Clearbridge Investments, an investment management company, published its letter of investor “Clearbridge All Cap”. A copy of the letter can be downloaded here. In the second quarter, growth shares led the stock market to rebound from pricing uncertainty. The Benchmark Russell 3000 Benchmark growth index worked better as the feeling of risk took root, increasing by 17.6% and surpassing the Russell 3000 value index of more than 1,300 basis points. The strategy subperformed its reference Russell 3000 Growth Index in the second quarter. In addition, please consult the five best assets of the fund to find out its best choices in 2025.
In his letter of investors in the second quarter of 2025, Clearbridge All Cap Growth Strategy highlighted actions such as Palantant Technologies Inc. (Nasdaq: PLTR). Palantant Technologies Inc. (NASDAQ: PLTR) builds and deploys software platforms for the intelligence community. The yield of one month of Palantir Technologies Inc. (Nasdaq: PLT) was -2.46% and its shares gained 397.81% of their value in the last 52 weeks. On August 29, 2025, Palantir Technologies Inc. (NASDAQ: PLTR) shares closed $ 156.71 per share, with a market capitalization of $ 371.769 billion.
Clearbridge All Cap Growth Strategy said the following about Palantant Technologies Inc. (Nasdaq: PLTR) in his letter of investor in the second quarter 2025:
“In this document, we added Synopsys and Palantant Technologies Inc. (Nasdaq: PLTr). Palantant is a software supplier as a service with an operating system powered by AI that connects data to existing customer applications. The Palanting platform acts as a hub to improve trade results in the government and trade markets, allowing users to synthesize various sources of data with real-time usable information. The company is very profitable and increases quickly on a scale with 80% + raw margins. Given the higher stock assessment of the stock, we are aware of the size of the position. “”
Palantant Technologies Inc. (Nasdaq: PLTR) is not on our list of the 30 most popular actions among hedge funds. According to our database, 78 hedge fund portfolios held Palantant Technologies Inc. (NASDAQ: PLTR) at the end of the second quarter, which was 77 in the previous quarter. Although we recognize the potential of Palantir Technologies Inc. (Nasdaq: PLTR) as an investment, we believe that certain AI actions offer greater increase in increase and have an unconditional risk. If you are looking for an extremely undervalued AI stock that should also benefit considerably from the Trump era tariffs and the excessive trend, see our free report on the Best short -term AI stock.
