Lazard Freres Gestion S.A.S.

13F filer · CIK 0001426748

Reported Aug 6, 2026

Net buyer this quarter

13F portfolio value$5.77BU.S. long equity reported on 13F

Positions1063 new · 14 closed

Net flow last quarter+$241MBuys minus sells

Top 10 positions weight55.0%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Aug 6, 2026106 positions
GOOGLAlphabet Inc.	$491M	8.52%	0.01%	+6.8%	Q4 2020
MSFTMicrosoft Corp	$435M	7.54%	0.02%	+10.0%	Q4 2020
AAPLApple Inc.	$392M	6.80%	0.01%	+8.0%	Q4 2020
AMZNAmazon Com Inc	$389M	6.74%	0.02%	+1.8%	Q4 2020
NVDANvidia Corp	$383M	6.64%	0.01%	+31.2%	Q4 2020
VVisa Inc.	$265M	4.59%	0.04%	+3.5%	Q4 2020
AMATApplied Materials Inc	$263M	4.56%	0.05%	-18.1%	Q1 2023
RTXRTX Corp	$205M	3.56%	0.08%	+4.9%	Q4 2020
MSIMotorola Solutions, Inc.	$185M	3.20%	0.27%	+3.3%	Q4 2020
METAMeta Platforms, Inc.	$165M	2.85%	Not reported	+58.2%	Q4 2020
MRKMerck & Co., Inc.	$148M	2.56%	0.05%	+1.5%	Q4 2020
PHParker-Hannifin Corp	$139M	2.40%	0.11%	+15.9%	Q4 2020
APHAmphenol Corp	$134M	2.32%	0.06%	+10.2%	Q4 2020
MDTMedtronic plc	$123M	2.13%	0.12%	-0.6%	Q4 2020
AVGOBroadcom Inc.	$116M	2.01%	0.01%	+32.3%	Q2 2024
COSTCostco Wholesale Corp	$113M	1.96%	0.03%	0.0%	Q4 2020
OTISOtis Worldwide Corp	$101M	1.76%	0.37%	+5.7%	Q4 2020
LLYELI LILLY & Co	$101M	1.76%	0.01%	+9.3%	Q1 2022
KLACKla Corp	$93.3M	1.62%	0.02%	-23.0%	Q4 2022
SPGIS&P Global Inc.	$91.8M	1.59%	0.08%	+9.1%	Q3 2022
ELEstee Lauder Companies Inc	$89.9M	1.56%	Not reported	+2.7%	Q4 2020
MSMorgan Stanley	$83.9M	1.45%	0.03%	+1.8%	Q4 2020
CLColgate Palmolive Co	$69.8M	1.21%	0.10%	-0.7%	Q4 2020
