ClearBridge Investments released its second-quarter investor letter, noting growth stocks led the stock market to rebound. The Russell 3000 Growth Index rose 17.6%, outperforming the Russell 3000 Value Index. However, the Strategy underperformed its benchmark. Check the fund’s top five holdings for insights on its 2025 picks.

Palantir Technologies Inc. (PLTR) was highlighted in ClearBridge’s Q2 2025 letter. The stock builds software platforms for the intelligence community, with a one-month return of -2.46% and shares gaining 397.81% over 52 weeks. On August 29, 2025, PLTR closed at $156.71 per share with a market cap of $371.769 billion.

ClearBridge added Synopsys and Palantir to its portfolio, praising Palantir’s AI-powered operating system connecting data to customer apps for real-time insights. With strong profitability and growth, they are cautious due to the stock’s valuation. PLTR is not among the 30 most popular stocks among hedge funds, but 78 hedge fund portfolios held it in Q2 2025.

Read more at Yahoo Finance: Should You Invest in Palantir Technologies (PLTR)?