Clearbridge Investments, LLC
Institutional investor · Portfolio as of Q2 2024
Top Holdings734 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
MICROSOFT CORP | 13.1M | $5.9B | 4.8% | $100.99 | +337.67% | 23 qtrssince 2018-Q4 | Decreased 0 |
NVIDIA CORP | 38.6M | $4.8B | 3.9% | $111.71 | +10.54% | 23 qtrssince 2018-Q4 | Increased 94 |
AMAZON.COM INC | 19.7M | $3.8B | 3.1% | $109.95 | +75.76% | 23 qtrssince 2018-Q4 | Increased 59 |
APPLE INC | 15.7M | $3.3B | 2.7% | $93.69 | +122.69% | 23 qtrssince 2018-Q4 | Increased 55 |
META PLATFORMS INC-CLASS A | 5.9M | $3B | 2.4% | $169.00 | +196.89% | 23 qtrssince 2018-Q4 | Decreased 0 |
VISA INC-CLASS A SHARES | 9.7M | $2.5B | 2.1% | $139.65 | +84.78% | 23 qtrssince 2018-Q4 | Increased 54 |
UNITEDHEALTH GROUP INC | 4.9M | $2.5B | 2.0% | $220.18 | +124.08% | 23 qtrssince 2018-Q4 | Decreased 0 |
BROADCOM INC | 1.1M | $1.8B | 1.5% | $21.31 | +642.23% | 23 qtrssince 2018-Q4 | Decreased 0 |
NETFLIX INC | 2.3M | $1.5B | 1.2% | $50.85 | +32.73% | 23 qtrssince 2018-Q4 | Decreased 0 |
JPMORGAN CHASE & CO | 7.5M | $1.5B | 1.2% | $95.06 | +105.03% | 23 qtrssince 2018-Q4 | Decreased 0 |
ALPHABET INC-CL A | 6.9M | $1.3B | 1.0% | $141.60 | +27.81% | 23 qtrssince 2018-Q4 | Increased 81 |
ASML HOLDING NV-NY REG SHS | 1.2M | $1.2B | 1.0% | $405.20 | +147.78% | 23 qtrssince 2018-Q4 | Decreased 0 |
THERMO FISHER SCIENTIFIC INC | 2.1M | $1.2B | 0.9% | $310.95 | +76.97% | 23 qtrssince 2018-Q4 | Decreased 0 |
ADOBE INC | 2M | $1.1B | 0.9% | $267.07 | +108.02% | 23 qtrssince 2018-Q4 | Increased 45 |
EATON CORP PLC | 3.4M | $1.1B | 0.9% | $136.78 | +123.06% | 23 qtrssince 2018-Q4 | Decreased 0 |
COMCAST CORP-CLASS A | 26.5M | $1B | 0.8% | $26.69 | +28.90% | 23 qtrssince 2018-Q4 | Decreased 0 |
RAYTHEON TECHNOLOGIES CORP | 10.3M | $1B | 0.8% | $54.49 | +77.03% | 17 qtrssince 2020-Q2 | Decreased 0 |
ELI LILLY & CO | 1.1M | $1B | 0.8% | $354.28 | +151.67% | 23 qtrssince 2018-Q4 | Decreased 0 |
SEMPRA ENERGY | 13.5M | $1B | 0.8% | $60.83 | +19.35% | 23 qtrssince 2018-Q4 | Increased 48 |
ORACLE CORP | 7M | $989.5M | 0.8% | $56.64 | +144.96% | 23 qtrssince 2018-Q4 | Decreased 0 |
Clearbridge Investments, LLC manages $123.1B across 734 positions as of Q2 2024. Top holdings: MSFT (4.8%), NVDA (3.9%), AMZN (3.1%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 3/5.0.
Active quarter - 39 new positions, 54 exits, 213 increased. Top move: NVDA (INCREASED, conviction 94). Portfolio: $123.1B across 734 positions.
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Position Outcomes
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Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer