§ 13F · FUND PROFILE
Clearbridge Investments, LLC.
Active equity, fundamental research
AUM · $132.8B (13F)Positions · 813Turnover · 81% · Q1Filed · May 13, 2026
CONCENTRATION
25%
Top 10 holdings
NEW BUYS
+49
+$2.1B deployed
EXITS
0
No exits
SECTOR SHIFT
TECHNOLOGY → OTHER
-4pp · +2pp
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 13, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA Corp | 32.39M | $5.6B | 4.9% | −3% |
| 2 | MSFT | Microsoft Corp | 9.26M | $3.4B | 3.0% | −10% |
| 3 | AAPL | Apple Inc | 13.13M | $3.3B | 2.9% | −7% |
| 4 | GOOGL | Alphabet Inc | 10.49M | $3.0B | 2.6% | +3% |
| 5 | AMZN | Amazon.com Inc | 14.45M | $3.0B | 2.6% | −14% |
| 6 | META | Meta Platforms Inc | 4.72M | $2.7B | 2.4% | −6% |
| 7 | AVGO | Broadcom Inc | 8.32M | $2.6B | 2.2% | −15% |
| 8 | V | Visa Inc | 6.46M | $2.0B | 1.7% | −3% |
| 9 | NFLX | Netflix Inc | 19.56M | $1.9B | 1.6% | +17% |
| 10 | JNJ | Johnson & Johnson | 5.63M | $1.4B | 1.2% | +1% |
§ 02 · SECTOR ALLOCATION
Where the money is
Other55.0% (+2pp)
Semiconductors11.4% (±0)
Technology10.7% (−4pp)
Media8.1% (±0)
Energy7.9% (+2pp)
Retail6.1% (±0)
§ 03 · THE CLEARBRIDGE SIGNAL
AC read
Clearbridge Investments, LLC is a Quality / Compounder fund managing $132.8 billion in assets. The fund runs a broad portfolio of 813 positions, broad diversification across holdings, with the top 10 accounting for 25%. Trading activity is aggressive at 81% quarterly turnover, with 49 new positions and 0 exits last quarter. Top sector allocations: Other (55%), Semiconductors (11%), Technology (11%).
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Busy quarter
+49 buys · −0 exits · 598 changed
Q4 2025
Busy quarter
+38 buys · −0 exits · 624 changed
Q3 2025
Busy quarter
+47 buys · −0 exits · 620 changed
Q2 2025
Busy quarter
+41 buys · −0 exits · 611 changed