Position in XYZ
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$140,719,168
+$31,025,532 QoQ
Shares Held
1,851,568
+1.6% QoQ
Ownership
0.308%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#41
of 1,079 holders
Holding Since
Jun 2023
13 quarters on record
Voting authority
Sole 92%
Shared 0%
None 8%
Common Shares in XYZ Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026Clearbridge Investments, LLC holds $6,269,726,638 across 20 Software - Infrastructure names. XYZ ranks #7 (2.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
6,205,738 | $2,314,864,387 | |
| 2 | PANW |
Palo Alto Networks Inc
|
4,155,088 | $1,416,968,109 | |
| 3 | CRWD |
CrowdStrike Holdings, Inc.
|
3,250,824 | $620,208,456 | |
| 4 | ORCL |
Oracle Corp
|
4,214,719 | $617,667,069 | |
| 5 | SNPS |
Synopsys Inc
|
819,127 | $365,387,980 | |
| 6 | NET |
Cloudflare, Inc.
|
912,622 | $223,847,924 | |
| 7 | XYZ |
Block, Inc.
This page
|
1,851,568 | $140,719,168 | |
| 8 | RBRK |
Rubrik, Inc.
|
1,577,133 | $126,612,237 |
All Filings in XYZ
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $140,719,168 | 1,851,568 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $109,693,636 | 1,822,759 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $96,196,185 | 1,477,895 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $112,029,629 | 1,550,154 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $119,827,976 | 1,763,992 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $90,944,508 | 1,673,928 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $147,813,078 | 1,739,182 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $122,534,738 | 1,825,335 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $111,070,353 | 1,722,288 | Shares | Sole | 2024-08-27 | |
| 2024-03-31 | $148,364,992 | 1,754,138 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $146,595,808 | 1,895,227 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $54,112,276 | 1,222,600 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $73,724,144 | 1,107,468 | Shares | Sole | 2023-08-11 | |
| No filing history on record for this holder in this stock. | ||||||