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The Analysis of Lazard Freres Gestion S.A.S.'s Holdings & P&L

Currently, Lazard Freres Gestion S.A.S. holds 123 types of securities in its portfolio with a total value $5.1M. In the most recent quarter, they have increased their positions in BSX (+217.5K shares, valued at $13.6K), WAT (+38.6K shares, valued at $11.5K), TMUS (+47.7K shares, valued at $10.0K); decreased their positions in AMAT (-68.2K shares, valued at $23.3K), MS (-90.6K shares, valued at $14.9K), BDX (-72.3K shares, valued at $11.4K); initiated new positions in BSX (+217.5K shares, valued at $13.6K), WAT (+38.6K shares, valued at $11.5K), N/A (+7.4K shares, valued at $1.4K).

1M P&L

+75.4M+1.47%

3M P&L

+149.4M+2.96%

HY P&L

+437.6M+9.19%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1Software - Infrastructure396.4K

9.5%

2Internet Retail334.0K

8.0%

3Consumer Electronics318.8K

7.6%

Top Industries by Stock Count

1Software - Application9 stocks

8.0%

2N/A8 stocks

7.1%

3Semiconductors6 stocks

5.4%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

MSFT MICROSOFT/MS1.1M shares1.88%2026-03-312026-05-07

ALPHABET INC A ALPHABET INC A1.3M shares-0.16%2026-03-312026-05-07

AMZN AMAZON.COM INC1.6M shares1.20%2026-03-312026-05-07

AAPL APPLE INC/U1.3M shares1.76%2026-03-312026-05-07

NVDA NVIDIA CORP1.5M shares-1.67%2026-03-312026-05-07

V VISA INC745.7K shares1.51%2026-03-312026-05-07

RTX RAYTHEON TECH1.0M shares-1.93%2026-03-312026-05-07

MSI MOTOROLA SOL430.9K shares-1.99%2026-03-312026-05-07

Sponsored

AMAT APPLIED MATLS I444.0K shares-13.32%2026-03-312026-05-07

MEDTRONIC PLC MEDTRONIC PLC1.6M shares-7.33%2026-03-312026-05-07

MERCK & CO INC MERCK & CO INC1.1M shares-5.16%2026-03-312026-05-07

ACCENTURE PLC ACCENTURE PLC667.0K shares-2.60%2026-03-312026-05-07

ZTS ZOETIS INC1.0M shares-0.72%2026-03-312026-05-07

COST COSTCO WHOLE120.9K shares4.52%2026-03-312026-05-07

PH PARKER HANNIFIN122.4K shares0.07%2026-03-312026-05-07

META FACEBOOK INC/U184.9K shares-2.82%2026-03-312026-05-07

Sponsored

OTIS OTIS WORLDWIDE1.3M shares2.43%2026-03-312026-05-07

SPGI S&P GLOBAL INC218.4K shares2.73%2026-03-312026-05-07

APH AMPHENOL CORP688.1K shares-8.83%2026-03-312026-05-07

EL ESTEE LAUDER1.1M shares-0.77%2026-03-312026-05-07

BROADCOM INC BROADCOM INC231.5K shares3.09%2026-03-312026-05-07

LLY LILLY ELI & CO77.4K shares5.32%2026-03-312026-05-07

CL COLGATE PALMO/U766.8K shares-1.28%2026-03-312026-05-07

MS MORGAN STANLEY394.2K shares-18.68%2026-03-312026-05-07

Sponsored

NKE NIKE INC CL B1.2M shares2.82%2026-03-312026-05-07

KLAC KLA CORP40.2K shares-10.14%2026-03-312026-05-07

ECL ECOLAB INC219.6K shares-7.23%2026-03-312026-05-07

ROST ROSS STORES INC262.7K shares-16.59%2026-03-312026-05-07

ICE INTERCONTINEN354.9K shares-7.08%2026-03-312026-05-07

HON HONEYWELL INTL240.8K shares0.53%2026-03-312026-05-07

MAR MARRIOTT INTL I164.0K shares-14.38%2026-03-312026-05-07

CVX CHEVRON CORP/U253.5K shares-0.28%2026-03-312026-05-07

Sponsored

MCO MOODY'S CORP117.2K shares-5.39%2026-03-312026-05-07

JPM JPMORGAN CHA/U171.6K shares0.90%2026-03-312026-05-07

MLM MARTIN MARIETTA81.7K shares0.82%2026-03-312026-05-07

