Clearbridge Investments, LLC
•CIK: 1348883•Filing: Q4 2025
Clearbridge Investments, LLC, managed by the seasoned team of Mark Kepner and John D. Rogers, maintains a diversified portfolio with a focus on growth and value stocks, currently holding 697 positions and managing $124.9 billion in assets. Notably, the fund has recently added positions in GPN and SPY, with GPN up 5313%, and exited Unilever P and 8CW, while maintaining significant stakes in tech giants like NVDA, MSFT, and AAPL.
Total AUM
$124.9B
QoQ Performance
-5.9%
Positions
687
Top 10 Concentration
31.3%
Latest Filing
Q4 2025
Top Holdings Allocation
NVDA5.0%
MSFT4.0%
AMZN3.1%
AAPL3.1%
AVGO2.7%
META2.7%
GOOGL2.5%
V1.9%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other44.7%
Technology25.7%
Consumer7.4%
Financial6.0%
Healthcare3.8%
Materials3.1%
Communication3.1%
Industrial2.9%
🚪 Exited Positionssold since Q3 2025
+507 more exited positions
Changes from Q3 2025
NEW2 new positions
↑50 increased
↓148 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023