ClearBridge Investments' Large Cap Growth Strategy added Take-Two Interactive Software as a new position in its third-quarter 2026 investor letter, citing a multiyear opportunity tied to the forthcoming Grand Theft Auto VI launch. The firm said the game's release should support unit sales, recurring revenue and earnings revisions for the video game developer. Take-Two closed at $202.53 on October 06, 2026, with a $37.87 billion market capitalization, a 20.90% year-to-date pullback and a 52-week range of $187.63 to $265.94. The strategy outperformed its Russell 1000 Growth Index benchmark in the quarter, which gained 0.9%, while the Russell 1000 Value Index rose 2.6%. Hedge fund portfolios holding Take-Two numbered 84 at the end of the second quarter, up from 77 in the previous quarter.
Take-Two Interactive Software IncClearBridge added Take-Two citing GTA VI's multiyear unit sales and recurring revenue opportunity
Franklin Resources Inc