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| Clearbridge Investments North America PTY Limited
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|---|---|
| CRD # | 151223 |
| SEC # | 801-70506 |
| CIK # | 0001806626, 0001499609 |
| AUM | $2.2 B (2025-12-19) |
| Employees | |
| Phone | 61293977300 |
| Address | Level 13, 35 Clarence Street Sydney, Australia |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($B) |
|---|
| CIK | Period |
|---|---|
| 0001806626 0001499609 |
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Nvidia Corp | 5.7 | ||
| Microsoft Corp | 3.4 | ||
| Apple Inc | 3.3 | ||
| Alphabet Inc | 3.0 | ||
| Amazon Com Inc | 3.0 | ||
| Facebook Inc | 2.7 | ||
| Broadcom Inc | 2.6 | ||
| Visa Inc | 2.0 | ||
| Netflix Inc | 1.9 | ||
| Williams Companies Inc | 1.7 | ||
| Taiwan Semiconductor Manufacturing Co Ltd | 1.6 | ||
| Johnson & Johnson | 1.4 | ||
| Linde PLC | 1.3 | ||
| J P Morgan Chase & Co | 1.3 | ||
| ASML Holding NV | 1.2 | ||
| Vertex Pharmaceuticals Inc / Ma | 1.2 | ||
| Eaton Corp Ltd | 1.1 | ||
| Marsh & McLennan Companies Inc | 1.1 | ||
| United Technologies Corp /DE/ | 1.1 | ||
| Astrazeneca PLC | 1.0 | ||
| Harris Corp /DE/ | 1.0 | ||
| Grainger W W Inc | 0.9 | ||
| Tyco Electronics Ltd | 0.9 | ||
| TJX Companies Inc /DE/ | 0.9 | ||
| Texas Instruments Inc | 0.8 | ||
| Travelers Companies Inc | 0.8 | ||
| Thermo Fisher Scientific Inc | 0.8 | ||
| Palo Alto Networks Inc | 0.8 | ||
| Entergy Corp /DE/ | 0.8 | ||
| Prev | Page 1 | Next | |||
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| Other | RARE Infrastructure Global Value Fund LP | [2015-09-23] | 62.2 | 82.6 |
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 3 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 3 | 0.3 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 5 | 1.5 |
| (g) Pension and profit sharing plans | 2 | 0.3 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 2 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 4 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 19 | 2.2 |
| By Discretionary | ||
| Discretionary | 17 | 2.2 |
| Non-Discretionary | 2 | 0.0 |
| Total | 19 | 2.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 1.5 | |
| United States Persons | 0.7 | |
| Total | 19 | 2.2 |
| Form D Directors | Role | # Filings | # Firms | 2011 - 2026 |
|---|---|---|---|---|
| David Paredes | 1 | 1 | ||
| Nicholas Langley | 1 | 1 | ||
| Sarah Maddox | 1 | 1 | ||
| Richard Elmslie | 1 | 1 | ||
| RARE Infrastructure USA Inc | 1 | 1 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-NT | [0001806626] |
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