Clearbridge Investments, LLC Q2 2024 Filing

Filed August 14, 2024

Portfolio Value

$121.7B

Holdings

662

Report Date

Q2 2024

Filing Type

13F-HR

All Holdings (662 positions)

StockValue
MSFTMicrosoft Corp
$5.9B
NVDANVIDIA Corp
$4.8B
AMZNAmazon.com Inc
$3.8B
AAPLApple Inc
$3.3B
METAMeta Platforms Inc
$3.0B
VVisa Inc
$2.5B
UNHUnitedHealth Group Inc
$2.5B
AVGOBroadcom Inc
$1.8B
NFLXNetflix Inc
$1.5B
JPMJPMorgan Chase & Co
$1.5B
GOOGLAlphabet Inc
$1.3B
ASMLASML Holding NV
$1.2B
TMOThermo Fisher Scientific Inc
$1.2B
ADBEAdobe Inc
$1.1B
ETNEaton Corp PLC
$1.1B
CMCSAComcast Corp
$1.0B
RTXRTX Corp
$1.0B
LLYEli Lilly & Co
$1.0B
SRESempra
$1.0B
ORCLOracle Corp
$989.5M
UNPUnion Pacific Corp
$985.2M
GWWWW Grainger Inc
$982.8M
VRTXVertex Pharmaceuticals Inc
$980.0M
CRWDCrowdstrike Holdings Inc
$961.0M
PANWPalo Alto Networks Inc
$903.9M
UBERUber Technologies Inc
$890.0M
XOMExxon Mobil Corp
$882.8M
ISRGIntuitive Surgical Inc
$881.4M
CRMSalesforce Inc
$881.3M
JNJJohnson & Johnson
$879.7M
TRVTravelers Cos Inc/The
$866.9M
MRKMerck & Co Inc
$852.6M
ACNAccenture PLC
$822.2M
WMBWilliams Cos Inc/The
$821.5M
SHWSherwin-Williams Co/The
$810.4M
ALCAlcon Inc
$805.7M
SYKStryker Corp
$790.6M
APOApollo Global Management Inc
$770.9M
AMTAmerican Tower Corp
$720.2M
MRSHMarsh & McLennan Cos Inc
$718.4M
HUBSHubSpot Inc
$710.1M
BDXBecton Dickinson & Co
$696.1M
FCXFreeport-McMoRan Inc
$684.5M
ADSKAutodesk Inc
$683.5M
EQIXEquinix Inc
$682.8M
TELTE Connectivity Ltd
$675.4M
ENBEnbridge Inc
$669.4M
TJXTJX Cos Inc/The
$662.0M
ABBVAbbVie Inc
$660.0M
SPGIS&P Global Inc
$651.7M
TSMTaiwan Semiconductor Manufacturing Co Ltd
$646.8M
BACBank of America Corp
$646.7M
VMCVulcan Materials Co
$644.8M
TMUST-Mobile US Inc
$640.3M
INTUIntuit Inc
$633.8M
PGProcter & Gamble Co/The
$624.7M
CPCanadian Pacific Kansas City Ltd
$617.7M
WMWaste Management Inc
$590.2M
HDHome Depot Inc/The
$589.4M
MNSTMonster Beverage Corp
$580.0M
KOCoca-Cola Co/The
$569.5M
WDAYWorkday Inc
$546.5M
NOWServiceNow Inc
$533.3M
ZTSZoetis Inc
$527.8M
COFCapital One Financial Corp
$507.2M
APDAir Products and Chemicals Inc
$499.7M
PYPLPayPal Holdings Inc
$493.9M
LHXL3Harris Technologies Inc
$493.2M
ICLRICON PLC
$472.9M
DYHTarget Corp
$468.0M
NEENextEra Energy Inc
$452.1M
UPSUnited Parcel Service Inc
$446.5M
ICEIntercontinental Exchange Inc
$413.3M
PPGPPG Industries Inc
$410.9M
COPConocoPhillips
$405.7M
DISWALT DISNEY COMPANY
$400.6M
INTCIntel Corp
$396.0M
AIGAmerican International Group Inc
$395.2M
CASYCasey's General Stores Inc
$394.4M
PFGCPerformance Food Group Co
$393.5M
SAPSAP SE
$385.2M
AVBAvalonBay Communities Inc
$380.9M
BRK-BBerkshire Hathaway Inc
$365.5M
TEAMAtlassian Corp Ltd
$363.8M
WMTWalmart Inc
$363.0M
MRVLMarvell Technology Inc
$362.8M
NOCNorthrop Grumman Corp
$362.3M
EIXEdison International
$360.2M
PINSPinterest Inc
$352.9M
HLNHaleon PLC
$344.9M
BIIBBiogen Inc
$340.5M
EQTEQT Corp
$336.0M
GILDGilead Sciences Inc
$328.0M
ELEstee Lauder Cos Inc/The
$325.0M
HONHoneywell International Inc
$322.5M
CVXChevron Corp
$312.7M
SHOPShopify Inc
$311.4M
JCIJohnson Controls International plc
$306.9M
BRK/BBerkshire Hathaway Inc
$306.2M
NVONovo Nordisk A/S
$305.6M
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