Grufity logo
Grufity logo

Latest Clearbridge Investments, LLC Stock Portfolio

$120Billion | No. of Holdings #695

Clearbridge Investments, LLC Performance

2026 Q2+9.18%
YTD+6.09%
2025+10.20%

About Clearbridge Investments, LLC and 13F Hedge Fund Stock Holdings

Clearbridge Investments, LLC is a hedge fund based in Australia. On 2026-08-13, the fund reported it's updated stock portfolio. In the 13F Holdings report, Clearbridge Investments, LLC reported an equity portfolio of $120.9 Billions as of 30 Jun, 2026. <br><br> The top stock holdings of Clearbridge Investments, LLC are NVDA, GOOG, AAPL. The fund has invested 5.4% of it's portfolio in NVIDIA CORP and 3.4% of portfolio in ALPHABET INC. <br><br> The fund managers got completely rid off HONEYWELL INTERNATIONAL INC (HON), MGIC INVESTMENT CORP (MTG) and NATWEST GROUP PLC (NWG) stocks. They significantly reduced their stock positions in WEBSTER FINANCIAL CORP (WBS), PUBLIC SERVICE ENTERPRISE GROUP INC (PEG) and S&P GLOBAL INC (SPGI). Clearbridge Investments, LLC opened new stock positions in SPACE EXPLORATION TECHNOLOGIES CORP, HONEYWELL INTERNATIONAL INC (HON) and NOKIA OYJ (NOK). The fund showed a lot of confidence in some stocks as they added substantially to ADVANCED MICRO DEVICES INC (AMD), SEAGATE TECHNOLOGY HOLDINGS PLC (STX) and CLOUDFLARE INC (NET).
Clearbridge Investments, LLC Equity Portfolio Value
Last Reported on: 13 Aug, 2026
$120Billion
  as of Aug 13, 2026

Clearbridge Investments, LLC Annual Return Estimates Vs S&P 500

Our best estimate is that Clearbridge Investments, LLC made a return of 9.18% in the last quarter. In trailing 12 months, it's portfolio return was 11.11%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
space exploration technologies corp297,256,000
honeywell international inc285,664,000
honeywell aerospace inc285,315,000
nokia oyj197,560,000
macom technology solutions holdings inc167,826,000
ishares msci usa momentum factor etf165,690,000
lumentum holdings inc156,261,000
celestica inc143,360,000
New stocks bought by Clearbridge Investments, LLC

Additions

Ticker% Inc.
advanced micro devices inc29,926
seagate technology holdings plc8,510
cloudflare inc7,515
cisco systems inc6,835
cf industries holdings inc5,874
brookfield infrastructure corp4,117
ubs group ag2,292
advanced drainage systems inc1,332
Additions to existing portfolio by Clearbridge Investments, LLC

Reductions

Ticker% Reduced
elf beauty inc-88.14
tractor supply co-83.84
abbvie inc-83.81
ftai aviation ltd.-80.76
bloom energy corp-80.4
palantir technologies inc-70.15
agnico eagle mines ltd-64.51
docusign inc-64.46
Clearbridge Investments, LLC reduced stake in above stock

Sold off

None of the stocks were completely sold off by Clearbridge Investments, LLC

Sector Distribution

Clearbridge Investments, LLC has about 23.6% of it's holdings in Technology sector.

  • Technology
  • Others
  • Industrials
  • Financial Services
  • Healthcare
  • Communication Services
  • Consumer Cyclical
  • Energy
  • Basic Materials
  • Utilities
  • Consumer Defensive
  • Real Estate
Sector%
Technology23.6
Others15.7
Industrials10.8
Financial Services8.9
Healthcare8.5
Communication Services7.4
Consumer Cyclical7
Energy6.3
Basic Materials4
Utilities3.5
Consumer Defensive2.5
Real Estate1.4

Market Cap. Distribution

Clearbridge Investments, LLC has about 78.5% of it's portfolio invested in the large-cap and mega-cap stocks.

  • LARGE-CAP
  • MEGA-CAP
  • UNALLOCATED
  • MID-CAP
Category%
LARGE-CAP40.9
MEGA-CAP37.6
UNALLOCATED16.1
MID-CAP5.1

Stocks belong to which Index?

About 72.6% of the stocks held by Clearbridge Investments, LLC either belong to S&P 500 or RUSSELL 2000 index.

  • S&P 500
  • Others
  • RUSSELL 2000
Index%
S&P 50068.3
Others27.4
RUSSELL 20004.3
Top 5 Winners (%)%
STN
stantec inc
247.6 %
penguin solutions inc
233.2 %
MU
micron technology inc
227.1 %
INTC
intel corp
185.6 %
CRDO
credo technology group holding ltd
163.5 %
Top 5 Winners ($)$
NVDA
nvidia corp
836.1 M
PANW
palo alto networks inc
819.1 M
GOOG
alphabet inc
768.5 M
TSM
taiwan semiconductor manufacturing co ltd
673.5 M
ASML
asml holding nv
608.4 M
Top 5 Losers (%)%
CNQ
canadian natural resources ltd
-71.8 %
CVNA
carvana co
-70.0 %
IJR
ishares russell 1000 growth etf
-65.9 %
WIX
wix.com ltd
-40.8 %
EPAM
epam systems inc
-40.3 %
Top 5 Losers ($)$
NFLX
netflix inc
-440.1 M
XOM
exxon mobil corp
-253.4 M
CNQ
canadian natural resources ltd
-246.2 M
LHX
l3harris technologies inc
-125.9 M
TMUS
t-mobile us inc
-122.8 M

Clearbridge Investments, LLC Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of Clearbridge Investments, LLC

Clearbridge Investments, LLC has 695 stocks in it's portfolio. About 25.9% of the portfolio is in top 10 stocks. NFLX proved to be the most loss making stock for the portfolio. NVDA was the most profitable stock for Clearbridge Investments, LLC last quarter.

$120.15BTotal Value
500Positions
13 Aug, 2026Last Reported
Current holdings of Current Stock Holdings of Clearbridge Investments, LLC, last reported on 13 Aug, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
ACWF
Ishares Msci Saudi Arabia Etf

Ishares Msci Saudi Arabia Etf

ACWF
Clearbridge Investments, LLC's holding in Ishares Msci Saudi Arabia Etf over time
0.01%454,295
$16.95M
0.01%
decreased 9.35 percentreduced
AEM
Agnico Eagle Mines Ltd

Agnico Eagle Mines Ltd

AEM
Clearbridge Investments, LLC's holding in Agnico Eagle Mines Ltd over time
0.1%771,508
$119.68M
0.1%
decreased 64.51 percentreduced
ALC
Alcon Ag

Alcon Ag

ALC
Clearbridge Investments, LLC's holding in Alcon Ag over time
0.09%1,685,160
$113.07M
0.09%
decreased 29.12 percentreduced