Lazard Freres Gestion S.A.S.

PARIS, I0 · CIK 1426748 · 13F filing filed 2026-08-06

No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.

Others nearbyParis

$5.8bn reported value +13.8% vs Q1 2026

115positions

55.0%in top 10

7 new 50 added 32 reduced 15 sold out vs Q1 2026

Also in the report of:

GROUPAMA ASSET MANAGMENT

Shares in two reports are counted once in each security's totals.

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	ALPHABET INC CAP STK CL A GOOGL	GOOGL	1,375,171	$491.4m8.52%	8.52%	Added +87.4k	+87,358 6.8%
2	MICROSOFT CORP COM MSFT	MSFT	1,166,842	$435.3m7.54%	7.54%	Added +106.5k	+106,481 10.0%
3	APPLE INC COM AAPL	AAPL	1,355,839	$392.3m6.80%	6.80%	Added +99.8k	+99,830 8.0%
4	AMAZON COM INC COM AMZN	AMZN	1,631,428	$388.8m6.74%	6.74%	Added +28.6k	+28,600 1.8%
5	NVIDIA CORPORATION COM NVDA	NVDA	1,916,325	$383.4m6.64%	6.64%	Added +455.8k	+455,788 31.2%
6	VISA INC COM CL A V	V	771,906	$264.8m4.59%	4.59%	Added +26.2k	+26,223 3.5%
7	APPLIED MATLS INC COM AMAT	AMAT	363,875	$263.1m4.56%	4.56%	Reduced -80.2k	-80,156 -18.1%
8	RTX CORPORATION COM RTX	RTX	1,082,603	$205.4m3.56%	3.56%	Added +50.1k	+50,069 4.8%
9	MOTOROLA SOLUTIONS INC COM NEW MSI	MSI	445,079	$184.8m3.20%	3.20%	Added +14.2k	+14,188 3.3%
10	META PLATFORMS INC CL A META	META	292,388	$164.7m2.85%	2.85%	Added +107.5k	+107,531 58.2%
11	MERCK & CO INC COM MRK	MRK	1,149,281	$147.7m2.56%	2.56%	Added +16.9k	+16,923 1.5%
12	PARKER-HANNIFIN CORP COM PH	PH	141,805	$138.7m2.40%	2.40%	Added +19.4k	+19,449 15.9%
13	AMPHENOL CORP CL A APH	APH	758,370	$133.7m2.32%	2.32%	Added +70.3k	+70,280 10.2%
14	MEDTRONIC PLC SHS MDT	MDT	1,570,835	$122.9m2.13%	2.13%	Reduced -10.0k	-10,020 -0.6%
15	BROADCOM INC COM AVGO	AVGO	306,411	$115.7m2.01%	2.01%	Added +74.9k	+74,880 32.3%
16	COSTCO WHSL CORP NEW COM COST	COST	120,877	$113.1m1.96%	1.96%	Added +14	+14 0.0%
17	OTIS WORLDWIDE CORP COM OTIS	OTIS	1,417,110	$101.5m1.76%	1.76%	Added +76.1k	+76,146 5.7%
18	ELI LILLY & CO COM LLY	LLY	84,549	$101.4m1.76%	1.76%	Added +7.2k	+7,173 9.3%
19	KLA CORP COM NEW KLAC	KLAC	309,186	$93.3m1.62%	1.62%	Reduced -92.6k	-92,554 -23.0%
20	S&P GLOBAL INC COM SPGI	SPGI	238,298	$91.8m1.59%	1.59%	Added +19.9k	+19,896 9.1%
21	LAUDER ESTEE COS INC CL A EL	EL	1,138,849	$89.9m1.56%	1.56%	Added +29.6k	+29,584 2.7%
22	MORGAN STANLEY COM NEW MS	MS	401,471	$83.9m1.45%	1.45%	Added +7.2k	+7,249 1.8%
23	COLGATE PALMOLIVE CO COM CL	CL	761,286	$69.8m1.21%	1.21%	Reduced -5.5k	-5,483 -0.7%
24	ZOETIS INC CL A ZTS	ZTS	955,904	$68.7m1.19%	1.19%	Reduced -93.4k	-93,403 -8.9%
25	SPDR S&P 500 ETF TR TR UNIT SPY	SPY	82,908	$61.9m1.07%	1.07%	Added +11.9k	+11,855 16.7%
26	JPMORGAN CHASE & CO COM JPM	JPM	185,508	$60.7m1.05%	1.05%	Added +13.9k	+13,912 8.1%
27	MARRIOTT INTL INC NEW CL A MAR	MAR	158,002	$58.6m1.01%	1.01%	Reduced -6.0k	-6,025 -3.7%
28	MOODYS CORP COM MCO	MCO	128,644	$58.3m1.01%	1.01%	Added +11.5k	+11,476 9.8%
