Clearbridge Investments, LLC

CIK

1348883

Location

NEW YORK, NY

Portfolio Value

Mega $112,316,637,865

Diversification

Diversified

Filing Date

Global Rank

#72 / 8,603 ▼ 6 · as of Mar 2026

Top Industry

Semiconductors 10.4%

3Y Alpha vs SPY

-5.6%

Period ended 3 months ago

Filed May 13, 2026 · 57d

25 quarters · since Mar 2020

Clone Performance

Jul 2023–Jul 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+52.3%

SPY

+76.5%

Annualised alpha

-5.8%

Max drawdown

−18.6%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

659 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

5.0%

−0.1 pts

Top 5

16.4%

−1.9 pts

Top 10

26.0%

−2.1 pts

HHI

111

Diversified−11

Portfolio Trend

25 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	24.9%	$27,942,129,812	100
Industrials	13.0%	$14,570,712,707	111
Financial Services	11.6%	$13,013,015,929	91
Healthcare	10.8%	$12,183,710,569	79
Communication Services	9.4%	$10,561,181,158	25
Consumer Cyclical	8.4%	$9,475,982,768	70
Energy	6.9%	$7,744,101,482	50
Basic Materials	5.4%	$6,053,282,709	39
Utilities	5.0%	$5,599,550,122	34
Consumer Defensive	3.1%	$3,453,419,757	34
Real Estate	1.5%	$1,711,207,847	22
Unclassified	0.0%	$8,343,005	4

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
PCG	PG&E Corp	+8,430,869	25,981,243	$456,490,438
PBA	Pembina Pipeline Corp	+6,810,022	8,445,279	$378,010,687
GERN	Geron Corp	+5,377,367	19,620,320	$29,234,276
ANET	Arista Networks, Inc.	+2,923,962	4,437,242	$544,804,572
NFLX	Netflix Inc	+2,888,338	19,559,362	$1,880,632,656
BX	Blackstone Inc.	+2,857,650	3,056,290	$351,442,787
APO	Apollo Global Management, Inc.	+2,024,048	5,178,671	$577,007,522
WMB	Williams Companies, Inc.	+1,913,375	23,238,857	$1,691,324,010
HON	Honeywell International Inc	+1,735,808	2,754,997	$653,080,303
FAST	Fastenal Co	+1,712,719	1,731,353	$80,334,779
OTIS	Otis Worldwide Corp	+1,575,930	2,691,181	$207,436,231
BSX	Boston Scientific Corp	+1,546,181	2,279,418	$143,033,479
NTSK	Netskope Inc	+1,504,940	2,242,873	$19,041,991
SOBO	South Bow Corp	+1,406,992	8,669,957	$288,882,965
KNTK	Kinetik Holdings Inc.	+1,371,969	1,397,929	$67,673,742
POR	Portland General Electric Co /Or/	+1,352,540	5,995,674	$316,391,715
MRSH	Marsh & Mclennan Companies, Inc.	+1,346,838	6,423,531	$1,114,161,451
TXN	Texas Instruments Inc	+1,300,496	4,359,632	$846,378,955
GPGI	GPGI, Inc.	+1,159,855	1,891,738	$32,348,719
NU	Nu Holdings Ltd.	+1,126,432	4,408,114	$63,344,597
RBLX	Roblox Corp	+1,063,183	2,170,490	$122,762,914
CELH	Celsius Holdings, Inc.	+1,018,454	2,005,267	$71,146,873
VST	Vistra Corp.	+791,500	2,473,719	$371,874,177
CNI	Canadian National Railway Co	+771,790	5,252,996	$539,850,397
ALNY	Alnylam Pharmaceuticals, Inc.	+759,023	1,356,036	$448,671,631
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
ENB	Enbridge Inc	−6,879,985	8,570,330	$463,997,664
FCX	Freeport-Mcmoran Inc	−3,776,102	11,156,828	$655,798,349
BAC	Bank Of America Corp /De/	−3,374,334	12,911,597	$629,440,353
EQT	EQT Corp	−3,236,053	4,642,491	$295,448,127
PYPL	PayPal Holdings, Inc.	−3,009,770	5,950	$269,118
MRVL	Marvell Technology, Inc.	−2,777,489	325,965	$32,286,833
CSX	Csx Corp	−2,724,075	29,377	$1,205,925
PPL	PPL Corp	−2,662,775	3,638,250	$138,981,150
CMG	Chipotle Mexican Grill Inc	−2,355,340	11,706,818	$374,735,244
AMZN	Amazon Com Inc	−2,257,066	14,450,175	$3,009,537,946
BP	Bp PLC	−2,194,884	118,247	$5,557,609
NWG	NatWest Group plc	−2,076,599	5,153,852	$76,792,394
MKC	Mccormick & Co Inc	−1,946,526	499,049	$25,172,031
SAIL	SailPoint, Inc.	−1,565,827	71,032	$940,463
CMCSA	Comcast Corp	−1,532,389	16,956,292	$486,815,142
AVGO	Broadcom Inc.	−1,514,808	8,326,644	$2,577,179,583
SAN	Banco Santander, S.A.	−1,253,079	7,730,692	$87,202,205
MNST	Monster Beverage Corp	−1,128,176	5,895,362	$427,177,930
DT	Dynatrace, Inc.	−1,127,796	1,030,106	$38,093,319
SHOP	Shopify Inc.	−1,126,252	3,041,015	$360,725,198
ELAN	Elanco Animal Health Inc	−1,091,629	4,581,016	$109,623,712
MSFT	Microsoft Corp	−1,087,660	9,270,237	$3,431,563,629
WEC	Wec Energy Group, Inc.	−1,067,463	2,168,691	$251,069,357
NVDA	Nvidia Corp	−1,064,182	32,400,253	$5,650,604,123
MTG	Mgic Investment Corp	−1,031,646	2,979,208	$78,204,210
No positions match the current search.

New Positions

Positions the filer opened this quarter

25 positions

Ticker	Company	Shares	Value
AZN	Astrazeneca PLC	5,160,677	$1,017,788,717
SPOT	Spotify Technology S.A.	481,200	$233,338,692
WAT	Waters Corp /De/	478,271	$142,429,103
VIK	Viking Holdings Ltd	1,489,732	$109,465,507
RIO	Rio Tinto PLC	892,474	$83,258,899
AQN	Algonquin Power & Utilities Corp.	12,836,835	$78,818,166
W	Wayfair Inc.	961,113	$72,285,308
TFII	TFI International Inc.	630,632	$68,505,554
PR	Permian Resources Corp	2,621,294	$55,885,988
RMBS	Rambus Inc	583,270	$50,178,718
GFI	Gold Fields Ltd	704,644	$31,990,837
IX	Orix Corp	1,049,544	$31,475,824
YSS	York Space Systems Inc.	1,345,454	$29,828,715
WDS	Woodside Energy Group Ltd	951,220	$22,715,133
FLEX	Flex Ltd.	289,423	$18,945,629
EQPT	EquipmentShare.com Inc	807,190	$16,442,460
MDGL	Madrigal Pharmaceuticals, Inc.	24,447	$12,797,271
NRG	Nrg Energy, Inc.	77,290	$11,295,160
DRS	Leonardo DRS, Inc.	245,224	$10,917,372
CRC	California Resources Corp	145,912	$10,100,028
PB	Prosperity Bancshares Inc	137,155	$9,214,072
RYN	Rayonier Inc	392,632	$8,096,071
PCVX	Vaxcyte, Inc.	128,377	$7,459,987
ENPH	Enphase Energy, Inc.	193,618	$7,320,696
SEI	Solaris Energy Infrastructure, Inc.	111,564	$6,304,481
No positions match the current search.

