ClearBridge Investments released its third-quarter 2025 investor letter, highlighting the S&P 500 and Nasdaq surging to record highs. The strategy showed solid performance but underperformed the benchmark due to underexposure to AI winners and holding AI losers. Check the fund’s top five holdings for its best picks in 2025.

In its investor letter, ClearBridge Large Cap Growth Strategy focused on Oracle Corporation (NYSE:ORCL), which saw a one-month return of 22.91% and a 67.47% gain over 52 weeks. On October 3, 2025, Oracle closed at $286.14 per share with a market cap of $815.726 billion.

ClearBridge Large Cap Growth Strategy discussed Oracle Corporation (NYSE:ORCL) in its Q3 2025 letter, noting its new positions in Oracle, Datadog, and Broadcom. Oracle’s expansion into cloud infrastructure for AI workloads is seen as a growth driver with underappreciated profitability potential.

Oracle Corporation (NYSE:ORCL) is not among the 30 most popular stocks among hedge funds, but 124 hedge fund portfolios held it at the end of Q2. While Oracle shows investment potential, certain AI stocks may offer greater upside with less downside risk. Explore a free report for the best short-term AI stock.

Read more at Yahoo Finance: Do You Believe in the Upward Trajectory of Oracle (ORCL)?