29	NIKE INC CL B NKE	NKE	1,357,892	$55.7m0.97%	0.97%	Added +138.7k	+138,707 11.4%
30	ACCENTURE PLC IRELAND SHS CLASS A ACN	ACN	439,707	$54.7m0.95%	0.95%	Reduced -227.3k	-227,324 -34.1%
31	ECOLAB INC COM ECL	ECL	194,594	$54.2m0.94%	0.94%	Reduced -25.0k	-24,976 -11.4%
32	WELLS FARGO CO NEW COM WFC	WFC	586,166	$48.4m0.84%	0.84%	Added +50.1k	+50,065 9.3%
33	INTERCONTINENTAL EXCHANGE IN COM ICE	ICE	375,371	$46.2m0.80%	0.80%	Added +20.5k	+20,487 5.8%
34	METTLER TOLEDO INTERNATIONAL COM MTD	MTD	35,279	$45.1m0.78%	0.78%	Added +5.4k	+5,437 18.2%
35	ROSS STORES INC COM ROST	ROST	208,842	$44.5m0.77%	0.77%	Reduced -53.9k	-53,864 -20.5%
36	MONDELEZ INTL INC CL A MDLZ	MDLZ	765,830	$44.3m0.77%	0.77%	Reduced -59.3k	-59,325 -7.2%
37	DISNEY WALT CO COM DIS	DIS	457,055	$44.0m0.76%	0.76%	Added +11.8k	+11,794 2.6%
38	MARTIN MARIETTA MATLS INC COM MLM	MLM	75,935	$43.8m0.76%	0.76%	Reduced -5.8k	-5,755 -7.0%
39	CHEVRON CORP NEW COM CVX	CVX	258,038	$42.8m0.74%	0.74%	Added +4.6k	+4,579 1.8%
40	IDEXX LABS INC COM IDXX	IDXX	75,574	$39.8m0.69%	0.69%	Added +8.3k	+8,287 12.3%
41	T-MOBILE US INC COM TMUS	TMUS	205,832	$34.5m0.60%	0.60%	Reduced -12.3k	-12,339 -5.7%
42	ALPHABET INC CAP STK CL C GOOG	GOOG	86,821	$30.7m0.53%	0.53%	Reduced -652	-652 -0.8%
43	HONEYWELL INTL INC COM HON	HON	127,116	$28.5m0.49%	0.49%	New
44	SMURFIT WESTROCK PLC SHS SW	SW	608,900	$28.2m0.49%	0.49%	New
45	MICRON TECHNOLOGY INC COM MU	MU	22,562	$26.0m0.45%	0.45%	Added +17.4k	+17,392 336.4%
46	SPOTIFY TECHNOLOGY S A SHS SPOT	SPOT	49,279	$22.6m0.39%	0.39%	Added +7.1k	+7,059 16.7%
47	BECTON DICKINSON & CO COM BDX	BDX	125,504	$19.0m0.33%	0.33%	Reduced -177.7k	-177,743 -58.6%
48	BERKSHIRE HATHAWAY INC DEL CL B NEW BRK.B	BRK.B	25,077	$12.5m0.22%	0.22%	Reduced -14.4k	-14,390 -36.5%
49	HONEYWELL AEROSPACE INC COM HONA	HONA	55,478	$12.3m0.21%	0.21%	New
50	BOSTON SCIENTIFIC CORP COM BSX	BSX	241,113	$10.3m0.18%	0.18%	Added +23.6k	+23,627 10.9%
51	ADVANCED MICRO DEVICES INC COM AMD	AMD	15,571	$9.0m0.16%	0.16%	Reduced -2.1k	-2,096 -11.9%
52	SUNBELT RENTALS HOLDINGS INC SHS SUNB	SUNB	106,911	$8.0m0.14%	0.14%	New
53	PROCTER AND GAMBLE CO COM PG	PG	50,500	$7.4m0.13%	0.13%	Unchanged
54	INVESCO QQQ TR UNIT SER 1 QQQ	QQQ	8,561	$6.3m0.11%	0.11%	Added +3.8k	+3,759 78.3%
55	ARM HOLDINGS PLC SPONSORED ADS ARM	ARM	12,430	$4.4m0.08%	0.08%	Added +90	+90 0.7%
56	PROLOGIS INC. COM PLD	PLD	20,490	$2.8m0.05%	0.05%	Added +2.4k	+2,350 12.9%
57	CADENCE DESIGN SYSTEM INC COM CDNS	CDNS	6,870	$2.6m0.04%	0.04%	Added +50	+50 0.7%
58	NETFLIX INC COM NFLX	NFLX	34,500	$2.5m0.04%	0.04%	Added +200	+200 0.6%
59	ISHARES TR CORE S&P500 ETF IVV	IVV	3,150	$2.4m0.04%	0.04%	Unchanged
60	AMERICAN EXPRESS CO COM AXP	AXP	6,460	$2.2m0.04%	0.04%	Unchanged
61	BANK AMERICA CORP COM BAC	BAC	37,836	$2.2m0.04%	0.04%	Reduced -503	-503 -1.3%
62	QUANTA SVCS INC COM PWR	PWR	2,770	$2.0m0.03%	0.03%	Reduced -300	-300 -9.8%
63	HILTON WORLDWIDE HLDGS INC COM HLT	HLT	5,920	$2.0m0.03%	0.03%	Added +400	+400 7.2%
64	JOHNSON CTLS INTL PLC SHS JCI	JCI	13,085	$1.9m0.03%	0.03%	Reduced -1.7k	-1,700 -11.5%
65	HOME DEPOT INC COM HD	HD	5,270	$1.9m0.03%	0.03%	Reduced -5.9k	-5,890 -52.8%
66	WASTE MGMT INC DEL COM WM	WM	7,596	$1.7m0.03%	0.03%	Added +1.4k	+1,430 23.2%
67	SERVICENOW INC COM NOW	NOW	16,945	$1.7m0.03%	0.03%	Added +120	+120 0.7%
68	UBER TECHNOLOGIES INC COM UBER	UBER	23,300	$1.7m0.03%	0.03%	Added +180	+180 0.8%
69	AMERICAN WTR WKS CO INC NEW COM AWK	AWK	12,750	$1.7m0.03%	0.03%	Added +1.7k	+1,700 15.4%
70	INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT RSP	RSP	7,400	$1.6m0.03%	0.03%	Unchanged
71	SALESFORCE INC COM CRM	CRM	9,840	$1.5m0.03%	0.03%	Reduced -2.6k	-2,605 -20.9%
72	SYNOPSYS INC COM SNPS	SNPS	3,450	$1.5m0.03%	0.03%	Reduced -1.3k	-1,330 -27.8%
73	VERISK ANALYTICS INC COM VRSK	VRSK	6,880	$1.2m0.02%	0.02%	Added +50	+50 0.7%
74	XYLEM INC COM XYL	XYL	10,100	$1.2m0.02%	0.02%	Added +1.8k	+1,750 21.0%
75	CBOE GLOBAL MKTS INC COM CBOE	CBOE	4,850	$1.2m0.02%	0.02%	Unchanged
76	ISHARES TR EXPND TEC SC ETF IGM	IGM	7,110	$1.2m0.02%	0.02%	Unchanged
77	TYLER TECHNOLOGIES INC COM TYL	TYL	3,910	$1.1m0.02%	0.02%	Reduced -920	-920 -19.1%
78	NEXTRACKER INC CLASS A COM NXT	NXT	9,270	$1.1m0.02%	0.02%	Reduced -1.6k	-1,580 -14.6%
79	VERTEX INC CL A VERX	VERX	95,660	$1.1m0.02%	0.02%	Added +720	+720 0.8%
80	THE CIGNA GROUP COM CI	CI	3,916	$1.1m0.02%	0.02%	Unchanged
81	CARRIER GLOBAL CORPORATION COM CARR	CARR	13,365	$980.0k0.02%	0.02%	Unchanged
82	TETRA TECH INC NEW COM TTEK	TTEK	33,330	$962.0k0.02%	0.02%	Added +7.5k	+7,500 29.0%
83	GOLDMAN SACHS GROUP INC COM GS	GS	931	$941.0k0.02%	0.02%	Unchanged
84	JOHNSON & JOHNSON COM JNJ	JNJ	3,536	$898.0k0.02%	0.02%	Reduced -393	-393 -10.0%
85	VANGUARD SCOTTSDALE FDS VNG RUS2000IDX VTWO	VTWO	6,579	$798.0k0.01%	0.01%	Reduced -285	-285 -4.2%
86	FIRST SOLAR INC COM FSLR	FSLR	3,290	$776.0k0.01%	0.01%	Reduced -1.1k	-1,100 -25.1%
87	OWENS CORNING NEW COM OC	OC	4,850	$770.0k0.01%	0.01%	Unchanged
88	ACUITY INC COM AYI	AYI	2,000	$753.0k0.01%	0.01%	Unchanged
89	BERKSHIRE HATHAWAY INC DEL CL A BRK.A	BRK.A	1	$748.0k0.01%	0.01%	Reduced -6	-6 -85.7%
90	ANALOG DEVICES INC COM ADI	ADI	1,844	$732.0k0.01%	0.01%	Unchanged
91	INTEL CORP COM INTC	INTC	5,183	$723.0k0.01%	0.01%	Reduced -250	-250 -4.6%
92	EXXON MOBIL CORP COM XOM	XOM	5,150	$704.0k0.01%	0.01%	Reduced -385	-385 -7.0%
93	ISHARES TR CORE S&P MCP ETF IJH	IJH	9,050	$697.0k0.01%	0.01%	Unchanged
94	CLEARWAY ENERGY INC CL C CWEN	CWEN	20,243	$691.0k0.01%	0.01%	Added +244	+244 1.2%
95	ISHARES TR CORE S&P SCP ETF IJR	IJR	4,602	$682.0k0.01%	0.01%	Unchanged
96	COCA COLA CO COM KO	KO	8,000	$650.0k0.01%	0.01%	Unchanged
97	STRYKER CORPORATION COM SYK	SYK	2,000	$629.0k0.01%	0.01%	Unchanged
98	CLEAN HARBORS INC COM CLH	CLH	2,040	$609.0k0.01%	0.01%	Unchanged
99	INTERNATIONAL BUSINESS MACHS COM IBM	IBM	2,078	$584.0k0.01%	0.01%	Unchanged
100	TESLA INC COM TSLA	TSLA	1,310	$550.0k0.01%	0.01%	Unchanged

