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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
MRSH
126
Marsh
MRSH
$89.3B
– –
-2,177
Closed -$377K
NDSN icon
127
Nordson
NDSN
$17.8B
– –
-1,600
Closed -$425K
NEM icon
128
Newmont
NEM
$136B
– –
-2,000
Closed -$216K
PINS icon
129
Pinterest
PINS
$11.5B
– –
-72,660
Closed -$1.33M
2 3 4 5
6

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SCM
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DWA
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SAG
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NCM
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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.