Investor
EDGEWOOD MANAGEMENT LLC
CIK 0000860561 · filed 2026-05-14 · SEC filing
13F book
$15.5B
Positions
87
3 new · 5 sold
Largest name
8.7%
Netflix Inc · NFLX
Est. mark
−$2.44B
Price effect on 84 names still held. Flow −$3.06B.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Netflix Inc | NFLX | 14M | $1.34B | 8.7% | $28.9M | Added$209.7M |
| Asml Holding N V | — | 943K | $1.25B | 8.0% | $236.7M | Cut−$357.4M |
| Nvidia Corp | NVDA | 7.01M | $1.22B | 7.9% | −$84.8M | Cut−$396.5M |
| Broadcom Inc. | AVGO | 3.48M | $1.08B | 6.9% | −$127.2M | Cut−$300.2M |
| Visa Inc. | V | 2.93M | $886M | 5.7% | −$142.1M | Cut−$402.1M |
| Synopsys Inc | SNPS | 2.21M | $876.1M | 5.7% | −$161.8M | Cut−$357.6M |
| Axon Enterprise, Inc. | AXON | 2.03M | $861.5M | 5.6% | −$213.5M | Added$14.9M |
| MSCI Inc. | MSCI | 1.4M | $755.7M | 4.9% | −$48.7M | Cut−$51.6M |
| Shopify Inc. | SHOP | 6.07M | $719.6M | 4.6% | −$256.9M | Cut−$278.4M |
| Intuitive Surgical Inc | ISRG | 1.56M | $717.3M | 4.6% | −$164M | Cut−$308.7M |
| Transdigm Group Inc | TDG | 617.5K | $715.7M | 4.6% | −$99.4M | Added−$57.5M |
| Eli Lilly & Co | LLY | 693.5K | $637.8M | 4.1% | −$107.4M | Cut−$711.6M |
| Spotify Technology S.A. | SPOT | 1.28M | $621M | 4.0% | −$101.4M | Added$6.57M |
| Amphenol Corp New | — | 4.6M | $581.8M | 3.8% | −$27.4M | Added$159.9M |
| Fair Isaac Corp | FICO | 537.5K | $573.8M | 3.7% | −$334.9M | Cut−$352.9M |
| Intuit Inc. | INTU | 1.15M | $499.1M | 3.2% | −$265.5M | Cut−$400.7M |
| Boston Scientific Corp | BSX | 7.63M | $478.7M | 3.1% | −$248.7M | Cut−$265.3M |
| ServiceNow, Inc. | NOW | 4.22M | $441.4M | 2.8% | −$149.7M | Added−$30.1M |
| Vertex Pharmaceuticals Inc | — | 905.1K | $404.2M | 2.6% | −$6.17M | Cut−$76.4M |
| Blackstone Inc. | BX | 2.51M | $289.1M | 1.9% | −$98.4M | Cut−$597.7M |
| S&P Global Inc. | SPGI | 656K | $279M | 1.8% | −$63.8M | Cut−$579.5M |
| Colgate Palmolive Co | CL | 605.1K | $51.6M | 0.3% | $3.76M | Cut$3.69M |
| Apple Inc. | AAPL | 146.7K | $37.2M | 0.2% | −$2.65M | Cut−$8.73M |
| 3M CO | MMM | 83.6K | $12.1M | 0.1% | −$1.24M | Cut−$2.84M |
| AbbVie Inc. | ABBV | 45.5K | $9.9M | 0.1% | −$501K | Cut−$2.99M |
| Equinix Inc | EQIX | 9.53K | $9.34M | 0.1% | $2.04M | Cut−$2.11M |
| Ishares Tr | — | 54.9K | $8.32M | 0.1% | $533.3K | Added$987.5K |
| Cme Group Inc. | CME | 28K | $8.28M | 0.1% | $624.3K | Cut−$1.08M |
| Meta Platforms, Inc. | META | 14.3K | $8.15M | 0.1% | −$1.25M | Held |
| Select Sector Spdr Tr | — | 171.2K | $7.86M | 0.1% | $548K | Held |
| Spdr S&P 500 Etf Tr | — | 12K | $7.82M | 0.1% | −$379.6K | Cut−$1.51M |
| Abbott Labs | ABT | 68K | $6.98M | 0.0% | −$1.54M | Held |
| Prologis Inc. | — | 44.8K | $5.92M | 0.0% | $202.5K | Held |
| Applovin Corp | APP | 14.4K | $5.73M | 0.0% | −$3.97M | Held |
| Jpmorgan Chase & Co. | — | 19.2K | $5.64M | 0.0% | −$537.9K | Cut−$654.9K |
| Digital Rlty Tr Inc | — | 27.8K | $5.01M | 0.0% | $709.6K | Held |
| Johnson & Johnson | JNJ | 18.4K | $4.49M | 0.0% | $688.7K | Cut$630.6K |
| Solventum Corp | SOLV | 64.7K | $4.23M | 0.0% | −$902.2K | Cut−$1.26M |
| Gilead Sciences, Inc. | GILD | 27.8K | $3.88M | 0.0% | $462.9K | Held |
| American Tower Corp New | — | 22.2K | $3.84M | 0.0% | −$66.5K | Cut−$1.32M |
| Taiwan Semiconductor Mfg Ltd | — | 11.1K | $3.75M | 0.0% | $378.1K | Held |
