We are live on ! Find out more
LFG

Lazard Frères Gestion Portfolio holdings

AUM $5.77B
1-Year Est. Return 23.8%
This Fund
S&P 500
This Quarter Est. Return
+15.36%
1 Year Est. Return
+23.8%
3 Year Est. Return
+77.58%
5 Year Est. Return
+103.46%
10 Year Est. Return
–
AUM
$5.77B
AUM Growth
+$700M
Cap. Flow
+$261M
Cap. Flow %
4.53%
Top 10 Hldgs %
55%
Holding
129
New
6
Increased
50
Reduced
33
Closed
14

Top Buys

Rank Stock Value
1
NVDA icon
NVIDIA
NVDA
+$93.7M
2
META icon
Meta Platforms (Facebook)
META
+$65.8M
3
MSFT icon
Microsoft
MSFT
+$43.1M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$31.4M
5
AVGO icon
Broadcom
AVGO
+$30M

Top Sells

Rank Stock Value
1
ACN icon
Accenture
ACN
+$39.5M
2
AMAT icon
Applied Materials
AMAT
+$37M
3
BDX icon
Becton Dickinson
BDX
+$26.6M
4
HON icon
Honeywell
HON
+$25.4M
5
KLAC icon
KLA
KLAC
+$18.4M

Sector Composition

Rank Sector Weight
1 Technology 36.6%
2 Communication Services 13.7%
3 Financials 11.69%
4 Consumer Discretionary 10.06%
5 Healthcare 9.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
AMD icon
51
Advanced Micro Devices
AMD
$745B
$9.04M 0.16%
15,571
-2,096
-12% -$859K
SUNB
52
Sunbelt Rentals Holdings
SUNB
$27.1B
$8M 0.14%
+106,911
New +$8.02M
PG icon
53
Procter & Gamble
PG
$341B
$7.41M 0.13%
50,500
– –
QQQ icon
54
Invesco QQQ Trust
QQQ
$488B
$6.3M 0.11%
8,561
+3,759
+78% +$2.59M
ARM icon
55
Arm
ARM
$259B
$4.41M 0.08%
12,430
+90
+0.7% +$23.9K
PLD icon
56
Prologis
PLD
$131B
$2.77M 0.05%
20,490
+2,350
+13% +$333K
CDNS icon
57
Cadence Design Systems
CDNS
$84B
$2.58M 0.04%
6,870
+50
+0.7% +$17.5K
NFLX icon
58
Netflix
NFLX
$344B
$2.46M 0.04%
34,500
+200
+0.6% +$17.6K
IVV icon
59
iShares Core S&P 500 ETF
IVV
$892B
$2.36M 0.04%
3,150
– –
AXP icon
60
American Express
AXP
$223B
$2.19M 0.04%
6,460
– –
BAC icon
61
Bank of America
BAC
$441B
$2.15M 0.04%
37,836
-503
-1% -$26.8K
PWR icon
62
Quanta Services
PWR
$93.2B
$1.99M 0.03%
2,770
-300
-10% -$205K
HLT icon
63
Hilton Worldwide
HLT
$70.7B
$1.96M 0.03%
5,920
+400
+7% +$131K
JCI icon
64
Johnson Controls International
JCI
$86.2B
$1.91M 0.03%
13,085
-1,700
-11% -$240K
HD icon
65
Home Depot
HD
$317B
$1.86M 0.03%
5,270
-5,890
-53% -$1.92M
WM icon
66
Waste Management
WM
$88.6B
$1.69M 0.03%
7,596
+1,430
+23% +$318K
NOW icon
67
ServiceNow
NOW
$151B
$1.68M 0.03%
16,945
+120
+0.7% +$11.9K
UBER icon
68
Uber
UBER
$155B
$1.68M 0.03%
23,300
+180
+0.8% +$13.2K
AWK icon
69
American Water Works
AWK
$28B
$1.68M 0.03%
12,750
+1,700
+15% +$218K
RSP icon
70
Invesco S&P 500 Equal Weight ETF
RSP
$100B
$1.57M 0.03%
7,400
– –
CRM icon
71
Salesforce
CRM
$218B
$1.54M 0.03%
9,840
-2,605
-21% -$458K
SNPS icon
72
Synopsys
SNPS
$79.8B
$1.54M 0.03%
3,450
-1,330
-28% -$625K
VRSK icon
73
Verisk Analytics
VRSK
$24.8B
$1.24M 0.02%
6,880
+50
+0.7% +$8.81K
XYL icon
74
Xylem
XYL
$25.2B
$1.19M 0.02%
10,100
+1,750
+21% +$202K
CBOE icon
75
Cboe Global Markets
CBOE
$31.2B
$1.18M 0.02%
4,850
– –
1 2
3
4 5

Similar funds

CCM
Carronade Capital Management Darien, Connecticut $5.77B AUM 89.67% 1-Year Est. Return
SCM
Snyder Capital Management San Francisco, California $5.79B AUM 33.56% 1-Year Est. Return
DWA
Douglass Winthrop Advisors New York $5.8B AUM 11.8% 1-Year Est. Return
SAG
Susquehanna Advisors Group Bala Cynwyd, Pennsylvania $5.75B AUM 39.93% 1-Year Est. Return
NCM
Nearwater Capital Markets Dublin 4, Dublin, Ireland $5.8B AUM 88.72% 1-Year Est. Return
JWCA
J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return
HP
Hancock Prospecting West Perth, Australia $5.71B AUM 63.42% 1-Year Est. Return
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return

Lazard Frères Gestion's Q2 2026 Portfolio in Review

As of Q2 2026, Lazard Frères Gestion held 129 positions worth $5.77B, up 14% from $5.07B the previous quarter. Its ten largest holdings account for 55% of the portfolio.

Lazard Frères Gestion deployed $261M of net new capital in Q2 2026, opening 6 new positions and adding to 50 existing holdings. Its largest new stake was Smurfit Westrock: 608,900 shares worth $28.2M.

By sector, the portfolio is most concentrated in Technology at 37% of assets, up from 33% a quarter earlier, followed by Communication Services and Financials.

On the sell side, the largest reduction was Accenture, an estimated $39.5M trimmed.

  • Lazard Frères Gestion's largest Q2 2026 buy was Smurfit Westrock: 608,900 shares worth $28.2M.
  • Lazard Frères Gestion added most to NVIDIA in Q2 2026, an estimated $93.7M increase.
  • Lazard Frères Gestion's biggest Q2 2026 reduction was Accenture, cutting an estimated $39.5M.
  • Lazard Frères Gestion fully exited Applovin in Q2 2026, selling an estimated $1.63M.
  • Lazard Frères Gestion's ten largest holdings make up 55% of its $5.77B portfolio in Q2 2026.
  • Lazard Frères Gestion opened 6 new positions and closed 14 in Q2 2026.
  • Lazard Frères Gestion's portfolio value rose 14% quarter-over-quarter to $5.77B.

Based on Lazard Frères Gestion's 13F filing for Q2 2026, filed 6 Aug 2026.