BDX BECTON DICKIN/U303.2K shares-19.25%2026-03-312026-05-07

MDLZ MONDELEZ INTL/U825.2K shares17.13%2026-03-312026-05-07

SPY SPDR S&P 50071.1K shares-16.42%2026-03-312026-05-07

TMUS T-MOBIL US INC218.2K shares27.95%2026-03-312026-05-07

DIS WALT DISNEY CO445.3K shares-0.00%2026-03-312026-05-07

Sponsored

WFC WELLS FARGO CO536.1K shares0.00%2026-03-312026-05-07

IDXX IDEXX LABS CORP67.3K shares6.81%2026-03-312026-05-07

MTD METTLER INTL29.8K shares-0.02%2026-03-312026-05-07

ALPHABET INC C ALPHABET INC C87.5K shares2.04%2026-03-312026-05-07

SPOT SPOTIFY TECHNOL42.2K shares29.63%2026-03-312026-05-07

BERKSHR HAT B/U BERKSHR HAT B/U39.5K shares-22.30%2026-03-312026-05-07

BSX BOSTON SCIENT/U217.5K sharesnew addition2026-03-312026-05-07

WAT WATERS CORP38.6K sharesnew addition2026-03-312026-05-07

Sponsored

PG PROCTER & GAM/U50.5K shares0.00%2026-03-312026-05-07

BRK.A BERKSHIRE-HAT A7 shares-53.33%2026-03-312026-05-07

HD HOME DEPOT INC11.2K shares-22.47%2026-03-312026-05-07

AMD ADV MICRO DEV I17.7K shares-11.80%2026-03-312026-05-07

NFLX NETFLIX INC34.3K shares-21.90%2026-03-312026-05-07

INVESCO QQQ INVESCO QQQ4.8K shares12.12%2026-03-312026-05-07

PLD PROLOGIS INC18.1K shares-1.09%2026-03-312026-05-07

CRM SALESFORCE INC12.4K shares-65.29%2026-03-312026-05-07

Sponsored

DDOG DATADOG INC CL18.3K shares61.89%2026-03-312026-05-07

IVV iSHR CORE S&P3.1K shares0.00%2026-03-312026-05-07

AXP AMER EXPRESS CO6.5K shares-15.67%2026-03-312026-05-07

JCI JOHNSON CTRL IN14.8K shares5.04%2026-03-312026-05-07

CDNS CADENCE DES/U6.8K shares-12.56%2026-03-312026-05-07

SNPS SYNOPSYS INC4.8K shares-17.59%2026-03-312026-05-07

BAC BANK OF AMERICA38.3K shares26.46%2026-03-312026-05-07

ARM ARM HOLDINGS PLC12.3K shares-5.08%2026-03-312026-05-07

Sponsored

NOW SERVICENOW16.8K shares-6.03%2026-03-312026-05-07

MU MICRON TECHNOLO5.2K shares-56.92%2026-03-312026-05-07

PWR QUANTA SERVICES3.1K shares0.00%2026-03-312026-05-07

HLT HILTON WORLD5.5K shares-1.95%2026-03-312026-05-07

UBER UBER TECHNOLOGI23.1K shares-20.28%2026-03-312026-05-07

TYL TYLER TECHNOLOG4.8K shares-3.40%2026-03-312026-05-07

APP APPLOVIN CORP4.1K shares-4.88%2026-03-312026-05-07

IOT Samsara Inc51.2K shares-14.72%2026-03-312026-05-07

Sponsored

AWK AMERICAN WATER11.1K shares8.76%2026-03-312026-05-07

INV S&P500 EQW INV S&P500 EQW7.4K sharesnew addition2026-03-312026-05-07

WM WASTE MANAGEM/U6.2K shares60.49%2026-03-312026-05-07

CBOE CBOE GLOBAL4.8K shares-1.82%2026-03-312026-05-07

PINS PINTEREST INC72.7K shares-9.18%2026-03-312026-05-07

NXT NEXTRACKER INC-CL10.8K shares0.00%2026-03-312026-05-07

VRSK VERISK ANALYTIC6.8K shares-51.21%2026-03-312026-05-07

CVS CVS HEALTH CORP16.1K shares0.00%2026-03-312026-05-07

Sponsored

VERX VERTEX INC94.9K shares-13.69%2026-03-312026-05-07

CIGNA GROUP/THE CIGNA GROUP/THE3.9K shares-2.00%2026-03-312026-05-07

DUOL DUOLINGO INC10.2K shares-14.75%2026-03-312026-05-07

XYL XYLEM INC8.3K shares0.00%2026-03-312026-05-07

JNJ JOHN & JOHN COM3.9K shares-16.14%2026-03-312026-05-07

XOM EXXON MOBIL/U5.5K shares7.48%2026-03-312026-05-07

FSLR FIRST SOLAR INC4.4K shares0.00%2026-03-312026-05-07

IGM ISHR EXP TECH7.1K sharesnew addition2026-03-312026-05-07

