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Clearbridge Investments, LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心
Clearbridge Investments, LLC
报告期 2026-03-31 · CIK 0001348883
持仓数
690
前50大市值合计
$63.40B
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
25Q2
25Q1
24Q4
24Q3
24Q2
24Q1
23Q4
23Q3
23Q2
23Q1
22Q4
22Q3
22Q2
22Q1
21Q4
21Q3
21Q2
25Q1 调仓
2024-12-31 → 2025-03-31 · 共 150 项
建仓 7
增持 49
减持 80
清仓 14
方向
标的
Δ市值
现股数(环比)
减持
NVDA
NVIDIA Corp
-$920.8M
33,964,365
-1%
减持
AVGO
Broadcom Inc
-$891.6M
10,165,095
-9%
减持
MSFT
Microsoft Corp
-$701.6M
11,871,342
-3%
调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。
减持
AAPL
Apple Inc
-$694.4M
14,888,644
-7%
减持
AMZN
Amazon.com Inc
-$610.9M
18,480,765
-2%
增持
SNPS
Synopsys Inc
+$467.3M
1,483,831
+326%
减持
ORCL
Oracle Corp
-$446.5M
3,242,107
-40%
清仓
—
Alcon AG
-$439.8M
0
-100%
减持
GOOGL
Alphabet Inc
-$391.0M
8,758,809
-5%
增持
CVS
CVS Health Corp
+$377.3M
8,482,382
+93%
减持
SRE
Sempra
-$374.6M
11,947,355
-15%
减持
ADBE
Adobe Inc
-$333.5M
654,554
-50%
减持
CP
Canadian Pacific Kansas City Ltd
-$269.1M
3,686,117
-49%
减持
CRM
Salesforce Inc
-$266.9M
3,354,521
-4%
减持
MRVL
Marvell Technology Inc
-$257.4M
375,514
-85%
减持
HUBS
HubSpot Inc
-$223.1M
942,524
-14%
减持
NOW
ServiceNow Inc
-$208.7M
568,091
-9%
减持
META
Meta Platforms Inc
-$208.6M
5,185,927
-5%
增持
KO
Coca-Cola Co/The
+$187.7M
9,518,527
+19%
减持
SAP
SAP SE
-$186.6M
627,284
-56%
减持
ADSK
Autodesk Inc
-$185.8M
1,961,409
-17%
减持
VRT
Vertiv Holdings Co
-$166.3M
3,436,352
-6%
增持
NOC
Northrop Grumman Corp
+$161.3M
1,201,724
+24%
增持
PEP
PepsiCo Inc
+$159.8M
2,845,430
+62%
增持
AMT
American Tower Corp
+$156.1M
3,647,776
+5%
减持
ICE
Intercontinental Exchange Inc
-$153.3M
1,373,674
-48%
减持
EQIX
Equinix Inc
-$152.3M
716,575
-8%
减持
GS
Goldman Sachs Group Inc/The
-$150.4M
18,040
-94%
增持
PLTR
Palantir Technologies Inc
+$150.4M
2,445,517
+230%
减持
TSM
Taiwan Semiconductor Manufacturing Co Ltd
-$148.8M
4,026,844
-3%
减持
SHOP
Shopify Inc
-$143.7M
4,985,839
-14%
减持
TGT
Target Corp
-$142.7M
2,364,214
-18%
增持
MKC
McCormick & Co Inc/MD
+$141.7M
1,955,349
+674%
清仓
—
Intra-Cellular Therapies Inc
-$140.8M
0
-100%
增持
ETR
Entergy Corp
+$140.4M
1,646,140
+35408%
增持
—
Trane Technologies PLC
+$138.5M
556,695
+319%
增持
JNJ
Johnson & Johnson
+$137.8M
5,877,556
+2%
减持
GILD
Gilead Sciences Inc
-$137.1M
2,052,573
-48%
增持
TSLA
Tesla Inc
-$137.0M
2,483,099
+28%
减持
USB
US Bancorp
-$136.3M
4,002,656
-37%
减持
TMO
Thermo Fisher Scientific Inc
-$135.6M
1,662,865
-10%
增持
—
Check Point Software Technologies Ltd
+$134.5M
1,030,955
+92%
增持
—
Unilever PLC