Sold Out

Positions the filer fully exited

25 positions

Ticker	Company	Shares	Value
CRM	Salesforce, Inc.	2,045,223	$541,800,024
AVB	Avalonbay Communities Inc	1,605,273	$291,052,047
EMA	Emera Inc	3,788,810	$186,561,004
CHKP	Check Point Software Technologies Ltd	987,465	$183,234,005
CLS	Celestica Inc	582,794	$172,279,734
RACE	Ferrari N.V.	387,182	$143,086,979
PINS	Pinterest, Inc.	5,338,466	$138,212,884
ICLR	Icon PLC	616,991	$112,428,100
MDT	Medtronic plc	1,126,720	$108,232,723
DOX	Amdocs Ltd	989,594	$79,672,212
RELX	Relx PLC	1,684,028	$68,068,411
OWL	Blue Owl Capital Inc.	2,931,085	$43,790,409
VICI	Vici Properties Inc.	1,311,403	$36,876,652
VRSK	Verisk Analytics, Inc.	154,804	$34,628,106
ARCC	Ares Capital Corp	1,644,729	$33,272,867
ZLAB	Zai Lab Ltd	1,808,035	$31,893,737
MNDY	monday.com Ltd.	187,671	$27,692,732
CSGP	Costar Group, Inc.	382,138	$25,694,959
CWAN	Clearwater Analytics Holdings, Inc.	1,039,953	$25,083,666
QRVO	Qorvo, Inc.	271,236	$22,922,154
CORT	Corcept Therapeutics Inc	507,354	$17,655,919
TYL	Tyler Technologies Inc	33,131	$15,039,817
ADC	Agree Realty Corp	159,515	$11,489,865
OS	OneStream, Inc.	613,505	$11,276,221
DUOL	Duolingo, Inc.	57,576	$10,104,588
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

659 positions · $112,316,637,865 total · as of Mar 31, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 659 positions by value · page 1 of 14

