Edgewood Management LLC Top Holdings and 13F Report (2025) About Edgewood Management LLCInvestment ActivityEdgewood Management LLC has $31.45 billion in total holdings as of June 30, 2025.Edgewood Management LLC owns shares of 83 different stocks, but just 16 companies or ETFs make up 80% of its holdings.Approximately 10.24% of the portfolio was purchased this quarter.About 15.24% of the portfolio was sold this quarter.This quarter, Edgewood Management LLC has purchased 84 new stocks and bought additional shares in 4 stocks.Edgewood Management LLC sold shares of 38 stocks and completely divested from 4 stocks this quarter.Largest Holdings NVIDIA $2,588,787,012Netflix $2,436,185,470ASML $2,175,959,772Visa $1,996,487,691Intuit $1,763,464,189 Largest New Holdings this Quarter 11135F101 - Broadcom $1,571,438,476 Holding101137107 - Boston Scientific $746,655,245 Holding303250104 - Fair Isaac $612,785,203 Holding Largest Purchases this Quarter Broadcom 5,700,847 shares (about $1.57B)Boston Scientific 6,951,450 shares (about $746.66M)Fair Isaac 335,229 shares (about $612.79M)Spotify Technology 157,567 shares (about $120.91M)Shopify 911,908 shares (about $105.19M) Largest Sales this Quarter Adobe 2,928,512 shares (about $1.13B)Chipotle Mexican Grill 13,725,875 shares (about $770.71M)Netflix 424,047 shares (about $567.85M)NVIDIA 3,126,552 shares (about $493.96M)ASML 206,777 shares (about $165.71M) 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 PortfolioSectorNVDANVIDIA$2,588,787,012$493,963,950 ▼-16.0%16,385,7658.2%Computer and TechnologyNFLXNetflix$2,436,185,470$567,854,059 ▼-18.9%1,819,2307.7%Consumer DiscretionaryASMLASML$2,175,959,772$165,709,020 ▼-7.1%2,715,2326.9%Computer and TechnologyVVisa$1,996,487,691$149,946,136 ▼-7.0%5,623,1176.3%Business ServicesINTUIntuit$1,763,464,189$143,761,378 ▼-7.5%2,238,9505.6%Computer and TechnologyAVGOBroadcom$1,571,438,476$1,571,438,476 ▲New Holding5,700,8475.0%Computer and TechnologyLLYEli Lilly and Company$1,545,665,336$79,664,848 ▼-4.9%1,982,8174.9%MedicalNOWServiceNow$1,540,851,349$124,463,477 ▼-7.5%1,498,7664.9%Computer and TechnologySNPSSynopsys$1,494,944,119$123,687,126 ▼-7.6%2,915,9404.8%Computer and TechnologyABNBAirbnb$1,404,993,036$115,112,508 ▼-7.6%10,616,5414.5%Consumer DiscretionarySPGIS&P Global$1,316,876,192$101,129,476 ▼-7.1%2,497,4424.2%FinanceISRGIntuitive Surgical$1,297,566,353$98,300,152 ▼-7.0%2,387,8224.1%MedicalBXBlackstone$1,291,604,902$97,438,357 ▼-7.0%8,634,8774.1%FinanceMSCIMSCI$1,207,316,949$93,890,388 ▼-7.2%2,093,3473.8%FinanceSHOPShopify$1,102,523,028$105,188,588 ▲10.5%9,558,0673.5%Computer and TechnologyVRTXVertex Pharmaceuticals$1,092,942,404$84,177,971 ▼-7.2%2,454,9473.5%MedicalTDGTransdigm Group$1,058,686,295$62,098,376 ▲6.2%696,2113.4%AerospaceTTDTrade Desk$983,195,650$78,453,190 ▼-7.4%13,657,3923.1%Computer and TechnologyCPRTCopart$977,280,426$77,471,765 ▼-7.3%19,916,0473.1%Business ServicesSPOTSpotify Technology$959,014,626$120,907,462 ▲14.4%1,249,7913.0%Computer and TechnologyBSXBoston Scientific$746,655,245$746,655,245 ▲New Holding6,951,4502.4%MedicalFICOFair Isaac$612,785,203$612,785,203 ▲New Holding335,2291.9%Computer and TechnologyCLColgate-Palmolive$58,079,464$2,640,190 ▼-4.3%638,9380.2%Consumer StaplesAAPLApple$40,961,985$1,061,755 ▼-2.5%199,6490.1%Computer and TechnologyMMM3M$19,325,041$13,765,236 ▼-41.6%126,9380.1%Multi-Sector ConglomeratesEQIXEquinix$15,985,765$51,706 ▼-0.3%20,0960.1%FinanceABBVAbbVie$13,038,5060.0%70,2430.0%MedicalSPYSPDR S&P 500 ETF Trust$10,625,784$3,896,780 ▼-26.8%17,1980.0%FinanceMETAMeta Platforms$10,517,7820.0%14,2500.0%Computer and TechnologyCMECME Group$9,447,427$1,822,675 ▼-16.2%34,2770.0%FinanceABTAbbott Laboratories$9,250,8560.0%68,0160.0%MedicalDVYiShares Select Dividend ETF$7,288,746$302,940 ▼-4.0%54,8810.0%ETFXLUUtilities Select Sector SPDR Fund$7,209,4350.0%88,2860.0%ETFAMTAmerican Tower$6,488,705$3,326,351 ▼-33.9%29,3580.0%FinanceJPMJPMorgan Chase & Co.