Reported book
$92.6B
13F equity value
Institutional filer · SEC 13F · Q2 2024
Clearbridge Investments, LLC
The reported 13F portfolio of Clearbridge Investments, LLC (CIK 1348883) - top holdings, how concentrated the book is, and what changed last quarter.
- $92.6B
- Reported book
- 732
- Positions
- #4
- of 360 filers
The verdict
Clearbridge Investments, LLC runs one of the largest 13F books we track - $92.6B across 732 reported positions as of Q2 2024, a broadly diversified portfolio.
- $92.6B
- reported 13F value
- 732
- disclosed positions
- 5.1%
- in NVIDIA Corp
- #4
- of 360 filers
Reflects long US-equity positions reported to the SEC as of Q2 2024; 13F excludes shorts, cash, non-US and most derivatives, so this is not total AUM.
How to read this page
This page reconstructs an institutional manager's reported equity portfolio from its quarterly SEC Form 13F-HR filings. Any investment manager with at least $100 million in qualifying US-listed equity assets must file a 13F with the Securities and Exchange Commission within 45 days of each quarter-end, disclosing the long positions it held on the last day of that quarter. The "reported book" shown here is the total market value of those disclosed positions, it is not the firm's total assets under management, because 13F covers only long US-listed equities and a defined set of options and convertibles. Short positions, cash, private holdings, sovereign debt, most fixed income, non-US equities, and derivatives are all excluded by rule, so a manager's true economic exposure can differ materially from what appears here. "Positions" counts the distinct securities disclosed; "% of book" shows how much weight each holding carries. Treat these figures as a quarter-lagged snapshot for understanding how a manager is positioned - not as live holdings or investment advice. Each line traces back to a specific filing on SEC EDGAR. This page is provided for informational purposes only and is not financial advice, consult a licensed financial advisor before making investment decisions.
Positions
732
Disclosed securities
Top-5 weight
15%
Of reported book
Largest position
5.1%
NVIDIA Corp
Diversified book Top 10% by size
Top-5 position weight
Top-5 position weight 14.7%
The five largest positions make up about 15% of Clearbridge Investments, LLC's reported book as of Q2 2024.
Top Reported Holdings
| # | Security | Value | % of book |
|---|---|---|---|
| 1 | NVIDIA Corp | $4.8B | 5.1% |
| 2 | Meta Platforms Inc | $3.0B | 3.2% |
| 3 | Visa Inc | $2.5B | 2.8% |
| 4 | Broadcom Inc | $1.8B | 2.0% |
| 5 | Netflix Inc | $1.5B | 1.6% |
| 6 | ASML Holding NV | $1.2B | 1.3% |
| 7 | Thermo Fisher Scientific Inc | $1.2B | 1.3% |
| 8 | Adobe Inc | $1.1B | 1.2% |
| 9 | Eaton Corp PLC | $1.1B | 1.1% |
| 10 | Comcast Corp | $1.0B | 1.1% |
| 11 | RTX Corp | $1.0B | 1.1% |
| 12 | Eli Lilly & Co | $1.0B | 1.1% |
| 13 | Sempra | $1.0B | 1.1% |
| 14 | WW Grainger Inc | $982.8M | 1.1% |
| 15 | Vertex Pharmaceuticals Inc | $980.0M | 1.1% |
| 16 | Crowdstrike Holdings Inc | $961.0M | 1.0% |
| 17 | Palo Alto Networks Inc | $903.9M | 1.0% |
| 18 | Uber Technologies Inc | $890.0M | 1.0% |
| 19 | Intuitive Surgical Inc | $881.4M | 0.9% |
| 20 | Linde PLC | $874.9M | 0.9% |
| 21 | Accenture PLC | $822.2M | 0.9% |
| 22 | Williams Cos Inc/The | $821.5M | 0.9% |
| 23 | Sherwin-Williams Co/The | $810.4M | 0.9% |
| 24 | Alcon Inc | $805.7M | 0.9% |
| 25 | Stryker Corp | $790.6M | 0.8% |
Latest Quarter Trades · Q2 2024
New positions (200)
NVIDIA CORPORATION $4.8B
META PLATFORMS INC $3.0B
VISA INC $2.5B
BROADCOM INC $1.8B
NETFLIX INC $1.5B
ASML HLDG N V F $1.2B
Reading Clearbridge Investments, LLC's book
A broadly diversified book across many names.
- Open any holding to see who else owns it and how concentrated that stock is. Browse stocks
- Compare this manager against the largest 13F filers by book size. Top funds by AUM
- Remember 13F shows long positions only, not total AUM, shorts or non-US holdings. 13F limitations
Informational only, not investment advice. 13F is a 45-day-lagged quarterly snapshot; positions may have changed since the filing date.
Frequently Asked Questions
How big is Clearbridge Investments, LLC's 13F portfolio?▼
Clearbridge Investments, LLC reports $92.6B of long US-equity positions across 732 securities as of Q2 2024. This reflects 13F-disclosed holdings only, it is not the firm's total assets under management.
What is Clearbridge Investments, LLC's largest position?▼
Clearbridge Investments, LLC's largest reported position is NVIDIA Corp at $4.8B, about 5.1% of its reported book as of Q2 2024.
What did Clearbridge Investments, LLC trade last quarter?▼
In its Q2 2024 filing, Clearbridge Investments, LLC opened 200 new positions. Each change is drawn from a line in the firm's 13F-HR filing and can be verified on SEC EDGAR.
Where does Clearbridge Investments, LLC's holdings data come from?▼
Every figure renders live from Clearbridge Investments, LLC's SEC Form 13F-HR filings in EDGAR, a mandatory quarterly disclosure of long US-listed equity positions, filed within 45 days of quarter-end.
Source: U.S. Securities and Exchange Commission (SEC) - EDGAR Form 13F-HR institutional holdings filings · Q2 2024 13F-HR discloses long US-listed equity positions of managers with $100M+ qualifying assets, filed within 45 days of period end. Reported value is not total AUM.