The Analysis of EDGEWOOD MANAGEMENT LLC's Holdings
Currently, EDGEWOOD MANAGEMENT LLC holds 89 types of securities in its portfolio with a total value $21.0B. In the most recent quarter, they have increased their positions in NFLX (+10.5M shares, valued at $980.3M), AXON (+1.5M shares, valued at $846.5M), APH (+3.1M shares, valued at $421.8M); decreased their positions in LLY (-923.7K shares, valued at $992.7M), ABNB (-7.2M shares, valued at $979.7M), ASML (-791.3K shares, valued at $846.5M); initiated new positions in AXON (+1.5M shares, valued at $846.5M), APH (+3.1M shares, valued at $421.8M), IWF (+23.3K shares, valued at $11.0M). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
NVDA NVIDIA CORPORATION8.7M shares-30.83%2025-12-312026-02-12
ASML ASML HOLDING N V1.5M shares-34.56%2025-12-312026-02-12 BROADCOM INC BROADCOM INC4.0M shares-21.33%2025-12-312026-02-12 LLY ELI LILLY & CO1.3M shares-42.38%2025-12-312026-02-12 V VISA INC3.7M shares-27.78%2025-12-312026-02-12 SNPS SYNOPSYS INC2.6M shares-29.04%2025-12-312026-02-12 NFLX NETFLIX INC12.1M shares633.48%2025-12-312026-02-12 ISRG INTUITIVE SURGICAL INC1.8M shares-27.97%2025-12-312026-02-12 SHOP SHOPIFY INC6.2M shares-28.97%2025-12-312026-02-12 FICO FAIR ISAAC CORP548.2K shares-27.86%2025-12-312026-02-12 INTU INTUIT1.4M shares-26.51%2025-12-312026-02-12 SPGI S&P GLOBAL INC1.6M shares-28.10%2025-12-312026-02-12 AXON AXON ENTERPRISE INC1.5M sharesnew addition2025-12-312026-02-12 MSCI MSCI INC1.4M shares-26.46%2025-12-312026-02-12 TDG TRANSDIGM GROUP INC581.4K shares-8.70%2025-12-312026-02-12 BSX BOSTON SCIENTIFIC CORP7.8M shares-16.10%2025-12-312026-02-12 SPOT SPOTIFY TECHNOLOGY S A1.1M shares-7.43%2025-12-312026-02-12 VRTX VERTEX PHARMACEUTICALS INC1.1M shares-28.74%2025-12-312026-02-12 NOW SERVICENOW INC3.1M shares124.80%2025-12-312026-02-12 APH AMPHENOL CORP NEW3.1M sharesnew addition2025-12-312026-02-12 ABNB AIRBNB INC2.5M shares-74.43%2025-12-312026-02-12 CL COLGATE PALMOLIVE CO606.0K shares-2.14%2025-12-312026-02-12 AAPL APPLE INC169.1K shares-4.19%2025-12-312026-02-12 MMM 3M CO93.6K shares-15.54%2025-12-312026-02-12 ABBV ABBVIE INC56.4K shares-13.76%2025-12-312026-02-12 EQIX EQUINIX INC14.9K shares-23.14%2025-12-312026-02-12 IWF ISHARES TR23.3K sharesnew addition2025-12-312026-02-12 APP APPLOVIN CORP14.4K shares0.00%2025-12-312026-02-12 META META PLATFORMS INC14.3K shares0.00%2025-12-312026-02-12 CME CME GROUP INC34.3K shares0.00%2025-12-312026-02-12 SPY SPDR S&P 500 ETF TR13.7K shares-29.06%2025-12-312026-02-12 ABT ABBOTT LABS68.0K shares0.00%2025-12-312026-02-12 DVY ISHARES TR51.9K shares0.00%2025-12-312026-02-12 XLU SELECT SECTOR SPDR TR171.2K shares100.00%2025-12-312026-02-12 JPM JPMORGAN CHASE & CO.19.5K shares0.00%2025-12-312026-02-12 PLD PROLOGIS