Edgewood Management LLC Top Holdings and 13F Report (2025) About Edgewood Management LLCInvestment ActivityEdgewood Management LLC has $28.73 billion in total holdings as of March 31, 2025.Edgewood Management LLC owns shares of 84 different stocks, but just 15 companies or ETFs make up 80% of its holdings.Approximately 10.82% of the portfolio was purchased this quarter.About 23.17% of the portfolio was sold this quarter.This quarter, Edgewood Management LLC has purchased 83 new stocks and bought additional shares in 10 stocks.Edgewood Management LLC sold shares of 30 stocks and completely divested from 4 stocks this quarter.Largest Holdings Visa $2,118,685,253NVIDIA $2,114,744,916Netflix $2,091,923,101ASML $1,936,210,824Eli Lilly and Company $1,722,033,087 Largest New Holdings this Quarter 82509L107 - Shopify $825,535,261 HoldingL8681T102 - Spotify Technology $600,755,967 Holding384747101 - GRAIL INC $319,224 Holding82846H405 - QXO INC $135,400 HoldingH5012F103 - LITHIUM ARGENTINA AG $107,000 Holding Largest Purchases this Quarter Shopify 8,646,159 shares (about $825.54M)Spotify Technology 1,092,224 shares (about $600.76M)TransDigm Group 340,057 shares (about $470.40M)ServiceNow 563,280 shares (about $448.45M)Trade Desk 5,238,231 shares (about $286.64M) Largest Sales this Quarter Microsoft 4,622,597 shares (about $1.74B)Danaher 5,895,671 shares (about $1.21B)Lululemon Athletica 2,120,943 shares (about $600.35M)Netflix 565,436 shares (about $527.29M)S&P Global 893,366 shares (about $453.92M) Sector Allocation Over TimeMap of 500 Largest Holdings ofEdgewood Management LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorVVisa$2,118,685,253$197,188,422 ▼-8.5%6,045,4417.4%Business ServicesNVDANVIDIA$2,114,744,916$261,432,285 ▲14.1%19,512,3177.4%Computer and TechnologyNFLXNetflix$2,091,923,101$527,286,033 ▼-20.1%2,243,2777.3%Consumer DiscretionaryASMLASML$1,936,210,824$175,370,331 ▼-8.3%2,922,0096.7%Computer and TechnologyLLYEli Lilly and Company$1,722,033,087$382,370,727 ▼-18.2%2,085,0136.0%MedicalINTUIntuit$1,486,760,821$41,823,771 ▲2.9%2,421,4745.2%Computer and TechnologyABNBAirbnb$1,372,161,163$124,206,385 ▼-8.3%11,486,3654.8%Consumer DiscretionarySPGIS&P Global$1,366,399,288$453,919,265 ▼-24.9%2,689,2334.8%Business ServicesSNPSSynopsys$1,353,963,505$45,795,605 ▲3.5%3,157,1964.7%Computer and TechnologyBXBlackstone$1,298,037,616$88,953,895 ▼-6.4%9,286,2904.5%FinanceNOWServiceNow$1,289,611,456$448,449,739 ▲53.3%1,619,8304.5%Computer and TechnologyVRTXVertex Pharmaceuticals$1,281,876,685$151,546,005 ▼-10.6%2,644,0264.5%MedicalMSCIMSCI$1,275,848,301$126,506,874 ▲11.0%2,256,1424.4%FinanceISRGIntuitive Surgical$1,272,208,469$120,991,489 ▼-8.7%2,568,7174.4%MedicalCPRTCopart$1,216,393,448$111,384,399 ▼-8.4%21,494,8484.2%Business ServicesADBEAdobe$1,124,050,875$432,743,036 ▼-27.8%2,930,8033.9%Computer and TechnologyTDGTransDigm Group$906,572,300$470,397,447 ▲107.8%655,3743.2%AerospaceSHOPShopify$825,535,261$825,535,261 ▲New Holding8,646,1592.9%Computer and TechnologyTTDTrade Desk$806,965,197$286,636,000 ▲55.1%14,747,1712.8%Computer and TechnologyCMGChipotle Mexican Grill$691,429,508$301,246,092 ▼-30.3%13,770,7532.4%Retail/WholesaleSPOTSpotify Technology$600,755,967$600,755,967 ▲New Holding1,092,2242.1%Business ServicesLULULululemon Athletica$238,687,797$600,354,124 ▼-71.6%843,2410.8%Consumer DiscretionaryCLColgate-Palmolive$62,590,007$2,386,352 ▼-3.7%667,9830.2%Consumer StaplesAAPLApple$45,497,555$7,289,640 ▼-13.8%204,8240.2%Computer and TechnologyMMM3M$31,920,902$5,024,081 ▼-13.6%217,3560.1%Multi-Sector ConglomeratesEQIXEquinix$16,438,271$7,517,527 ▼-31.4%20,1610.1%FinanceABBVAbbVie$14,717,313$1,257,120 ▼-7.9%70,2430.1%MedicalSPYSPDR S&P 500 ETF Trust$13,148,462$1,223,945 ▲10.3%23,5050.0%FinanceCMECME Group$10,847,708$3,175,521 ▼-22.6%40,8900.0%FinanceAMTAmerican Tower$9,663,181$2,871,232 ▼-22.9%44,4080.0%FinanceABTAbbott Laboratories$9,022,3220.0%68,0160.0%MedicalMETAMeta Platforms$8,213,1300.0%14,2500.0%Computer and TechnologyDVYiShares Select Dividend ETF$7,676,2850.0%57,1620.0%ETFAPOApollo Global Management$7,257,8200.0%53,0000.0%FinanceAMZNAmazon.com$7,207,0490.0%37,8800.0%Retail/WholesaleXLUUtilities Select Sector SPDR Fund$6,961,3510.0%88,2860.0%ETFMSFTMicrosoft$5,515,605$1,735,276,603 ▼-99.7%14,6930.0%Computer and TechnologySOLVENTUM CORP$5,268,203$439,511 ▼-7.7%69,2820.0%COM SHSPLDPrologis$5,007,6330.0%44,7950.0%FinanceJPMJPMorgan Chase & Co.$4,885,395$59,363 ▼-1.2%19,9160.0%FinanceGILDGilead Sciences$4,474,1570.0%39,9300.0%MedicalDLRDigital Realty Trust$3,987,1880.0%27,8260.0%FinanceBMYBristol-Myers Squibb$3,731,917$842,333 ▼-18.4%61,1890.0%MedicalPEPPepsiCo$3,661,6850.0%24,4210.0%Consumer StaplesUBERUber Technologies$3,477,025$3,859,977 ▼-52.6%47,7220.0%Computer and TechnologyJNJJohnson & Johnson$3,093,2480.0%18,6520.0%MedicalSYYSysco$2,636,6050.0%35,1360.0%Consumer StaplesBKBank of New York Mellon$2,491,2740.0%29,7040.0%FinanceTSMTaiwan Semiconductor Manufacturing$2,490,0000.0%15,0000.0%Computer and TechnologyAXONAxon Enterprise$2,419,3700.0%4,6000.0%AerospaceBRK.BBerkshire Hathaway$2,413,6530.0%4,5320.0%FinanceBRK.ABerkshire Hathaway$2,395,3250.0%30.0%FinancePFEPfizer$2,151,6450.0%84,9110.0%MedicalNEENextEra Energy$1,871,4960.0%26,4000.0%UtilitiesAVAVAeroVironment$1,787,8500.0%15,0000.0%AerospaceCSCOCisco Systems$1,755,0940.0%28,4410.0%Computer and TechnologyETGEaton Vance Tax-Advantaged Global Dividend Income Fund$1,494,0400.0%82,0000.0%Financial ServicesKOCoca-Cola$1,484,038$68,039 ▼-4.4%20,7210.0%Consumer StaplesAMDAdvanced Micro Devices$1,435,4830.0%13,9720.0%Computer and TechnologyVERALTO CORP$1,432,5150.0%14,7000.0%COM SHSDHRDanaher$1,387,235$1,208,612,555 ▼-99.9%6,7670.0%MedicalDELLDell Technologies$1,367,2500.0%15,0000.0%Computer and TechnologyXOMExxon Mobil$1,089,993$3,092 ▼-0.3%9,1650.0%EnergyELEstée Lauder Companies$1,075,998$603,702 ▼-35.9%16,3030.0%Consumer StaplesBMRNBioMarin Pharmaceutical$1,060,3500.0%15,0000.0%MedicalAGIOAgios Pharmaceuticals$1,025,500$146,500 ▲16.7%35,0000.0%MedicalDUKDuke Energy$768,6550.0%6,3020.0%UtilitiesMRKMerck & Co., Inc.$692,7680.0%7,7180.0%MedicalFCXFreeport-McMoRan$542,1170.0%14,3190.0%Basic MaterialsARWRArrowhead Pharmaceuticals$382,200$127,400 ▲50.0%30,0000.0%MedicalPGProcter & Gamble$374,9240.0%2,2000.0%Consumer StaplesZTSZoetis$341,813$88,088 ▼-20.5%2,0760.0%MedicalGRAIL INC$319,224$319,224 ▲New Holding12,4990.0%COMPRTAProthena$297,7430.0%24,0600.0%MedicalHDHome Depot$284,7630.0%7770.0%Retail/WholesaleNLYAnnaly Capital Management$284,3400.0%14,0000.0%FinanceSCHWCharles Schwab$273,9800.0%3,5000.0%FinanceWBDWarner Bros. Discovery$214,6000.0%20,0000.0%Consumer DiscretionarySEERSeer$169,0000.0%100,0000.0%MedicalARMPArmata Pharmaceuticals$146,0000.0%100,0000.0%MedicalLITHIUM AMERS CORP NEW$135,5000.0%50,0000.0%COM SHSQXO INC$135,400$135,400 ▲New Holding10,0000.0%COM NEWLITHIUM ARGENTINA AG$107,000$107,000 ▲New Holding50,0000.0%COM SHSHOWLWerewolf Therapeutics$48,6100.0%50,0000.0%MedicalIWFiShares Russell 1000 Growth ETF$0$5,742,594 ▼-100.0%00.0%ETFILMNIllumina$0$2,100,797 ▼-100.0%00.0%MedicalTSLATesla$0$399,398 ▼-100.0%00.0%Auto/Tires/TrucksLITHIUM AMERICAS ARGENTINA C$0$131,000 ▼-100.0%00.0%COM SHSShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. 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