+$130.9M
5,738,845
+54%
减持
PPG
PPG Industries Inc
-$130.8M
557,101
-65%
增持
—
Linde plc
+$129.9M
1,915,917
+5%
减持
EIX
Edison International
-$124.9M
4,503,277
-8%
清仓
—
Noble Corporation plc
-$124.1M
0
-100%
减持
ELF
elf Beauty Inc
-$120.6M
1,623,934
-8%
增持
PYPL
PayPal Holdings Inc
-$120.4M
10,372,649
+11%
清仓
—
Paycor HCM Inc
-$118.6M
0
-100%
减持
KKR
KKR & Co Inc
-$117.8M
723,996
-47%
减持
—
Accenture PLC
-$116.3M
2,284,187
-3%
减持
COF
Capital One Financial Corp
-$116.0M
3,143,315
-18%
增持
—
TE Connectivity plc
+$112.1M
4,905,573
+21%
减持
NFLX
Netflix Inc
-$110.6M
1,689,603
-11%
减持
ISRG
Intuitive Surgical Inc
-$108.5M
1,407,954
-9%
减持
AIG
American International Group Inc
-$107.7M
2,222,115
-46%
减持
—
ICON PLC
-$107.6M
1,844,458
-10%
增持
INTC
Intel Corp
+$106.4M
11,022,743
+54%
增持
TRV
Travelers Cos Inc/The
+$106.2M
4,153,683
+1%
增持
MCHP
Microchip Technology Inc
+$104.3M
4,903,130
+111%
清仓
—
H&E Equipment Services Inc
-$103.8M
0
-100%
建仓
VG
Venture Global Inc
+$102.8M
9,978,168
减持
CMCSA
Comcast Corp
-$97.1M
17,834,897
-11%
减持
V
Visa Inc
+$94.5M
9,152,602
-7%
建仓
RYAN
Ryan Specialty Holdings Inc
+$94.3M
1,276,141
增持
NVO
Novo Nordisk A/S
+$92.2M
6,633,934
+55%
清仓
DLB
Dolby Laboratories Inc
-$91.1M
0
-100%
建仓
GPC
Genuine Parts Co
+$84.1M
705,915
增持
—
Exxon Mobil Corp
+$83.8M
7,572,596
+3%
增持
APO
Apollo Global Management Inc
-$83.2M
3,247,041
+2%
增持
BP
BP PLC
+$81.7M
2,511,879
+2223%
增持
FCX
Freeport-McMoRan Inc
+$80.5M
15,572,514
+16%
清仓
SWKS
Skyworks Solutions Inc
-$79.0M
0
-100%
清仓
LW
Lamb Weston Holdings Inc
-$78.9M
0
-100%
减持
XPO
XPO Inc
-$78.9M
2,506,266
-6%
减持
ASH
Ashland Inc
-$77.0M
398,074
-72%
增持
PAGP
Plains GP Holdings LP
+$76.9M
8,895,283
+45%
增持
DIS
WALT DISNEY COMPANY
+$76.1M
5,491,372
+31%
增持
—
Eaton Corp PLC
-$76.1M
3,609,633
+13%
减持
MRSH
Marsh & McLennan Cos Inc
+$75.5M
2,943,040
-3%
减持
PANW
Palo Alto Networks Inc
-$74.4M
4,656,184
-2%
清仓
WDC
Western Digital Corp
-$73.1M
0
-100%
减持
—
Wix.com Ltd
-$72.9M
934,007
-11%
减持
CRWD
Crowdstrike Holdings Inc
-$72.7M
1,533,392
-14%
减持
ANET
Arista Networks Inc
-$72.2M
1,174,934
-20%
增持
HOOD
Robinhood Markets Inc
+$71.9M
2,934,798
+118%
清仓
AES
AES Corp/The
-$71.8M
0
-100%
减持
WM
Waste Management Inc
+$71.6M
2,637,944
-1%
减持
JPM
JPMorgan Chase & Co
-$70.9M
6,267,625
-7%
减持
CM
Canadian Imperial Bank of Commerce
-$70.2M
9,657
-14%
增持
ZLAB
Zai Lab Ltd
+$69.7M
3,279,567
+76%
减持
UBER
Uber Technologies Inc
+$69.1M
8,726,863
-7%
建仓
JLL
Jones Lang LaSalle Inc
+$69.0M
278,366
减持
VRTX
Vertex Pharmaceuticals Inc
+$68.8M
1,679,171
-9%
减持
COTY
Coty Inc
-$68.1M
58,797
-99%
减持
GWW
WW Grainger Inc
-$67.9M
956,973
-0%
增持
URI
United Rentals Inc
+$67.7M
123,176
+811%
增持
DKNG
DraftKings Inc
+$67.2M
2,711,155
+342%
增持
UNP
Union Pacific Corp
+$66.6M
4,770,184
+3%
减持
RTX
RTX Corp
+$65.9M
8,707,774
-7%
增持
SBUX
Starbucks Corp
+$63.8M
5,079,432
+7%
增持
SCHW
Charles Schwab Corp/The
+$63.6M
4,652,755
+15%
减持
—
Seagate Technology Holdings PLC
-$62.5M
913,523
-44%
减持
WMT
Walmart Inc
-$59.3M
4,044,181
-12%
减持
TTD
Trade Desk Inc/The
-$59.1M
46,172
-91%
减持
AEM
Agnico Eagle Mines Ltd
+$58.5M
483,590
-6%
减持
APD
Air Products and Chemicals Inc
-$57.6M
1,608,515
-12%
减持
SQ
Block Inc
-$56.9M
1,673,928
-4%
清仓
IONS
Ionis Pharmaceuticals Inc
-$56.6M
0
-100%
减持
UNH
UnitedHealth Group Inc
-$54.0M
4,082,788
-6%
清仓
—
nVent Electric PLC
-$53.2M
0
-100%
减持
—
CRH PLC
-$52.9M
2,269,744
-17%
增持
TECK
Teck Resources Ltd
+$52.7M
3,935,785
+76%
减持
SE
Sea Ltd
+$52.6M
2,443,636
-3%
增持
MCK
McKesson Corp
+$52.2M
408,907
+5%
减持
MDLZ
Mondelez International Inc
-$49.7M
89,644
-90%
增持
CL
Colgate-Palmolive Co
+$49.3M
1,134,688
+81%
增持
TGTX
TG Therapeutics Inc
+$49.0M
2,644,457
+44%
减持
COP
ConocoPhillips
-$48.7M
3,088,352
-18%
减持
ABBV
AbbVie Inc
-$48.2M
1,967,162
-24%
建仓
CAVA
Cava Group Inc
+$47.9M
554,474
增持
MSCI
MSCI Inc
+$47.5M
377,186
+37%
增持
WEC
WEC Energy Group Inc
+$47.3M
1,672,011
+17%
减持
MNST
Monster Beverage Corp
+$46.6M
10,621,843
-3%
清仓
—
Summit Materials Inc
-$46.4M
0
-100%
增持
MRK
Merck & Co Inc
-$46.0M
5,929,684
+2%
减持
—
Apollo Global Management Inc
-$45.7M
432,993
-51%
减持
HD
Home Depot Inc/The
-$45.0M
1,339,154
-3%
减持
TREX
Trex Co Inc
-$44.9M
3,204,739
-4%
增持
PCTY
Paylocity Holding Corp
+$44.4M
543,421
+89%
减持
—
Global-E Online Ltd.
-$44.2M
2,229,825
-2%
增持
PCVX
Vaxcyte Inc
-$44.2M
1,220,455
+11%
减持
VLTO
Veralto Corp
-$43.7M
965,101
-29%
增持
PG
Procter & Gamble Co/The
+$43.7M
3,563,797
+6%
减持
VST
Vistra Corp
-$43.1M
984,395
-14%
增持
LYG
Lloyds Banking Group PLC
+$42.1M
26,511,724
+22%
减持
WING
Wingstop Inc
-$41.6M
495,829
-8%
减持
FOUR
Shift4 Payments Inc
-$41.0M
1,714,321
-2%
减持
—
Thomson Reuters Corp
-$40.4M
1,043,565
-24%
减持
ARES
Ares Management Corp
-$39.9M
1,286,542
-0%
建仓
NWG
Natwest Group PLC
+$39.7M
3,332,756
建仓
VICI
VICI Properties Inc
+$39.6M
1,212,826
减持
CRL
Charles River Laboratories International Inc
-$39.5M
688,582
-11%
增持
PPL
PPL Corp
+$38.6M
6,447,812
+8%
增持
DTE
DTE Energy Co
+$38.0M
1,960,860
+2%
减持
BALL
Ball Corp
-$38.0M
72,044
-90%
减持
MSGS
Madison Square Garden Sports Corp
-$37.5M
550,034
-14%
增持
IDXX
Idexx Laboratories Inc
+$37.3M
337,057
+34%
清仓
CNMD
CONMED Corp
-$37.2M
0
-100%
