Lazard Freres Gestion S.A.S. — 13F holdings

Lazard Freres Gestion S.A.S. reported 115 holdings worth $5.77B in its 13F filing for Q2 2026, filed August 6, 2026.

Largest positions

1. GOOGL ALPHABET INC — $491M (8.5%)
2. MSFT MICROSOFT CORP — $435M (7.5%)
3. AAPL APPLE INC — $392M (6.8%)
4. AMZN AMAZON COM INC — $389M (6.7%)
5. NVDA NVIDIA CORPORATION — $383M (6.6%)
6. V VISA INC — $265M (4.6%)
7. AMAT APPLIED MATLS INC — $263M (4.6%)
8. RTX RTX CORPORATION — $205M (3.6%)
9. MSI MOTOROLA SOLUTIONS INC — $185M (3.2%)
10. META META PLATFORMS INC — $165M (2.9%)