13F 机构持仓

Clearbridge Investments, LLC

NEW YORK NY · SEC CIK 0001348883

2026Q22026Q1 更早 9 个季度 🔒
$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
申报市值走势$1,208.62亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

NVDA 5.4%
GOOGL 3.4%
AAPL 3.4%
AMZN 2.4%
AVGO 2.3%
TSM 1.9%
MSFT 1.9%
V 1.8%
META 1.8%
WMB 1.5%

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
NWG Natwest Group PLC $00.00%0 -5,153,852-100.0% -$7,679.24万 清仓
ENSG Ensign Group Inc/The $00.00%0 -318,394-100.0% -$6,415.64万 清仓
RYAN Ryan Specialty Holdings Inc $00.00%0 -1,772,666-100.0% -$5,980.98万 清仓
OTEX Open Text Corp $00.00%0 -2,360,741-100.0% -$5,250.29万 清仓
SLAB Silicon Laboratories Inc $00.00%0 -245,099-100.0% -$5,101.74万 清仓
AMH American Homes 4 Rent $00.00%0 -1,577,239-100.0% -$4,403.65万 清仓
DEO Diageo PLC $00.00%0 -582,901-100.0% -$4,296.56万 清仓
LEN Lennar Corp $00.00%0 -455,992-100.0% -$3,959.84万 清仓
HIG Hartford Insurance Group Inc/The $00.00%0 -276,683-100.0% -$3,741.59万 清仓
SAP SAP SE $00.00%0 -189,173-100.0% -$3,238.84万 清仓
PEN Penumbra Inc $00.00%0 -97,135-100.0% -$3,189.63万 清仓
REZI Resideo Technologies Inc $00.00%0 -836,709-100.0% -$2,820.55万 清仓
ROST Ross Stores Inc $00.00%0 -129,018-100.0% -$2,794.92万 清仓
MHK Mohawk Industries Inc $00.00%0 -271,813-100.0% -$2,676.27万 清仓
MKC McCormick & Co Inc/MD $00.00%0 -499,049-100.0% -$2,517.20万 清仓
IONQ IonQ Inc $00.00%0 -615,724-100.0% -$1,775.13万 清仓
BSY Bentley Systems Inc $00.00%0 -385,285-100.0% -$1,353.12万 清仓
CHYM Chime Financial Inc $00.00%0 -575,009-100.0% -$1,076.99万 清仓
LMB Limbach Holdings Inc $00.00%0 -132,819-100.0% -$1,036.65万 清仓
TT Trane Technologies PLC $00.00%0 -23,145-100.0% -$964.54万 清仓
OGS ONE Gas Inc $00.00%0 -98,722-100.0% -$850.30万 清仓
IPAR Interparfums Inc $00.00%0 -69,974-100.0% -$635.64万 清仓
AGCO AGCO Corp $00.00%0 -46,564-100.0% -$539.53万 清仓
PSN Parsons Corp $00.00%0 -95,891-100.0% -$519.44万 清仓
UPWK Upwork Inc $00.00%0 -387,912-100.0% -$425.15万 清仓
GLTR abrdn Physical Precious Metals Basket Shares ETF $00.00%0 -17,963-100.0% -$392.89万 清仓
PAR PAR Technology Corp $00.00%0 -223,288-100.0% -$297.64万 清仓
— Gambling.com Group LTD $00.00%0 -651,051-100.0% -$252.61万 清仓
ENTG Entegris Inc $00.00%0 -19,523-100.0% -$228.89万 清仓
AVAV Aerovironment Inc $00.00%0 -12,307-100.0% -$225.27万 清仓
ULTA Ulta Salon Cosmetics & Fragrance Inc $00.00%0 -2,671-100.0% -$139.62万 清仓
INFY Infosys Ltd $00.00%0 -90,016-100.0% -$121.61万 清仓
SAIL SailPoint Inc $00.00%0 -71,032-100.0% -$94.05万 清仓
MICC The Magnum Ice Cream Company N.V. $00.00%0 -58,017-100.0% -$86.73万 清仓
SNY Sanofi SA $00.00%0 -6,689-100.0% -$32.23万 清仓
ZTS Zoetis Inc $00.00%0 -2,236-100.0% -$26.43万 清仓
ALL Allstate Corp/The $00.00%0 -1,020-100.0% -$21.15万 清仓
AEIS Advanced Energy Industries Inc $00.00%0 -646-100.0% -$20.85万 清仓
FIS Fidelity National Information Services Inc $00.00%0 -4,287-100.0% -$20.11万 清仓
BRSL Brightstar Lottery PLC $00.00%0 -10,687-100.0% -$13.62万 清仓