EDGEWOOD MANAGEMENT LLC
88 holdingsFiling period: 2026-03-31Current AUM: $16.13Bestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | NFLX | NETFLIX INC. | 13.99M | $1.34B | $1.00B | 6.22% | +1.88M | 2026-03-31 |
| 2 | — | ASML HLDG NV | 943.0K | $1.25B | $1.25B | 7.72% | -555,281 | 2026-03-31 |
| 3 | NVDA | NVIDIA CORPORATION | 7.01M | $1.22B | $1.41B | 8.73% | -1,671,028 | 2026-03-31 |
| 4 | AVGO | BROADCOM INC | 3.48M | $1.08B | $1.35B | 8.39% | -499,804 | 2026-03-31 |
| 5 | V | VISA INC | 2.93M | $886.0M | $1.07B | 6.66% | -741,316 | 2026-03-31 |
| 6 | SNPS | SYNOPSYS INC | 2.21M | $876.1M | $859.0M | 5.33% | -416,878 | 2026-03-31 |
| 7 | AXON | AXON ENTERPRISE INC | 2.03M | $861.5M | $1.07B | 6.64% | +537.9K | 2026-03-31 |
| 8 | MSCI | MSCI INC | 1.40M | $755.7M | $802.3M | 4.98% | -5,066 | 2026-03-31 |
| 9 | SHOP | SHOPIFY INC | 6.07M | $719.6M | $710.6M | 4.41% | -133,335 | 2026-03-31 |
| 10 | ISRG | INTUITIVE SURGICAL INC | 1.56M | $717.3M | $549.8M | 3.41% | -255,521 | 2026-03-31 |
| 11 | TDG | TRANSDIGM GROUP INC | 617.5K | $715.7M | $774.6M | 4.80% | +36.1K | 2026-03-31 |
| 12 | LLY | ELI LILLY & CO | 693.5K | $637.8M | $796.7M | 4.94% | -562,232 | 2026-03-31 |
| 13 | — | SPOTIFY TECHNOLOGY S A | 1.28M | $621.0M | $621.0M | 3.85% | +222.6K | 2026-03-31 |
| 14 | APH | AMPHENOL CORP | 4.60M | $581.8M | $739.9M | 4.59% | +1.48M | 2026-03-31 |
| 15 | FICO | FAIR ISAAC CORP | 537.5K | $573.8M | $603.6M | 3.74% | -10,646 | 2026-03-31 |
| 16 | INTU | INTUIT | 1.15M | $499.1M | $364.8M | 2.26% | -204,058 | 2026-03-31 |
| 17 | BSX | BOSTON SCIENTIFIC CORP | 7.63M | $478.7M | $356.5M | 2.21% | -173,866 | 2026-03-31 |
| 18 | NOW | SERVICENOW INC | 4.22M | $441.4M | $469.5M | 2.91% | +1.14M | 2026-03-31 |
| 19 | VRTX | VERTEX PHARMACEUTICALS INC | 905.1K | $404.2M | $431.8M | 2.68% | -154,946 | 2026-03-31 |
| 20 | BX | BLACKSTONE INC | 2.51M | $289.1M | $321.1M | 1.99% | -3,239,119 | 2026-03-31 |
| 21 | SPGI | S&P GLOBAL INC | 656.0K | $279.0M | $270.2M | 1.68% | -986,888 | 2026-03-31 |
| 22 | CL | COLGATE PALMOLIVE CO | 605.1K | $51.6M | $55.2M | 0.34% | -882 | 2026-03-31 |
| 23 | AAPL | APPLE INC | 146.7K | $37.2M | $45.3M | 0.28% | -22,372 | 2026-03-31 |
| 24 | MMM | 3M CO | 83.6K | $12.1M | $14.7M | 0.09% | -9,964 | 2026-03-31 |
| 25 | ABBV | ABBVIE INC | 45.5K | $9.9M | $11.4M | 0.07% | -10,872 | 2026-03-31 |
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