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Latest Clearbridge Investments, LLC Stock Portfolio

$114Billion– No. of Holdings #686

Clearbridge Investments, LLC Performance:
2026 Q1: -2.83%YTD: -2.83%2025: 10.2%
Performance for 2026 Q1 is -2.83%, and YTD is -2.83%, and 2025 is 10.2%.

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

Clearbridge Investments, LLC is a hedge fund based in Australia. On 2026-05-13, the fund reported it's updated stock portfolio. In the 13F Holdings report, Clearbridge Investments, LLC reported an equity portfolio of $114.9 Billions as of 31 Mar, 2026.

The top stock holdings of Clearbridge Investments, LLC are NVDA, MSFT, AAPL. The fund has invested 4.9% of it's portfolio in NVIDIA CORP and 3% of portfolio in MICROSOFT CORP.

The fund managers got completely rid off SALESFORCE INC (CRM), ASTRAZENECA PLC (AZN) and AVALONBAY COMMUNITIES INC (AVB) stocks. They significantly reduced their stock positions in PAYPAL HOLDINGS INC (PYPL), CSX CORP (CSX) and FORTUNE BRANDS INNOVATIONS INC (FBHS). Clearbridge Investments, LLC opened new stock positions in ASTRAZENECA PLC, SPOTIFY TECHNOLOGY SA (SPOT) and WATERS CORP (WAT). The fund showed a lot of confidence in some stocks as they added substantially to FASTENAL CO (FAST), KINETIK HOLDINGS INC (KNTK) and BLACKSTONE INC (BX).
Clearbridge Investments, LLC Equity Portfolio Value
Last Reported on: 13 May, 2026

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

Our best estimate is that Clearbridge Investments, LLC made a return of -2.83% in the last quarter. In trailing 12 months, it's portfolio return was 11.45%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
astrazeneca plc1,017,790,000
spotify technology sa233,339,000
waters corp142,429,000
vikings holdings ltd109,466,000
rio tinto plc83,258,900
algonquin power & utilities corp78,818,200
ishares russell 2000 etf77,503,700
wayfair inc72,285,300
New stocks bought by Clearbridge Investments, LLC

Additions

Ticker% Inc.
fastenal co9,191
kinetik holdings inc5,284
blackstone inc1,438
abbott laboratories687
booking holdings inc438
globant s.a.421
pembina pipeline corp416
carvana co289
Additions to existing portfolio by Clearbridge Investments, LLC

Reductions

Ticker% Reduced
northrop grumman corp-90.75
equinix inc-89.61
marvell technology inc-89.5
penumbra inc-85.94
mccormick & co inc/md-79.59
weatherford international plc-78.18
amphenol corp-67.15
sap se-65.22
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 20.6% of it's holdings in Technology sector.

  • Technology
  • Others
  • Industrials
  • Healthcare
  • Financial Services
  • Communication Services
  • Consumer Cyclical
  • Energy
  • Basic Materials
  • Utilities
  • Consumer Defensive
  • Real Estate
Sector%
Technology20.6
Others14.7
Industrials11.7
Healthcare9.1
Financial Services9
Communication Services8.1
Consumer Cyclical7.6
Energy6.5
Basic Materials4.3
Utilities4
Consumer Defensive2.7
Real Estate1.4

Market Cap. Distribution

Clearbridge Investments, LLC has about 80.1% of it's portfolio invested in the large-cap and mega-cap stocks.

  • LARGE-CAP
  • MEGA-CAP
  • UNALLOCATED
  • MID-CAP
Category%
LARGE-CAP43.8
MEGA-CAP36.3
UNALLOCATED14.7
MID-CAP4.9

Stocks belong to which Index?

About 74.5% 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 50070.7
Others25.5
RUSSELL 20003.8
Top 5 Winners (%)%
CNQ
canadian natural resources ltd
307.7 %
cg oncology inc
61.3 %
SLAB
silicon laboratories inc
56.5 %
CVE
cenovus energy inc
54.8 %
VRT
vertiv holdings co
52.7 %
Top 5 Winners ($)$
XOM
exxon mobil corp
392.3 M
WMB
williams cos inc/the
282.3 M
CNQ
canadian natural resources ltd
265.1 M
ASML
asml holding nv
261.3 M
VRT
vertiv holdings co
240.6 M
Top 5 Losers (%)%
STN
stantec inc
-95.5 %
totalenergies se
-65.2 %
MMYT
makemytrip ltd
-53.1 %
DOCS
doximity inc
-47.0 %
beta technologies inc
-46.6 %
Top 5 Losers ($)$
MSFT
microsoft corp
-1113.4 M
META
meta platforms inc
-428.8 M
NVDA
nvidia corp
-398.5 M
AMZN
amazon.com inc
-351.3 M
AVGO
broadcom inc
-332.4 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 686 stocks in it's portfolio. About 25.5% of the portfolio is in top 10 stocks. MSFT proved to be the most loss making stock for the portfolio. XOM was the most profitable stock for Clearbridge Investments, LLC last quarter.

Last Reported on: 13 May, 2026
TickerNamesorted ascending% PortfolioShares Held$ ValueType% ChangeOptions