Clearbridge Investments, LLC Q2 2025 Filing

Filed August 12, 2025

Portfolio Value

$123.2B

Holdings

706

Report Date

Q2 2025

Filing Type

13F-HR

All Holdings (706 positions)

StockValue
MSFTMicrosoft Corp
$5.9B
NVDANVIDIA Corp
$5.5B
METAMeta Platforms Inc
$4.1B
AMZNAmazon.com Inc
$4.0B
AAPLApple Inc
$3.1B
AVGOBroadcom Inc
$3.0B
VVisa Inc
$2.9B
NFLXNetflix Inc
$2.2B
GOOGLAlphabet Inc
$1.6B
JPMJPMorgan Chase & Co
$1.5B
ETNEaton Corp PLC
$1.2B
RTXRTX Corp
$1.1B
LINLinde plc
$1.1B
UNHUnitedHealth Group Inc
$1.1B
PANWPalo Alto Networks Inc
$1.1B
TRVTravelers Cos Inc/The
$1.0B
ASMLASML Holding NV
$1.0B
XOMExxon Mobil Corp
$1.0B
UNPUnion Pacific Corp
$980.5M
GWWWW Grainger Inc
$945.6M
SRESempra
$929.0M
SHWSherwin-Williams Co/The
$919.9M
TELTE Connectivity Ltd.
$913.8M
INTUIntuit Inc
$897.2M
ISRGIntuitive Surgical Inc
$842.4M
LHXL3Harris Technologies Inc
$836.8M
SNPSSynopsys Inc
$832.5M
BACBank of America Corp
$829.2M
JNJJohnson & Johnson
$822.7M
ENBEnbridge Inc
$811.5M
AMTAmerican Tower Corp
$797.3M
TSLATesla Inc
$796.5M
WMBWilliams Cos Inc/The
$788.9M
CRMSalesforce Inc
$788.5M
DISWALT DISNEY COMPANY
$781.1M
SYKStryker Corp
$762.5M
ABNBAirbnb Inc
$757.4M
PYPLPayPal Holdings Inc
$737.9M
LLYEli Lilly & Co
$719.2M
TMUST-Mobile US Inc
$699.7M
CMCSAComcast Corp
$691.7M
TJXTJX Cos Inc/The
$691.1M
FCXFreeport-McMoRan Inc
$683.5M
VRTXVertex Pharmaceuticals Inc
$680.2M
BDXBecton Dickinson & Co
$657.8M
UBERUber Technologies Inc
$650.8M
SBUXStarbucks Corp
$633.6M
VMCVulcan Materials Co
$632.7M
CVSCVS Health Corp
$629.7M
KOCoca-Cola Co/The
$628.7M
WDAYWorkday Inc
$625.1M
NOWServiceNow Inc
$624.6M
ORCLOracle Corp
$614.3M
ADSKAutodesk Inc
$613.9M
MNSTMonster Beverage Corp
$601.5M
CRWDCrowdstrike Holdings Inc
$598.7M
SHOPShopify Inc
$595.6M
WMWaste Management Inc
$593.8M
SPGIS&P Global Inc
$579.4M
TMOThermo Fisher Scientific Inc
$576.1M
ACNAccenture PLC
$575.4M
NVONovo Nordisk A/S
$567.5M
EQTEQT Corp
$564.7M
MRSHMarsh & McLennan Cos Inc
$560.4M
EQIXEquinix Inc
$555.7M
PGProcter & Gamble Co/The
$553.9M
JCIJohnson Controls International plc
$547.3M
HDHome Depot Inc/The
$527.7M
NOCNorthrop Grumman Corp
$525.4M
TSMTaiwan Semiconductor Manufacturing Co Ltd
$514.4M
PODDInsulet Corp
$482.8M
METMetLife Inc
$474.0M
HUBSHubSpot Inc
$463.5M
APOApollo Global Management Inc
$462.8M
COFCapital One Financial Corp
$455.9M
APDAir Products and Chemicals Inc
$426.2M
ARGXArgenx SE
$426.0M
SCHWCharles Schwab Corp/The
$424.6M
AVBAvalonBay Communities Inc
$420.4M
VRTVertiv Holdings Co
$413.8M
PFGCPerformance Food Group Co
$412.4M
WMTWalmart Inc
$407.1M
TXNTexas Instruments Inc
$400.5M
SESea Ltd
$394.0M
MRKMerck & Co Inc
$387.2M
MCHPMicrochip Technology Inc
$376.7M
CASYCasey's General Stores Inc
$369.6M
VSTVistra Corp
$367.9M
ULUnilever PLC
$366.3M
HONHoneywell International Inc
$338.2M
BRK-BBerkshire Hathaway Inc
$328.0M
APPAppLovin Corp
$326.5M
HLNHaleon PLC
$326.1M
ABBVAbbVie Inc
$320.4M
DOCSDoximity Inc
$318.2M
PSAPUBLIC STORAGE
$316.9M
BRK/BBerkshire Hathaway Inc
$316.5M
PINSPinterest Inc
$312.9M
XPOXPO Inc
$309.4M
CLHClean Harbors Inc
$306.1M
Page 1 of 8Next