Latest Clearbridge Investments, LLC Stock Portfolio

Clearbridge Investments, LLC Performance:

2025 Q3: 4.27%YTD: 8.8%2024: 15.5%

Performance for 2025 Q3 is 4.27%, and YTD is 8.8%, and 2024 is 15.5%.

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

Clearbridge Investments, LLC is a hedge fund based in Australia. On 14-Sep-2023, the fund reported that it had an AUM (Regulated Assets under Management) of $1.5 Billions. In it's latest 13F Holdings report, Clearbridge Investments, LLC reported an equity portfolio of $132.8 Billions as of 30 Sep, 2025.

The top stock holdings of Clearbridge Investments, LLC are NVDA, MSFT, AMZN. The fund has invested 5% of it's portfolio in NVIDIA CORP and 4.6% of portfolio in MICROSOFT CORP.

The fund managers got completely rid off WORKDAY INC (WDAY), THOMSON REUTERS CORP and HESS CORP (HES) stocks. They significantly reduced their stock positions in ZOETIS INC (ZTS), US BANCORP (USB) and ACCENTURE PLC (ACN). Clearbridge Investments, LLC opened new stock positions in EMERA INC, ALIBABA GROUP HLDG LTD (BABA) and CROWN CASTLE INC (CCI). The fund showed a lot of confidence in some stocks as they added substantially to OGE ENERGY CORP (OGE), CONSTELLATION ENERGY CORP (CEG) and SOUTH BOW CORP.

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

Our best estimate is that Clearbridge Investments, LLC made a return of 4.27% in the last quarter. In trailing 12 months, it's portfolio return was 10.49%.

New Buys

Ticker	$ Bought
emera inc	329,333,000
alibaba group hldg ltd	219,333,000
celestica inc	190,699,000
crown castle inc	166,681,000
centerpoint energy inc	161,974,000
icici bank limited	115,575,000
banco santander sa	95,723,300
kratos defense & security solutions inc	89,728,500

New stocks bought by Clearbridge Investments, LLC

Additions

Ticker	% Inc.
oge energy corp	118,129
constellation energy corp	67,010
south bow corp	66,970
ferrovial se	59,267
clearway energy inc	52,496
csx corp	11,318
alcon ag	3,572
amphenol corp	3,266

Additions to existing portfolio by Clearbridge Investments, LLC

Reductions

Ticker	% Reduced
novo nordisk a/s	-89.17
intel corp	-71.82
crown holdings inc	-70.5
paylocity holding corp	-64.16
bentley systems inc	-63.83
progressive corp/the	-63.82
unitedhealth group inc	-58.74
eli lilly & co	-58.47

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 24.9% of it's holdings in Technology sector.

Sector	%
Technology	24.9
Others	12.5
Industrials	10.2
Financial Services	9.7
Healthcare	8.6
Consumer Cyclical	8.5
Communication Services	8.1
Energy	5.1
Utilities	3.8
Basic Materials	3.6
Consumer Defensive	2.7
Real Estate	2.1

Market Cap. Distribution

Clearbridge Investments, LLC has about 81.1% of it's portfolio invested in the large-cap and mega-cap stocks.

Category	%
LARGE-CAP	43.6
MEGA-CAP	37.5
UNALLOCATED	12.5
MID-CAP	5.9

Stocks belong to which Index?

About 75.6% of the stocks held by Clearbridge Investments, LLC either belong to S&P 500 or RUSSELL 2000 index.

Index	%
S&P 500	72.2
Others	24.4
RUSSELL 2000	3.4

Top 5 Winners (%)		%
BE	bloom energy corp	253.6 %
WULF	terawulf inc	160.7 %
ARWR	arrowhead pharmaceuticals inc	111.7 %
APP	applovin corp	105.3 %
MP	mp materials corp	101.6 %

Top 5 Winners ($)		$
NVDA	nvidia corp	1001.2 M
AAPL	apple inc	747.3 M
GOOG	alphabet inc	619.2 M
AVGO	broadcom inc	596.9 M
APP	applovin corp	343.6 M

Top 5 Losers (%)		%
MLTX	moonlake immunotherapeutics	-53.9 %
SPT	sprout social inc	-38.2 %
CMG	chipotle mexican grill inc	-27.3 %
CHTR	charter communications inc	-26.9 %
APG	api group corp	-26.0 %

Top 5 Losers ($)		$
NFLX	netflix inc	-229.1 M
ISRG	intuitive surgical inc	-149.1 M
INTU	intuit inc	-119.3 M
V	visa inc	-112.2 M
AMT	american tower corp	-103.5 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 706 stocks in it's portfolio. About 27.6% 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.

Last Reported on: 13 Nov, 2025

Ticker	Namesorted ascending	% Portfolio	Shares Held	$ Value	Type	% Change
AAON	aaon inc	0.01	124,049	11,591,100	reduced	-57.87

AAPL	apple inc	2.93	15,299,500	3,895,700,000	added	1.26

ABBV	abbvie inc	0.19	1,094,140	253,337,000	reduced	-36.61

ABNB	airbnb inc	0.54	5,857,490	711,217,000	added	2.35

ACGL	arch capital group ltd	0.03	407,317	36,955,800	reduced	-0.14

ACWF	ishares tr	0.04	1,395,680	56,636,700	new

ADC	agree realty corp	0.01	161,214	11,452,600	added	6.25

ADI	analog devices inc	0.03	172,773	42,450,300	added	33.42

ADP	automatic data processing inc	0.16	723,388	212,314,000	reduced	-1.06

ADSK	autodesk inc	0.47	1,960,340	622,740,000	reduced	-1.15

AGO	assured guaranty ltd	0.01	136,250	11,533,500	added	4.00

AIG	american international group inc	0.08	1,420,940	111,601,000	reduced	-19.8

ALGM	allegro microsystems inc	0.06	2,932,810	85,637,900	reduced	-7.3

ALNY	alnylam pharmaceuticals inc	0.21	622,435	283,830,000	added	11.73

AM	antero midstream corp	0.05	3,598,240	69,949,800	reduced	-0.22

AMGN	amgen inc	0.01	71,105	20,065,900	added	0.63

AMH	american homes 4 rent	0.07	2,697,410	89,689,000	reduced	-2.07

AMT	american tower corp	0.53	3,677,220	707,203,000	added	1.94

AMZN	amazon.com inc	3.03	18,328,900	4,024,470,000	added	0.75

APD	air products and chemicals inc	0.32	1,583,280	431,792,000	added	4.77