Wormser Freres Gestion has filed a Form 13F-HR with the Securities and Exchange Commission, disclosing its equity portfolio as of September 30, 2026. The filing lists Lionel Daguzan as the President of the firm, which is headquartered at 7-11 Boulevard Haussmann in Paris, France.
The information table details a total of 71 positions held by the firm during the reporting period. The portfolio is dominated by technology equities, with significant holdings in major U.S. companies. The largest position is in Microsoft Corporation, where the firm holds 13,862,877 shares. Other major technology holdings include NVIDIA Corporation with 11,389,226 shares, Alphabet Inc. Class A with 14,056,378 shares, and Visa Inc. Class A with 11,240,833 shares.
The filing also lists substantial positions in other industrial and healthcare sectors. Eli Lilly & Co. is held at 702,348 shares, while Thermo Fisher Scientific Inc. is held at 10,018,938 shares. The portfolio also includes substantial stakes in semiconductor and software companies such as Taiwan Semiconductor Manufacturing Co., Broadcom Inc., and Salesforce Inc.
In addition to common stocks, the filing reports holdings in various exchange-traded funds (ETFs). These include the iShares Gold Trust, the iShares MSCI China ETF, and the iShares 20 Year Treasury Bond ETF. The firm also holds shares in the SPDR S&P 500 ETF Trust and the Vanguard Agribusiness ETF.
