Grufity logo
Grufity logo

Latest Lazard Freres Gestion S.A.S. Stock Portfolio

$5.07Billion | No. of Holdings #123

Lazard Freres Gestion S.A.S. Performance

2026 Q1-6.75%
YTD-6.75%
2025+11.61%

About Lazard Freres Gestion S.A.S. and 13F Hedge Fund Stock Holdings

On 2026-05-07, the fund reported it's updated stock portfolio. In the 13F Holdings report, Lazard Freres Gestion S.A.S. reported an equity portfolio of $5.1 Billions as of 31 Mar, 2026. <br><br> The top stock holdings of Lazard Freres Gestion S.A.S. are MSFT, GOOG, AMZN. The fund has invested 7.7% of it's portfolio in MICROSOFT/MS and 7.3% of portfolio in ALPHABET INC A. <br><br> The fund managers got completely rid off ADOBE INC (ADBE), UNIVERSAL DISPL (OLED) and LAZARD INC stocks. They significantly reduced their stock positions in BALL CORP/U (BALL), SALESFORCE INC (CRM) and MICRON TECHNOLO (MU). Lazard Freres Gestion S.A.S. opened new stock positions in BOSTON SCIENT/U (BSX), WATERS CORP (WAT) and INV S&P500 EQW (CSD). The fund showed a lot of confidence in some stocks as they added substantially to GOLDMAN SACHS (GS), ISHR CORE MS EM (EMGF) and DATADOG INC CL (DDOG).
Lazard Freres Gestion S.A.S. Equity Portfolio Value
Last Reported on: 07 May, 2026
$5.07Billion
  as of May 07, 2026

Lazard Freres Gestion S.A.S. Annual Return Estimates Vs S&P 500

Our best estimate is that Lazard Freres Gestion S.A.S. made a return of -6.75% in the last quarter. In trailing 12 months, it's portfolio return was 8.6%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
boston scient/u13,647,000
waters corp11,490,000
inv s&p500 eqw1,420,000
ishr exp tech842,000
analog devices586,000
danaher corp de492,000
mcdonalds corp432,000
nordson corp co425,000
New stocks bought by Lazard Freres Gestion S.A.S.

Additions

Ticker% Inc.
goldman sachs227
ishr core ms em86.33
datadog inc cl61.89
waste managem/u60.49
vanguard rs 20038.11
spotify technol29.63
t-mobil us inc27.95
bank of america26.46
Additions to existing portfolio by Lazard Freres Gestion S.A.S.

Reductions

Ticker% Reduced
ball corp/u-90.07
salesforce inc-65.29
micron technolo-56.92
berkshire-hat a-53.33
verisk analytic-51.21
home depot inc-22.47
berkshr hat b/u-22.3
netflix inc-21.9
Lazard Freres Gestion S.A.S. reduced stake in above stock

Sold off

Ticker$ Sold
adobe inc-26,522,000
lazard inc-218,000
universal displ-350,000
Lazard Freres Gestion S.A.S. got rid off the above stocks

Sector Distribution

Lazard Freres Gestion S.A.S. has about 33.2% of it's holdings in Technology sector.

  • Technology
  • Healthcare
  • Communication Services
  • Financial Services
  • Consumer Cyclical
  • Industrials
  • Consumer Defensive
  • Others
  • Basic Materials
  • Energy
Sector%
Technology33.2
Healthcare12.3
Communication Services11.7
Financial Services11.6
Consumer Cyclical10.2
Industrials9.4
Consumer Defensive6.3
Others2.1
Basic Materials2.1
Energy1.1

Market Cap. Distribution

Lazard Freres Gestion S.A.S. has about 97.8% of it's portfolio invested in the large-cap and mega-cap stocks.

  • MEGA-CAP
  • LARGE-CAP
  • UNALLOCATED
Category%
MEGA-CAP60.4
LARGE-CAP37.4
UNALLOCATED2.1

Stocks belong to which Index?

About 97.6% of the stocks held by Lazard Freres Gestion S.A.S. either belong to S&P 500 or RUSSELL 2000 index.

  • S&P 500
  • Others
Index%
S&P 50097.6
Others2.3
Top 5 Winners (%)%
XOM
exxon mobil/u
39.1 %
nextracker inc-cl
38.3 %
arm holdings plc
37.4 %
CVX
chevron corp/u
35.7 %
AMAT
applied matls i
30.8 %
Top 5 Winners ($)$
AMAT
applied matls i
40.5 M
MSI
motorola sol
22.0 M
MRK
merck & co inc
17.5 M
COST
costco whole
15.9 M
CVX
chevron corp/u
13.8 M
Top 5 Losers (%)%
DUOL
duolingo inc
-40.6 %
APP
applovin corp
-40.0 %
VERX
vertex inc
-37.7 %
COTY
coty inc
-33.3 %
EL
estee lauder
-31.3 %
Top 5 Losers ($)$
MSFT
microsoft/ms
-119.2 M
ACN
accenture plc
-47.3 M
EL
estee lauder
-36.7 M
AMZN
amazon.com inc
-35.9 M
V
visa inc
-35.9 M

Lazard Freres Gestion S.A.S. Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of Lazard Freres Gestion S.A.S.

Lazard Freres Gestion S.A.S. has 123 stocks in it's portfolio. About 50.7% of the portfolio is in top 10 stocks. MSFT proved to be the most loss making stock for the portfolio. AMAT was the most profitable stock for Lazard Freres Gestion S.A.S. last quarter.

$5.07BTotal Value
126Positions
07 May, 2026Last Reported
Current holdings of Current Stock Holdings of Lazard Freres Gestion S.A.S., last reported on 07 May, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
BABA
Alibaba Grp Adr

Alibaba Grp Adr

BABA
Lazard Freres Gestion S.A.S.'s holding in Alibaba Grp Adr over time
0%1,625
$203.0K
0%
unchanged 0 percentunchanged
BNDW
Vanguard Rs 200

Vanguard Rs 200

BNDW
Lazard Freres Gestion S.A.S.'s holding in Vanguard Rs 200 over time
0.01%6,864
$687.0K
0.01%
increased 38.11 percentadded