Lazard Freres Gestion S.A.S.
CIK 1426748
13F filing for Q2 2026・No. 820
- Holdings
- US$5.77B
- Quarter change
- +US$700.3M
- Entries
- 115
- Net bought (estimate)
- +US$292.08M
This quarter was filed in thousands of dollars (dollars are required since 2023); multiplied by 1,000 here.
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 7
- Sold out 15
- Cut 32
- Added 50
- Corporate actions 2
- Unchanged 26
Largest holdings
115 stocks worth US$5.77B, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| GOOGLAlphabetALPHABET INC-CL A | Added | 1,375,171 | US$491.44M | 8.52% |
| MSFTMicrosoftMICROSOFT CORP | Added | 1,166,842 | US$435.26M | 7.54% |
| AAPLAppleAPPLE INC | Added | 1,355,839 | US$392.33M | 6.80% |
| AMZNAmazonAMAZON.COM INC | Added | 1,631,428 | US$388.83M | 6.74% |
| NVDANvidiaNVIDIA CORP | Added | 1,916,325 | US$383.44M | 6.64% |
| VVISA INCVISA INC-CLASS A SHARES | Added | 771,906 | US$264.83M | 4.59% |
| AMATAPPLIED MATLS IAPPLIED MATERIALS INC | Cut | 363,875 | US$263.08M | 4.56% |
| RTXRAYTHEON TECHRTX CORP | Added | 1,082,603 | US$205.4M | 3.56% |
| MSIMOTOROLA SOLMOTOROLA SOLUTIONS INC | Added | 445,079 | US$184.84M | 3.20% |
| METAMetaFacebook Inc - A - Unmanaged | Added | 292,388 | US$164.7M | 2.85% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled August 6, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.