Clearbridge Investments, LLC Q4 2023 Filing

Filed February 9, 2024

Portfolio Value

$116.2B

Holdings

744

Report Date

Q4 2023

Filing Type

13F-HR

All Holdings (744 positions)

StockValue
PODDInsulet Corp
$288.1M
WMTWalmart Inc
$286.1M
BRK/BBerkshire Hathaway Inc
$282.6M
APDAir Products and Chemicals Inc
$281.2M
TSLATesla Inc
$275.6M
ABNBAirbnb Inc
$270.9M
METMetLife Inc
$265.3M
PSAPUBLIC STORAGE
$262.6M
RBCRBC Bearings Inc
$262.3M
USBUS Bancorp
$258.6M
WSCWillScot Mobile Mini Holdings Corp
$258.4M
COPConocoPhillips
$255.9M
CSCOCisco Systems Inc
$255.6M
MPWRMonolithic Power Systems Inc
$246.0M
PEPPepsiCo Inc
$244.9M
RHCRH PLC
$244.3M
PGRProgressive Corp/The
$244.2M
MRVLMarvell Technology Inc
$243.6M
PNCPNC Financial Services Group Inc/The
$242.1M
AZNAstraZeneca PLC
$242.0M
CVSCVS Health Corp
$240.5M
NVONovo Nordisk A/S
$239.4M
ISIIonis Pharmaceuticals Inc
$238.2M
MLB1MercadoLibre Inc
$234.6M
SCHWCharles Schwab Corp/The
$226.3M
BJBJ's Wholesale Club Holdings Inc
$225.2M
AXPAmerican Express Co
$223.9M
DISWALT DISNEY COMPANY
$223.2M
PFEPfizer Inc
$222.7M
OKEOneok Inc
$222.1M
HLNHaleon PLC
$218.8M
SHOPShopify Inc
$217.1M
SUSuncor Energy Inc
$213.8M
WOLF*Wolfspeed Inc
$210.6M
ETSYEtsy Inc
$210.1M
FUODolby Laboratories Inc
$208.5M
BKRBaker Hughes Co
$205.0M
WINGWingstop Inc
$202.4M
PENPenumbra Inc
$201.4M
STXSeagate Technology Holdings PLC
$198.0M
MAMasterCard Inc
$194.5M
WFCWells Fargo & Co
$194.0M
ADPAutomatic Data Processing Inc
$194.0M
HIGHartford Financial Services Group Inc/The
$188.9M
TRIThomson Reuters Corp
$187.6M
GOOGAlphabet Inc
$184.8M
TDToronto-Dominion Bank/The
$184.4M
MPLXMPLX LP
$183.6M
COTYCoty Inc
$183.1M
NENoble Corporation PLC
$182.7M
RYRoyal Bank of Canada
$181.1M
CITCintas Corp
$180.4M
GXOGXO Logistics Inc
$179.9M
SGRYSurgery Partners Inc
$176.8M
GMGeneral Motors Co
$172.3M
WCNWaste Connections Inc
$172.2M
VRNSVaronis Systems Inc
$168.6M
CMECME Group Inc
$168.5M
ARGXArgenx SE
$166.2M
DOCSDoximity Inc
$166.1M
SPLKCHFSplunk Inc
$165.4M
LRCXEURLam Research Corp
$165.2M
VSTVistra Corp
$163.5M
MUMicron Technology Inc
$163.1M
HLNEHamilton Lane Inc
$160.4M
MCKMcKesson Corp
$158.9M
KMIKinder Morgan Inc
$158.8M
FISVFiserv Inc
$158.5M
SBUXStarbucks Corp
$158.1M
DOCUDocuSign Inc
$157.2M
HQYHealthEquity Inc
$156.3M
SPTSprout Social Inc
$155.6M
FOURShift4 Payments Inc
$154.9M
MSIMotorola Solutions Inc
$154.3M
SONYSony Group Corp
$151.4M
ECLEcolab Inc
$147.7M
XPOXPO Inc
$146.7M
XYZBlock Inc
$146.6M
TXNTexas Instruments Inc
$145.5M
APY1EURChampionX Corp
$144.4M
WESWestern Midstream Partners LP
$143.8M
EXPEExpedia Group Inc
$143.0M
CNRCanadian National Railway Co
$140.9M
WIXWix.com Ltd
$140.7M
ASHAshland Inc
$139.7M
FIVEFive Below Inc
$139.7M
SHLSShoals Technologies Group Inc
$139.5M
MSGSMadison Square Garden Sports Corp
$138.8M
RRXRegal Rexnord Corp
$137.3M
TTENTotalEnergies SE
$135.3M
PYCRPaycor HCM Inc
$134.5M
TRGPTarga Resources Corp
$134.4M
PAGPPlains GP Holdings LP
$132.9M
AEMAgnico Eagle Mines Ltd
$132.3M
HEESEURH&E Equipment Services Inc
$132.0M
HLIHoulihan Lokey Inc
$131.2M
PGNYProgyny Inc
$129.8M
CLHClean Harbors Inc
$129.2M
CPRTCopart Inc
$126.0M
CHTRCharter Communications Inc
$123.2M
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