EDGEWOOD MANAGEMENT LLC
91 holdingsFiling period: 2026-06-30Current AUM: $9.32Bestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA CORPORATION | 4.58M | $916.9M | $972.3M | 10.43% | -2,427,396 | 2026-06-30 |
| 2 | — | ASML HLDG NV | 432.7K | $860.9M | $860.9M | 9.23% | -510,252 | 2026-06-30 |
| 3 | AVGO | BROADCOM INC | 1.96M | $739.6M | $664.3M | 7.13% | -1,518,674 | 2026-06-30 |
| 4 | AXON | AXON ENTERPRISE INC | 1.12M | $630.5M | $497.2M | 5.33% | -903,748 | 2026-06-30 |
| 5 | APH | AMPHENOL CORP | 3.14M | $554.0M | $487.9M | 5.23% | -1,462,475 | 2026-06-30 |
| 6 | SNPS | SYNOPSYS INC | 1.23M | $547.8M | $451.5M | 4.84% | -981,623 | 2026-06-30 |
| 7 | V | VISA INC | 1.59M | $545.1M | $596.8M | 6.40% | -1,342,426 | 2026-06-30 |
| 8 | SHOP | SHOPIFY INC | 4.11M | $468.9M | $533.3M | 5.72% | -1,959,059 | 2026-06-30 |
| 9 | LLY | ELI LILLY & CO | 388.6K | $466.1M | $441.5M | 4.74% | -304,830 | 2026-06-30 |
| 10 | NFLX | NETFLIX INC. | 5.81M | $414.8M | $452.5M | 4.85% | -8,176,654 | 2026-06-30 |
| 11 | ISRG | INTUITIVE SURGICAL INC | 1.04M | $414.8M | $393.4M | 4.22% | -513,064 | 2026-06-30 |
| 12 | FICO | FAIR ISAAC CORP | 342.8K | $409.6M | $338.0M | 3.63% | -194,697 | 2026-06-30 |
| 13 | MSCI | MSCI INC | 664.1K | $371.9M | $361.7M | 3.88% | -737,894 | 2026-06-30 |
| 14 | TDG | TRANSDIGM GROUP INC | 278.2K | $370.6M | $301.9M | 3.24% | -339,261 | 2026-06-30 |
| 15 | — | SPOTIFY TECHNOLOGY S A | 743.5K | $341.4M | $341.4M | 3.66% | -537,207 | 2026-06-30 |
| 16 | RDDT | REDDIT INC | 1.65M | $287.2M | $264.2M | 2.83% | -- | 2026-06-30 |
| 17 | VRTX | VERTEX PHARMACEUTICALS INC | 531.0K | $263.8M | $273.3M | 2.93% | -374,126 | 2026-06-30 |
| 18 | TSLA | TESLA INC | 465.3K | $195.7M | $165.9M | 1.78% | -- | 2026-06-30 |
| 19 | — | LINDE PLC | 357.0K | $185.3M | $185.3M | 1.99% | -- | 2026-06-30 |
| 20 | AMZN | AMAZON COM INC | 769.7K | $183.4M | $191.2M | 2.05% | +762.7K | 2026-06-30 |
| 21 | BX | BLACKSTONE INC | 1.46M | $171.9M | $185.1M | 1.99% | -1,052,844 | 2026-06-30 |
| 22 | SPGI | S&P GLOBAL INC | 159.5K | $65.0M | $65.8M | 0.71% | -496,530 | 2026-06-30 |
| 23 | CL | COLGATE PALMOLIVE CO | 592.0K | $54.3M | $51.5M | 0.55% | -13,081 | 2026-06-30 |
| 24 | AAPL | APPLE INC | 145.3K | $42.0M | $48.1M | 0.52% | -1,413 | 2026-06-30 |
| 25 | MMM | 3M CO | 80.6K | $13.0M | $13.3M | 0.14% | -3,052 | 2026-06-30 |
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