Fund HoldingsWORMSER FRERES GESTION

Total Portfolio Value
$146.14M
Total Bought
$24.06M
Total Sold
$4.10M
Net Transaction
+$19.96M
Filing Period:
Securities
SharesValue ($K)
Q4 2023
Q1 2024
Change
Q4 2023
Q1 2024
Weight (%)
Change
EDWARDS LIFESCIENCES CORP51,37991,452+40,0733,9508,8956.09%+4,945
ALIGN TECHNOLOGY INC12,49722,903+10,4063,3787,4085.07%+4,030
STRYKER CORPORATION(SYK)21,08324,147+3,0646,3158,7105.96%+2,395
THERMO FISHER SCIENTIFIC INC(TMO)12,41914,507+2,0886,5838,5545.85%+1,971
META PLATFORMS INC(META)11,10411,305+2013,8945,7603.94%+1,865
ECOLAB INC(ECL)26,61729,987+3,3705,2857,0404.82%+1,756
AMAZON COM INC(AMZN)48,38648,178-2087,3318,9556.13%+1,624
ALPHABET INC(GOOG)56,63558,014+1,3797,8469,1896.29%+1,343
QIAGEN NV(QGEN)020,920+20,92009110.62%+911
VISA INC(V)32,26032,444+1848,4019,2986.36%+897
PTC INC(PTC)45,57345,915+3427,9608,8316.04%+870
ISHARES GOLD TR(IAU)35,20045,250+10,0501,3561,9691.35%+613
ALCON AG(ALC)91,58090,129-1,4517,1697,5825.19%+413
MICROSOFT CORP(MSFT)8,8718,604-2673,3143,7212.55%+407
FERRARI N V
COM
4,4424,274-1681,5331,8671.28%+333
ACCENTURE PLC IRELAND
SHS CLASS A
25,78726,632+8459,0329,2546.33%+222
XYLEM INC(XYL)5,4065,693+2875907530.52%+162
ILLUMINA INC(ILMN)24,74026,387+1,6473,4033,5292.41%+126
ITRON INC(ITRI)2,9003,502+6022193260.22%+107
MOTOROLA SOLUTIONS INC(MSI)489692+2031532510.17%+98
INTUITIVE SURGICAL INC1,6541,571-835496370.44%+88
DANAHER CORPORATION(DHR)4,2734,196-779921,0710.73%+79
TETRA TECH INC NEW(TTEK)9931,243+2501662400.16%+75
COMCAST CORP NEW(CCZ)109,972113,343+3,3714,8494,9073.36%+58
JOHNSON CTLS INTL PLC
SHS
1,4502,023+573821350.09%+53
EMERSON ELEC CO(EMR)1,3751,37501261600.11%+34
FIRST SOLAR INC(FSLR)500631+131851090.07%+24
SELECT SECTOR SPDR TR
ST STR ENERG ETF
1,0001,000084990.07%+16
SPDR SER TR
ST STR SP METAL
1,0001,000060630.04%+3
ALPHABET INC(GOOG)1,9191,694-2252702720.19%+2
ISHARES INC750750029300.02%+1
JOHNSON & JOHNSON(JNJ)6262010100.01%0
VANECK ETF TRUST
AGRIBUSINESS ETF
350350027270.02%0
CAPRI HOLDINGS LIMITED
SHS
1301300760.00%-1
INTEL CORP(INTC)275275014120.01%-1
ISHARES TR3,5003,500054500.03%-5
UNITEDHEALTH GROUP INC(UNH)3225-717120.01%-5
MCDONALDS CORP(MCD)5033-171590.01%-5
ROSS STORES INC(ROST)3680-368510-51
ISHARES TR
BROAD USD HIGH
2,9000-2,9001050-105
NIKE INC(NKE)29,82834,050+4,2223,3483,2082.20%-140
APPLE INC(AAPL)38,80439,908+1,1047,5236,9494.76%-573
ZOETIS INC(ZTS)38,50239,888+1,3867,6236,7954.65%-827
SALESFORCE INC(CRM)36,25727,337-8,9209,5228,5335.84%-989
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