Latest Clearbridge Investments, LLC Stock Portfolio

Clearbridge Investments, LLC Performance:

2025 Q4: -7.86%YTD: 0.89%2024: 16.41%

Performance for 2025 Q4 is -7.86%, and YTD is 0.89%, and 2024 is 16.41%.

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

Clearbridge Investments, LLC is a hedge fund based in Australia. On 2026-02-11, the fund reported it's updated stock portfolio. In the 13F Holdings report, Clearbridge Investments, LLC reported an equity portfolio of $124.9 Billions as of 31 Dec, 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% of portfolio in MICROSOFT CORP.

The fund managers got completely rid off UNILEVER PLC, CROWN CASTLE INC (CCI) and LIGHT & WONDER INC (LNW) stocks. They significantly reduced their stock positions in NOVO NORDISK A/S, AMERICAN INTERNATIONAL GROUP INC (AIG) and DRAFTKINGS INC (DKNG). Clearbridge Investments, LLC opened new stock positions in UNILEVER PLC, ARISTA NETWORKS INC (ANET) and RYANAIR HOLDINGS PLC (RYAAY). The fund showed a lot of confidence in some stocks as they added substantially to BOSTON SCIENTIFIC CORP (BSX), WEBSTER FINANCIAL CORP (WBS) and GLOBAL PAYMENTS INC (GPN).

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

Our best estimate is that Clearbridge Investments, LLC made a return of -7.86% in the last quarter. In trailing 12 months, it's portfolio return was 0.89%.

Performance
S&P 500

New Buys

Ticker	$ Bought
unilever plc	361,260,000
arista networks inc	198,285,000
boyd group inc	68,811,400
wheaton precious metals corp	67,639,700
ryanair holdings plc	61,150,600
nu hldgs ltd	54,935,400
celsius holdings inc	45,136,800
protagonist therapeutics inc	42,782,800

New stocks bought by Clearbridge Investments, LLC

Additions

Ticker	% Inc.
boston scientific corp	25,528
webster financial corp	17,591
global payments inc	5,710
ishares core s&p u.s. growth etf	5,474
ishares russell 1000 growth etf	2,706
spdr s&p 500 etf trust	1,626
portland general electric co	1,342
brookfield renewable partners lp	1,144

Additions to existing portfolio by Clearbridge Investments, LLC

Reductions

Ticker	% Reduced
trane technologies plc	-91.68
merck & co inc	-87.92
glaukos corp	-76.24
silgan holdings inc	-74.36
cheniere energy inc	-71.33
starbucks corp	-69.72
paypal holdings inc	-67.1
lennar corp	-61.54

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 24.2% of it's holdings in Technology sector.

Sector	%
Technology	24.2
Others	13.6
Industrials	10.1
Financial Services	9.6
Healthcare	9.1
Consumer Cyclical	8.3
Communication Services	7.9
Energy	5.2
Basic Materials	3.8
Utilities	3.5
Consumer Defensive	2.6
Real Estate	1.7

Market Cap. Distribution

Clearbridge Investments, LLC has about 80% of it's portfolio invested in the large-cap and mega-cap stocks.

Category	%
LARGE-CAP	42.8
MEGA-CAP	37.2
UNALLOCATED	13.6
MID-CAP	5.8

Stocks belong to which Index?

About 75.5% 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	24.5
RUSSELL 2000	3.3

Top 5 Winners (%)		%
CELC	celcuity inc	91.5 %
ARWR	arrowhead pharmaceuticals inc	70.8 %
COHR	coherent corp	69.7 %
MU	micron technology inc	65.2 %
BBIO	bridgebio pharma inc	46.9 %

Top 5 Winners ($)		$
GOOG	alphabet inc	727.8 M
AAPL	apple inc	253.2 M
ISRG	intuitive surgical inc	203.5 M
AMZN	amazon.com inc	197.1 M
TMO	thermo fisher scientific inc	180.8 M

Top 5 Losers (%)		%
NFLX	netflix inc	-86.6 %
NOW	servicenow inc	-74.4 %
LRN	stride inc	-48.9 %
DD	dupont de nemours inc	-48.1 %
XLB	state street utilities select sector spdr etf	-44.2 %

Top 5 Losers ($)		$
NFLX	netflix inc	-10111.1 M
NOW	servicenow inc	-1830.2 M
ORCL	oracle corp	-409.7 M
META	meta platforms inc	-385.9 M
MSFT	microsoft corp	-381.9 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 692 stocks in it's portfolio. About 27.4% of the portfolio is in top 10 stocks. NFLX proved to be the most loss making stock for the portfolio. GOOG was the most profitable stock for Clearbridge Investments, LLC last quarter.

Last Reported on: 11 Feb, 2026

Ticker	Namesorted ascending	% Portfolio	Shares Held	$ Value	Type	% Change
AAPL	apple inc	3.07	14,085,500	3,829,290,000	reduced	-7.93

ABBV	abbvie inc	0.16	890,125	203,385,000	reduced	-18.65

ABNB	airbnb inc	0.66	6,073,950	824,356,000	added	3.7

ACGL	arch capital group ltd	0.03	394,381	37,829,100	reduced	-3.18

ACWF	ishares msci saudi arabia etf	0.04	1,304,290	47,489,100	reduced	-6.55

ADC	agree realty corp	0.01	159,515	11,489,900	reduced	-1.05

ADI	analog devices inc	0.03	117,986	31,997,800	reduced	-31.71

ADP	automatic data processing inc	0.35	1,687,790	434,151,000	added	133

ADSK	autodesk inc	0.44	1,844,470	545,982,000	reduced	-5.91

AGO	assured guaranty ltd	0.01	126,163	11,338,200	reduced	-7.4

ALGM	allegro microsystems inc	0.06	2,916,780	76,944,800	reduced	-0.55

ALGT	allegiant travel co	0.01	110,170	9,394,160	reduced	-13.45

ALNY	alnylam pharmaceuticals inc	0.19	597,013	237,402,000	reduced	-4.08

AM	antero midstream corp	0.05	3,635,640	64,678,100	added	1.04

AMGN	amgen inc	0.02	70,646	23,123,200	reduced	-0.65

AMH	american homes 4 rent	0.06	2,486,540	79,818,000	reduced	-7.82

AMT	american tower corp	0.46	3,234,980	567,965,000	reduced	-12.03

AMZN	amazon.com inc	3.09	16,707,200	3,856,370,000	reduced	-8.85

ANET	arista networks inc	0.16	1,513,280	198,285,000	new

APD	air products and chemicals inc	0.53	2,694,660	665,609,000	added	70.19