Clearbridge Investments, LLC Q4 2024 Filing
Filed February 12, 2025
Portfolio Value
$123.4B
Holdings
713
Report Date
Q4 2024
Filing Type
13F-HR
All Holdings (713 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 101 | APPAppLovin Corp | 947,642 | $306.9B | 248.70% | |
| 102 | USBUS Bancorp | 6,383,454 | $305.3B | 247.44% | |
| 103 | AIGAmerican International Group Inc | 4,132,727 | $300.9B | 243.83% | |
| 104 | SCHWCharles Schwab Corp/The | 4,062,247 | $300.6B | 243.65% | |
| 105 | MRVLMarvell Technology Inc | 2,539,482 | $280.5B | 227.31% | |
| 106 | PNCPNC Financial Services Group Inc/The | 1,432,355 | $276.2B | 223.87% | |
| 107 | DOCSDoximity Inc | 5,121,344 | $273.4B | 221.60% | |
| 108 | PEPPepsiCo Inc | 1,755,099 | $266.9B | 216.29% | |
| 109 | SESea Ltd | 2,509,363 | $266.2B | 215.77% | |
| 110 | CLHClean Harbors Inc | 1,155,334 | $265.9B | 215.48% | |
| 111 | RHCRH PLC | 2,729,697 | $252.6B | 204.68% | |
| 112 | PINSPinterest Inc | 8,603,664 | $249.5B | 202.21% | |
| 113 | WSCWillScot Holdings Corp | 7,384,130 | $247.0B | 200.18% | |
| 114 | DOCUDocuSign Inc | 2,677,010 | $240.8B | 195.13% | |
| 115 | KMIKinder Morgan Inc | 8,788,380 | $240.8B | 195.12% | |
| 116 | CVXChevron Corp | 1,647,356 | $238.6B | 193.37% | |
| 117 | DTEDTE Energy Co | 1,930,734 | $233.1B | 188.94% | |
| 118 | TKOTKO Group Holdings Inc | 1,631,450 | $231.8B | 187.89% | |
| 119 | TREXTrex Co Inc | 3,347,062 | $231.0B | 187.25% | |
| 120 | ADPAutomatic Data Processing Inc | 784,823 | $229.7B | 186.19% | |
| 121 | ARESAres Management Corp | 1,290,741 | $228.5B | 185.18% | |
| 122 | AZNAstraZeneca PLC | 3,464,189 | $227.0B | 183.95% | |
| 123 | WIXWix.com Ltd | 1,051,035 | $225.5B | 182.75% | |
| 124 | MCKMcKesson Corp | 391,280 | $223.0B | 180.72% | |
| 125 | ELFelf Beauty Inc | 1,772,528 | $222.5B | 180.35% | |
| 126 | TRIThomson Reuters Corp | 1,376,012 | $220.7B | 178.85% | |
| 127 | PGRProgressive Corp/The | 914,838 | $219.2B | 177.65% | |
| 128 | TXNTexas Instruments Inc | 1,161,171 | $217.7B | 176.45% | |
| 129 | ULUnilever PLC | 3,719,284 | $210.9B | 170.91% | |
| 130 | BJBJ's Wholesale Club Holdings Inc | 2,330,361 | $208.2B | 168.75% | |
| 131 | KKRKKR & Co Inc | 1,362,269 | $201.5B | 163.30% | |
| 132 | OKEOneok Inc | 1,976,864 | $198.5B | 160.85% | |
| 133 | HQYHealthEquity Inc | 2,060,026 | $197.7B | 160.19% | |
| 134 | CVSCVS Health Corp | 4,397,121 | $197.4B | 159.97% | |
| 135 | PSAPUBLIC STORAGE | 654,078 | $195.9B | 158.73% | |
| 136 | RACEFerrari NV | 459,651 | $195.3B | 158.26% | |
| 137 | PPLPPL Corp | 5,982,984 | $194.2B | 157.39% | |
| 138 | CITCintas Corp | 1,059,592 | $193.6B | 156.89% | |
| 139 | CMGChipotle Mexican Grill Inc | 3,180,051 | $191.8B | 155.41% | |
| 140 | PPGPPG Industries Inc | 1,605,110 | $191.7B | 155.38% | |
| 141 | EMREmerson Electric Co | 1,513,435 | $187.6B | 152.00% | |
| 142 | GXOGXO Logistics Inc | 4,228,144 | $183.9B | 149.06% | |
| 143 | BURLBurlington Stores Inc | 644,801 | $183.8B | 148.96% | |
| 144 | RYRoyal Bank of Canada | 1,523,267 | $183.6B | 148.77% | |
| 145 | AXPAmerican Express Co | 618,212 | $183.5B | 148.70% | |
| 146 | SNOWSnowflake Inc | 1,177,057 | $181.7B | 147.30% | |
| 147 | FOURShift4 Payments Inc | 1,745,084 | $181.1B | 146.77% | |
| 148 | RBCRBC Bearings Inc | 596,591 | $178.5B | 144.63% | |
| 149 | GOOGAlphabet Inc | 936,365 | $178.3B | 144.52% | |