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
NVDA	Nvidia Corp Technology	Reduced	32,400,253	-1,064,182	$5,650,604,123	−9.5%	5.03%
MSFT	Microsoft Corp Technology	Reduced	9,270,237	-1,087,660	$3,431,563,629	−31.5%	3.06%
AAPL	Apple Inc. Technology	Reduced	13,130,195	-955,329	$3,332,312,188	−13.0%	2.97%
GOOGL	Alphabet Inc. Communication Services	Added	10,489,460	+320,245	$3,016,349,116	−5.2%	2.69%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	14,450,175	-2,257,066	$3,009,537,946	−22.0%	2.68%
META	Meta Platforms, Inc. Communication Services	Reduced	4,722,347	-305,587	$2,701,796,388	−18.6%	2.41%
AVGO	Broadcom Inc. Technology	Reduced	8,326,644	-1,514,808	$2,577,179,583	−24.3%	2.29%
V	Visa Inc. Financial Services	Reduced	6,460,806	-172,479	$1,952,714,005	−16.1%	1.74%
NFLX	Netflix Inc Communication Services	Added	19,559,362	+2,888,338	$1,880,632,656	+20.3%	1.67%
WMB	Williams Companies, Inc. Energy	Added	23,238,857	+1,913,375	$1,691,324,010	+31.9%	1.51%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Added	4,746,961	+332,489	$1,604,235,469	+19.6%	1.43%
JNJ	Johnson & Johnson Healthcare	Added	5,647,437	+38,425	$1,380,459,499	+18.9%	1.23%
LIN	Linde PLC Basic Materials	Added	2,671,030	+195,019	$1,324,189,832	+25.4%	1.18%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	4,315,350	-306,193	$1,269,403,355	−14.8%	1.13%
ASML	Asml Holding NV Technology	Reduced	924,471	-233,137	$1,221,069,030	−1.4%	1.09%
VRTX	Vertex Pharmaceuticals Inc / Ma Healthcare	Reduced	2,700,975	-159,201	$1,206,093,376	−7.0%	1.07%
ETN	Eaton Corp plc Industrials	Reduced	3,168,655	-73,628	$1,133,332,833	+9.7%	1.01%
MRSH	Marsh & Mclennan Companies, Inc. Financial Services	Added	6,423,531	+1,346,838	$1,114,161,451	+18.3%	0.99%
RTX	RTX Corp Industrials	Reduced	5,486,054	-859,637	$1,058,259,816	−9.1%	0.94%
AZN	Astrazeneca PLC Healthcare	NEW	5,160,677	NEW	$1,017,788,717	NEW	0.91%
LHX	L3harris Technologies, Inc. /De/ Industrials	Reduced	2,762,767	-335,290	$953,569,030	+4.8%	0.85%
GWW	W.W. Grainger, Inc. Industrials	Added	845,522	+1,273	$922,303,937	+8.3%	0.82%
TEL	TE Connectivity plc Technology	Reduced	4,194,699	-372,039	$876,775,984	−15.6%	0.78%
TJX	Tjx Companies Inc /De/ Consumer Cyclical	Reduced	5,344,641	-66,069	$853,539,166	+2.7%	0.76%
TXN	Texas Instruments Inc Technology	Added	4,359,632	+1,300,496	$846,378,955	+59.5%	0.75%
TRV	Travelers Companies, Inc. Financial Services	Reduced	2,798,428	-71,945	$816,245,478	−2.0%	0.73%
TMO	Thermo Fisher Scientific Inc. Healthcare	Reduced	1,610,697	-252,029	$791,705,896	−26.7%	0.70%
PANW	Palo Alto Networks Inc Technology	Reduced	4,910,797	-690,828	$787,298,975	−23.7%	0.70%
ETR	Entergy Corp /De/ Utilities	Added	6,867,496	+171,863	$771,631,850	+24.7%	0.69%
APD	Air Products & Chemicals, Inc. Basic Materials	Reduced	2,611,701	-82,958	$758,673,022	+14.0%	0.68%
SHW	Sherwin Williams Co Basic Materials	Reduced	2,340,772	-56,147	$750,334,464	−3.4%	0.67%
UNP	Union Pacific Corp Industrials	Reduced	3,074,356	-398,401	$745,900,251	−7.1%	0.66%
ABNB	Airbnb, Inc. Consumer Cyclical	Reduced	5,626,038	-447,909	$710,456,078	−13.8%	0.63%
TMUS	T-Mobile US, Inc. Communication Services	Added	3,171,930	+406,916	$666,200,457	+18.7%	0.59%
FCX	Freeport-Mcmoran Inc Basic Materials	Reduced	11,156,828	-3,776,102	$655,798,349	−13.5%	0.58%
VRT	Vertiv Holdings Co Industrials	Reduced	2,614,702	-203,858	$655,192,027	+43.5%	0.58%
HON	Honeywell International Inc Industrials	Added	2,754,997	+1,735,808	$653,080,303	+213.2%	0.58%
BDX	Becton Dickinson & Co Healthcare	Added	4,140,042	+47,705	$650,938,802	+4.3%	0.58%
PG	PROCTER & GAMBLE Co Consumer Defensive	Added	4,448,391	+358,806	$642,525,595	+9.6%	0.57%
AMT	American Tower Corp /Ma/ Real Estate	Added	3,685,476	+450,496	$636,039,448	+12.0%	0.57%
VMC	Vulcan Materials CO Basic Materials	Added	2,326,275	+26,092	$633,444,681	−3.4%	0.56%
TSLA	Tesla, Inc. Consumer Cyclical	Reduced	1,700,161	-560,163	$632,034,851	−37.8%	0.56%
CVS	CVS HEALTH Corp Healthcare	Reduced	8,774,708	-17,053	$630,199,527	−9.7%	0.56%
BAC	Bank Of America Corp /De/ Financial Services	Reduced	12,911,597	-3,374,334	$629,440,353	−29.7%	0.56%
ISRG	Intuitive Surgical Inc Healthcare	Reduced	1,365,060	-318,200	$629,279,009	−34.0%	0.56%
KO	Coca Cola Co Consumer Defensive	Reduced	8,212,558	-214,749	$624,565,035	+6.0%	0.56%
ORCL	Oracle Corp Technology	Reduced	4,218,489	-682,384	$620,581,916	−35.0%	0.55%
APO	Apollo Global Management, Inc. Financial Services	Added	5,178,671	+2,024,048	$577,007,522	+26.4%	0.51%
WM	Waste Management Inc Industrials	Reduced	2,474,638	-31,483	$568,647,065	+3.3%	0.51%
SRE	Sempra Utilities	Reduced	5,776,308	-250,585	$561,283,847	+5.5%	0.50%