We’ve been having peek through financial advisory firm Lazard Asset Management’s latest SEC filing to get a sense of how any major U.S. holdings at the money management firm have been shifting of late. Granted the latest filing is just a snapshot as of Dec. 31, so plenty could have changed since then.

That said, there’s some interesting stuff among its big individual holdings. The company more than doubled its shares holdings in Chinese Internet portal Netease.com. It also added to its holdings of depositary shares of Taiwan Semiconductor, increasing its share count there by about 26%. On the minus side, it chopped down on its holdings of Mexican media conglomerate Grupo Televisa and Russian mobile systems operator Mobile TeleSystems. Lazard also boosted its shares in Comcast, which you might take as a vote of confidence in the cable company’s much ballyhooed puchase of NBC.

Top Ind. Holdings as of Dec. 31 Shares as of Dec. 31 Shares as of Sept. 30 Qtr-on-Qtr % Change
COMCAST A SPL 29,448,103 24,820,875 18.6
TAIWAN SEMI-ADR 26,513,520 21,121,555 25.5
ORACLE CORP 24,951,208 21,296,387 17.2
MICROSOFT CORP 23,681,422 23,166,479 2.2
EMC CORP 20,874,061 16,833,882 24.0
LLOYDS BANKING 20,417,260 19,703,364 3.6
CISCO SYS INC 19,747,086 19,173,100 3.0
GRUPO TELE ADR 18,991,872 23,828,422 -20.3
MATTEL INC 15,086,702 14,286,174 5.6
TELEKM INDO ADR 12,552,603 11,675,064 7.5
SYMANTEC CORP 11,813,106 12,217,838 -3.3
CEMIG SA ADR 11,548,257 6,636,200 74.0
MOBILE TELESYS 11,365,111 13,764,880 -17.4
JOHN & JOHN COM 11,105,076 10,829,426 2.5
PHILIPIN LD ADR 11,095,442 10,004,177 10.9
AMERICA MOV ADR 10,763,746 9,670,764 11.3
NETEASE.COM INC 10,355,292 4,433,876 133.5
MERCK & CO INC 9,925,729 9,843,651 0.8
WALGREEN CO 9,499,604 8,580,843 10.7

Lazard Asset Management: What’re They Buying?
Lazard Asset Management: What’re They Buying?

         

Lazard Asset Management: What’re They Buying?
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