Stock Taper 
WORMSER FRERES GESTION
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Fair Isaac Corporation | FICO | 9 | $10.75K |
 Lumentum Holdings Inc. | LITE | 16 | $13.73K |
 Autodesk, Inc. | ADSK | 28 | $5.44K |
 Teradyne, Inc. | TER | 36 | $17.42K |
 Applied Materials, Inc. | AMAT | 44 | $31.81K |
 MongoDB, Inc. | MDB | 51 | $17.13K |
 Lam Research Corporation | LRCX | 51 | $22.1K |
 Arm Holdings plc American Depositary Shares | ARM | 52 | $18.44K |
 Align Technology, Inc. | ALGN | 59 | $9.95K |
 Snowflake Inc. | SNOW | 62 | $15.78K |
 Datadog, Inc. | DDOG | 64 | $16.66K |
 UnitedHealth Group Incorporated | UNH | 65 | $27.02K |
 Cloudflare, Inc. | NET | 66 | $16.19K |
 Credo Technology Group Holding Ltd | CRDO | 71 | $19.31K |
 Illumina, Inc. | ILMN | 105 | $18.46K |
 Fortinet, Inc. | FTNT | 118 | $18.13K |
 Spotify Technology S.A. | SPOT | 132 | $60.6K |
 Intel Corp. | INTC | 175 | $21.34K |
 Veeva Systems Inc. | VEEV | 191 | $33.9K |
 IDEXX Laboratories, Inc. | IDXX | 210 | $115.58K |