Clearbridge Investments, LLC

CIK
1348883
City
NEW YORK
State / Country
NY

Top Portfolio Positions

656 positions · $113,488,137,530 total · as of Mar 31, 2026
Ticker Company Shares Value (USD) % of Portfolio
NVDA
Nvidia Corp
Technology
32,400,253 $5,650,604,123 4.98%
MSFT
Microsoft Corp
Technology
9,270,237 $3,431,563,629 3.02%
AAPL
Apple Inc.
Technology
13,130,195 $3,332,312,188 2.94%
GOOGL
Alphabet Inc.
Communication Services
10,489,460 $3,016,349,116 2.66%
AMZN
Amazon Com Inc
Consumer Cyclical
14,450,175 $3,009,537,946 2.65%
META
Meta Platforms, Inc.
Communication Services
4,722,347 $2,701,796,388 2.38%
AVGO
Broadcom Inc.
Technology
8,326,644 $2,577,179,583 2.27%
V
Visa Inc.
Financial Services
6,460,806 $1,952,714,005 1.72%
NFLX
Netflix Inc
Communication Services
19,559,362 $1,880,632,656 1.66%
WMB
Williams Companies, Inc.
Energy
23,238,857 $1,691,324,010 1.49%

Portfolio Trend

50 quarters · across all stocks

Holdings in PANW

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Shares Held

Position Value (USD)

25 of 25 shown
Report Date Value (USD) Shares
2026-03-31 $787,298,975 4,910,797
2025-12-31 $1,031,819,325 5,601,625
2025-09-30 $1,193,029,331 5,859,097
2025-06-30 $1,075,360,280 5,254,888
2025-03-31 $794,531,237 4,656,184
2024-12-31 $868,890,115 4,775,171
2024-09-30 $436,656,506 2,555,041
2024-06-30 $451,925,586 2,666,149
2024-03-31 $391,742,106 2,757,485
2023-12-31 $462,452,489 3,136,547
2023-09-30 $364,147,915 3,106,534
2023-06-30 $458,767,693 3,590,996
2023-03-31 $384,726,504 3,852,273
2022-12-31 $315,036,876 4,515,363
2022-09-30 $522,035,746 6,374,452
2022-06-30 $185,130,118 2,248,818
2022-03-31 $260,334,076 2,509,203
2021-12-31 $239,491,712 2,580,916
2021-09-30 $213,982,143 2,680,362
2021-06-30 $170,726,319 2,760,699
2021-03-31 $148,841,839 2,772,932
2020-12-31 $164,956,375 2,784,934
2020-09-30 $105,077,298 2,575,948
2020-06-30 $101,140,876 2,642,251
2020-03-31 $65,709,919 2,404,605