Future Fund LLC LAZ — LAZARD INC

Ownership history in Future Fund LLC  ·  5 quarters on record

AI Ownership Summary

Future Fund LLC reported LAZARD INC (LAZ) in 5 quarterly 13F filings from 2025 Q1 through 2026 Q1. Peak portfolio weight reached 0.54% in 2025 Q1. The latest visible filing shows LAZ at 0.25% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this LAZ ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Future Fund LLC's position in LAZARD INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

LAZ was reported at 0.25% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.54% in 2025 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q1 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

LAZ stock page Future Fund LLC fund profile Future Fund LLC full holdings
How Future Fund LLC held LAZ — position size vs. price
% of Fund (quarterly)    LAZ price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 5 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 16,903 +2,096 +14.2% 0.25% $718K 2026-05-06 $46.08
2025 Q4 REDUCED 12.0% -11.7% ✅ 14,807 -2,016 -12.0% 0.23% $719K 2026-02-10 $56.38
2025 Q3 ADDED — — — 16,823 +5,139 +44.0% 0.31% $888K 2025-11-12 $50.92
2025 Q2 ADDED — — — 11,684 +2,002 +20.7% 0.25% $561K 2025-08-07 $49.78
2025 Q1 INITIATED — — — 9,682 — — 0.54% $419K 2025-05-15 $44.42

🏢 Other funds also holding LAZ

As of 2026 Q1 — sorted by position size

Buck Wealth Strategies, LLC 0.99% Penn Capital Management Company, LLC 3Y 7Y 0.87% AMICA MUTUAL INSURANCE CO 3Y 7Y 0.7% LAWOOD & CO 0.5% Paulson Wealth Management Inc. 3Y 7Y 0.49% ROYCE & ASSOCIATES LP 3Y 7Y 0.41% Jackson Hole Capital Partners, LLC 3Y 7Y 0.4% Autumn Glory Partners, LLC 3Y 0.33% Catalyst Funds Management Pty Ltd 0.31% Oliver Luxxe Assets LLC 3Y 7Y 0.3%

FAQ About Future Fund LLC and LAZ

These are the practical questions this page is built to answer before you even open the full history table.

How long has Future Fund LLC reported owning LAZ?

Future Fund LLC reported LAZ across 5 quarterly 13F filings, from 2025 Q1 through 2026 Q1.

What was the largest reported LAZ position in Future Fund LLC's portfolio?

The largest reported portfolio weight for LAZ was 0.54% in 2025 Q1.

What is the latest reported LAZ position on this page?

The most recent filing on this page is 2026 Q1, when Future Fund LLC reported 16,903 shares, equal to 0.25% of portfolio, with an estimated market value of $718K.

What does the chart on this LAZ ownership page compare?

The chart compares Future Fund LLC's quarterly LAZ portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Future Fund LLC time their LAZ position?

Based on 13F filing dates vs. subsequent LAZ price moves, Future Fund LLC correctly timed 4 out of 4 reported position changes (100%). The annualised alpha on LAZ relative to SPY over the holding period was -17.9%.

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