ZTSZoetis Inc.	$68.7M	1.19%	0.23%	-8.9%	Q4 2020
SPYSPDR S&P 500 ETF Trust	$61.9M	1.07%	Not reported	+16.7%	Q4 2020
JPMJPMorgan Chase & Co	$60.7M	1.05%	0.01%	+8.1%	Q4 2020
MARMarriott International Inc	$58.6M	1.01%	0.06%	-3.7%	Q4 2024
MCOMoodys Corp	$58.3M	1.01%	0.07%	+9.8%	Q1 2025
NKENIKE, Inc.	$55.7M	0.97%	0.08%	+11.4%	Q1 2022
ACNAccenture plc	$54.7M	0.95%	0.07%	-34.1%	Q4 2020
ECLEcolab Inc.	$54.2M	0.94%	0.07%	-11.4%	Q4 2020
WFCWells Fargo & Company	$48.4M	0.84%	0.02%	+9.3%	Q1 2021
ICEIntercontinental Exchange, Inc.	$46.2M	0.80%	0.07%	+5.8%	Q4 2020
MTDMettler Toledo International Inc/	$45.1M	0.78%	0.18%	+18.2%	Q3 2022
ROSTRoss Stores, Inc.	$44.5M	0.77%	0.07%	-20.5%	Q4 2020
MDLZMondelez International, Inc.	$44.3M	0.77%	0.06%	-7.2%	Q4 2020
DISWalt Disney Co	$44M	0.76%	0.03%	+2.7%	Q4 2020
MLMMartin Marietta Materials Inc	$43.8M	0.76%	0.13%	-7.0%	Q4 2024
CVXChevron Corp	$42.8M	0.74%	0.01%	+1.8%	Q4 2020
IDXXIdexx Laboratories Inc	$39.8M	0.69%	0.10%	+12.3%	Q4 2024
TMUST-Mobile US, Inc.	$34.5M	0.60%	0.02%	-5.7%	Q1 2022
GOOGAlphabet Inc.	$30.7M	0.53%	Not reported	-0.8%	Q4 2020
HONHoneywell International Inc	$28.5M	0.49%	0.04%	+5.6%	Q4 2020
SWSmurfit Westrock plc	$28.2M	0.49%	0.12%	New	Q2 2026
MUMicron Technology Inc	$26M	0.45%	0.00%	+336.4%	Q2 2024
SPOTSpotify Technology S.A.	$22.6M	0.39%	0.02%	+16.7%	Q3 2024
BDXBecton Dickinson & Co	$19M	0.33%	0.05%	-58.6%	Q4 2020
BRK.BBerkshire Hathaway Inc	$12.5M	0.22%	Not reported	-36.5%	Q4 2020
HONAHoneywell Aerospace Inc.	$12.3M	0.21%	Not reported	-53.9%	Q2 2026
BSXBoston Scientific Corp	$10.3M	0.18%	0.02%	+10.9%	Q1 2026

