Lazard Asset Management Q2 2026 13F: largest position changesLazard Asset Management 2026年Q2 13F：重点持仓变化

📊 13F持仓｜Lazard Asset Management

截至2026年6月30日｜美股多头市值 $65.3B

重点增持

• 加仓 +25%｜英伟达 (NVDA)｜期末 $2.6B

• 加仓 +31%｜艾斯能公司 (EXC)｜期末 $1.5B

• 加仓 +730%｜科磊 (KLAC)｜期末 $732M

重点减持

• 减仓 -57%｜加拿大国家铁路公司 (CNI)｜期末 $934M

• 减仓 -38%｜博通 (AVGO)｜期末 $842M

• 减仓 -100%｜CSX运输 (CSX)｜期末 $753M

注：13F为季度末持仓快照，披露存在滞后。

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📊 13F holdings | Lazard Asset Management

as of 2026-06-30 | reported long value $65.3B

Largest additions

• Shares +25% | NVIDIA Corporation (NVDA) | quarter-end $2.6B

• Shares +31% | Exelon Corporation (EXC) | quarter-end $1.5B

• Shares +730% | KLA Corporation (KLAC) | quarter-end $732M

Largest reductions

• Shares -57% | Canadian National Railway Comp… (CNI) | quarter-end $934M

• Shares -38% | Broadcom Inc. (AVGO) | quarter-end $842M

• Shares -100% | CSX Corporation (CSX) | quarter-end $753M

Note: 13F is a delayed quarter-end holdings snapshot.