Position in RBRK
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$70,922,957
-$33,387,197 QoQ
Shares Held
1,448,294
+6.2% QoQ
Ownership
0.704%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2024
8 quarters on record
Voting authority
Sole 97.82109157394838.ToString("F0")%
Shared 0.ToString("F0")%
None 2.1789084260516165.ToString("F0")%
Common Shares in RBRK Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Mar 31, 2026Clearbridge Investments, LLC holds $5,965,959,197 across 20 Software - Infrastructure names. RBRK ranks #10 (1.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
9,270,237 | $3,431,563,629 | |
| 2 | PANW |
Palo Alto Networks Inc
|
4,910,797 | $787,298,975 | |
| 3 | ORCL |
Oracle Corp
|
4,218,489 | $620,581,916 | |
| 4 | SNPS |
Synopsys Inc
|
954,363 | $378,385,842 | |
| 5 | XYZ |
Block, Inc.
|
1,822,759 | $109,693,636 | |
| 6 | PLTR |
Palantir Technologies Inc.
|
718,677 | $105,128,071 | |
| 7 | CRWD |
CrowdStrike Holdings, Inc.
|
974,610 | $95,124,372 | |
| 8 | WIX |
Wix.com Ltd.
|
1,044,153 | $94,046,860 |
All Filings in RBRK
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $70,922,957 | 1,448,294 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $104,310,154 | 1,363,888 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $104,254,178 | 1,267,528 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $109,977,010 | 1,227,559 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $80,307,428 | 1,316,947 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $76,681,332 | 1,173,215 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $37,798,819 | 1,175,702 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $32,887,510 | 1,072,652 | Shares | Sole | 2024-08-27 | |
| No filing history on record for this holder in this stock. | ||||||