Q1 2026Reported May 7, 2026116 positions
MSFTMicrosoft Corp	$393M	7.74%	0.01%	+1.9%	Q4 2020
GOOGLAlphabet Inc.	$370M	7.30%	0.01%	-0.2%	Q4 2020
AMZNAmazon Com Inc	$334M	6.58%	0.01%	+1.2%	Q4 2020
AAPLApple Inc.	$319M	6.29%	0.01%	+1.8%	Q4 2020
NVDANvidia Corp	$255M	5.02%	0.01%	-1.7%	Q4 2020
VVisa Inc.	$225M	4.44%	0.04%	+1.5%	Q4 2020
RTXRTX Corp	$199M	3.93%	0.08%	-1.9%	Q4 2020
MSIMotorola Solutions, Inc.	$187M	3.69%	0.26%	-2.0%	Q4 2020
AMATApplied Materials Inc	$152M	2.99%	0.06%	-13.3%	Q1 2023
MDTMedtronic plc	$137M	2.70%	0.12%	-7.3%	Q4 2020
MRKMerck & Co., Inc.	$136M	2.69%	0.05%	-5.2%	Q4 2020
ACNAccenture plc	$132M	2.61%	0.10%	-2.6%	Q4 2020
ZTSZoetis Inc.	$124M	2.45%	0.25%	-0.7%	Q4 2020
COSTCostco Wholesale Corp	$120M	2.37%	0.03%	+4.5%	Q4 2020
PHParker-Hannifin Corp	$110M	2.16%	0.10%	+0.1%	Q4 2020
METAMeta Platforms, Inc.	$106M	2.09%	Not reported	-2.8%	Q4 2020
OTISOtis Worldwide Corp	$103M	2.04%	0.35%	+2.4%	Q4 2020
SPGIS&P Global Inc.	$92.9M	1.83%	0.07%	+2.7%	Q3 2022
APHAmphenol Corp	$86.9M	1.71%	0.06%	-8.8%	Q4 2020
ELEstee Lauder Companies Inc	$79.6M	1.57%	Not reported	-0.8%	Q4 2020
AVGOBroadcom Inc.	$71.7M	1.41%	0.00%	+3.1%	Q2 2024
LLYELI LILLY & Co	$71.2M	1.40%	0.01%	+5.3%	Q1 2022
CLColgate Palmolive Co	$65.4M	1.29%	0.10%	-1.3%	Q4 2020
MSMorgan Stanley	$64.9M	1.28%	0.03%	-18.7%	Q4 2020
NKENIKE, Inc.	$64.4M	1.27%	0.07%	+2.8%	Q1 2022
KLACKla Corp	$59.2M	1.17%	0.03%	-10.1%	Q4 2022
ECLEcolab Inc.	$58.4M	1.15%	0.08%	-7.2%	Q4 2020
ROSTRoss Stores, Inc.	$56.9M	1.12%	0.08%	-16.6%	Q4 2020
ICEIntercontinental Exchange, Inc.	$55.8M	1.10%	0.06%	-7.1%	Q4 2020
HONHoneywell International Inc	$54.4M	1.07%	0.04%	+0.5%	Q4 2020
MARMarriott International Inc	$53.6M	1.06%	0.06%	-14.4%	Q4 2024
CVXChevron Corp	$52.4M	1.03%	0.01%	-0.3%	Q4 2020
MCOMoodys Corp	$51.1M	1.01%	0.07%	-5.4%	Q1 2025
JPMJPMorgan Chase & Co	$50.5M	1.00%	0.01%	+0.9%	Q4 2020
MLMMartin Marietta Materials Inc	$48.1M	0.95%	0.14%	+0.8%	Q4 2024
BDXBecton Dickinson & Co	$47.7M	0.94%	0.11%	-19.3%	Q4 2020
MDLZMondelez International, Inc.	$47.6M	0.94%	0.06%	+17.1%	Q4 2020
SPYSPDR S&P 500 ETF Trust	$46.2M	0.91%	Not reported	-16.4%	Q4 2020
TMUST-Mobile US, Inc.	$45.8M	0.90%	0.02%	+28.0%	Q1 2022
DISWalt Disney Co	$42.9M	0.85%	0.03%	0.0%	Q4 2020
WFCWells Fargo & Company	$42.7M	0.84%	0.02%	Not reported	Q1 2021
IDXXIdexx Laboratories Inc	$37.8M	0.75%	0.08%	+6.8%	Q4 2024
MTDMettler Toledo International Inc/	$37.6M	0.74%	0.15%	0.0%	Q3 2022
GOOGAlphabet Inc.	$25.1M	0.49%	Not reported	+2.0%	Q4 2020
SPOTSpotify Technology S.A.	$20.5M	0.40%	0.02%	+29.6%	Q3 2024
BRK.BBerkshire Hathaway Inc	$18.9M	0.37%	Not reported	-22.3%	Q4 2020
BSXBoston Scientific Corp	$13.6M	0.27%	0.01%	New	Q1 2026
WATWaters Corp	$11.5M	0.23%	0.04%	New	Q1 2026
PGPROCTER & GAMBLE Co	$7.29M	0.14%	0.00%	Not reported	Q4 2020
BRK.ABerkshire Hathaway Inc	$5.03M	0.10%	Not reported	-53.3%	Q4 2020

