
What smart money is saying about Blackstone
BX
No fund has written a full thesis on Blackstone in our archive, but 4 fund letters report a position in it — most recently ClearBridge Investments Large Cap Growth Strategy in June 2026.
4
Reported positions
3
Bought
0
Sold
6
Letters
Fund activity · 4 positions · 3 moves
- AddedClearBridge Investments Large Cap Growth StrategyJune 2026
“During the quarter we added to several existing positions in addition to Alphabet: Arista Networks, a leading maker of high-speed switches enabling high-speed data transfer within server racks; Blackstone, an alternative asset manager; and Tesla, an EV and battery storage manufacturer.”
Read the letterBlackstone - New positionClearBridge Investments Dividend StrategyJune 2026
“We recently built significant positions in ADP, Blackstone, Marsh & McLennan and Otis and added materially to positions in Apollo, Haleon and Unilever.”
Read the letterBlackstone - HoldsMontaka Global (Montaka Global FundJune 2026
Listed in Montaka Global (Montaka Global Fund’s reported holdings.
Read the letterBlackstone - New positionClearBridge Investments Value StrategyJune 2026
“We also initiated a position in Blackstone, returning to alternative asset managers after weakness driven by private credit concerns and retail redemption requests created a more attractive entry point.”
Read the letterBlackstone
Also mentioned · 2
These funds discuss Blackstone — as a competitor, benchmark or comparable — without disclosing a position in it.
- MentionedSVN Capital FundJune 2026
“But a gate is the safety valve working. It is the very mechanism that stops a stampede from forcing assets to be sold into a falling market.”
Read the letterBlackstone - MentionedBrown Advisory Large-Cap Sustainable ValueMarch 2026
“We sold our position in Hologic (HOLX) as it approached the closure of its acquisition by Blackstone and TPG Inc.”
Read the letterBlackstone
Read the letters behind these Blackstone positions
Every quote above comes from a fund letter in our archive. Get unlimited access to the letters themselves — and to Warren AI, which reads all of them for you.
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