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Home > Institutional Investor > Wormser Freres Gestion > Profile

Instuitional Investor - Wormser Freres Gestion

Fund Profile
Filing Period:
Fund Name: Wormser Freres Gestion
Portfolio Value $180,762,026
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Alphabet Inc.
 GOOGL 40,850 $14,056,378 7.78%
2.
Microsoft Corp
 MSFT 27,027 $13,862,877 7.67%
3.
Amazon Com Inc
 AMZN 47,108 $11,737,643 6.49%
4.
Nvidia Corp
 NVDA 49,867 $11,389,226 6.3%
5.
Visa Inc.
 V 31,281 $11,240,833 6.22%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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Past performance does not guarantee future returns. Click to see how the portfolio is constructed.