Q4 2025Reported Feb 6, 2026107 positions
MSFTMicrosoft Corp	$503M	9.07%	0.01%	+2.3%	Q4 2020
GOOGLAlphabet Inc.	$404M	7.27%	0.01%	-8.4%	Q4 2020
AMZNAmazon Com Inc	$366M	6.59%	0.01%	+3.5%	Q4 2020
AAPLApple Inc.	$336M	6.05%	0.01%	-2.4%	Q4 2020
NVDANvidia Corp	$277M	4.99%	0.01%	+3.3%	Q4 2020
VVisa Inc.	$258M	4.64%	0.04%	+10.9%	Q4 2020
RTXRTX Corp	$193M	3.48%	0.08%	-6.5%	Q4 2020
ACNAccenture plc	$184M	3.31%	0.11%	+17.2%	Q4 2020
MSIMotorola Solutions, Inc.	$169M	3.04%	0.27%	+32.8%	Q4 2020
MDTMedtronic plc	$164M	2.95%	0.13%	+11.4%	Q4 2020
ZTSZoetis Inc.	$133M	2.40%	0.25%	-5.3%	Q4 2020
AMATApplied Materials Inc	$132M	2.37%	0.06%	-10.8%	Q1 2023
MRKMerck & Co., Inc.	$126M	2.26%	0.05%	+1.9%	Q4 2020
METAMeta Platforms, Inc.	$126M	2.26%	Not reported	+8.4%	Q4 2020
ELEstee Lauder Companies Inc	$117M	2.11%	Not reported	+36.2%	Q4 2020
OTISOtis Worldwide Corp	$114M	2.06%	0.34%	+21.9%	Q4 2020
SPGIS&P Global Inc.	$111M	2.00%	0.07%	+23.4%	Q3 2022
PHParker-Hannifin Corp	$107M	1.94%	0.10%	-10.3%	Q4 2020
APHAmphenol Corp	$102M	1.84%	0.06%	-9.7%	Q4 2020
COSTCostco Wholesale Corp	$99.7M	1.80%	0.03%	+36.5%	Q4 2020
MSMorgan Stanley	$86.1M	1.55%	0.03%	-7.1%	Q4 2020
LLYELI LILLY & Co	$79M	1.42%	0.01%	-8.5%	Q1 2022
AVGOBroadcom Inc.	$77.7M	1.40%	0.00%	+6.1%	Q2 2024
NKENIKE, Inc.	$75.5M	1.36%	0.07%	+48.8%	Q1 2022
BDXBecton Dickinson & Co	$72.9M	1.31%	0.13%	-18.7%	Q4 2020
MCOMoodys Corp	$63.3M	1.14%	0.07%	+10.9%	Q1 2025
ECLEcolab Inc.	$62.1M	1.12%	0.08%	-15.6%	Q4 2020
ICEIntercontinental Exchange, Inc.	$61.9M	1.11%	0.07%	-10.3%	Q4 2020
CLColgate Palmolive Co	$61.4M	1.11%	0.10%	+3.6%	Q4 2020
MARMarriott International Inc	$59.4M	1.07%	0.07%	+1.4%	Q4 2024
SPYSPDR S&P 500 ETF Trust	$58M	1.04%	Not reported	+22.9%	Q4 2020
ROSTRoss Stores, Inc.	$56.7M	1.02%	0.10%	-11.4%	Q4 2020
JPMJPMorgan Chase & Co	$54.8M	0.99%	0.01%	-5.8%	Q4 2020
KLACKla Corp	$54.3M	0.98%	0.03%	-27.3%	Q4 2022
DISWalt Disney Co	$50.7M	0.91%	0.02%	-8.1%	Q4 2020
MLMMartin Marietta Materials Inc	$50.5M	0.91%	0.13%	+52.3%	Q4 2024
WFCWells Fargo & Company	$50M	0.90%	0.02%	-8.7%	Q1 2021
HONHoneywell International Inc	$46.7M	0.84%	0.04%	-4.8%	Q4 2020
IDXXIdexx Laboratories Inc	$42.6M	0.77%	0.08%	-20.0%	Q4 2024
MTDMettler Toledo International Inc/	$41.6M	0.75%	0.13%	+34.6%	Q3 2022
CVXChevron Corp	$38.7M	0.70%	0.01%	-9.7%	Q4 2020
MDLZMondelez International, Inc.	$37.9M	0.68%	0.05%	-7.9%	Q4 2020
TMUST-Mobile US, Inc.	$34.6M	0.62%	0.02%	-6.9%	Q1 2022
GOOGAlphabet Inc.	$26.9M	0.48%	Not reported	-1.8%	Q4 2020
ADBEAdobe Inc.	$26.5M	0.48%	0.02%	-6.1%	Q4 2020
BRK.BBerkshire Hathaway Inc	$25.5M	0.46%	Not reported	-39.4%	Q4 2020
SPOTSpotify Technology S.A.	$18.9M	0.34%	0.02%	-1.2%	Q3 2024
BRK.ABerkshire Hathaway Inc	$11.3M	0.20%	Not reported	-16.7%	Q4 2020
CRMSalesforce, Inc.	$9.5M	0.17%	0.00%	-7.1%	Q4 2020
PGPROCTER & GAMBLE Co	$7.24M	0.13%	0.00%	-6.8%	Q4 2020

