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LFG

Lazard Frères Gestion Portfolio holdings

AUM $5.07B
1-Year Est. Return 20.66%
This Fund
S&P 500
This Quarter Est. Return
+5.34%
1 Year Est. Return
+20.66%
3 Year Est. Return
+67.07%
5 Year Est. Return
+91.26%
10 Year Est. Return
–
AUM
$5.55B
AUM Growth
+$297M
Cap. Flow
+$73.4M
Cap. Flow %
1.32%
Top 10 Hldgs %
51.38%
Holding
117
New
5
Increased
31
Reduced
50
Closed
5

Top Buys

Rank Stock Value
1
MSI icon
Motorola Solutions
MSI
+$43.6M
2
EL icon
Estee Lauder
EL
+$28.9M
3
COST icon
Costco
COST
+$28M
4
ACN icon
Accenture
ACN
+$25.6M
5
NKE icon
Nike
NKE
+$25.4M

Top Sells

Rank Stock Value
1
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$33.7M
2
KLAC icon
KLA
KLAC
+$19.6M
3
EOG icon
EOG Resources
EOG
+$17.4M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$16.4M
5
BDX icon
Becton Dickinson
BDX
+$16.4M

Sector Composition

Rank Sector Weight
1 Technology 34.3%
2 Financials 13.11%
3 Communication Services 12.06%
4 Healthcare 11.94%
5 Consumer Discretionary 10.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
HD icon
51
Home Depot
HD
$332B
$4.95M 0.09%
14,395
-5,862
-29% -$2.15M
AMD icon
52
Advanced Micro Devices
AMD
$791B
$4.29M 0.08%
20,030
-8,100
-29% -$1.82M
NFLX icon
53
Netflix
NFLX
$305B
$4.12M 0.07%
43,920
-1,000
-2% -$108K
MU icon
54
Micron Technology
MU
$988B
$3.42M 0.06%
12,000
-14,500
-55% -$3.33M
VRSK icon
55
Verisk Analytics
VRSK
$26.1B
$3.13M 0.06%
14,000
-500
-3% -$113K
APP icon
56
Applovin
APP
$136B
$2.9M 0.05%
4,300
+800
+23% +$504K
AXP icon
57
American Express
AXP
$228B
$2.83M 0.05%
7,660
-160
-2% -$57.3K
NOW icon
58
ServiceNow
NOW
$114B
$2.74M 0.05%
17,905
-285
-2% -$48.9K
BALL icon
59
Ball Corp
BALL
$17.4B
$2.73M 0.05%
51,504
-16,628
-24% -$818K
SNPS icon
60
Synopsys
SNPS
$71.3B
$2.72M 0.05%
5,800
-100
-2% -$44.4K
QQQ icon
61
Invesco QQQ Trust
QQQ
$450B
$2.63M 0.05%
4,283
+2,646
+162% +$1.62M
CDNS icon
62
Cadence Design Systems
CDNS
$91.7B
$2.44M 0.04%
7,800
-1,900
-20% -$620K
UBER icon
63
Uber
UBER
$143B
$2.37M 0.04%
29,000
-10,100
-26% -$909K
PLD icon
64
Prologis
PLD
$136B
$2.34M 0.04%
18,340
-660
-3% -$82.3K
TYL icon
65
Tyler Technologies
TYL
$13.3B
$2.27M 0.04%
5,000
– –
VERX icon
66
Vertex
VERX
$2.04B
$2.2M 0.04%
110,000
+40,000
+57% +$865K
IVV icon
67
iShares Core S&P 500 ETF
IVV
$872B
$2.16M 0.04%
3,150
– –
IOT icon
68
Samsara
IOT
$20.9B
$2.13M 0.04%
60,000
– –
DUOL icon
69
Duolingo
DUOL
$6.22B
$2.11M 0.04%
+12,000
New +$2.83M
PINS icon
70
Pinterest
PINS
$13.7B
$2.07M 0.04%
80,000
+14,100
+21% +$406K
JCI icon
71
Johnson Controls International
JCI
$87.8B
$1.69M 0.03%
14,075
-3,670
-21% -$421K
BAC icon
72
Bank of America
BAC
$433B
$1.67M 0.03%
30,316
+2,179
+8% +$115K
HLT icon
73
Hilton Worldwide
HLT
$72.5B
$1.62M 0.03%
5,630
-350
-6% -$95.3K
DDOG icon
74
Datadog
DDOG
$95.6B
$1.54M 0.03%
+11,310
New +$1.79M
ARM icon
75
Arm
ARM
$258B
$1.42M 0.03%
13,000
-4,000
-24% -$582K
1 2
3
4 5

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VT
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NC
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HSA
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EIC
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Lazard Frères Gestion's Q4 2025 Portfolio in Review

As of Q4 2025, Lazard Frères Gestion held 117 positions worth $5.55B, up 5.7% from $5.25B the previous quarter. Its ten largest holdings account for 51% of the portfolio.

Lazard Frères Gestion's Q4 2025 filing shows 5 new, 31 increased, 50 reduced and 5 closed positions. Its largest new stake was Duolingo: 12,000 shares worth $2.11M. The largest sale was Alphabet (Google) Class A, an estimated $33.7M.

By sector, the portfolio is most concentrated in Technology at 34% of assets, down from 35% a quarter earlier, followed by Financials and Communication Services.

  • Lazard Frères Gestion's largest Q4 2025 buy was Duolingo: 12,000 shares worth $2.11M.
  • Lazard Frères Gestion added most to Motorola Solutions in Q4 2025, an estimated $43.6M increase.
  • Lazard Frères Gestion's biggest Q4 2025 reduction was Alphabet (Google) Class A, cutting an estimated $33.7M.
  • Lazard Frères Gestion fully exited EOG Resources in Q4 2025, selling an estimated $17.4M.
  • Lazard Frères Gestion's ten largest holdings make up 51% of its $5.55B portfolio in Q4 2025.
  • Lazard Frères Gestion opened 5 new positions and closed 5 in Q4 2025.
  • Lazard Frères Gestion's portfolio value rose 5.7% quarter-over-quarter to $5.55B.

Based on Lazard Frères Gestion's 13F filing for Q4 2025, filed 6 Feb 2026.