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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
(+5.7%)
Cap. Flow
+$73.4M
Cap. Flow
% of AUM
1.32%
Top 10 Holdings %
Top 10 Hldgs %
51.38%
Holding
117
New
5
Increased
31
Reduced
50
Closed
5
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Motorola Solutions
MSI
|
+$43.6M |
| 2 |
Estee Lauder
EL
|
+$28.9M |
| 3 |
Costco
COST
|
+$28M |
| 4 |
Accenture
ACN
|
+$25.6M |
| 5 |
Nike
NKE
|
+$25.4M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Alphabet (Google) Class A
GOOGL
|
+$33.7M |
| 2 |
KLA
KLAC
|
+$19.6M |
| 3 |
EOG Resources
EOG
|
+$17.4M |
| 4 |
Berkshire Hathaway Class B
BRK.B
|
+$16.4M |
| 5 |
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 | |
|---|---|---|---|---|---|---|
101
Clean Harbors
CLH
$16.8B
| $478K | 0.01% |
2,040
| – | – |
|
102
Oracle
ORCL
$367B
| $467K | 0.01% |
2,400
| – | – |
|
103
Universal Display
OLED
$3.76B
| $350K | 0.01% |
3,000
| – | – |
|
104
Abbott
ABT
$183B
| $313K | 0.01% |
2,500
| – | – |
|
105
Goldman Sachs
GS
$302B
| $249K | ﹤0.01% |
284
| – | – |
|
106
Alibaba
BABA
$279B
| $238K | ﹤0.01% |
1,625
| – | – |
|
107
PepsiCo
PEP
$191B
| $238K | ﹤0.01% |
1,665
| – | – |
|
108
Lazard
LAZ
$4.09B
| $218K | ﹤0.01% |
4,500
| – | – |
|
109
Cisco
CSCO
$448B
| $214K | ﹤0.01% |
+2,780
| New | +$206K |
|
110
iShares Core MSCI Emerging Markets ETF
IEMG
$149B
| $201K | ﹤0.01% |
+3,000
| New | +$201K |
|
111
Intel
INTC
$460B
| $200K | ﹤0.01% |
+5,433
| New | +$205K |
|
112
Coty
COTY
$2.37B
| $198K | ﹤0.01% |
64,564
+16,000
| +33% | +$58.2K |
|
113
Boeing
BA
$175B
| – | – |
-932
| Closed | -$201K |
|
|
114
EOG Resources
EOG
$77.5B
| – | – |
-155,125
| Closed | -$17.4M |
|
|
SCHW
115
Charles Schwab
SCHW
$181B
| – | – |
-2,625
| Closed | -$250K |
|
116
SLB Ltd
SLB
$72.6B
| – | – |
-5,890
| Closed | -$202K |
|
117
Vanguard Tax-Exempt Bond Index Fund
VTEB
$45.2B
| – | – |
-37,500
| Closed | -$1.88M |
|
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EIC
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.