We are live on ! Find out more
LFG

Lazard Frères Gestion Portfolio holdings

AUM $5.07B
1-Year Est. Return 20.66%
This Fund
S&P 500
This Quarter Est. Return
+7.47%
1 Year Est. Return
+20.66%
3 Year Est. Return
+67.07%
5 Year Est. Return
+91.26%
10 Year Est. Return
–
AUM
$5.25B
AUM Growth
+$465M
Cap. Flow
+$929M
Cap. Flow %
17.68%
Top 10 Hldgs %
50.83%
Holding
115
New
26
Increased
36
Reduced
29
Closed
3

Top Buys

Rank Stock Value
1
NVDA icon
NVIDIA
NVDA
+$251M
2
PH icon
Parker-Hannifin
PH
+$101M
3
MRK icon
Merck
MRK
+$96.5M
4
EL icon
Estee Lauder
EL
+$73.1M
5
AVGO icon
Broadcom
AVGO
+$64.9M

Top Sells

Rank Stock Value
1
KLAC icon
KLA
KLAC
+$11.8M
2
BDX icon
Becton Dickinson
BDX
+$9.72M
3
APH icon
Amphenol
APH
+$9.13M
4
IDXX icon
Idexx Laboratories
IDXX
+$7.41M
5
BALL icon
Ball Corp
BALL
+$6.74M

Sector Composition

Rank Sector Weight
1 Technology 35.08%
2 Financials 13.05%
3 Healthcare 12.13%
4 Communication Services 11.89%
5 Consumer Discretionary 9.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
PG icon
51
Procter & Gamble
PG
$340B
$8.33M 0.16%
+54,197
New +$8.46M
HD icon
52
Home Depot
HD
$337B
$8.21M 0.16%
20,257
-5,625
-22% -$2.21M
NFLX icon
53
Netflix
NFLX
$307B
$5.38M 0.1%
+44,920
New +$5.48M
AMD icon
54
Advanced Micro Devices
AMD
$700B
$4.55M 0.09%
+28,130
New +$4.54M
MU icon
55
Micron Technology
MU
$835B
$4.43M 0.08%
26,500
-2,000
-7% -$256K
UBER icon
56
Uber
UBER
$145B
$3.83M 0.07%
39,100
-3,000
-7% -$281K
VRSK icon
57
Verisk Analytics
VRSK
$27.7B
$3.65M 0.07%
14,500
+9,500
+190% +$2.61M
BALL icon
58
Ball Corp
BALL
$17.5B
$3.44M 0.07%
68,132
-124,671
-65% -$6.74M
CDNS icon
59
Cadence Design Systems
CDNS
$91.6B
$3.41M 0.06%
9,700
-1,500
-13% -$516K
NOW icon
60
ServiceNow
NOW
$120B
$3.35M 0.06%
18,190
-1,500
-8% -$280K
SNPS icon
61
Synopsys
SNPS
$71.6B
$2.91M 0.06%
5,900
-900
-13% -$509K
TYL icon
62
Tyler Technologies
TYL
$13.7B
$2.62M 0.05%
5,000
+3,000
+150% +$1.68M
AXP icon
63
American Express
AXP
$224B
$2.6M 0.05%
7,820
– –
APP icon
64
Applovin
APP
$134B
$2.51M 0.05%
+3,500
New +$1.61M
AWK icon
65
American Water Works
AWK
$27B
$2.43M 0.05%
17,430
– –
ARM icon
66
Arm
ARM
$240B
$2.4M 0.05%
+17,000
New +$2.48M
IOT icon
67
Samsara
IOT
$22.6B
$2.23M 0.04%
+60,000
New +$2.23M
PLD icon
68
Prologis
PLD
$136B
$2.17M 0.04%
19,000
+1,000
+6% +$110K
PINS icon
69
Pinterest
PINS
$13.7B
$2.12M 0.04%
65,900
+5,900
+10% +$214K
IVV icon
70
iShares Core S&P 500 ETF
IVV
$858B
$2.11M 0.04%
3,150
– –
JCI icon
71
Johnson Controls International
JCI
$85.1B
$1.95M 0.04%
17,745
– –
VTEB icon
72
Vanguard Tax-Exempt Bond Index Fund
VTEB
$45.2B
$1.88M 0.04%
+37,500
New +$1.84M
VERX icon
73
Vertex
VERX
$2.16B
$1.74M 0.03%
70,000
+50,000
+250% +$1.45M
HLT icon
74
Hilton Worldwide
HLT
$72.4B
$1.55M 0.03%
5,980
-850
-12% -$230K
BAC icon
75
Bank of America
BAC
$429B
$1.45M 0.03%
28,137
-38,215
-58% -$1.86M
1 2
3
4 5

Similar funds

JIM
Jensen Investment Management Lake Oswego, Oregon $5.07B AUM 4.98% 1-Year Est. Return
CTC
Central Trust Company Jefferson City, Missouri $5.08B AUM 25.65% 1-Year Est. Return
VT
Vise Technologies New York $5.09B AUM 22.62% 1-Year Est. Return
NC
Nicholas Company Milwaukee, Wisconsin $5.1B AUM 8.43% 1-Year Est. Return
HSA
HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 1-Year Est. Return
O
OrbiMed New York $5.05B AUM 125.28% 1-Year Est. Return
CS
Cannell & Spears New York $5.1B AUM 31.77% 1-Year Est. Return
EIC
Equity Investment Corp Atlanta, Georgia $5.11B AUM 8.63% 1-Year Est. Return

Lazard Frères Gestion's Q3 2025 Portfolio in Review

As of Q3 2025, Lazard Frères Gestion held 115 positions worth $5.25B, up 9.7% from $4.79B the previous quarter. Its ten largest holdings account for 51% of the portfolio.

Lazard Frères Gestion deployed $929M of net new capital in Q3 2025, opening 26 new positions and adding to 36 existing holdings. Its largest new stake was NVIDIA: 1,438,420 shares worth $268M.

By sector, the portfolio is most concentrated in Technology at 35% of assets, up from 35% a quarter earlier, followed by Financials and Healthcare.

On the sell side, the largest reduction was KLA, an estimated $11.8M trimmed.

  • Lazard Frères Gestion's largest Q3 2025 buy was NVIDIA: 1,438,420 shares worth $268M.
  • Lazard Frères Gestion added most to S&P Global in Q3 2025, an estimated $51.2M increase.
  • Lazard Frères Gestion's biggest Q3 2025 reduction was KLA, cutting an estimated $11.8M.
  • Lazard Frères Gestion fully exited Enphase Energy in Q3 2025, selling an estimated $377K.
  • Lazard Frères Gestion's ten largest holdings make up 51% of its $5.25B portfolio in Q3 2025.
  • Lazard Frères Gestion opened 26 new positions and closed 3 in Q3 2025.
  • Lazard Frères Gestion's portfolio value rose 9.7% quarter-over-quarter to $5.25B.

Based on Lazard Frères Gestion's 13F filing for Q3 2025, filed 21 Oct 2025.