Letters by company
Rubrik, Inc.
2 letters discussing RBRK. Everything written about it on this site is on its ticker page.
- ClearBridge Investments Mid Cap Growth Strategy ClearBridge Mid Cap Growth added AI infrastructure names Lumentum and Sterling Infrastructure while building positions in BWX Technologies and Insmed. It exited SailPoint, Doximity, Advanced Drainage Systems and Entegris, arguing that durable value will favor selected infrastructure, industrial and health care businesses over speculative AI narratives. Second Quarter 2026 ALAB $41BDDOG $79BFTNT $94B
- ClearBridge Investments ClearBridge Mid Cap Growth Strategy The ClearBridge Mid Cap Growth Strategy added Snowflake, Teradyne, Keysight Technologies and DigitalOcean to build exposure to AI demand, while increasing Robinhood Markets and Astera Labs. It rotated from Martin Marietta into Vulcan Materials, sold STERIS, Bio-Techne and Ferguson Enterprises, and emphasized durable growth compounders with disciplined capital management. Third Quarter 2026 —
