Clearbridge Investments, LLC

Long Only Manager

Clearbridge Investments, LLC is a Long Only Manager based in New York, NY led by Terrence James Murphy, reporting $180.79B in AUM as of Q3 2025 with NVDA as the largest holding (5% allocation).

CEOTerrence James Murphy

Portfolio Value: $132.87B
Positions: 703
Top Holding: NVDA at 4.96%
Last Reported: Q3 2025

AddressOne Madison Avenue, 18th Floor, New York, NY, 10010, United States

Top Holdings

Largest long holdings in Clearbridge Investments, LLC's portfolio (27.6% of total portfolio)

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Holding	Sector	Market Value	Weight	Ownership	Owned Since
1 Nvidia NVDA	Semiconductors Technology	$6.6B	4.96%	0.14% 35.3M shares	≤ Q2 2013 Held for 12y 5m+
2 Microsoft MSFT	Software - Infrastructure Technology	$6.2B	4.64%	0.16% 11.9M shares	≤ Q2 2013 Held for 12y 5m+
3 Amazon AMZN	Specialty Retail Consumer Cyclical	$4.0B	3.03%	0.17% 18.3M shares	≤ Q2 2013 Held for 12y 5m+
4 Meta Platforms, Inc. META	Internet Content & Information Communication Services	$3.9B	2.96%	0.21% 5.4M shares	≤ Q2 2013 Held for 12y 5m+
5 Apple AAPL	Consumer Electronics Technology	$3.9B	2.93%	0.10% 15.3M shares	≤ Q2 2013 Held for 12y 5m+
6 Broadcom Inc. AVGO	Semiconductors Technology	$3.5B	2.61%	0.22% 10.5M shares	≤ Q2 2013 Held for 12y 5m+
7 Alphabet Inc. GOOGL	Internet Content & Information Communication Services	$2.6B	1.95%	0.09% 10.7M shares	≤ Q2 2013 Held for 12y 5m+
8 Visa V	Financial - Credit Services Financial Services	$2.6B	1.94%	0.39% 7.5M shares	≤ Q2 2013 Held for 12y 5m+
9 Netflix NFLX	Entertainment Communication Services	$2.0B	1.47%	0.38% 1.6M shares	≤ Q2 2013 Held for 12y 5m+
10 JPMorgan Chase JPM	Banks - Diversified Financial Services	$1.5B	1.14%	0.18% 4.8M shares	≤ Q2 2013 Held for 12y 5m+

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Changes

Portfolio activity, position movements, and quarter-over-quarter changes in Clearbridge Investments, LLC's latest filing

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Market Value

$132.87B

Prior: $122.87B

Q/Q Change

+8.13%

+$10.0B

Net Flows % of MV

+1.57%

Turnover Ratio

8.02%

New Purchases

23 stocks

$1.3B

Added To

272 stocks

+$10.4B

Sold Out Of

40 stocks

$1.6B

Reduced Holdings

341 stocks

-$8.0B

Increased Positions

Position	Shares Δ	Change
1 EMA Emera Incorporated EMA	New	0 → 6.9M +$329.3M
2 EMA Emagin EMA	New	0 → 6.9M +$329.3M
3 Kratos Defense & Security Solutions KTOS	New	0 → 982.0K +$89.7M
4 TCOM Trip.com Group TCOM	New	0 → 1.1M +$86.2M
5 Credo Technology Group Holding Ltd CRDO	New	0 → 520.2K +$75.7M

Decreased Positions

Position	Shares Δ	Change
1 Workday, Inc. WDAY	Sold	2.6M → 0 −$625.1M
2 Thomson Reuters TRI	Sold	726.7K → 0 −$146.2M
3 Hess HES	Sold	881.4K → 0 −$122.1M
4 Spotify Technology SPOT	Sold	157.4K → 0 −$120.8M
5 Constellation Brands STZ	Sold	723.8K → 0 −$117.7M

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Analytics

Portfolio insights and performance metrics for Clearbridge Investments, LLC

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Sector Allocation

Technology

27.90%

Financial Services

11.20%

Industrials

10.90%

Communication Services

9.00%

Consumer Cyclical

8.80%

Healthcare

8.70%

Energy

5.50%

Utilities

4.00%

Basic Materials

4.00%

Consumer Defensive

2.70%

Real Estate

2.20%

ETF

0.10%

Market Cap Distribution

Mega Cap (> $200B)

39.95%

Large Cap ($10B - $200B)

47.62%

Mid Cap ($2B - $10B)

5.92%

Small Cap ($300M - $2B)

0.30%

Micro Cap ($50M - $300M)

0.00%

Nano Cap (< $50M)

0.90%

N/A (ETF or Unknown)

5.31%

Portfolio Concentration

Top 10 Holdings %

27.63%

Top 20 Holdings %

36.56%

Top 50 Holdings %

54.93%

Top 100 Holdings %

72.51%