account_balance
Investment manager · 13F filer · SEC CIK 1348883
Clearbridge Investments, LLC
Reported value$115Bas of Sep 30, 2026
Positions674 25 new, 50 sold out
Top 10 weight27.7%NVDA alone is 6%
FiledNov 1243 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
NVDANvidia Corp
6.1%Trimmed −5%
AAPLApple Inc
4.3%Added +5%
GOOGLAlphabet Inc
3.3%Trimmed −4%
MSFTMicrosoft Corp
2.6%Trimmed −5%
AMZNAmazon.com Inc
2.4%Trimmed −7%
METAMeta Platforms Inc
2.2%Trimmed −6%
AVGOBroadcom Inc
1.8%Trimmed −20%
VVisa Inc
1.7%Trimmed −13%
TSMTaiwan Semiconductor Manufacturing Co Ltd
1.7%Trimmed −11%
WMBWilliams Cos Inc
1.4%
ASMLASML Holding NV
1.2%Trimmed −12%
PANWPalo Alto Networks Inc
1.2%Trimmed −16%
NVDANvidia Corp
6.1%Trimmed −5%
AAPLApple Inc
4.3%Added +5%
GOOGL3.3%MSFT2.6%AMZN2.4%META2.2%AVGO1.8%V1.7%TSM1.7%WMB1.4%ASML1.2%PANW1.2%Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
NVDA Nvidia Corp 6.1% Trimmed −5%AAPL Apple Inc 4.3% Added +5%GOOGL Alphabet Inc 3.3% Trimmed −4%MSFT Microsoft Corp 2.6% Trimmed −5%AMZN Amazon.com Inc 2.4% Trimmed −7%META Meta Platforms Inc 2.2% Trimmed −6%AVGO Broadcom Inc 1.8% Trimmed −20%V Visa Inc 1.7% Trimmed −13%TSM Taiwan Semiconductor Manufacturing Co Ltd 1.7% Trimmed −11%WMB Williams Cos Inc 1.4% HeldASML ASML Holding NV 1.2% Trimmed −12%PANW Palo Alto Networks Inc 1.2% Trimmed −16%
What changed