Clearbridge Investments, LLC Q1 2025 Filing

Filed May 13, 2025

Portfolio Value

$114.5B

Holdings

702

Report Date

Q1 2025

Filing Type

13F-HR

All Holdings (702 positions)

StockValue
MSFTMicrosoft Corp
$4.5B
NVDANVIDIA Corp
$3.7B
AMZNAmazon.com Inc
$3.5B
AAPLApple Inc
$3.3B
VVisa Inc
$3.2B
METAMeta Platforms Inc
$3.0B
UNHUnitedHealth Group Inc
$2.1B
AVGOBroadcom Inc
$1.7B
NFLXNetflix Inc
$1.6B
JPMJPMorgan Chase & Co
$1.5B
GOOGLAlphabet Inc
$1.4B
RTXRTX Corp
$1.2B
UNPUnion Pacific Corp
$1.1B
TRVTravelers Cos Inc/The
$1.1B
ETNEaton Corp PLC
$981.2M
JNJJohnson & Johnson
$974.7M
GWWWW Grainger Inc
$945.3M
XOMExxon Mobil Corp
$900.6M
CRMSalesforce Inc
$900.2M
WMBWilliams Cos Inc/The
$892.7M
LINLinde plc
$888.9M
SHWSherwin-Williams Co/The
$854.9M
SRESempra
$852.6M
ASMLASML Holding NV
$841.4M
LLYEli Lilly & Co
$840.5M
TMOThermo Fisher Scientific Inc
$827.4M
TMUST-Mobile US Inc
$815.9M
VRTXVertex Pharmaceuticals Inc
$814.1M
BDXBecton Dickinson & Co
$799.9M
PANWPalo Alto Networks Inc
$794.5M
AMTAmerican Tower Corp
$793.8M
ENBEnbridge Inc
$791.6M
SYKStryker Corp
$754.7M
BACBank of America Corp
$729.2M
INTUIntuit Inc
$728.1M
MRSHMarsh & McLennan Cos Inc
$718.2M
TJXTJX Cos Inc/The
$715.5M
ACNAccenture PLC
$712.8M
ISRGIntuitive Surgical Inc
$697.3M
TELTE Connectivity plc
$693.3M
KOCoca-Cola Co/The
$681.7M
WDAYWorkday Inc
$680.0M
PYPLPayPal Holdings Inc
$676.8M
SPGIS&P Global Inc
$669.5M
TSMTaiwan Semiconductor Manufacturing Co Ltd
$668.5M
CMCSAComcast Corp
$658.1M
EQTEQT Corp
$651.6M
TSLATesla Inc
$643.5M
SNPSSynopsys Inc
$636.3M
UBERUber Technologies Inc
$635.8M
MNSTMonster Beverage Corp
$621.6M
VMCVulcan Materials Co
$621.1M
NOCNorthrop Grumman Corp
$615.3M
WMWaste Management Inc
$610.7M
PGProcter & Gamble Co/The
$607.3M
FCXFreeport-McMoRan Inc
$589.6M
ABNBAirbnb Inc
$586.7M
EQIXEquinix Inc
$584.3M
CVSCVS Health Corp
$574.7M
COFCapital One Financial Corp
$563.6M
DISWALT DISNEY COMPANY
$542.0M
CRWDCrowdstrike Holdings Inc
$540.6M
HUBSHubSpot Inc
$538.5M
MRKMerck & Co Inc
$532.2M
ADSKAutodesk Inc
$513.5M
SBUXStarbucks Corp
$498.2M
HDHome Depot Inc/The
$490.8M
SHOPShopify Inc
$476.0M
APDAir Products and Chemicals Inc
$474.4M
ZTSZoetis Inc
$468.4M
METMetLife Inc
$463.0M
NVONovo Nordisk A/S
$460.7M
ORCLOracle Corp
$453.3M
NOWServiceNow Inc
$452.3M
APOApollo Global Management Inc
$444.6M
LHXL3Harris Technologies Inc
$427.3M
PEPPepsiCo Inc
$426.6M
JCIJohnson Controls International plc
$413.4M
ABBVAbbVie Inc
$412.2M
ARGXArgenx SE
$393.2M
PODDInsulet Corp
$388.7M
PFGCPerformance Food Group Co
$382.2M
AVBAvalonBay Communities Inc
$381.2M
BRK-BBerkshire Hathaway Inc
$368.1M
SCHWCharles Schwab Corp/The
$364.2M
WMTWalmart Inc
$355.0M
BRK/BBerkshire Hathaway Inc
$348.4M
CASYCasey's General Stores Inc
$343.5M
ULUnilever PLC
$341.7M
HLNHaleon PLC
$335.4M
EPDEnterprise Products Partners LP
$326.6M
HONHoneywell International Inc
$325.6M
COPConocoPhillips
$324.3M
ICLRICON PLC
$322.8M
SESea Ltd
$318.9M
ETEnergy Transfer LP
$311.5M
APPAppLovin Corp
$298.2M
DOCSDoximity Inc
$290.3M
MCKMcKesson Corp
$275.2M
PINSPinterest Inc
$271.5M
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