Stock Taper

WORMSER FRERES GESTION

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Cloudflare, Inc.NET66$16.19K
UnitedHealth Group IncorporatedUNH65$27.02K
Datadog, Inc.DDOG64$16.66K
Snowflake Inc.SNOW62$15.78K
Align Technology, Inc.ALGN59$9.95K
Arm Holdings plc American Depositary SharesARM52$18.44K
Lam Research CorporationLRCX51$22.1K
MongoDB, Inc.MDB51$17.13K
Applied Materials, Inc.AMAT44$31.81K
Teradyne, Inc.TER36$17.42K
Autodesk, Inc.ADSK28$5.44K
Lumentum Holdings Inc.LITE16$13.73K
Fair Isaac CorporationFICO9$10.75K