Clearbridge Investments, LLC

Q4 2024 13F-HR Holdings

Location
New York, NY
Holdings as of
12/31/2024
Date filed
2/12/2025
Form type
13F-HR
Num holdings
713
Total value ($000)
$123,391,087
Net value change ($000)
-3,772,117 (-3.0%)
New positions
47
Sold out positions
43
Turnover %
1.7%
Sector allocation + QoQ delta (equities-only)

Holdings aggregated across other managers listed in the original SEC filing. View detailed breakdown

Prev filing: 11/12/2024 Next filing: 5/13/2025 SEC filing

Snapshot: Change Analysis

Compared to Q3 2024
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
AVGO 480,924 22.8%
AMZN 415,103 11.2%
TSLA 378,107 94.0%
ABNB 348,503 156.3%
V 279,857 9.9%
AAPL 263,217 7.0%
GOOGL 254,597 17.1%
TE CONNECTIVITY PLC 224,510 63.0%
CRM 214,382 22.5%
EQT 195,994 44.4%
Top Reduces (Value $000, Stocks/ETFs)
UNH -555,901 -20.2%
ADBE -426,088 -42.2%
UBER -397,157 -41.2%
CMCSA -343,754 -31.3%
MSFT -332,742 -6.1%
TMO -331,984 -25.6%
NEE -321,212 -84.2%
ALC -286,786 -39.5%
AMT -241,462 -27.5%
MRK -197,385 -25.4%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type