INC.44.8K shares0.00%2025-12-312026-02-12 SOLV SOLVENTUM CORP69.3K shares0.00%2025-12-312026-02-12 AMT AMERICAN TOWER CORP NEW29.4K shares0.00%2025-12-312026-02-12 DLR DIGITAL RLTY TR INC27.8K shares0.00%2025-12-312026-02-12 JNJ JOHNSON & JOHNSON18.7K shares0.00%2025-12-312026-02-12 AVAV AEROVIRONMENT INC15.0K shares0.00%2025-12-312026-02-12 BK BANK NEW YORK MELLON CORP29.7K shares0.00%2025-12-312026-02-12 GILD GILEAD SCIENCES INC27.8K shares0.00%2025-12-312026-02-12 TSM TAIWAN SEMICONDUCTOR MFG LTD11.1K shares0.00%2025-12-312026-02-12 PEP PEPSICO INC20.9K shares0.00%2025-12-312026-02-12 AMD ADVANCED MICRO DEVICES INC13.1K shares-0.87%2025-12-312026-02-12 SYY SYSCO CORP35.1K shares0.00%2025-12-312026-02-12 BRK.A BERKSHIRE HATHAWAY INC DEL3 shares0.00%2025-12-312026-02-12 NEE NEXTERA ENERGY INC26.4K shares0.00%2025-12-312026-02-12 ALNT ALLIENT INC38.8K shares0.00%2025-12-312026-02-12 CSCO CISCO SYS INC26.8K shares0.00%2025-12-312026-02-12 PFE PFIZER INC82.2K shares0.00%2025-12-312026-02-12 BMY BRISTOL-MYERS SQUIBB CO37.0K shares-26.79%2025-12-312026-02-12 ETG EATON VANCE TX ADV GLBL DIV82.0K shares0.00%2025-12-312026-02-12 MOG.B MOOG INC7.2K shares0.00%2025-12-312026-02-12 MSFT MICROSOFT CORP3.4K shares0.00%2025-12-312026-02-12 AMZN AMAZON COM INC7.0K shares0.00%2025-12-312026-02-12 DHR DANAHER CORPORATION6.8K shares0.00%2025-12-312026-02-12 VLTO VERALTO CORP14.7K shares0.00%2025-12-312026-02-12 KO COCA COLA CO20.7K shares0.00%2025-12-312026-02-12 DELL DELL TECHNOLOGIES INC10.0K shares0.00%2025-12-312026-02-12 XOM EXXON MOBIL CORP9.0K shares0.00%2025-12-312026-02-12 AGIO AGIOS PHARMACEUTICALS INC35.0K shares0.00%2025-12-312026-02-12 GRAL GRAIL INC10.0K shares-19.99%2025-12-312026-02-12 ADBE ADOBE INC2.3K shares0.00%2025-12-312026-02-12 QXO QXO INC40.0K shares0.00%2025-12-312026-02-12 FCX FREEPORT-MCMORAN INC14.3K shares0.00%2025-12-312026-02-12 ARMP ARMATA PHARMACEUTICALS INC100.0K shares0.00%2025-12-312026-02-12 WBD WARNER BROS DISCOVERY INC20.0K shares0.00%2025-12-312026-02-12 EL LAUDER ESTEE COS INC5.4K shares0.00%2025-12-312026-02-12 UBER UBER TECHNOLOGIES INC6.8K shares0.00%2025-12-312026-02-12 CMG CHIPOTLE MEXICAN GRILL INC13.6K shares0.00%2025-12-312026-02-12 DNA GINKGO BIOWORKS HOLDINGS INC50.0K sharesnew addition2025-12-312026-02-12 SCHW SCHWAB CHARLES CORP3.5K shares0.00%2025-12-312026-02-12 PG PROCTER AND GAMBLE CO2.2K shares0.00%2025-12-312026-02-12 HD HOME DEPOT INC777 shares0.00%2025-12-312026-02-12 PRTA PROTHENA CORP PLC24.1K shares0.00%2025-12-312026-02-12 LAC LITHIUM AMERS CORP NEW50.0K shares0.00%2025-12-312026-02-12 SEER SEER INC100.0K shares0.00%2025-12-312026-02-12 HOWL WEREWOLF THERAPEUTICS INC50.0K shares0.00%2025-12-312026-02-12 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available