Holdings
ClearBridge Select Fund
As of Jul 31, 2026, ClearBridge Select Fund reported 77 positions worth US$2.93B. Largest: Nvidia Corporation, Apple Inc and Lam Research Corporation. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Nvidia Corporation | 967K | US$194M | −167K | Jul 31, 2026 |
| Apple Inc | 543K | US$168M | no change | Jul 31, 2026 |
| Lam Research Corporation | 304K | US$89M | −8,100 | Jul 31, 2026 |
| Caseys General Stores, Inc. | 94,105 | US$82M | −24,600 | Jul 31, 2026 |
| Performance Food Group Company | 681K | US$77.9M | −147K | Jul 31, 2026 |
| Baker Hughes Company | 1.27M | US$77M | −28,800 | Jul 31, 2026 |
| L3harris Technologies, Inc. | 263K | US$72.7M | −3,800 | Jul 31, 2026 |
| Comfort Systems Usa, Inc. | 41,800 | US$72.3M | −8,600 | Jul 31, 2026 |
| Alphabet Inc (google) Class C | 195K | US$69.6M | +118K | Jul 31, 2026 |
| Monster Beverage Corporation | 687K | US$66.2M | −25,500 | Jul 31, 2026 |