ClearBridge Investments released its fourth-quarter 2025 investor letter, reporting US equities had a strong but volatile performance. The strategy outperformed, maintaining a disciplined portfolio management approach. Check the fund’s top five holdings for insights on its best picks in 2025.

In the letter, ClearBridge Growth Strategy highlighted Vertex Pharmaceuticals (NASDAQ:VRTX), a biotech company focused on treating cystic fibrosis. Vertex Pharmaceuticals had a one-month return of 1.79% and shares gained 12.21% over the last 52 weeks, closing at $463.86 per share on January 9, 2026.

Vertex Pharmaceuticals was a top contributor to the strategy’s success in the fourth quarter. The company’s kidney disease pipeline and innovation-driven growth were key factors in its positive performance.

Despite Vertex Pharmaceuticals’ potential, it is not among the 30 most popular stocks among hedge funds. The company delivered $3.08 billion in revenue in the third quarter, showing 11% growth compared to Q3 2024. Consider exploring AI stocks for greater upside potential and less downside risk.

Read more at Yahoo Finance: Here’s What Lifted Vertex Pharmaceuticals (VRTX) in Q4