EdgeMarket › What Edgewood Management Llc reported owning
What Edgewood Management Llc reported owning
As filed on Form 13F for the quarter ending 2026-03-31, up to 45 days after that date. Long-only US-listed equity — shorts, bonds, cash and non-US listings are not on the form, so this is one leg of the book, not the book.
Reported value
15.5BPositions
87Quarter
2026-03-31Shown below
50largest by value
| holding | value | % of book | shares | price | 1y |
|---|---|---|---|---|---|
| NFLX NETFLIX INC | 1.3B | 8.7% | 14.0M | 79.59 | -34.4% |
| ASML ASML HOLDING NV | 1.2B | 8.0% | 943.0K | 1,763.76 | +135.3% |
| NVDA NVIDIA CORP | 1.2B | 7.9% | 7.0M | 214.72 | +22.4% |
| AVGO Broadcom Inc. | 1.1B | 6.9% | 3.5M | 368.45 | +26.5% |
| V VISA INC. | 886.0M | 5.7% | 2.9M | 371.04 | +7.9% |
| SNPS SYNOPSYS INC | 876.1M | 5.7% | 2.2M | 397.87 | -33.8% |
| AXON AXON ENTERPRISE, INC. | 861.5M | 5.6% | 2.0M | 627.75 | -17.5% |
| MSCI MSCI Inc. | 755.7M | 4.9% | 1.4M | 563.49 | -1.9% |
| SHOP SHOPIFY INC. | 719.6M | 4.6% | 6.1M | 149.25 | +8.7% |
| ISRG INTUITIVE SURGICAL INC | 717.3M | 4.6% | 1.6M | 378.81 | -21.2% |
| TDG TransDigm Group INC | 715.7M | 4.6% | 617.5K | 1,200.35 | -14.4% |
| LLY ELI LILLY & Co | 637.8M | 4.1% | 693.5K | 1,255.40 | +78.0% |
| SPOT Spotify Technology S.A. | 621.0M | 4.0% | 1.3M | 533.72 | -24.2% |
| APH AMPHENOL CORP /DE/ | 581.8M | 3.8% | 4.6M | 157.01 | +44.5% |
| FICO FAIR ISAAC CORP | 573.8M | 3.7% | 537.5K | 1,172.67 | -12.8% |
| INTU INTUIT INC. | 499.1M | 3.2% | 1.2M | 367.00 | -47.5% |
| BSX BOSTON SCIENTIFIC CORP | 478.7M | 3.1% | 7.6M | 50.37 | -52.5% |
| NOW ServiceNow, Inc. | 441.4M | 2.8% | 4.2M | 128.48 | -27.8% |
| VRTX VERTEX PHARMACEUTICALS INC / MA | 404.2M | 2.6% | 905.1K | 548.05 | +39.0% |
| BX Blackstone Inc. | 289.1M | 1.9% | 2.5M | 143.38 | -12.8% |
| SPGI S&P Global Inc. | 279.0M | 1.8% | 656.0K | 431.29 | -22.6% |
| CL COLGATE PALMOLIVE CO | 51.6M | 0.3% | 605.1K | 91.08 | +5.8% |
| AAPL Apple Inc. | 37.2M | 0.2% | 146.7K | 309.35 | +36.9% |
| MMM 3M CO | 12.1M | 0.1% | 83.6K | 178.96 | +15.6% |
| ABBV AbbVie Inc. | 9.9M | 0.1% | 45.5K | 264.96 | +26.7% |
| EQIX EQUINIX INC | 9.3M | 0.1% | 9.5K | 1,065.39 | +37.2% |
| DVY iShares Select Dividend ETF | 8.3M | 0.1% | 54.9K | 164.09 | +17.7% |
| CME CME GROUP INC. | 8.3M | 0.1% | 28.0K | 274.98 | +0.1% |
| META Meta Platforms, Inc. | 8.2M | 0.1% | 14.2K | 549.90 | -26.5% |
| XLU State Street Utilities Select Sector SPDR ETF | 7.9M | 0.1% | 171.2K | 42.77 | -0.7% |
| SPY SPDR S&P 500 ETF TRUST | 7.8M | 0.1% | 12.0K | 765.72 | +20.0% |
| ABT ABBOTT LABORATORIES | 7.0M | 0.0% | 68.0K | 116.64 | -11.9% |
| PLD Prologis, Inc. | 5.9M | 0.0% | 44.8K | 141.80 | +28.7% |
| APP AppLovin Corp | 5.7M | 0.0% | 14.4K | 305.77 | -25.9% |
| JPM JPMORGAN CHASE & CO | 5.6M | 0.0% | 19.2K | 351.58 | +20.3% |
| DLR DIGITAL REALTY TRUST, INC. | 5.0M | 0.0% | 27.8K | 190.62 | +15.3% |
| JNJ JOHNSON & JOHNSON | 4.5M | 0.0% | 18.4K | 270.24 | +51.1% |
| SOLV Solventum Corp | 4.2M | 0.0% | 64.7K | 89.57 | +23.0% |
| GILD GILEAD SCIENCES, INC. | 3.9M | 0.0% | 27.8K | 146.12 | +23.1% |
| AMT AMERICAN TOWER CORP /MA/ | 3.8M | 0.0% | 22.2K | 175.80 | -16.1% |
| TSM TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | 3.8M | 0.0% | 11.1K | 418.95 | +83.3% |
| BNY Bank of New York Mellon Corp | 3.5M | 0.0% | 29.7K | 158.49 | +56.5% |
| PEP PEPSICO INC | 3.2M | 0.0% | 20.9K | 143.48 | -4.8% |
| AVAV AeroVironment Inc | 2.7M | 0.0% | 15.0K | 160.22 | -31.0% |
| AMD ADVANCED MICRO DEVICES INC | 2.7M | 0.0% | 13.1K | 473.25 | +186.5% |
| SYY SYSCO CORP | 2.5M | 0.0% | 35.1K | 84.10 | +3.9% |
| NEE NEXTERA ENERGY INC | 2.5M | 0.0% | 26.4K | 83.65 | +9.8% |
| PFE PFIZER INC | 2.3M | 0.0% | 82.2K | 28.07 | +10.6% |
| ALNT ALLIENT INC | 2.3M | 0.0% | 38.8K | 95.84 | +122.2% |
| unmapped CUSIP 084670108 | 2.2M | 0.0% | 3 | — | — |
A position that grew quarter on quarter may simply reflect a higher price: if the stock rose 40% and the manager did nothing, the reported value rose 40%. Reading that as accumulation is reading the price back to yourself. More on that →
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