Clearbridge Investments, LLC Q3 2024 Filing

Filed November 12, 2024

Portfolio Value

$127163.2T

Holdings

709

Report Date

Q3 2024

Filing Type

13F-HR

All Holdings (709 positions)

#StockSharesValue% PortfolioType
1
MSFTMicrosoft Corp
12,760,299$5490.8T4.32%
2
NVDANVIDIA Corp
37,531,879$4557.9T3.58%
3
AAPLApple Inc
16,044,439$3738.4T2.94%
4
AMZNAmazon.com Inc
19,921,341$3711.9T2.92%
5
METAMeta Platforms Inc
5,694,760$3259.9T2.56%
6
VVisa Inc
10,304,589$2833.2T2.23%
7
UNHUnitedHealth Group Inc
4,700,423$2748.2T2.16%
8
AVGOBroadcom Inc
12,247,024$2112.6T1.66%
9
NFLXNetflix Inc
2,228,311$1580.5T1.24%
10
JPMJPMorgan Chase & Co
7,264,820$1531.9T1.20%
11
GOOGLAlphabet Inc
8,989,312$1490.9T1.17%
12
TMOThermo Fisher Scientific Inc
2,093,583$1295.0T1.02%
13
SRESempra
14,127,869$1181.5T0.93%
14
RTXRTX Corp
9,726,261$1178.4T0.93%
15
ETNEaton Corp PLC
3,378,032$1119.6T0.88%
16
CMCSAComcast Corp
26,309,495$1098.9T0.86%
17
UNPUnion Pacific Corp
4,252,582$1048.2T0.82%
18
GWWWW Grainger Inc
1,006,880$1046.0T0.82%
19
ORCLOracle Corp
6,120,219$1042.9T0.82%
20
LLYEli Lilly & Co
1,161,674$1029.2T0.81%
21
ACNAccenture PLC
2,890,722$1021.8T0.80%
22
ASMLASML Holding NV
1,219,246$1015.9T0.80%
23
ADBEAdobe Inc
1,951,871$1010.6T0.79%
24
TRVTravelers Cos Inc/The
4,217,502$987.4T0.78%
25
JNJJohnson & Johnson
6,049,313$980.4T0.77%
26
SHWSherwin-Williams Co/The
2,533,157$966.8T0.76%
27
UBERUber Technologies Inc
12,823,937$963.8T0.76%
28
ISRGIntuitive Surgical Inc
1,954,396$960.1T0.76%
29
CRMSalesforce Inc
3,480,864$952.7T0.75%
30
LINLinde plc
1,946,736$928.3T0.73%
31
VRTXVertex Pharmaceuticals Inc
1,972,055$917.2T0.72%
32
XOMExxon Mobil Corp
7,597,546$890.6T0.70%
33
WMBWilliams Cos Inc/The
19,282,362$880.2T0.69%
34
AMTAmerican Tower Corp
3,779,987$879.1T0.69%
35
PANWPalo Alto Networks Inc
2,555,041$873.3T0.69%
36
TSMTaiwan Semiconductor Manufacturing Co Ltd
4,757,846$826.3T0.65%
37
EQIXEquinix Inc
921,527$818.0T0.64%
38
SYKStryker Corp
2,213,331$799.6T0.63%
39
ENBEnbridge Inc
19,617,890$796.7T0.63%
40
TMUST-Mobile US Inc
3,769,236$777.8T0.61%
41
MRKMerck & Co Inc
6,830,504$775.7T0.61%
42
BDXBecton Dickinson & Co
3,166,271$763.4T0.60%
43
PYPLPayPal Holdings Inc
9,690,886$756.2T0.59%
44
SPGIS&P Global Inc
1,448,540$748.3T0.59%
45
ALCAlcon Inc
7,260,378$726.5T0.57%
46
ADSKAutodesk Inc
2,602,065$716.8T0.56%
47
APOApollo Global Management Inc
5,684,798$710.1T0.56%
48
MRSHMarsh & McLennan Cos Inc
3,148,987$702.5T0.55%
49
VMCVulcan Materials Co