Sponsored

GS GOLDMAN SACHS931 shares227.82%2026-03-312026-05-07

CWEN CLEARWAY-ENERGY20.0K shares1.16%2026-03-312026-05-07

TTEK TETRA TECH INC25.8K shares0.00%2026-03-312026-05-07

CARR CARRIER GLOBAL13.4K shares-4.30%2026-03-312026-05-07

VTWO VANGUARD RS 2006.9K shares38.11%2026-03-312026-05-07

SYK STRYKER CORP2.0K shares0.00%2026-03-312026-05-07

IJH iSHR CORE SP MC9.1K shares0.00%2026-03-312026-05-07

KO COCA COLA CO8.0K shares0.00%2026-03-312026-05-07

Sponsored

ADI ANALOG DEVICES1.8K sharesnew addition2026-03-312026-05-07

CLH CLEAN HARBORS2.0K shares0.00%2026-03-312026-05-07

IJR iSHR CORE S&P/U4.6K shares0.00%2026-03-312026-05-07

AYI ACUITY BRANDS2.0K shares0.00%2026-03-312026-05-07

OC OWENS CORNING4.8K shares0.00%2026-03-312026-05-07

IBM INTL BUS MACH2.1K shares0.00%2026-03-312026-05-07

BMI BADGER METER IN3.3K shares0.00%2026-03-312026-05-07

DHR DANAHER CORP DE2.6K sharesnew addition2026-03-312026-05-07

Sponsored

TSLA TESLA INC1.3K shares0.00%2026-03-312026-05-07

MCD MCDONALDS CORP1.4K sharesnew addition2026-03-312026-05-07

NDSN NORDSON CORP CO1.6K sharesnew addition2026-03-312026-05-07

IEMG ISHR CORE MS EM5.6K shares86.33%2026-03-312026-05-07

ONON ON HOLDING AG11.3K shares-9.49%2026-03-312026-05-07

MMC MARSH & MCLENNA2.2K sharesnew addition2026-03-312026-05-07

ORCL ORACLE CORP/U2.4K shares0.00%2026-03-312026-05-07

CBRE CBRE GROUP INC2.3K sharesnew addition2026-03-312026-05-07

Sponsored

J Jacobs Solutions Inc2.5K sharesnew addition2026-03-312026-05-07

BLACKSTONE INC BLACKSTONE INC2.7K sharesnew addition2026-03-312026-05-07

BALL BALL CORP/U5.1K shares-90.07%2026-03-312026-05-07

PEP PEPSICO INC1.7K shares0.00%2026-03-312026-05-07

ABT ABBOTT LABS/U2.5K shares0.00%2026-03-312026-05-07

INTC INTEL CORP5.4K shares0.00%2026-03-312026-05-07

CAT CATERPILLAR INC330 sharesnew addition2026-03-312026-05-07

NEM NEWMONT GOLDCO2.0K sharesnew addition2026-03-312026-05-07

Sponsored

CSCO CISCO SYS INC2.8K shares0.00%2026-03-312026-05-07

BABA ALIBABA GRP ADR1.6K shares0.00%2026-03-312026-05-07

COTY COTY INC58.2K shares-9.87%2026-03-312026-05-07

MSFT

MICROSOFT/MS

1.88%

Shares1.1M

Event2026-03-31

Filed2026-05-07

ALPHABET INC A

-0.16%

Shares1.3M

Event2026-03-31

Filed2026-05-07

AMZN

AMAZON.COM INC

1.20%

Shares1.6M

Event2026-03-31

Filed2026-05-07

AAPL

APPLE INC/U

1.76%

Shares1.3M

Event2026-03-31

Filed2026-05-07

NVDA

NVIDIA CORP

-1.67%

Shares1.5M

Event2026-03-31

Filed2026-05-07

VISA INC

1.51%

Shares745.7K

Event2026-03-31

Filed2026-05-07

RTX

RAYTHEON TECH

-1.93%

Shares1.0M

Event2026-03-31

Filed2026-05-07

MSI

MOTOROLA SOL

-1.99%

Shares430.9K

Event2026-03-31

Filed2026-05-07

AMAT

APPLIED MATLS I

-13.32%

Shares444.0K

Event2026-03-31

Filed2026-05-07

MEDTRONIC PLC

-7.33%

Shares1.6M

Event2026-03-31

Filed2026-05-07

MERCK & CO INC

-5.16%

Shares1.1M

Event2026-03-31

Filed2026-05-07

ACCENTURE PLC

-2.60%

Shares667.0K

Event2026-03-31

Filed2026-05-07

ZTS

ZOETIS INC

-0.72%

Shares1.0M

Event2026-03-31

Filed2026-05-07

COST

COSTCO WHOLE

4.52%

Shares120.9K

Event2026-03-31

Filed2026-05-07

PARKER HANNIFIN

0.07%

Shares122.4K

Event2026-03-31

Filed2026-05-07