| 150 | TSCOTractor Supply Co | 3,300,360 | $175.1B | 141.92% | |
| 151 | TDToronto-Dominion Bank/The | 3,254,825 | $173.3B | 140.44% | |
| 152 | SNPSSynopsys Inc | 348,229 | $169.0B | 136.98% | |
| 153 | FWONALiberty Media Corp-Liberty Formula One | 1,810,214 | $167.7B | 135.94% | |
| 154 | MSCIMSCI Inc | 276,297 | $165.8B | 134.35% | |
| 155 | STZConstellation Brands Inc | 742,458 | $164.1B | 132.98% | |
| 156 | ANETArista Networks Inc | 1,477,237 | $163.3B | 132.33% | |
| 157 | GSGoldman Sachs Group Inc/The | 279,883 | $160.3B | 129.88% | |
| 158 | ECLEcolab Inc | 677,912 | $158.8B | 128.74% | |
| 159 | CRBGCorebridge Financial Inc | 5,305,120 | $158.8B | 128.68% | |
| 160 | VSTVistra Corp | 1,150,834 | $158.7B | 128.59% | |
| 161 | MSIMotorola Solutions Inc | 343,247 | $158.7B | 128.58% | |
| 162 | PENPenumbra Inc | 663,948 | $157.7B | 127.78% | |
| 163 | ODFLOld Dominion Freight Line Inc | 889,196 | $156.9B | 127.12% | |
| 164 | WCNWaste Connections Inc | 912,986 | $156.7B | 126.95% | |
| 165 | WINGWingstop Inc | 540,061 | $153.5B | 124.39% | |
| 166 | LYVLive Nation Entertainment Inc | 1,163,735 | $150.7B | 122.13% | |
| 167 | OMFOneMain Holdings Inc | 2,885,961 | $150.4B | 121.93% | |
| 168 | MLB1MercadoLibre Inc | 87,533 | $148.8B | 120.63% | |
| 169 | XYZBlock Inc | 1,739,182 | $147.8B | 119.79% | |
| 170 | FISVFiserv Inc | 718,007 | $147.5B | 119.53% | |
| 171 | MLMMartin Marietta Materials Inc | 284,887 | $147.1B | 119.25% | |
| 172 | MSGSMadison Square Garden Sports Corp | 640,834 | $144.6B | 117.21% | |
| 173 | INTCIntel Corp | 7,180,529 | $144.0B | 116.68% | |
| 174 | BMOBank of Montreal | 1,465,507 | $143.1B | 115.98% | |
| 175 | CRLCharles River Laboratories International Inc | 775,213 | $143.1B | 115.98% | |
| 176 | MUSAMurphy USA Inc | 284,564 | $142.8B | 115.71% | |
| 177 | SPOTSpotify Technology SA | 319,131 | $142.8B | 115.71% | |
| 178 | MPLXMPLX LP | 2,976,393 | $142.5B | 115.45% | |
| 179 | DEODiageo PLC | 1,114,467 | $141.7B | 114.82% | |
| 180 | DEDeere & Co | 334,211 | $141.6B | 114.76% | |
| 181 | ITCIEURIntra-Cellular Therapies Inc | 1,686,384 | $140.8B | 114.15% | |
| 182 | TRGPTarga Resources Corp | 786,630 | $140.4B | 113.80% | |
| 183 | STXSeagate Technology Holdings PLC | 1,623,439 | $140.1B | 113.56% | |
| 184 | VLTOVeralto Corp | 1,352,960 | $137.8B | 111.68% | |
| 185 | GMGeneral Motors Co | 2,557,423 | $136.2B | 110.41% | |
| 186 | MEDPMedpace Holdings Inc | 409,711 | $136.1B | 110.31% | |
| 187 | PHParker-Hannifin Corp | 213,207 | $135.6B | 109.90% | |
| 188 | WECWEC Energy Group Inc | 1,434,886 | $134.9B | 109.36% | |
| 189 | MCHPMicrochip Technology Inc | 2,320,212 | $133.1B | 107.84% | |
| 190 | HLNEHamilton Lane Inc | 890,610 | $131.9B | 106.86% | |
| 191 | PCGPG&E Corp | 6,479,470 | $130.8B | 105.97% | |
| 192 | CNRCanadian National Railway Co | 1,281,715 | $130.1B | 105.44% | |
| 193 | IM8NInsmed Inc | 1,878,450 | $129.7B | 105.10% | |
| 194 | CHWYChewy Inc | 3,866,680 | $129.5B | 104.95% | |
| 195 | TDYTeledyne Technologies Inc | 275,401 | $127.8B | 103.59% | |
| 196 | BNBrookfield Corp | 2,222,358 | $127.7B | 103.47% | |
| 197 | MTDRMatador Resources Co | 2,249,058 | $126.5B | 102.55% | |
| 198 | SONYSony Group Corp | 5,929,924 | $125.5B | 101.69% | |
| 199 | NENoble Corporation plc | 3,950,714 | $124.1B | 100.54% | |
| 200 | GLBEGlobal-E Online Ltd. | 2,268,618 | $123.7B | 100.26% |