WORMSER FRERES GESTION: 13F holdings
CIK 20512882026Q2
| Positions | 66 |
|---|---|
| Reported value | $177.0m |
| Filed | 2026-07-16 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| GOOGL ALPHABET INC | 40,639 | $14.8m | 8.4% |
| AMZN AMAZON COM INC | 53,526 | $13.0m | 7.3% |
| PANW PALO ALTO NETWORKS INC | 33,740 | $11.9m | 6.7% |
| TMO THERMO FISHER SCIENTIFIC INC | 21,764 | $11.2m | 6.3% |
| V VISA INC | 31,374 | $11.1m | 6.3% |
| MSFT MICROSOFT CORP | 27,191 | $10.4m | 5.9% |
| VRT VERTIV HOLDINGS CO | 31,408 | $10.1m | 5.7% |
| SYK STRYKER CORPORATION | 30,055 | $9.7m | 5.5% |
| CDNS CADENCE DESIGN SYSTEM INC | 25,056 | $9.3m | 5.3% |
| EMR EMERSON ELEC CO | 63,773 | $9.0m | 5.1% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2051288")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.