Latest Lazard Freres Gestion S.A.S. Stock Portfolio
Lazard Freres Gestion S.A.S. Performance:
2025 Q3: 4.28%YTD: 6.66%2024: 18.03%
Performance for 2025 Q3 is 4.28%, and YTD is 6.66%, and 2024 is 18.03%.
About Lazard Freres Gestion S.A.S. and 13F Hedge Fund Stock Holdings
In it's latest 13F Holdings report, Lazard Freres Gestion S.A.S. reported an equity portfolio of $5.3 Billions as of 30 Sep, 2025.
The top stock holdings of Lazard Freres Gestion S.A.S. are MSFT, GOOG, AMZN. The fund has invested 10% of it's portfolio in MICROSOFT CORP and 6.5% of portfolio in ALPHABET INC A.
The fund managers got completely rid off ENPHASE ENERGY (ENPH), WALMART (WMT) and MARVEL TECH INC (MRVL) stocks. They significantly reduced their stock positions in BALL CORP (BALL), BANK OF AMERICA (BAC) and CLEAN HARBORS (CLH). Lazard Freres Gestion S.A.S. opened new stock positions in APPLOVIN CORP (APP), SAMSARA INC (IOT) and ALIBABA GRP ADR (BABA). The fund showed a lot of confidence in some stocks as they added substantially to VERTEX INC (VERX), VERISK ANALYTIC (VRSK) and TYLER TECHNOLOG (TYL).
The top stock holdings of Lazard Freres Gestion S.A.S. are MSFT, GOOG, AMZN. The fund has invested 10% of it's portfolio in MICROSOFT CORP and 6.5% of portfolio in ALPHABET INC A.
The fund managers got completely rid off ENPHASE ENERGY (ENPH), WALMART (WMT) and MARVEL TECH INC (MRVL) stocks. They significantly reduced their stock positions in BALL CORP (BALL), BANK OF AMERICA (BAC) and CLEAN HARBORS (CLH). Lazard Freres Gestion S.A.S. opened new stock positions in APPLOVIN CORP (APP), SAMSARA INC (IOT) and ALIBABA GRP ADR (BABA). The fund showed a lot of confidence in some stocks as they added substantially to VERTEX INC (VERX), VERISK ANALYTIC (VRSK) and TYLER TECHNOLOG (TYL).
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 4.28% in the last quarter. In trailing 12 months, it's portfolio return was 6.99%.
New Buys
| Ticker | $ Bought |
|---|---|
| applovin corp | 2,514,000 |
| samsara inc | 2,235,000 |
| alibaba grp adr | 290,000 |
| schlumberger lt | 202,000 |
| boeing co | 201,000 |
New stocks bought by Lazard Freres Gestion S.A.S.
Additions
| Ticker | % Inc. |
|---|---|
| vertex inc | 250 |
| verisk analytic | 190 |
| tyler technolog | 150 |
| s&p global inc | 124 |
| mettler intl | 96.36 |
| invesco qqq | 62.89 |
| cboe global | 54.41 |
| moody's corp | 37.24 |
Additions to existing portfolio by Lazard Freres Gestion S.A.S.
Reductions
| Ticker | % Reduced |
|---|---|
| ball corp | -64.66 |
| bank of america | -57.59 |
| clean harbors | -37.04 |
| home depot inc | -21.73 |
| first solar inc | -18.55 |
| kla corp | -17.13 |
| idexx labs corp | -13.43 |
| cadence design | -13.39 |
Lazard Freres Gestion S.A.S. reduced stake in above stock
Sold off
| Ticker | $ Sold |
|---|---|
| enphase energy | -377,000 |
| marvel tech inc | -267,000 |
| walmart | -267,000 |
Lazard Freres Gestion S.A.S. got rid off the above stocks
Sector Distribution
Lazard Freres Gestion S.A.S. has about 35.1% of it's holdings in Technology sector.
| Sector | % |
|---|---|
| Technology | 35.1 |
| Healthcare | 12.1 |
| Financial Services | 12 |
| Communication Services | 11.4 |
| Consumer Cyclical | 9.7 |
| Industrials | 8.7 |
| Consumer Defensive | 5.1 |
| Others | 2.6 |
| Basic Materials | 2.1 |
| Energy | 1.2 |
Market Cap. Distribution
Lazard Freres Gestion S.A.S. has about 97.3% of it's portfolio invested in the large-cap and mega-cap stocks.
| Category | % |
|---|---|
| MEGA-CAP | 54 |
| LARGE-CAP | 43.3 |
| UNALLOCATED | 2.6 |
Stocks belong to which Index?
About 97.1% of the stocks held by Lazard Freres Gestion S.A.S. either belong to S&P 500 or RUSSELL 2000 index.
| Index | % |
|---|---|
| S&P 500 | 97.1 |
| Others | 2.9 |
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 112 stocks in it's portfolio. About 50.8% of the portfolio is in top 10 stocks. ACN proved to be the most loss making stock for the portfolio. GOOG was the most profitable stock for Lazard Freres Gestion S.A.S. last quarter.
Last Reported on: 21 Oct, 2025| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| AAPL | apple inc | 6.13 | 1,264,280 | 321,924,000 | added | 2.85 | ||
| ABT | abbott labs | 0.01 | 2,500 | 334,000 | unchanged | 0.00 | ||
| ACN | accenture plc | 2.74 | 584,280 | 144,083,000 | added | 1.31 | ||
| ADBE | adobe inc | 0.54 | 80,706 | 28,469,000 | reduced | -12.42 | ||
| AMAT | applied matls i | 2.24 | 573,966 | 117,513,000 | added | 0.41 | ||
| AMD | adv micro dev i | 0.09 | 28,130 | 4,551,000 | added | 0.00 | ||
| AMZN | amazon.com inc | 6.39 | 1,529,730 | 335,882,000 | added | 4.65 | ||
| APH | amphenol corp | 1.97 | 835,479 | 103,390,000 | reduced | -9.05 | ||
| APP | applovin corp | 0.05 | 3,500 | 2,514,000 | new | |||
| AVGO | broadcom inc | 1.33 | 211,666 | 69,830,000 | added | 0.00 | ||
| AWK | american water | 0.05 | 17,430 | 2,426,000 | unchanged | 0.00 | ||
| AXP | amer express co | 0.05 | 7,820 | 2,597,000 | unchanged | 0.00 | ||
| AYI | acuity brands | 0.01 | 2,000 | 688,000 | unchanged | 0.00 | ||
| BA | boeing co | 0.00 | 932 | 201,000 | new | |||
| BABA | alibaba grp adr | 0.01 | 1,625 | 290,000 | new | |||
| BAC | bank of america | 0.03 | 28,137 | 1,451,000 | reduced | -57.59 | ||
| BALL | ball corp | 0.06 | 68,132 | 3,435,000 | reduced | -64.66 | ||
| BDX | becton dickinso | 1.65 | 461,790 | 86,433,000 | reduced | -10.18 | ||
| BMI | badger meter in | 0.01 | 2,950 | 526,000 | added | 31.11 | ||
| BNDW | vanguard rs 200 | 0.01 | 4,394 | 429,000 | added | 3.39 | ||