04/08/2024
- Large advisory firm
- An investment adviser (or subadviser) to an investment company
216 -0.92%
79 16.18%
SEC, Approved, 9/30/2005
ClearBridge Investments, an investment management company, released its “ClearBridge Small Cap Value Strategy” third quarter 2023 investor letter. A copy of the same can be downloaded here. The strategy outperformed the benchmark Russell 2000 Value Index in the third quarter. The strategy generated gains across three of the 11 sectors in which it was invested during […]
Insider MonkeyClearBridge Investments, an investment management company, released its “ClearBridge Small Cap Value Strategy” third quarter 2023 investor letter. A copy of the same can be downloaded here. The strategy outperformed the benchmark Russell 2000 Value Index in the third quarter. The strategy generated gains across three of the 11 sectors in which it was invested during […]
Insider MonkeyClearBridge Investments, an investment management company, released its “ClearBridge Small Cap Value Strategy” third quarter 2023 investor letter. A copy of the same can be downloaded here. The strategy outperformed the benchmark Russell 2000 Value Index in the third quarter. The strategy generated gains across three of the 11 sectors in which it was invested during […]
Insider MonkeyClearBridge Investments, an investment management firm, released its third-quarter 2023 “Mid Cap Growth Strategy” investor letter, a copy of which can be downloaded here. The strategy underperformed its benchmark Russell Midcap Growth Index in the quarter. Overall, the effects of stock selection impacted the performance on a relative basis. The strategy gained three of the 11 […]
Insider MonkeyClearBridge Investments, an investment management firm, released its third-quarter 2023 “Mid Cap Growth Strategy” investor letter, a copy of which can be downloaded here. The strategy underperformed its benchmark Russell Midcap Growth Index in the quarter. Overall, the effects of stock selection impacted the performance on a relative basis. The strategy gained three of the 11 […]
Insider MonkeyClearBridge Investments, an investment management firm, released its third-quarter 2023 “Mid Cap Growth Strategy” investor letter, a copy of which can be downloaded here. The strategy underperformed its benchmark Russell Midcap Growth Index in the quarter. Overall, the effects of stock selection impacted the performance on a relative basis. The strategy gained three of the 11 […]
Insider Monkey| Fund Type | Count | GAV |
|---|---|---|
| Hedge Fund | 3 | $71,934,521 |
| Other Private Fund | 1 | $36,225,221 |
| Adviser | Hedge Fund | Liquidity Fund | Private Equity Fund | Real Estate Fund | Securitized Asset Fund | Venture Capital Fund | Other Fund | Total Private Fund GAV | AUM | # funds | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| ARTISAN PARTNERS LIMITED PARTNERSHIP | 1.7b | - | - | - | - | - | 192.9m | 1.9b | 151.3b | 10 | |
| WILDCAT CAPITAL MANAGEMENT, LLC | 3.5b | - | 28.0m | - | - | - | 731.8k | 3.5b | 3.5b | 7 | |
| IRIDIAN ASSET MANAGEMENT LLC | 84.6m | - | - | - | - | - | 71.8m | 156.3m | 372.3m | 4 | |
| MILL ROAD CAPITAL MANAGEMENT LLC | 762.5m | - | - | - | - | - | 64.9m | 827.4m | 827.4m | 5 | |
| AMBER CAPITAL UK LLP | 327.3m | - | - | - | - | - | 91.7m | 418.9m | - | 6 | |
| GRATICULE ASIA MACRO ADVISORS LLC | 541.2m | - | - | - | - | - | - | 541.2m | 270.6m | 5 | |
| TWEEDY, BROWNE COMPANY LLC | 586.9m | - | - | - | - | - | 313.1m | 900.0m | 8.9b | 7 | |
| PRIVATE CAPITAL MANAGEMENT, LLC | 210.0m | - | - | - | - | - | 74.4m | 284.4m | 1.1b | 7 | |
| GAM INTERNATIONAL MANAGEMENT LIMITED | 6.3m | - | 2.5b | - | - | - | - | 2.5b | 20.3b | 2 | |
| CQS (UK) LLP | 4.0b | - | - | - | - | - | 5.2b | 9.3b | - | 6 |
| Stock Ticker | Stock Name | $ Position | % Position | $ Change | # Change |
|---|---|---|---|---|---|
| 594918104 | Microsoft Corp | $5,498,980,214 | 5.00% | 19.00% | 0.00% |
| 023135106 | Amazon.com Inc | $2,917,294,460 | 3.00% | 18.00% | -2.00% |
| 037833100 | Apple Inc | $3,224,904,546 | 3.00% | 9.00% | -4.00% |
| 91324P102 | UnitedHealth Group Inc | $3,018,330,450 | 3.00% | -4.00% | -8.00% |
| 92826C839 | Visa Inc | $2,542,458,066 | 2.00% | 12.00% | -1.00% |
| 67066G104 | NVIDIA Corp | $2,268,791,803 | 2.00% | -1.00% | -13.00% |
| 30303M102 | Meta Platforms Inc | $2,078,278,601 | 2.00% | 16.00% | -2.00% |
| 03769M106 | Apollo Global Management Inc | $801,130,246 | 1.00% | 0.00% | -3.00% |
| 478160104 | Johnson & Johnson | $980,317,063 | 1.00% | 1.00% | 0.00% |
| 458140100 | Intel Corp | $1,004,010,545 | 1.00% | 38.00% | -3.00% |