Clearbridge Investments, LLC
Institutional investor · Portfolio as of Q2 2025
Top Holdings706 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
MICROSOFT CORP | 11.9M | $5.9B | 4.8% | $102.25 | +383.31% | 27 qtrssince 2018-Q4 | Increased 59 |
NVIDIA CORP | 35M | $5.5B | 4.5% | $113.10 | +39.46% | 27 qtrssince 2018-Q4 | Increased 60 |
META PLATFORMS INC-CLASS A | 5.5M | $4.1B | 3.3% | $204.52 | +258.18% | 27 qtrssince 2018-Q4 | Increased 63 |
AMAZON.COM INC | 18.2M | $4B | 3.2% | $111.00 | +101.17% | 27 qtrssince 2018-Q4 | Decreased 0 |
APPLE INC | 15.1M | $3.1B | 2.5% | $97.99 | +108.37% | 27 qtrssince 2018-Q4 | Increased 55 |
BROADCOM INC | 11M | $3B | 2.5% | $165.06 | +65.79% | 27 qtrssince 2018-Q4 | Increased 59 |
VISA INC-CLASS A SHARES | 8.2M | $2.9B | 2.4% | $147.45 | +138.47% | 27 qtrssince 2018-Q4 | Decreased 0 |
NETFLIX INC | 1.6M | $2.2B | 1.8% | $50.85 | +160.21% | 27 qtrssince 2018-Q4 | Decreased 0 |
ALPHABET INC-CL A | 9.3M | $1.6B | 1.3% | $149.27 | +19.41% | 27 qtrssince 2018-Q4 | Increased 53 |
JPMORGAN CHASE & CO | 5.3M | $1.5B | 1.2% | $95.06 | +197.78% | 27 qtrssince 2018-Q4 | Decreased 0 |
EATON CORP PLC | 3.4M | $1.2B | 1.0% | $152.08 | +131.47% | 27 qtrssince 2018-Q4 | Decreased 0 |
RAYTHEON TECHNOLOGIES CORP | 7.7M | $1.1B | 0.9% | $54.49 | +162.90% | 21 qtrssince 2020-Q2 | Decreased 0 |
LINDE PLC | 2.3M | $1.1B | 0.9% | $441.29 | +4.38% | 10 qtrssince 2023-Q1 | Increased 54 |
UNITEDHEALTH GROUP INC | 3.5M | $1.1B | 0.9% | $220.18 | +38.58% | 27 qtrssince 2018-Q4 | Decreased 0 |
PALO ALTO NETWORKS INC | 5.3M | $1.1B | 0.9% | $130.15 | +54.11% | 27 qtrssince 2018-Q4 | Increased 51 |
TRAVELERS COS INC/THE | 3.9M | $1B | 0.8% | $112.83 | +131.51% | 27 qtrssince 2018-Q4 | Decreased 0 |
ASML HOLDING NV-NY REG SHS | 1.3M | $1B | 0.8% | $421.99 | +88.19% | 27 qtrssince 2018-Q4 | Decreased 0 |
EXXON MOBIL CORP | 9.4M | $1B | 0.8% | $95.07 | +12.26% | 27 qtrssince 2018-Q4 | Increased 55 |
UNION PACIFIC CORP | 4.3M | $980.5M | 0.8% | $174.90 | +30.72% | 27 qtrssince 2018-Q4 | Decreased 0 |
WW GRAINGER INC | 909,032 | $945.6M | 0.8% | $375.55 | +174.07% | 27 qtrssince 2018-Q4 | Decreased 0 |
Clearbridge Investments, LLC manages $123.2B across 706 positions as of Q2 2025. Top holdings: MSFT (4.8%), NVDA (4.5%), META (3.3%). Fund DNA: Steady Compounder. HoldingsIntel Rating: 3/5.0.
Active quarter - 41 new positions, 37 exits, 226 increased. Top move: META (INCREASED, conviction 63). Portfolio: $123.2B across 706 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
Top Winners
Top Losers
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