Lazard Freres Gestion S.A.S.
Comparing Q4 2025 vs Q3 2025
Sorting applies to all holdings for this quarter on the server, then the page is sliced. Prior-quarter values come from the full prior-quarter filing.
Issuer ▲▼ | Shares | Value ($K) | ||||
|---|---|---|---|---|---|---|
Q3 2025 ▲▼ | Q4 2025 ▲▼ | Change ▲▼ | Q3 2025 ▲▼ | Q4 2025 ▲▼ | Change ▲▼ | |
| APPLE INC/U | 0 | 1,234,233 | +1,234,233 | 0 | 335,538 | +335,538 |
| MERCK & CO/U | 0 | 1,193,915 | +1,193,915 | 0 | 125,671 | +125,671 |
| FACEBOOK INC/U | 0 | 190,229 | +190,229 | 0 | 125,568 | +125,568 |
| BECTON DICKIN/U | 0 | 375,553 | +375,553 | 0 | 72,883 | +72,883 |
| ALPHABET INC A | 0 | 1,289,893 | +1,289,893 | 0 | 403,736 | +403,736 |
| COLGATE PALMO/U | 0 | 776,697 | +776,697 | 0 | 61,374 | +61,374 |
| JPMORGAN CHA/U | 0 | 170,072 | +170,072 | 0 | 54,800 | +54,800 |
| ESTEE LAUDER | 0 | 1,117,878 | +1,117,878 | 0 | 117,064 | +117,064 |
| ACCENTURE PLC | 0 | 684,857 | +684,857 | 0 | 183,747 | +183,747 |
| CHEVRON CORP/U | 0 | 254,176 | +254,176 | 0 | 38,738 | +38,738 |
| MONDELEZ INTL/U | 0 | 704,472 | +704,472 | 0 | 37,921 | +37,921 |
| VISA INC | 0 | 734,569 | +734,569 | 0 | 257,620 | +257,620 |
| AMAZON.COM INC | 0 | 1,583,820 | +1,583,820 | 0 | 365,577 | +365,577 |
| S&P GLOBAL INC | 0 | 212,605 | +212,605 | 0 | 111,105 | +111,105 |
| BERKSHR HAT B/U | 0 | 50,796 | +50,796 | 0 | 25,532 | +25,532 |
| COSTCO WHOLE | 0 | 115,633 | +115,633 | 0 | 99,714 | +99,714 |
| NIKE INC CL B | 0 | 1,185,742 | +1,185,742 | 0 | 75,543 | +75,543 |
| MEDTRONIC PLC | 0 | 1,705,936 | +1,705,936 | 0 | 163,872 | +163,872 |
| LILLY ELI & CO | 0 | 73,470 | +73,470 | 0 | 78,956 | +78,956 |
| MOTOROLA SOL | 0 | 439,646 | +439,646 | 0 | 168,525 | +168,525 |
| MARTIN MARIETTA | 0 | 81,029 | +81,029 | 0 | 50,453 | +50,453 |
| OTIS WORLDWIDE | 0 | 1,309,160 | +1,309,160 | 0 | 114,355 | +114,355 |
| METTLER INTL | 0 | 29,848 | +29,848 | 0 | 41,613 | +41,613 |
| APPLIED MATLS I | 0 | 512,245 | +512,245 | 0 | 131,641 | +131,641 |
| SPDR S&P 500 | 0 | 85,013 | +85,013 | 0 | 57,972 | +57,972 |
| MARRIOTT INTL I | 0 | 191,585 | +191,585 | 0 | 59,437 | +59,437 |
| MOODY'S CORP | 0 | 123,837 | +123,837 | 0 | 63,262 | +63,262 |
| NVIDIA CORP | 0 | 1,485,322 | +1,485,322 | 0 | 277,012 | +277,012 |
| BROADCOM INC | 0 | 224,598 | +224,598 | 0 | 77,733 | +77,733 |
| PROCTER & GAM/U | 0 | 50,500 | +50,500 | 0 | 7,237 | +7,237 |
| ALPHABET INC C | 0 | 85,722 | +85,722 | 0 | 26,899 | +26,899 |
| RAYTHEON TECH | 0 | 1,052,882 | +1,052,882 | 0 | 193,098 | +193,098 |
| PARKER HANNIFIN | 0 | 122,273 | +122,273 | 0 | 107,473 | +107,473 |
| MORGAN STANLEY | 0 | 484,783 | +484,783 | 0 | 86,063 | +86,063 |
| BALL CORP/U | 0 | 51,504 | +51,504 | 0 | 2,728 | +2,728 |
| ROSS STORES INC | 0 | 314,943 | +314,943 | 0 | 56,733 | +56,733 |
| DUOLINGO INC | 0 | 12,000 | +12,000 | 0 | 2,106 | +2,106 |
| INVESCO QQQ | 0 | 4,283 | +4,283 | 0 | 2,631 | +2,631 |
| DATADOG INC CL | 0 | 11,310 | +11,310 | 0 | 1,538 | +1,538 |
| NEXTRACKER INC-CL A | 0 | 10,850 | +10,850 | 0 | 945 | +945 |
| WELLS FARGO CO | 0 | 536,101 | +536,101 | 0 | 49,964 | +49,964 |
| EXXON MOBIL/U | 0 | 5,150 | +5,150 | 0 | 619 | +619 |
| ORACLE CORP/U | 0 | 2,400 | +2,400 | 0 | 467 | +467 |
| VERTEX INC | 0 | 110,000 | +110,000 | 0 | 2,196 | +2,196 |