| Bank New York Mellon Corp | — | 29.7K | $3.52M | 0.0% | $75.4K | Held |
| Pepsico Inc | PEP | 20.9K | $3.24M | 0.0% | $245.8K | Cut$245.1K |
| Aerovironment Inc | AVAV | 15K | $2.75M | 0.0% | −$882.6K | Held |
| Advanced Micro Devices Inc | AMD | 13.1K | $2.67M | 0.0% | −$140.6K | Held |
| Sysco Corp | SYY | 35.1K | $2.51M | 0.0% | −$82.9K | Held |
| Nextera Energy Inc | — | 26.4K | $2.45M | 0.0% | $332.6K | Held |
| Pfizer Inc | PFE | 82.2K | $2.31M | 0.0% | $261.3K | Held |
| Allient Inc | ALNT | 38.8K | $2.29M | 0.0% | $207.2K | Held |
| Berkshire Hathaway Inc Del | — | 3 | $2.15M | 0.0% | −$110K | Held |
| Berkshire Hathaway Inc Del | — | 4.43K | $2.12M | 0.0% | −$103.9K | Cut−$154.2K |
| Moog Inc | — | 7.2K | $2.12M | 0.0% | $335.6K | Held |
| Cisco Sys Inc | — | 26.8K | $2.08M | 0.0% | $15K | Held |
| Assertio Holdings Inc | — | 107.5K | $2.05M | 0.0% | $1.07M | Cut$1.07M |
| Eaton Vance Tx Adv Glbl Div | — | 82K | $1.65M | 0.0% | −$244.4K | Held |
| Dell Technologies Inc. | DELL | 10K | $1.64M | 0.0% | $382.5K | Held |
| Coca Cola Co | KO | 20.7K | $1.58M | 0.0% | $127.2K | Held |
| Arrowhead Pharmaceuticals In | — | 25K | $1.57M | 0.0% | −$92.2K | Held |
| Exxon Mobil Corp | — | 9.03K | $1.53M | 0.0% | $445.3K | Held |
| Amazon Com Inc | AMZN | 7K | $1.46M | 0.0% | −$157.8K | Held |
| Bristol-Myers Squibb Co | — | 21.5K | $1.31M | 0.0% | $144.4K | Cut−$691.9K |
| Veralto Corp | VLTO | 14.7K | $1.3M | 0.0% | −$167K | Held |
| Danaher Corporation | — | 6.77K | $1.28M | 0.0% | −$266.1K | Held |
| Microsoft Corp | MSFT | 3.39K | $1.26M | 0.0% | −$385K | Held |
| Agios Pharmaceuticals, Inc. | AGIO | 35K | $1.18M | 0.0% | $231.3K | Held |
| Armata Pharmaceuticals, Inc. | ARMP | 100K | $1.02M | 0.0% | $396K | Held |
| Merck & Co., Inc. | MRK | 7.72K | $928.4K | 0.0% | $116K | Held |
| Freeport-Mcmoran Inc | FCX | 14.3K | $841.7K | 0.0% | $114.4K | Held |
| Duke Energy Corp New | — | 6.3K | $825.2K | 0.0% | $86.5K | Held |
| Qxo Inc | — | 40K | $776.8K | 0.0% | $5.2K | Held |
| Airbnb, Inc. | ABNB | 5.88K | $743K | 0.0% | −$55.5K | Cut−$335.8M |
| Biomarin Pharmaceutical Inc | BMRN | 10K | $564.9K | 0.0% | — | New |
| Adobe Inc. | ADBE | 2.29K | $556.9K | 0.0% | −$244.9K | Held |
| GRAIL, Inc. | GRAL | 10K | $516.8K | 0.0% | −$339.1K | Held |
| Uber Technologies, Inc | UBER | 6.8K | $489.4K | 0.0% | −$66.5K | Held |
| Prothena Corp Plc | — | 50K | $486K | 0.0% | $4.09K | Added$256.2K |
| Disney Walt Co | — | 4.6K | $443.6K | 0.0% | — | New |
| Chipotle Mexican Grill Inc | CMG | 13.6K | $435.6K | 0.0% | −$67.9K | Held |
| Lithium Amers Corp New | — | 100K | $395K | 0.0% | −$20.5K | Added$177K |
| Lauder Estee Cos Inc | — | 5.43K | $390K | 0.0% | −$179K | Held |
| Ferrari N.V. | RACE | 1K | $338.4K | 0.0% | — | New |
| Lithium Argentina Ag | LAR | 50K | $334K | 0.0% | $55K | Held |
| Schwab Charles Corp | — | 3.5K | $328.9K | 0.0% | −$20.8K | Held |
| Procter And Gamble Co | PG | 2.2K | $317.8K | 0.0% | $2.49K | Held |
| Ginkgo Bioworks Holdings Inc | — | 50K | $306.5K | 0.0% | −$109K | Held |
| Home Depot, Inc. | HD | 777 | $255.5K | 0.0% | −$11.8K | Held |
| Seer, Inc. | SEER | 100K | $168K | 0.0% | −$15K | Held |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.