Q3 2025Reported Oct 21, 2025107 positions
MSFTMicrosoft Corp	$527M	10.03%	0.01%	+0.1%	Q4 2020
GOOGLAlphabet Inc.	$342M	6.51%	0.01%	-0.4%	Q4 2020
AMZNAmazon Com Inc	$336M	6.39%	0.01%	+4.7%	Q4 2020
AAPLApple Inc.	$322M	6.13%	0.01%	+2.9%	Q4 2020
NVDANvidia Corp	$268M	5.11%	0.01%	Not reported	Q4 2020
VVisa Inc.	$226M	4.30%	0.04%	+5.0%	Q4 2020
RTXRTX Corp	$188M	3.59%	0.08%	-1.1%	Q4 2020
ZTSZoetis Inc.	$163M	3.11%	0.25%	+7.4%	Q4 2020
MSIMotorola Solutions, Inc.	$151M	2.88%	0.20%	+15.1%	Q4 2020
MDTMedtronic plc	$146M	2.78%	0.12%	+6.4%	Q4 2020
ACNAccenture plc	$144M	2.74%	0.09%	+1.3%	Q4 2020
METAMeta Platforms, Inc.	$129M	2.45%	Not reported	+3.8%	Q4 2020
AMATApplied Materials Inc	$118M	2.24%	0.07%	+0.4%	Q1 2023
APHAmphenol Corp	$103M	1.97%	0.07%	-9.1%	Q4 2020
PHParker-Hannifin Corp	$103M	1.97%	0.11%	Not reported	Q4 2020
MRKMerck & Co., Inc.	$98.4M	1.87%	0.05%	Not reported	Q4 2020
OTISOtis Worldwide Corp	$98.2M	1.87%	0.27%	+17.5%	Q4 2020
BDXBecton Dickinson & Co	$86.4M	1.65%	0.16%	-10.2%	Q4 2020
SPGIS&P Global Inc.	$83.9M	1.60%	0.06%	+124.6%	Q3 2022
MSMorgan Stanley	$83M	1.58%	0.03%	+20.8%	Q4 2020
COSTCostco Wholesale Corp	$78.4M	1.49%	0.02%	+10.2%	Q4 2020
ECLEcolab Inc.	$76.8M	1.46%	0.10%	-3.5%	Q4 2020
ELEstee Lauder Companies Inc	$72.3M	1.38%	Not reported	Not reported	Q4 2020
ICEIntercontinental Exchange, Inc.	$71.7M	1.37%	0.07%	+0.2%	Q4 2020
AVGOBroadcom Inc.	$69.8M	1.33%	0.00%	Not reported	Q2 2024
KLACKla Corp	$66.3M	1.26%	0.05%	-17.1%	Q4 2022
LLYELI LILLY & Co	$61.3M	1.17%	0.01%	+3.9%	Q1 2022
CLColgate Palmolive Co	$59.9M	1.14%	0.09%	+11.3%	Q4 2020
JPMJPMorgan Chase & Co	$57M	1.08%	0.01%	+2.9%	Q4 2020
NKENIKE, Inc.	$55.6M	1.06%	0.05%	Not reported	Q1 2022
DISWalt Disney Co	$55.5M	1.06%	0.03%	-4.0%	Q4 2020
ROSTRoss Stores, Inc.	$54.1M	1.03%	0.11%	Not reported	Q4 2020
MCOMoodys Corp	$53.2M	1.01%	0.06%	+37.2%	Q1 2025
HONHoneywell International Inc	$53M	1.01%	0.04%	+1.4%	Q4 2020
IDXXIdexx Laboratories Inc	$50.3M	0.96%	0.10%	-13.4%	Q4 2024
WFCWells Fargo & Company	$49.2M	0.94%	0.02%	Not reported	Q1 2021
MARMarriott International Inc	$49.2M	0.94%	0.07%	+1.1%	Q4 2024
MDLZMondelez International, Inc.	$47.8M	0.91%	0.06%	+11.6%	Q4 2020
SPYSPDR S&P 500 ETF Trust	$46.1M	0.88%	Not reported	-9.6%	Q4 2020
TMUST-Mobile US, Inc.	$43.8M	0.83%	0.02%	-0.2%	Q1 2022
CVXChevron Corp	$43.7M	0.83%	0.01%	-0.3%	Q4 2020
BRK.BBerkshire Hathaway Inc	$42.2M	0.80%	Not reported	+1.0%	Q4 2020
MLMMartin Marietta Materials Inc	$33.5M	0.64%	0.09%	+7.7%	Q4 2024
ADBEAdobe Inc.	$28.5M	0.54%	0.02%	-12.4%	Q4 2020
MTDMettler Toledo International Inc/	$27.2M	0.52%	0.11%	+96.4%	Q3 2022
SPOTSpotify Technology S.A.	$23M	0.44%	0.02%	+4.6%	Q3 2024
GOOGAlphabet Inc.	$21.2M	0.40%	Not reported	-1.2%	Q4 2020
EOGEog Resources Inc	$17.4M	0.33%	0.03%	0.0%	Q4 2020
BRK.ABerkshire Hathaway Inc	$13.6M	0.26%	Not reported	Not reported	Q4 2020
CRMSalesforce, Inc.	$9.15M	0.17%	0.00%	-5.7%	Q4 2020

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