13F Insight
DOSSIER · 13F-HR · Q2 2026

WORMSER FRERES GESTION

$177M in tracked AUM across 66 positions as of Q2 2026.

WF
CIK 0002051288 · last filed Jun 30, 2026
Total AUM
$177M
as of Q2 2026
Holdings
66
—
positions
Whale Score
65
65
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

WORMSER FRERES GESTION filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
GOOGL
ALPHABET INC
$15M41K8.4%02
AMZN
AMAZON COM INC
$13M54K7.3%03
PANW
PALO ALTO NETWORKS INC
$12M34K6.7%04
TMO
THERMO FISHER SCIENTIFIC INC
$11M22K6.3%05
V
VISA INC
$11M31K6.3%06
MSFT
MICROSOFT CORP
$10M27K5.9%07
VRT
VERTIV HOLDINGS CO
$10M31K5.7%08
SYK
STRYKER CORPORATION
$10M30K5.5%09
CDNS
CADENCE DESIGN SYSTEM INC
$9M25K5.3%10
EMR
EMERSON ELEC CO
$9M64K5.1%

Filing history

2026Q2Jun 30
$177M▲ 27.8%
66 positionsView →2026Q1Mar 31
$139M▼ 21.3%
42 positionsView →2025Q4Dec 31
$176M▼ 2.1%
44 positionsView →2025Q3Sep 30
$180M▲ 7.0%
49 positionsView →2025Q2Jun 30
$168M▲ 2.8%
48 positionsLocked2025Q1Mar 31
$163M▼ 2.9%
49 positionsLocked2024Q4Dec 31
$168M▲ 2.7%
48 positionsLocked2024Q3Sep 30
$164M▲ 6.8%
45 positionsLocked2024Q2Jun 30
$153M▲ 5.0%
46 positionsLocked2024Q1Mar 31
$146M▲ 18.5%
42 positionsLocked2023Q4Dec 31
$123M—
43 positionsLocked