Clearbridge Investments, LLC

CIK

1348883

City

NEW YORK

State / Country

Stock

URI — United Rentals, Inc.

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%

50 quarters · across all stocks

Compact Export CSV

25 of 25 shown

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$106,184,705	145,746	+56.7%	Shares	Sole	2026-05-13
2025-12-31	$75,286,993	93,025	-12.9%	Shares	Sole	2026-02-11
2025-09-30	$102,000,647	106,845	-6.4%	Shares	Sole	2025-11-13
2025-06-30	$86,034,513	114,195	-7.3%	Shares	Sole	2025-08-12
2025-03-31	$77,194,399	123,176	+810.6%	Shares	Sole	2025-05-13
2024-12-31	$9,528,959	13,527	+7.5%	Shares	Sole	2025-02-12
2024-09-30	$10,189,642	12,584	+36.5%	Shares	Sole	2024-11-12
2024-06-30	$5,960,910	9,217	+11.8%	Shares	Sole	2024-08-27
2024-03-31	$5,942,667	8,241	+0.5%	Shares	Sole	2024-05-13
2023-12-31	$4,702,617	8,201	-84.0%	Shares	Sole	2024-02-09
2023-09-30	$22,850,008	51,398	-15.5%	Shares	Sole	2023-11-13
2023-06-30	$27,083,840	60,812	+0.0%	Shares	Sole	2023-08-11
2023-03-31	$24,063,791	60,804	-42.8%	Shares	Sole	2023-05-12
2022-12-31	$37,786,477	106,315	-0.9%	Shares	Sole	2023-02-10
2022-09-30	$28,981,715	107,292	-42.7%	Shares	Sole	2022-11-14
2022-06-30	$45,502,144	187,321	+7.9%	Shares	Sole	2022-08-11
2022-03-31	$61,654,865	173,573	+66.9%	Shares	Sole	2022-05-13
2021-12-31	$34,560,486	104,007	-53.3%	Shares	Sole	2022-02-11
2021-09-30	$78,153,514	222,704	-13.9%	Shares	Sole	2021-11-12
2021-06-30	$82,540,966	258,741	+0.9%	Shares	Sole	2021-08-13
2021-03-31	$84,454,513	256,459	+0.3%	Shares	Sole	2021-05-13
2020-12-31	$59,307,503	255,735	-8.9%	Shares	Sole	2021-02-10
2020-09-30	$48,976,042	280,665	-0.6%	Shares	Sole	2020-11-12
2020-06-30	$42,088,150	282,395	-37.3%	Shares	Defined	2020-08-14
2020-03-31	$46,308,395	450,033	—	Shares	Defined	2020-05-22
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