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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
IGM icon
76
iShares Expanded Tech Sector ETF
IGM
$10.7B
$1.16M 0.02%
7,110
– –
TYL icon
77
Tyler Technologies
TYL
$15.5B
$1.14M 0.02%
3,910
-920
-19% -$291K
NXT icon
78
Nextpower Inc. Common Stock
NXT
$12.7B
$1.1M 0.02%
9,270
-1,580
-15% -$195K
VERX icon
79
Vertex
VERX
$2.24B
$1.1M 0.02%
95,660
+720
+0.8% +$8.99K
CI icon
80
Cigna
CI
$75.6B
$1.08M 0.02%
3,916
– –
CARR icon
81
Carrier Global
CARR
$48.7B
$980K 0.02%
13,365
– –
TTEK icon
82
Tetra Tech
TTEK
$9.29B
$962K 0.02%
33,330
+7,500
+29% +$220K
GS icon
83
Goldman Sachs
GS
$302B
$941K 0.02%
931
– –
JNJ icon
84
Johnson & Johnson
JNJ
$671B
$898K 0.02%
3,536
-393
-10% -$91.6K
VTWO icon
85
Vanguard Russell 2000 ETF
VTWO
$17B
$798K 0.01%
6,579
-285
-4% -$32.4K
FSLR icon
86
First Solar
FSLR
$22.3B
$776K 0.01%
3,290
-1,100
-25% -$258K
OC icon
87
Owens Corning
OC
$10.6B
$770K 0.01%
4,850
– –
AYI icon
88
Acuity Brands
AYI
$9.83B
$753K 0.01%
2,000
– –
BRK.A icon
89
Berkshire Hathaway Class A
BRK.A
$1.09T
$748K 0.01%
1
-6
-86% -$4.33M
ADI icon
90
Analog Devices
ADI
$173B
$732K 0.01%
1,844
– –
INTC icon
91
Intel
INTC
$485B
$723K 0.01%
5,183
-250
-5% -$25.3K
XOM icon
92
ExxonMobil
XOM
$667B
$704K 0.01%
5,150
-385
-7% -$57.6K
IJH icon
93
iShares Core S&P Mid-Cap ETF
IJH
$125B
$697K 0.01%
9,050
– –
CWEN icon
94
Clearway Energy Class C
CWEN
$6.46B
$691K 0.01%
20,243
+244
+1% +$9.45K
IJR icon
95
iShares Core S&P Small-Cap ETF
IJR
$109B
$682K 0.01%
4,602
– –
KO icon
96
Coca-Cola
KO
$382B
$650K 0.01%
8,000
– –
SYK icon
97
Stryker
SYK
$118B
$629K 0.01%
2,000
– –
CLH icon
98
Clean Harbors
CLH
$16.8B
$609K 0.01%
2,040
– –
IBM icon
99
IBM
IBM
$221B
$584K 0.01%
2,078
– –
TSLA icon
100
Tesla
TSLA
$1.49T
$550K 0.01%
1,310
– –
2 3
4
5 6

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SCM
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DWA
Douglass Winthrop Advisors New York $5.8B AUM 11.8% 1-Year Est. Return
SAG
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NCM
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JWCA
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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.