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ClearBridge Select Fund

Filed by Legg Mason Partners Investment Trust. What this fund reported holding in its latest quarterly NPORT-P. Positions are ordered by share of the fund rather than by size, because that is what separates a conviction from a rounding error.

Positions
62
matched to a ticker
Fund size
$3.2B
the filing's own figure
Matched value
$2.6B
of the positions below
As of
2026-07-31
S000039065

What it holds

Largest share of the fund first.

Company% of fundValue
NVDANVIDIA Corp6.12%$194M
AAPLApple Inc5.29%$167.6M
LRCXLam Research Corp2.80%$89M
CASYCaseys General Stores Inc2.58%$82M
PFGCPerformance Food Group Co2.46%$77.9M
BKRBaker Hughes Co2.43%$77M
LHXL3Harris Technologies Inc2.29%$72.7M
FIXComfort Systems USA Inc2.28%$72.3M
GOOGLAlphabet Inc2.19%$69.6M
MNSTMonster Beverage Corp2.09%$66.2M
MELIMercadoLibre Inc2.01%$63.9M
FTNTFortinet Inc1.91%$60.5M
CBRECBRE Group Inc1.86%$59.1M
VRTVertiv Holdings Co1.81%$57.6M
BURLBurlington Stores Inc1.79%$56.8M
SCHWCharles Schwab Corp1.70%$54M
LOWLowe's Companies Inc1.56%$49.6M
HQYHealthequity Inc1.55%$49.1M
ICEIntercontinental Exchange Inc1.52%$48.3M
SHOPShopify Inc1.50%$47.6M
ARGXargenx SE1.45%$46.1M
CRLCharles River Laboratories International Inc1.44%$45.7M
URIUnited Rentals Inc1.44%$45.5M
APPApplovin Corp1.39%$43.9M
COHRCoherent Corp1.36%$43.3M
VMCVulcan Materials Co1.35%$42.8M
ANETArista Networks Inc1.33%$42.1M
EXEExpand Energy Corp1.31%$41.6M
MSFTMicrosoft Corp1.31%$41.6M
VRTXVertex Pharmaceuticals Inc1.31%$41.5M
PODDInsulet Corp1.23%$39.1M
FANGDiamondback Energy Inc1.22%$38.7M
LSCCLattice Semiconductor Corp1.21%$38.4M
CWSTCasella Waste Systems Inc1.17%$37.1M
LYVLive Nation Entertainment Inc1.16%$36.9M
AMDAdvanced Micro Devices Inc1.11%$35.2M
NOWServiceNow Inc1.07%$34.1M
GXOGXO Logistics Inc0.96%$30.5M
DOCUDocuSign Inc0.89%$28.2M
VRNSVaronis Systems Inc0.89%$28.1M
REGNRegeneron Pharmaceuticals Inc0.88%$27.8M
CPRTCopart Inc0.81%$25.7M
CLHClean Harbors Inc0.80%$25.5M
RDDTReddit Inc0.77%$24.3M
FWONKFormula One Group0.65%$20.6M
SBUXStarbucks Corp0.63%$20M
FCXFreeport-McMoRan Inc0.60%$18.9M
TREXTrex Company Inc0.58%$18.4M
XPOXPO Inc0.57%$18.1M
MEDPMedpace Holdings Inc0.56%$17.7M
CRWDCrowdStrike Holdings Inc0.54%$17.1M
ADSKAutodesk Inc0.52%$16.6M
KKRKKR & Co Inc0.50%$15.7M
WSCWillScot Holdings Corp0.48%$15.4M
SPCXSpace Exploration Technologies Corp0.39%$12.4M
SOLSSolstice Advanced Materials Inc0.38%$12M
SEISolaris Energy Infrastructure Inc0.26%$8.2M
NRGNRG Energy Inc0.22%$7M
SBACSBA Communications Corp0.21%$6.7M
KTOSKratos Defense and Security Solutions Inc0.15%$4.9M
MTSIMACOM Technology Solutions Holdings Inc0.14%$4.3M
GOGrocery Outlet Holding Corp0.10%$3.2M

Source: NPORT-P filings, via EDGAR. Positions arrive by CUSIP, and only a CUSIP verified against a ticker is kept — so this is what we could match, not everything the fund holds, and the matched value is therefore below the fund's own size. A balance is shares where the filing says `NS` and a principal amount where it says `PA`, which is why it is not labelled shares in both cases.

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