§ 13F · FUND PROFILE
Clearbridge Investments, LLC.
Active equity, fundamental research
AUM · $123160.6T (13F)Positions · 761Turnover · 95% · Q4Filed · Feb 11, 2026
CONCENTRATION
27%
Top 10 holdings
NEW BUYS
+40
+$2779.0T deployed
EXITS
0
No exits
SECTOR SHIFT
TECHNOLOGY → OTHER
-1pp · +1pp
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED FEB 11, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA Corp | 33.46M | $6240.1T | 5.0% | −5% |
| 2 | MSFT | Microsoft Corp | 10.34M | $5002.6T | 4.0% | −13% |
| 3 | AMZN | Amazon.com Inc | 16.71M | $3856.0T | 3.1% | −9% |
| 4 | AAPL | Apple Inc | 14.08M | $3828.4T | 3.1% | −8% |
| 5 | AVGO | Broadcom Inc | 9.83M | $3402.4T | 2.7% | −6% |
| 6 | META | Meta Platforms Inc | 5.03M | $3318.4T | 2.7% | −6% |
| 7 | GOOGL | Alphabet Inc | 10.17M | $3182.1T | 2.5% | −5% |
| 8 | V | Visa Inc | 6.63M | $2326.1T | 1.9% | −12% |
| 9 | NFLX | Netflix Inc | 16.67M | $1562.7T | 1.3% | NEW |
| 10 | JPM | JPMorgan Chase & Co | 4.60M | $1482.5T | 1.2% | −4% |
§ 02 · SECTOR ALLOCATION
Where the money is
Other52.6% (+1pp)
Technology14.7% (−1pp)
Semiconductors11.4% (+1pp)
Media7.9% (±0)
Retail6.5% (±0)
Energy6.0%
§ 03 · THE CLEARBRIDGE SIGNAL
AC read
Clearbridge Investments, LLC is a Quality / Compounder fund managing $123160554.6 trillion in assets. The fund runs a broad portfolio of 761 positions, broad diversification across holdings, with the top 10 accounting for 27%. Trading activity is aggressive at 95% quarterly turnover, with 40 new positions and 0 exits last quarter. Top sector allocations: Other (53%), Technology (15%), Semiconductors (11%).
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Busy quarter
+40 buys · −0 exits · 718 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed