Clearbridge Investments, LLC
NEW YORK NY · SEC CIK 0001348883
$1,208.62亿2026Q2 申报市值
699持仓数
25.9%前十大占比 · 第一大 5.4%
48 / 41新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
AMD 加仓+$4.39亿
GOOGL 加仓+$3.71亿
OTIS 加仓+$3.42亿
BX 加仓+$3.36亿
AAPL 加仓+$3.13亿
2026Q2 卖出最多 按季末市值估算
MSFT 减仓-$11.43亿
AMZN 减仓-$5.48亿
META 减仓-$5.36亿
AVGO 减仓-$3.57亿
BE 减仓-$3.35亿
2026Q2 持仓明细 点表头排序 · 每页 100 行
导出 CSV 🔒| 代码 | 名称 | 市值 ▼ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| TU | TELUS Corp | $6,177.74万 | 0.05% | 5,844,602 | 678,106 | 13.1% | $716.76万 | 加仓 |
| PLD | ProLogis Inc | $6,137.38万 | 0.05% | 453,043 | 81,095 | 21.8% | $1,098.60万 | 加仓 |
| LGN | Legence Corp | $6,126.67万 | 0.05% | 718,840 | 317,206 | 79.0% | $2,703.55万 | 加仓 |
| PEP | PepsiCo Inc | $6,065.62万 | 0.05% | 447,978 | -50,246 | -10.1% | -$680.33万 | 减仓 |
| MSGE | Madison Square Garden Entertainment Corp | $6,042.69万 | 0.05% | 747,025 | -55,090 | -6.9% | -$445.62万 | 减仓 |
| GKOS | Glaukos Corp | $6,024.59万 | 0.05% | 431,066 | 145,015 | 50.7% | $2,026.73万 | 加仓 |
| AXSM | Axsome Therapeutics Inc | $6,010.91万 | 0.05% | 245,574 | 200,554 | 445.5% | $4,908.96万 | 加仓 |
| PAA | Plains All American Pipeline LP | $5,944.91万 | 0.05% | 2,670,671 | 0 | 0.0% | — | 不变 |
| PJT | PJT Partners Inc | $5,943.22万 | 0.05% | 393,747 | 17,011 | 4.5% | $256.76万 | 加仓 |
| BKNG | Booking Holdings Inc | $5,923.11万 | 0.05% | 332,311 | 61,336 | 22.6% | $1,093.25万 | 加仓 |
| MDGL | Madrigal Pharmaceuticals Inc | $5,870.18万 | 0.05% | 109,325 | 84,878 | 347.2% | $4,557.50万 | 加仓 |
| RYAAY | Ryanair Holdings PLC | $5,864.21万 | 0.05% | 905,670 | 138,669 | 18.1% | $897.88万 | 加仓 |
| SRRK | Scholar Rock Holding Corp | $5,828.77万 | 0.05% | 1,059,776 | 368,358 | 53.3% | $2,025.97万 | 加仓 |
| FOUR | Shift4 Payments Inc | $5,818.25万 | 0.05% | 1,196,187 | -623,192 | -34.3% | -$3,031.21万 | 减仓 |
| MTDR | Matador Resources Co | $5,719.68万 | 0.05% | 1,148,992 | 142,667 | 14.2% | $710.20万 | 加仓 |
| BCE | BCE Inc | $5,665.78万 | 0.05% | 2,634,020 | -81,145 | -3.0% | -$174.54万 | 减仓 |
| ATI | ATI Inc | $5,526.41万 | 0.05% | 280,386 | 280,386 | — | $5,526.41万 | 新建仓 |
| VLTO | Veralto Corp | $5,522.95万 | 0.05% | 622,796 | -70,844 | -10.2% | -$628.24万 | 减仓 |
| DOCN | DigitalOcean Holdings Inc | $5,488.67万 | 0.05% | 349,530 | 349,530 | — | $5,488.67万 | 新建仓 |
| BOOT | Boot Barn Holdings Inc | $5,476.57万 | 0.05% | 333,388 | 122,785 | 58.3% | $2,016.99万 | 加仓 |
| CL | Colgate-Palmolive Co | $5,425.46万 | 0.04% | 591,782 | 32,381 | 5.8% | $296.87万 | 加仓 |
| RIO | Rio Tinto PLC | $5,371.06万 | 0.04% | 565,792 | -326,682 | -36.6% | -$3,101.19万 | 减仓 |
| CGON | CG oncology Inc | $5,227.40万 | 0.04% | 735,736 | 5,453 | 0.7% | $38.74万 | 加仓 |
| SUNC | Sunococorp LLC | $5,165.78万 | 0.04% | 763,378 | 46,700 | 6.5% | $316.02万 | 加仓 |
| EXE | Expand Energy Corp | $5,159.75万 | 0.04% | 565,825 | 63,050 | 12.5% | $574.95万 | 加仓 |
| CAE | CAE Inc | $5,126.56万 | 0.04% | 2,045,714 | -44,794 | -2.1% | -$112.25万 | 减仓 |
| CME | CME Group Inc | $5,119.98万 | 0.04% | 231,852 | -4,297 | -1.8% | -$94.89万 | 减仓 |
| STRL | Sterling Infrastructure Inc | $4,999.56万 | 0.04% | 59,564 | 59,564 | — | $4,999.56万 | 新建仓 |
| AROC | Archrock Inc | $4,923.73万 | 0.04% | 1,209,465 | -54,594 | -4.3% | -$222.25万 | 减仓 |
| FSV | FirstService Corp | $4,898.48万 | 0.04% | 344,696 | 54,844 | 18.9% | $779.39万 | 加仓 |
| BGSI | BOYD GROUP INC | $4,892.70万 | 0.04% | 517,089 | 146,787 | 39.6% | $1,388.90万 | 加仓 |
| CCK | Crown Holdings Inc | $4,869.60万 | 0.04% | 435,486 | -2,535 | -0.6% | -$28.35万 | 减仓 |
| WWD | Woodward Inc | $4,866.91万 | 0.04% | 114,397 | 114,397 | — | $4,866.91万 | 新建仓 |
| PR | Permian Resources Corp/old | $4,825.80万 | 0.04% | 2,621,294 | 0 | 0.0% | — | 不变 |
| NBIX | Neurocrine Biosciences Inc | $4,739.10万 | 0.04% | 281,194 | -28,841 | -9.3% | -$486.07万 | 减仓 |
| HLNE | Hamilton Lane Inc | $4,715.84万 | 0.04% | 598,229 | -70,458 | -10.5% | -$555.42万 | 减仓 |
| PGR | Progressive Corp/The | $4,650.68万 | 0.04% | 212,895 | -26,576 | -11.1% | -$580.55万 | 减仓 |
| IWO | iShares Russell 2000 Growth ETF | $4,596.25万 | 0.04% | 116,668 | 99,700 | 587.6% | $3,927.78万 | 加仓 |
| BLK | Blackrock Inc | $4,527.09万 | 0.04% | 47,081 | 7,822 | 19.9% | $752.13万 | 加仓 |
| DT | Dynatrace Inc | $4,523.20万 | 0.04% | 1,030,106 | 0 | 0.0% | — | 不变 |
| AGX | Argan Inc | $4,514.32万 | 0.04% | 56,531 | 56,531 | — | $4,514.32万 | 新建仓 |
| STE | STERIS PLC | $4,463.43万 | 0.04% | 211,969 | -1,025 | -0.5% | -$21.58万 | 减仓 |
| STN | Stantec Inc | $4,386.56万 | 0.04% | 636,564 | 328,226 | 106.5% | $2,261.81万 | 加仓 |
| ATO | Atmos Energy Corp | $4,380.58万 | 0.04% | 254,286 | 32,417 | 14.6% | $558.45万 | 加仓 |
| PCVX | Vaxcyte Inc | $4,371.37万 | 0.04% | 751,999 | 623,622 | 485.8% | $3,625.11万 | 加仓 |
| DHR | Danaher Corp | $4,357.56万 | 0.04% | 228,767 | -36,088 | -13.6% | -$687.40万 | 减仓 |
| C | Citigroup Inc | $4,356.41万 | 0.04% | 311,261 | -4,221 | -1.3% | -$59.08万 | 减仓 |
| — | Boeing Co/The | $4,337.12万 | 0.04% | 644,446 | -10,462 | -1.6% | -$70.41万 | 减仓 |
| EQIX | Equinix Inc | $4,332.83万 | 0.04% | 41,566 | -10,957 | -20.9% | -$1,142.15万 | 减仓 |
| MGRC | McGrath RentCorp | $4,281.93万 | 0.04% | 353,791 | 7,144 | 2.1% | $86.46万 | 加仓 |
| RJF | Raymond James Financial Inc | $4,205.54万 | 0.03% | 276,626 | -2,167 | -0.8% | -$32.94万 | 减仓 |
| GH | Guardant Health Inc | $4,205.25万 | 0.03% | 280,294 | 280,294 | — | $4,205.25万 | 新建仓 |
| GIB | CGI Inc | $4,140.02万 | 0.03% | 641,168 | -20,798 | -3.1% | -$134.29万 | 减仓 |
| CQP | Cheniere Energy Partners LP | $4,132.25万 | 0.03% | 677,973 | 66,100 | 10.8% | $402.88万 | 加仓 |
| BCPC | Balchem Corp | $4,118.47万 | 0.03% | 243,769 | -13,044 | -5.1% | -$220.38万 | 减仓 |
| GEL | Genesis Energy LP | $4,106.30万 | 0.03% | 2,897,883 | 0 | 0.0% | — | 不变 |
| VMRK | Equity Residential | $4,018.93万 | 0.03% | 591,629 | -12,101 | -2.0% | -$82.20万 | 减仓 |
| DSGX | Descartes Systems Group Inc/The | $4,018.87万 | 0.03% | 580,426 | 106,126 | 22.4% | $734.82万 | 加仓 |
| ZETA | Zeta Global Holdings Corp | $4,018.17万 | 0.03% | 2,041,753 | -47,856 | -2.3% | -$94.18万 | 减仓 |
| TCOM | Trip.com Group Ltd | $3,982.67万 | 0.03% | 999,667 | -6,718 | -0.7% | -$26.76万 | 减仓 |
| KYMR | Kymera Therapeutics Inc | $3,981.59万 | 0.03% | 347,221 | 347,221 | — | $3,981.59万 | 新建仓 |
| ELS | Equity Lifestyle Properties Inc | $3,978.34万 | 0.03% | 617,275 | -116,834 | -15.9% | -$753.00万 | 减仓 |
| TXRH | Texas Roadhouse Inc | $3,968.75万 | 0.03% | 205,390 | 40,843 | 24.8% | $789.21万 | 加仓 |
| REGN | Regeneron Pharmaceuticals Inc | $3,967.96万 | 0.03% | 63,636 | -10,156 | -13.8% | -$633.27万 | 减仓 |
| RDDT | Reddit Inc | $3,867.36万 | 0.03% | 222,800 | -32,515 | -12.7% | -$564.40万 | 减仓 |
| YOU | Clear Secure Inc | $3,807.52万 | 0.03% | 683,209 | -78,315 | -10.3% | -$436.45万 | 减仓 |
| NNN | NNN REIT Inc | $3,780.77万 | 0.03% | 812,545 | -16,497 | -2.0% | -$76.76万 | 减仓 |
| LNG | Cheniere Energy Inc | $3,754.67万 | 0.03% | 157,093 | 32,226 | 25.8% | $770.23万 | 加仓 |
| CIFR | Cipher Digital Inc | $3,687.41万 | 0.03% | 1,505,064 | 1,505,064 | — | $3,687.41万 | 新建仓 |
| LFTO | Liftoff Mobile Inc | $3,671.06万 | 0.03% | 1,528,336 | 1,528,336 | — | $3,671.06万 | 新建仓 |
| HESM | Hess Midstream LP | $3,595.47万 | 0.03% | 956,243 | -751,142 | -44.0% | -$2,824.29万 | 减仓 |
| MRVL | Marvell Technology Inc | $3,542.82万 | 0.03% | 118,931 | -207,034 | -63.5% | -$6,167.31万 | 减仓 |
| QBTS | D-Wave Quantum Inc | $3,478.33万 | 0.03% | 1,449,909 | 1,449,909 | — | $3,478.33万 | 新建仓 |
| TARS | Tarsus Pharmaceuticals Inc | $3,457.84万 | 0.03% | 549,387 | 4,036 | 0.7% | $25.40万 | 加仓 |
| ITW | Illinois Tool Works Inc | $3,417.67万 | 0.03% | 126,360 | -127,169 | -50.2% | -$3,439.55万 | 减仓 |
| KRSP/U | Rice Acquisition Corporation 3 | $3,367.81万 | 0.03% | 3,207,440 | -27,400 | -0.8% | -$28.77万 | 减仓 |
| PUK | Prudential PLC | $3,331.21万 | 0.03% | 1,242,524 | 1,242,524 | — | $3,331.21万 | 新建仓 |
| RSG | Republic Services Inc | $3,299.20万 | 0.03% | 154,834 | -89,008 | -36.5% | -$1,896.58万 | 减仓 |
| SBAC | SBA Communications Corp | $3,276.79万 | 0.03% | 185,696 | -13,849 | -6.9% | -$244.38万 | 减仓 |
| MTD | Mettler-Toledo International Inc | $3,264.97万 | 0.03% | 25,557 | 19,625 | 330.8% | $2,507.14万 | 加仓 |
| YSS | York Space Systems Inc | $3,245.88万 | 0.03% | 1,318,391 | -27,063 | -2.0% | -$66.63万 | 减仓 |
| GWRE | Guidewire Software Inc | $3,225.31万 | 0.03% | 262,114 | -7 | -0.0% | -$861 | 减仓 |
| WDC | Western Digital Corp | $3,184.47万 | 0.03% | 49,857 | 49,857 | — | $3,184.47万 | 新建仓 |
| NOC | Northrop Grumman Corp | $3,175.70万 | 0.03% | 62,353 | 7,554 | 13.8% | $384.73万 | 加仓 |
| CB | Chubb Ltd | $3,126.97万 | 0.03% | 91,770 | 2,085 | 2.3% | $71.04万 | 加仓 |
| CIGI | Colliers International Group Inc | $3,123.28万 | 0.03% | 333,008 | -54,526 | -14.1% | -$511.40万 | 减仓 |
| DOCU | DocuSign Inc | $3,094.79万 | 0.03% | 696,711 | -1,263,695 | -64.5% | -$5,613.34万 | 减仓 |
| CPRT | Copart Inc | $3,082.07万 | 0.03% | 1,093,322 | -601,038 | -35.5% | -$1,694.33万 | 减仓 |
| ATS | ATS Corp | $3,052.08万 | 0.03% | 1,060,487 | -30,804 | -2.8% | -$88.65万 | 减仓 |
| WIX | Wix.com Ltd | $3,043.75万 | 0.03% | 670,873 | -373,280 | -35.7% | -$1,693.57万 | 减仓 |
| TECH | Bio-Techne Corp | $3,026.05万 | 0.03% | 428,316 | -604,632 | -58.5% | -$4,271.73万 | 减仓 |
| WDS | Woodside Energy Group Ltd | $2,996.75万 | 0.02% | 1,551,115 | 599,895 | 63.1% | $1,159.00万 | 加仓 |
| JLL | Jones Lang LaSalle Inc | $2,981.64万 | 0.02% | 96,197 | -318 | -0.3% | -$9.86万 | 减仓 |
| OSIS | OSI Systems Inc | $2,958.15万 | 0.02% | 135,261 | -28,337 | -17.3% | -$619.73万 | 减仓 |
| COST | Costco Wholesale Corp | $2,924.56万 | 0.02% | 31,263 | -3,263 | -9.5% | -$305.24万 | 减仓 |
| NMIH | NMI Holdings Inc | $2,911.99万 | 0.02% | 708,685 | 3,724 | 0.5% | $15.30万 | 加仓 |
| SITM | SiTime Corp | $2,872.79万 | 0.02% | 38,532 | 38,532 | — | $2,872.79万 | 新建仓 |
| GLOB | Globant S.A. | $2,872.32万 | 0.02% | 992,508 | 175,017 | 21.4% | $506.50万 | 加仓 |
| ADI | Analog Devices Inc | $2,867.81万 | 0.02% | 72,206 | -7,034 | -8.9% | -$279.37万 | 减仓 |
| CAI | Caris Life Sciences Inc | $2,843.85万 | 0.02% | 1,595,877 | 44,103 | 2.8% | $78.59万 | 加仓 |