Clearbridge Investments, LLC
Annual return '25
+21.6%
SPY '25
+17.7%
Alpha
+3.8ptsvs SPY
Invested
$114.9B
Holdings
688
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 100%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$NVDA
NVIDIA Corp
Q1 2026: Sold 99.9% (66.92M → 38.2k shares)
4.9%
02
$MSFT
Microsoft Corp
Q1 2026: Sold 99.6% (20.69M → 77.8k shares)
3.0%
03
$AAPL
Apple Inc
Q1 2026: Sold 99.5% (28.16M → 153.7k shares)
2.9%
04
$GOOGL
Alphabet Inc
Q1 2026: Sold 100.0% (20.33M → 7.7k shares)
2.6%
05
$AMZN
Amazon.com Inc
Q1 2026: Sold 99.9% (33.41M → 28.7k shares)
2.6%
06
$META
Meta Platforms Inc
Q1 2026: Sold 100.0% (10.05M → 4.2k shares)
2.4%
07
$AVGO
Broadcom Inc
Q1 2026: Sold 100.0% (19.66M → 4.1k shares)
2.2%
08
$V
Visa Inc
Q1 2026: Sold 99.7% (13.26M → 46.5k shares)
1.7%
09
$NFLX
Netflix Inc
Q1 2026: Sold 100.0% (33.33M → 5.0k shares)
1.6%
10
$WMB
Williams Cos Inc/The
Q1 2026: Exited (was 62.05M shares)
1.5%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 06:51 UTC.