Generalist · New York, NY
Clearbridge Investments, LLC
- Software
- $8.2B
- Weight of 13F
- 7.0%
- Names
- 35
- Vs prior quarter
- −$490M
Filed 13 August 2026.
814 positions in the whole 13F.
Software held
- MicrosoftMSFT6,205,738 shares · 28.1% of their software$2.3B−$1.1B
- Palo Alto NetworksPANW4,155,088 shares · 17.2% of their software$1.4B+$630M
- CrowdStrikeCRWD812,706 shares · 7.5% of their software$620M+$240M
- OracleORCL4,214,719 shares · 7.5% of their software$618MFlat
- SynopsysSNPS819,127 shares · 4.4% of their software$365M−$13.0M
- ShopifySHOP2,984,845 shares · 4.1% of their software$341M−$19.9M
- AppLovinAPP610,724 shares · 3.8% of their software$315M+$32.6M
- ServiceNowNOW3,166,037 shares · 3.8% of their software$314M−$51.7M
- SnowflakeSNOW1,221,293 shares · 3.8% of their software$311M+$155M
- DatadogDDOG1,135,610 shares · 3.6% of their software$296M+$111M
- AutodeskADSK1,372,170 shares · 3.2% of their software$267M−$90.0M
- CloudflareNET912,622 shares · 2.7% of their software$224M+$221M