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
HONEYWELL INTL INC		120,408	$54.4m120.4k shares
APPLOVIN CORP APP	APP	4,090	$1.6m4.1k shares
SAMSARA INC IOT	IOT	51,170	$1.6m51.2k shares
PINTEREST INC PINS	PINS	72,660	$1.3m72.7k shares
CVS HEALTH CORP CVS	CVS	16,075	$1.2m16.1k shares
DUOLINGO INC DUOL	DUOL	10,230	$1.0m10.2k shares
DANAHER CORPORATION DHR	DHR	2,599	$492.0k2.6k shares
MCDONALDS CORP MCD	MCD	1,391	$432.0k1.4k shares
NORDSON CORP NDSN	NDSN	1,600	$425.0k1.6k shares
MARSH & MCLENNAN COS INC MRSH	MRSH	2,177	$377.0k2.2k shares
CBRE GROUP INC CBRE	CBRE	2,340	$316.0k2.3k shares
JACOBS SOLUTIONS INC J	J	2,465	$313.0k2.5k shares
BALL CORP BALL	BALL	5,115	$302.0k5.1k shares
NEWMONT CORP NEM	NEM	2,000	$216.0k2.0k shares
ALIBABA GROUP HLDG LTD BABA	BABA	1,625	$203.0k1.6k shares