Clearbridge Investments, LLC Q1 2024 Filing

Filed May 13, 2024

Portfolio Value

$126.1B

Holdings

747

Report Date

Q1 2024

Filing Type

13F-HR

All Holdings (747 positions)

StockValue
MSFTMicrosoft Corp
$6.0B
NVDANVIDIA Corp
$3.8B
AMZNAmazon.com Inc
$3.5B
METAMeta Platforms Inc
$2.9B
VVisa Inc
$2.7B
AAPLApple Inc
$2.7B
UNHUnitedHealth Group Inc
$2.6B
AVGOBroadcom Inc
$1.6B
NFLXNetflix Inc
$1.6B
JPMJPMorgan Chase & Co
$1.5B
CMCSAComcast Corp
$1.3B
TMOThermo Fisher Scientific Inc
$1.3B
ASMLASML Holding NV
$1.2B
GWWWW Grainger Inc
$1.2B
ETNEaton Corp PLC
$1.1B
UNPUnion Pacific Corp
$1.1B
RTXRTX Corp
$1.1B
VRTXVertex Pharmaceuticals Inc
$1.0B
UPSUnited Parcel Service Inc
$991.6M
TRVTravelers Cos Inc/The
$990.5M
ADBEAdobe Inc
$988.5M
INTCIntel Corp
$961.1M
SHWSherwin-Williams Co/The
$953.1M
CRMSalesforce Inc
$944.5M
MRKMerck & Co Inc
$927.4M
JNJJohnson & Johnson
$920.9M
SRESempra
$903.5M
ORCLOracle Corp
$884.2M
LLYEli Lilly & Co
$881.3M
CRWDCrowdstrike Holdings Inc
$860.0M
UBERUber Technologies Inc
$859.8M
LINLINDE PLC
$851.3M
WMBWilliams Cos Inc/The
$817.7M
SYKStryker Corp
$807.7M
HUBSHubSpot Inc
$793.8M
ALCAlcon Inc
$789.9M
APOApollo Global Management Inc
$786.6M
PANWPalo Alto Networks Inc
$783.5M
ISRGIntuitive Surgical Inc
$778.6M
ABBVAbbVie Inc
$756.6M
ADSKAutodesk Inc
$752.8M
ENBEnbridge Inc
$729.7M
CPCanadian Pacific Kansas City Ltd
$723.5M
BDXBecton Dickinson & Co
$716.5M
VMCVulcan Materials Co
$709.4M
WDAYWorkday Inc
$693.4M
MNSTMonster Beverage Corp
$691.2M
MRSHMarsh & McLennan Cos Inc
$690.2M
FCXFreeport-McMoRan Inc
$679.7M
TELTE Connectivity Ltd
$676.0M
AMTAmerican Tower Corp
$672.3M
HDHome Depot Inc/The
$671.1M
ACNAccenture PLC
$649.0M
PGProcter & Gamble Co/The
$624.1M
EQIXEquinix Inc
$613.2M
SPGIS&P Global Inc
$612.9M
WMWaste Management Inc
$601.6M
TMUST-Mobile US Inc
$596.2M
PXDEURPioneer Natural Resources Co
$594.5M
TJXTJX Cos Inc/The
$576.3M
ICLRICON PLC
$562.6M
DYHTarget Corp
$558.9M
KOCoca-Cola Co/The
$551.3M
DISWALT DISNEY COMPANY
$533.0M
COFCapital One Financial Corp
$517.2M
INTUIntuit Inc
$516.8M
NOWServiceNow Inc
$507.7M
BACBank of America Corp
$498.7M
ELEstee Lauder Cos Inc/The
$487.6M
ZTSZoetis Inc
$487.0M
GOOGLAlphabet Inc
$486.1M
PPGPPG Industries Inc
$481.4M
LHXL3Harris Technologies Inc
$475.3M
PFGCPerformance Food Group Co
$469.8M
NKENIKE Inc
$466.4M
NEENextEra Energy Inc
$457.8M
PYPLPayPal Holdings Inc
$445.1M
MDLZMondelez International Inc
$430.4M
AIGAmerican International Group Inc
$425.3M
TREXTrex Co Inc
$421.2M
XOMExxon Mobil Corp
$410.0M
CRLCharles River Laboratories International Inc
$410.0M
COPConocoPhillips
$409.8M
TEAMAtlassian Corp Ltd
$404.1M
CASYCasey's General Stores Inc
$402.8M
NOCNorthrop Grumman Corp
$398.4M
ETEnergy Transfer LP
$390.8M
BRK-BBerkshire Hathaway Inc
$384.5M
ICEIntercontinental Exchange Inc
$375.8M
APDAir Products and Chemicals Inc
$374.8M
SAPSAP SE
$374.1M
JCIJohnson Controls International plc
$366.9M
EPDEnterprise Products Partners LP
$364.9M
MRVLMarvell Technology Inc
$357.2M
GILDGilead Sciences Inc
$354.4M
EIXEdison International
$353.0M
DEODiageo PLC
$349.8M
APTVAptiv PLC
$343.7M
AVBAvalonBay Communities Inc
$342.8M
BIIBBiogen Inc
$336.7M
Page 1 of 8Next