Fund HoldingsWORMSER FRERES GESTION

Total Portfolio Value
$177.02M
Total Bought
$66.46M
Total Sold
$33.71M
Net Transaction
+$32.75M
Filing Period:
Securities
SharesValue ($K)
Q1 2026
Q2 2026
Change
Q1 2026
Q2 2026
Weight (%)
Change
VERTIV HOLDINGS CO(VRT)031,408+31,408010,0765.69%+10,076
CADENCE DESIGN SYSTEM INC(CDNS)025,056+25,05609,3485.28%+9,348
SERVICENOW INC(NOW)078,622+78,62208,3464.71%+8,346
NVIDIA CORPORATION(NVDA)036,777+36,77707,2244.08%+7,224
BROADCOM INC(AVGO)016,306+16,30606,0993.45%+6,099
MSCI INC07,981+7,98104,7842.70%+4,784
ALPHABET INC(GOOG)38,65540,639+1,98411,35814,7988.36%+3,440
INTUITIVE SURGICAL INC9,38117,929+8,5484,4217,6304.31%+3,209
EMERSON ELEC CO(EMR)44,44963,773+19,3245,9549,0345.10%+3,081
PALO ALTO NETWORKS INC(PANW)54,13533,740-20,3958,87211,9386.74%+3,065
AMAZON COM INC(AMZN)51,41153,526+2,11510,94713,0037.35%+2,056
VISA INC(V)31,28431,374+909,66611,1096.28%+1,443
EDWARDS LIFESCIENCES CORP88,91090,770+1,8607,2778,5434.83%+1,266
ECOLAB INC(ECL)29,02631,234+2,2087,8948,8164.98%+922
KLA CORP(KLAC)1563,576+3,4202351,0040.57%+769
MICROSOFT CORP(MSFT)26,15527,191+1,0369,89810,4225.89%+524
THERMO FISHER SCIENTIFIC INC(TMO)21,36721,764+39710,73711,1826.32%+445
ISHARES TR03,285+3,28503550.20%+355
ISHARES TR04,149+4,14903540.20%+354
ISHARES TR41,35652,235+10,8797731,0620.60%+289
MOTOROLA SOLUTIONS INC(MSI)1,0951,750+6554867360.42%+251
ARISTA NETWORKS INC(ANET)01,339+1,33902310.13%+231
ISHARES TR02,290+2,29002300.13%+230
SELECT SECTOR SPDR TR
ST STR ENERG ETF
03,853+3,85302050.12%+205
TAIWAN SEMICONDUCTOR MANUFAC(TSM)0368+36801640.09%+164
ISHARES TR07,270+7,27001600.09%+160
ISHARES TR
MSCI CHINA ETF
02,767+2,76701410.08%+141
ISHARES TR05,721+5,72101340.08%+134
FERRARI N V
COM
3,0883,056-321,0511,1460.65%+95
GLOBAL X FDS
GLOBAL X COPPER
0926+9260710.04%+71
SPDR SERIES TRUST
ST STR SP METAL
0638+6380670.04%+67
ISHARES INC01,500+1,5000660.04%+66
SPOTIFY TECHNOLOGY S A(SPOT)0132+1320610.03%+61
ELI LILLY & CO(LLY)654560-946156710.38%+56
APPLIED MATLS INC044+440320.02%+32
ALPHABET INC(GOOG)39639601161440.08%+28
LAM RESEARCH CORP(LRCX)051+510220.01%+22
APPLE INC(AAPL)40040001041250.07%+21
BOSTON SCIENTIFIC CORP(BSX)0463+4630200.01%+20
CREDO TECHNOLOGY GROUP HOLDI
ORDINARY SHARES
071+710190.01%+19
ARM HOLDINGS PLC052+520180.01%+18
FORTINET INC(FTNT)0118+1180180.01%+18
TERADYNE INC(TER)036+360170.01%+17
MONGODB INC(MDB)051+510170.01%+17
DATADOG INC(DDOG)064+640170.01%+17
CLOUDFLARE INC(NET)066+660160.01%+16
SNOWFLAKE INC(SNOW)062+620160.01%+16
XYLEM INC(XYL)5,3265,597+2716506650.38%+15
LUMENTUM HLDGS INC(LITE)016+160140.01%+14
INTEL CORP(INTC)17517508210.01%+13
FAIR ISAAC CORP(FICO)09+90110.01%+11
UNITEDHEALTH GROUP INC(UNH)6565018270.02%+9
ILLUMINA INC(ILMN)85105+2011180.01%+8
AUTODESK INC028+28050.00%+5
VEEVA SYS INC(VEEV)173191+1831340.02%+3
ALIGN TECHNOLOGY INC5959010100.01%-0
IDEXX LABS INC(IDXX)205210+51181160.07%-2
ORACLE CORP(ORCL)270-2740-4
ITRON INC(ITRI)3,8844,059+1753563510.20%-4
SALESFORCE INC(CRM)240-2450-5
ACCENTURE PLC IRELAND
SHS CLASS A
350-3570-7
STRYKER CORPORATION(SYK)28,92230,055+1,1339,7169,6865.47%-30
VANECK ETF TRUST
AGRIBUSINESS ETF
700351-34960280.02%-31
VERISK ANALYTICS INC(VRSK)2810-281540-54
ISHARES INC1,5000-1,500690-69
ABBOTT LABORATORIES3,7992,591-1,2083992400.14%-159
SPDR SERIES TRUST
ST STR SP METAL
1,5350-1,5351620-162
ZOETIS INC(ZTS)2,138679-1,459258500.03%-208
ISHARES GOLD TR(IAU)35,22035,935+7153,1052,7591.56%-346
SELECT SECTOR SPDR TR
ST STR ENERG ETF
3,8530-3,8533620-362
MSCI INC(MSCI)7,9080-7,9084,3580-4,358
ALCON AG(ALC)95,23141,575-53,6567,2152,8241.59%-4,392
NVIDIA CORPORATION(NVDA)35,4750-35,4756,3250-6,325
DANAHER CORP DEL(DHR)36,8801,697-35,1837,1493260.18%-6,822
PTC INC(PTC)52,7291,203-51,5267,6811490.08%-7,532
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