2,789,298$698.5T0.55%
50
CPCanadian Pacific Kansas City Ltd
8,103,237$693.2T0.55%
51
TJXTJX Cos Inc/The
5,880,129$691.2T0.54%
52
CRWDCrowdstrike Holdings Inc
2,404,954$674.5T0.53%
53
FCXFreeport-McMoRan Inc
13,409,310$669.4T0.53%
54
PGProcter & Gamble Co/The
3,685,522$638.3T0.50%
55
KOCoca-Cola Co/The
8,780,119$630.9T0.50%
56
BACBank of America Corp
15,600,310$619.0T0.49%
57
WDAYWorkday Inc
2,527,187$617.7T0.49%
58
HDHome Depot Inc/The
1,520,777$616.2T0.48%
59
COFCapital One Financial Corp
4,082,925$611.3T0.48%
60
MNSTMonster Beverage Corp
11,588,119$604.6T0.48%
61
INTUIntuit Inc
971,515$603.3T0.47%
62
HUBSHubSpot Inc
1,124,871$598.0T0.47%
63
ZTSZoetis Inc
3,017,743$589.6T0.46%
64
WMWaste Management Inc
2,727,270$566.2T0.45%
65
ABBVAbbVie Inc
2,843,004$561.4T0.44%
66
NOWServiceNow Inc
626,176$560.0T0.44%
67
APDAir Products and Chemicals Inc
1,853,490$551.9T0.43%
68
DYHTarget Corp
3,172,051$494.4T0.39%
69
LHXL3Harris Technologies Inc
2,060,114$490.0T0.39%
70
ICEIntercontinental Exchange Inc
2,997,061$481.4T0.38%
71
SHOPShopify Inc
5,925,691$474.9T0.37%
72
EIXEdison International
5,229,354$455.4T0.36%
73
SBUXStarbucks Corp
4,668,881$455.2T0.36%
74
EQTEQT Corp
12,055,242$441.7T0.35%
75
PFGCPerformance Food Group Co
5,567,281$436.3T0.34%
76
JCIJohnson Controls International plc
5,609,730$435.4T0.34%
77
GILDGilead Sciences Inc
5,176,300$434.0T0.34%
78
ICLRICON PLC
1,496,495$430.0T0.34%
79
NOCNorthrop Grumman Corp
796,359$420.5T0.33%
80
AVBAvalonBay Communities Inc
1,833,691$413.0T0.32%
81
TSLATesla Inc
1,538,027$402.4T0.32%
82
COPConocoPhillips
3,819,042$402.1T0.32%
83
SAPSAP SE
1,738,132$398.2T0.31%
84
HLNHaleon PLC
37,370,408$395.4T0.31%
85
DISWALT DISNEY COMPANY
4,044,892$389.1T0.31%
86
NEENextEra Energy Inc
4,512,119$381.4T0.30%
87
WMTWalmart Inc
4,704,802$379.9T0.30%
88
TELTE Connectivity plc
2,361,997$356.6T0.28%
89
CASYCasey's General Stores Inc
945,386$355.2T0.28%
90
BRK-BBerkshire Hathaway Inc
507$350.4T0.28%
91
VRTVertiv Holdings Co
3,480,265$346.3T0.27%
92
AIGAmerican International Group Inc
4,707,509$344.7T0.27%
93
PODDInsulet Corp
1,469,085$341.9T0.27%
94
USBUS Bancorp
7,443,092$340.4T0.27%
95
BRK/BBerkshire Hathaway Inc
720,489$331.6T0.26%
96
METMetLife Inc
3,939,716$324.9T0.26%
97
ARGXArgenx SE
589,498$319.6T0.25%
98
NVONovo Nordisk A/S
2,680,768$319.2T0.25%
99
HONHoneywell International Inc
1,492,172$308.4T0.24%
100
XPOXPO Inc
2,752,368$295.9T0.23%
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