03-31
AMZN
AMAZON COM INC
7.9%51.4K$10.9M
-2.64%(-1.39K)
2025-Q1: 52.0K shares2025-Q2: 51.3K shares2025-Q3: 52.6K shares2025-Q4: 52.8K shares2026-Q1: 51.4K shares
$146.40(+86.86%)
2026-03-31
TMO
THERMO FISHER SCIENTIFIC INC
7.75%21.4K$10.7M
-2.90%(-639)
2025-Q1: 15.3K shares2025-Q2: 20.8K shares2025-Q3: 21.7K shares2025-Q4: 22.0K shares2026-Q1: 21.4K shares
$504.00(-7.39%)
2026-03-31
MSFT
MICROSOFT CORP
7.14%26.2K$9.9M
-0.36%(-94)
2025-Q1: 27.2K shares2025-Q2: 26.5K shares2025-Q3: 26.7K shares2025-Q4: 26.2K shares2026-Q1: 26.2K shares
$392.97(+4.69%)
2026-03-31
SYK
STRYKER CORPORATION
7.01%28.9K$9.7M
+2.21%(+624)
2025-Q1: 26.4K shares2025-Q2: 26.0K shares2025-Q3: 27.2K shares2025-Q4: 28.3K shares2026-Q1: 28.9K shares
$303.94(-2.86%)
2026-03-31
V
VISA INC
6.98%31.3K$9.7M
+0.47%(+147)
2025-Q1: 36.0K shares2025-Q2: 29.6K shares2025-Q3: 30.5K shares2025-Q4: 31.1K shares2026-Q1: 31.3K shares
$254.81(+26.38%)
2026-03-31
PANW
PALO ALTO NETWORKS INC
6.4%54.1K$8.9M
+0.15%(+79)
2025-Q1: 19.5K shares2025-Q2: 49.3K shares2025-Q3: 54.4K shares2025-Q4: 54.1K shares2026-Q1: 54.1K shares
$185.40(-0.77%)
2026-03-31
ECL
ECOLAB INC
5.7%29.0K$7.9M
-3.11%(-931)
2025-Q1: 32.3K shares2025-Q2: 30.0K shares2025-Q3: 30.6K shares2025-Q4: 30.0K shares2026-Q1: 29.0K shares
$192.52(+33.83%)
2026-03-31
PTC
PTC INC
5.54%52.7K$7.7M
-5.08%(-2.82K)
2025-Q1: 52.2K shares2025-Q2: 52.4K shares2025-Q3: 53.0K shares2025-Q4: 55.6K shares2026-Q1: 52.7K shares
$161.97(-15.08%)
2026-03-31
EW
EDWARDS LIFESCIENCES CORP
5.25%88.9K$7.3M
-3.20%(-2.94K)
2025-Q1: 91.8K shares2025-Q2: 91.4K shares2025-Q3: 94.5K shares2025-Q4: 91.9K shares2026-Q1: 88.9K shares
$78.52(+5.59%)
2026-03-31

Unlock alerts, watchlists & AI chat

Sign up free to track Wormser Freres Gestion, compare funds side by side, and get alerts the moment positions change.

More 13F analyses

View all