| APPLOVIN CORP | 0 | 4,300 | +4,300 | 0 | 2,897 | +2,897 |
| SALESFORCE INC | 0 | 35,854 | +35,854 | 0 | 9,498 | +9,498 |
| ABBOTT LABS/U | 0 | 2,500 | +2,500 | 0 | 313 | +313 |
| AMER EXPRESS CO | 0 | 7,660 | +7,660 | 0 | 2,833 | +2,833 |
| ON HOLDING AG | 0 | 12,540 | +12,540 | 0 | 582 | +582 |
| BANK OF AMERICA | 0 | 30,316 | +30,316 | 0 | 1,667 | +1,667 |
| CISCO SYS INC | 0 | 2,780 | +2,780 | 0 | 214 | +214 |
| ISHR CORE MS EM | 0 | 3,000 | +3,000 | 0 | 201 | +201 |
| INTEL CORP/U | 0 | 5,433 | +5,433 | 0 | 200 | +200 |
| FIRST SOLAR INC | 0 | 4,390 | +4,390 | 0 | 1,146 | +1,146 |
| PROLOGIS INC | 0 | 18,340 | +18,340 | 0 | 2,341 | +2,341 |
| CLEARWAY-ENERGY | 0 | 19,770 | +19,770 | 0 | 657 | +657 |
| HILTON WORLD | 0 | 5,630 | +5,630 | 0 | 1,617 | +1,617 |
| VANGUARD RS 200 | 0 | 4,970 | +4,970 | 0 | 494 | +494 |
| CVS HEALTH CORP | 0 | 16,075 | +16,075 | 0 | 1,275 | +1,275 |
| iSHR CORE S&P | 0 | 3,150 | +3,150 | 0 | 2,157 | +2,157 |
| BADGER METER IN | 0 | 3,250 | +3,250 | 0 | 566 | +566 |
| ACUITY BRANDS | 0 | 2,000 | +2,000 | 0 | 720 | +720 |
| COCA COLA CO | 0 | 8,000 | +8,000 | 0 | 559 | +559 |
| INTL BUS MACH | 0 | 2,078 | +2,078 | 0 | 615 | +615 |
| GOLDMAN SACHS | 0 | 284 | +284 | 0 | 249 | +249 |
| QUANTA SERVICES | 0 | 3,070 | +3,070 | 0 | 1,295 | +1,295 |
| TESLA INC | 0 | 1,310 | +1,310 | 0 | 589 | +589 |
| iSHR CORE SP MC | 0 | 9,050 | +9,050 | 0 | 597 | +597 |
| iSHR CORE SP SC | 0 | 4,602 | +4,602 | 0 | 553 | +553 |
| PEPSICO INC | 0 | 1,665 | +1,665 | 0 | 238 | +238 |
| CLEAN HARBORS | 0 | 2,040 | +2,040 | 0 | 478 | +478 |
| TETRA TECH INC | 0 | 25,830 | +25,830 | 0 | 866 | +866 |
| COTY INC | 0 | 64,564 | +64,564 | 0 | 198 | +198 |
| WASTE MGMT INC | 0 | 3,842 | +3,842 | 0 | 844 | +844 |
| LAZARD INC | 0 | 4,500 | +4,500 | 0 | 218 | +218 |
| STRYKER CORP | 0 | 2,000 | +2,000 | 0 | 702 | +702 |
| CBOE GLOBAL | 0 | 4,940 | +4,940 | 0 | 1,239 | +1,239 |
| PINTEREST INC | 0 | 80,000 | +80,000 | 0 | 2,071 | +2,071 |
| ALIBABA GRP ADR | 0 | 1,625 | +1,625 | 0 | 238 | +238 |
| UNIVERSAL DISPL | 0 | 3,000 | +3,000 | 0 | 350 | +350 |
| XYLEM INC | 0 | 8,350 | +8,350 | 0 | 1,137 | +1,137 |
| Samsara Inc | 0 | 60,000 | +60,000 | 0 | 2,127 | +2,127 |
| CIGNA GROUP/THE | 0 | 3,996 | +3,996 | 0 | 1,099 | +1,099 |
| JOHN & JOHN COM | 0 | 4,685 | +4,685 | 0 | 969 | +969 |
| OWENS CORNING | 0 | 4,850 | +4,850 | 0 | 542 | +542 |
| SYNOPSYS INC | 0 | 5,800 | +5,800 | 0 | 2,724 | +2,724 |
| ADV MICRO DEV I | 0 | 20,030 | +20,030 | 0 | 4,289 | +4,289 |
| JOHNSON CTRL IN | 0 | 14,075 | +14,075 | 0 | 1,685 | +1,685 |
| TYLER TECHNOLOG | 0 | 5,000 | +5,000 | 0 | 2,269 | +2,269 |
| CARRIER GLOBAL | 0 | 13,965 | +13,965 | 0 | 737 | +737 |
| VERISK ANALYTIC | 0 | 14,000 | +14,000 | 0 | 3,131 | +3,131 |
| SERVICENOW | 0 | 17,905 | +17,905 | 0 | 2,742 | +2,742 |
| CADENCE DESIGN | 0 | 7,800 | +7,800 | 0 | 2,438 | +2,438 |
| ARM HOLDINGS PLC | 0 | 13,000 | +13,000 | 0 | 1,421 | +1,421 |
| MICRON TECHNOLO | 0 | 12,000 | +12,000 | 0 | 3,424 | +3,424 |
| AMERICAN WATER | 0 | 10,160 | +10,160 | 0 | 1,325 | +1,325 |
| NETFLIX INC | 0 | 43,920 | +43,920 | 0 | 4,117 | +4,117 |
| AMPHENOL CORP | 0 | 754,763 | +754,763 | 0 | 101,998 | +101,998 |
| UBER TECHNOLOGI | 0 | 29,000 | +29,000 | 0 | 2,369 | +2,369 |
| ADOBE INC | 0 | 75,782 | +75,782 | 0 | 26,522 | +26,522 |