Clearbridge Investments, LLC Q1 2023 Filing

Filed May 12, 2023

Portfolio Value

$104.7B

Holdings

711

Report Date

Q1 2023

Filing Type

13F-HR

All Holdings (711 positions)

StockValue
MSFTMicrosoft Corp
$4.6B
AAPLApple Inc
$3.1B
UNHUnitedHealth Group Inc
$3.1B
VVisa Inc
$2.5B
AMZNAmazon.com Inc
$2.1B
NVDANVIDIA Corp
$1.8B
RTXRaytheon Technologies Corp
$1.6B
CMCSAComcast Corp
$1.5B
AVGOBroadcom Inc
$1.4B
METAMeta Platforms Inc
$1.4B
UPSUnited Parcel Service Inc
$1.3B
JPMJPMorgan Chase & Co
$1.1B
TELTE Connectivity Ltd
$1.1B
VRTXVertex Pharmaceuticals Inc
$1.1B
TMOThermo Fisher Scientific Inc
$1.0B
JNJJohnson & Johnson
$947.6M
ETNEaton Corp PLC
$935.6M
NFLXNetflix Inc
$880.8M
GWWWW Grainger Inc
$868.6M
MNSTMonster Beverage Corp
$859.6M
SRESempra Energy
$847.0M
ORCLOracle Corp
$822.2M
ASMLASML Holding NV
$817.6M
LINLinde PLC
$817.6M
MRKMerck & Co Inc
$802.7M
PANWPalo Alto Networks Inc
$769.5M
CRMSalesforce Inc
$761.9M
ALCAlcon Inc
$751.9M
NKENIKE Inc
$744.9M
BDXBecton Dickinson & Co
$728.9M
HDHome Depot Inc/The
$725.3M
SPGIS&P Global Inc
$722.0M
SYKStryker Corp
$689.9M
TRVTravelers Cos Inc/The
$683.7M
ZTSZoetis Inc
$677.8M
ADBEAdobe Inc
$661.9M
PGProcter & Gamble Co/The
$661.6M
WMBWilliams Cos Inc/The
$658.8M
MRSHMarsh & McLennan Cos Inc
$639.4M
ADSKAutodesk Inc
$629.7M
HUBSHubSpot Inc
$623.8M
PPGPPG Industries Inc
$612.1M
CSCOCisco Systems Inc
$602.4M
FCXFreeport-McMoRan Inc
$593.1M
ENBEnbridge Inc
$579.2M
EQIXEquinix Inc
$573.2M
MDLZMondelez International Inc
$554.8M
AMTAmerican Tower Corp
$552.0M
APOApollo Global Management Inc
$549.0M
KOCoca-Cola Co/The
$545.9M
ABBVAbbVie Inc
$538.9M
ISRGIntuitive Surgical Inc
$532.6M
PYPLPayPal Holdings Inc
$530.0M
PXDEURPioneer Natural Resources Co
$521.6M
APTVAptiv PLC
$519.1M
BIIBBiogen Inc
$518.5M
VMCVulcan Materials Co
$515.2M
INTCIntel Corp
$503.5M
PFEPfizer Inc
$501.9M
WMWaste Management Inc
$498.5M
PODDInsulet Corp
$497.2M
UBERUber Technologies Inc
$491.8M
ELEstee Lauder Cos Inc/The
$490.7M
DC4DexCom Inc
$478.9M
WDAYWorkday Inc
$461.0M
JCIJohnson Controls International plc
$460.9M
SHWSherwin-Williams Co/The
$458.1M
LHXL3Harris Technologies Inc
$457.7M
CRWDCrowdstrike Holdings Inc
$452.6M
DEODiageo PLC
$432.1M
SPLKCHFSplunk Inc
$428.9M
EIXEdison International
$413.1M
BACBank of America Corp
$402.6M
UNPUnion Pacific Corp
$389.2M
EQTEQT Corp
$376.3M
TEAMAtlassian Corp Ltd
$373.6M
NEENextEra Energy Inc
$372.9M
WOLF*Wolfspeed Inc
$365.2M
NOCNorthrop Grumman Corp
$365.1M
ETSYEtsy Inc
$362.3M
CP.TOCanadian Pacific Railway Ltd
$351.4M
MAMasterCard Inc
$344.6M
GOOGLAlphabet Inc
$342.1M
EPDEnterprise Products Partners LP
$341.6M
CVXChevron Corp
$341.0M
ACNAccenture PLC
$338.0M
LLYEli Lilly & Co
$334.3M
AIGAmerican International Group Inc
$328.6M
APDAir Products and Chemicals Inc
$324.5M
PFGCPerformance Food Group Co
$319.5M
BJBJ's Wholesale Club Holdings Inc
$319.5M
SAPSAP SE
$309.2M
ICLRICON PLC
$307.0M
TSLATesla Inc
$298.1M
AVBAvalonBay Communities Inc
$294.5M
HONHoneywell International Inc
$292.7M
PEPPepsiCo Inc
$288.5M
PGRProgressive Corp/The
$287.7M
CRLCharles River Laboratories International Inc
$284.0M
STXSeagate Technology Holdings PLC
$283.9M
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