Clearbridge Investments
ClearBridge Investments Appreciation Strategy
US Mega-cap
Dec 2025 → Jun 2026
Our archive holds 2 letters from this strategy and positions in 19 companies. Every quote below is copied verbatim from the letter it came from.
2 letters in 2 years — follow all of Clearbridge Investments for every strategy.
What it bought and sold
During the quarter, we initiated new positions in SpaceX in communication services, Micron Technology, Cisco Systems, Advanced Micro Devices and Texas Instruments in IT and Diamondback Energy in energy.
During the quarter, we initiated new positions in SpaceX in communication services, Micron Technology, Cisco Systems, Advanced Micro Devices and Texas Instruments in IT and Diamondback Energy in energy.
We exited Roblox in communication services, Boston Scientific and AbbVie in health care and Solstice Advanced Materials in materials.
We exited Roblox in communication services, Boston Scientific and AbbVie in health care and Solstice Advanced Materials in materials.
We exited Roblox in communication services, Boston Scientific and AbbVie in health care and Solstice Advanced Materials in materials.
The biggest detractors were Netflix, underweights to Micron Technology and Advanced Micro Devices, and not owning Intel and Applied Materials.
During the quarter, we initiated new positions in SpaceX in communication services, Micron Technology, Cisco Systems, Advanced Micro Devices and Texas Instruments in IT and Diamondback Energy in energy.
During the quarter, we initiated new positions in SpaceX in communication services, Micron Technology, Cisco Systems, Advanced Micro Devices and Texas Instruments in IT and Diamondback Energy in energy.
the biggest relative contributors during the quarter were ASML, Palo Alto Networks, ASM International, an underweight to Microsoft and not owning Palantir.
During the quarter, we initiated new positions in SpaceX in communication services, Micron Technology, Cisco Systems, Advanced Micro Devices and Texas Instruments in IT and Diamondback Energy in energy.
During the quarter, we initiated new positions in SpaceX in communication services, Micron Technology, Cisco Systems, Advanced Micro Devices and Texas Instruments in IT and Diamondback Energy in energy.
We exited Roblox in communication services, Boston Scientific and AbbVie in health care and Solstice Advanced Materials in materials.