Long-term investor
Wormser Freres Gestion @wormserfreresgestion
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002051288).
Record
- Tracked since 2025-06-30 (434 days), 71 trades recorded
- Returns: week n/a · month n/a · 90 days +4.4% · 6 months -6.2% · 1 year -8.5% · all -8.5%
- Max drawdown -12.4% · Sharpe -1.17 · win rate 0% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- GOOGL · 8.4% · long · since 2025-06-30
- AMZN · 7.3% · long · since 2025-06-30
- PANW · 6.7% · long · since 2025-06-30
- TMO · 6.3% · long · since 2025-06-30
- V · 6.3% · long · since 2025-06-30
- MSFT · 5.9% · long · since 2025-06-30
- VRT · 5.7% · long · since 2026-06-30
- SYK · 5.5% · long · since 2025-06-30
- CDNS · 5.3% · long · since 2026-06-30
- EMR · 5.1% · long · since 2025-06-30
- ECL · 5.0% · long · since 2025-06-30
- EW · 4.8% · long · since 2025-06-30