$5,733,260$40,587 ▼-0.7%19,7760.0%FinanceSOLVENTUM CORP$5,254,3470.0%69,2820.0%COM SHSDLRDigital Realty Trust$4,850,9070.0%27,8260.0%FinancePLDPrologis$4,708,8500.0%44,7950.0%FinanceAVAVAeroVironment$4,274,2500.0%15,0000.0%AerospaceGILDGilead Sciences$4,161,616$265,423 ▼-6.0%37,5360.0%MedicalJNJJohnson & Johnson$2,849,0930.0%18,6520.0%MedicalPEPPepsiCo$2,762,409$462,140 ▼-14.3%20,9210.0%Consumer StaplesBKBank of New York Mellon$2,706,3310.0%29,7040.0%FinanceSYYSysco$2,661,2010.0%35,1360.0%Consumer StaplesCMGChipotle Mexican Grill$2,519,900$770,707,973 ▼-99.7%44,8780.0%Retail/WholesaleTSMTaiwan Semiconductor Manufacturing$2,514,039$883,311 ▼-26.0%11,1000.0%Computer and TechnologyBMYBristol Myers Squibb$2,341,117$491,322 ▼-17.3%50,5750.0%MedicalBRK.BBerkshire Hathaway$2,201,5100.0%4,5320.0%FinanceBRK.ABerkshire Hathaway$2,186,4000.0%30.0%FinancePFEPfizer$2,058,2430.0%84,9110.0%MedicalAMDAdvanced Micro Devices$1,921,610$61,017 ▼-3.1%13,5420.0%Computer and TechnologyCSCOCisco Systems$1,855,984$117,252 ▼-5.9%26,7510.0%Computer and TechnologyNEENextEra Energy$1,832,6880.0%26,4000.0%UtilitiesETGEaton Vance Tax-Advantaged Global Dividend Income Fund$1,717,0800.0%82,0000.0%Financial ServicesMSFTMicrosoft$1,688,210$5,620,237 ▼-76.9%3,3940.0%Computer and TechnologyAMZNAmazon.com$1,535,730$6,774,763 ▼-81.5%7,0000.0%Retail/WholesaleVERALTO CORP$1,483,9650.0%14,7000.0%COM SHSKOCocaCola$1,466,0110.0%20,7210.0%Consumer StaplesDHRDanaher$1,336,7530.0%6,7670.0%MedicalAGIOAgios Pharmaceuticals$1,164,1000.0%35,0000.0%MedicalXOMExxon Mobil$975,267$12,720 ▼-1.3%9,0470.0%EnergyADBEAdobe$886,342$1,132,982,620 ▼-99.9%2,2910.0%Computer and TechnologyBMRNBioMarin Pharmaceutical$824,5500.0%15,0000.0%MedicalDUKDuke Energy$743,6360.0%6,3020.0%UtilitiesQXO INC$646,200$430,800 ▲200.0%30,0000.0%COM NEWGRAIL INC$642,6990.0%12,4990.0%COMUBERUber Technologies$634,813$3,817,648 ▼-85.7%6,8040.0%Computer and TechnologyFCXFreeport-McMoRan$620,7290.0%14,3190.0%Basic MaterialsMRKMerck & Co., Inc.$610,9570.0%7,7180.0%MedicalARWRArrowhead Pharmaceuticals$474,0000.0%30,0000.0%MedicalELEstee Lauder Companies$439,067$878,215 ▼-66.7%5,4340.0%Consumer StaplesPGProcter & Gamble$350,5040.0%2,2000.0%Consumer StaplesZTSZoetis$323,7520.0%2,0760.0%MedicalSCHWCharles Schwab$319,3400.0%3,5000.0%FinanceHDHome Depot$284,8790.0%7770.0%Retail/WholesaleNLYAnnaly Capital Management$263,4800.0%14,0000.0%FinanceWBDWarner Bros. Discovery$229,2000.0%20,0000.0%Consumer DiscretionarySEERSeer$214,0000.0%100,0000.0%MedicalARMPArmata Pharmaceuticals$190,0000.0%100,0000.0%MedicalPRTAProthena$146,0440.0%24,0600.0%MedicalLITHIUM AMERS CORP NEW$134,0000.0%50,0000.0%COM SHSLITHIUM ARGENTINA AG$104,0000.0%50,0000.0%COM SHSHOWLWerewolf Therapeutics$54,5000.0%50,0000.0%MedicalLULUlululemon athletica$0$238,687,797 ▼-100.0%00.0%Consumer DiscretionaryAPOApollo Global Management$0$7,257,820 ▼-100.0%00.0%FinanceAXONAxon Enterprise$0$2,419,370 ▼-100.0%00.0%AerospaceDELLDell Technologies$0$1,367,250 ▼-100.0%00.0%Computer and TechnologyShowing 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. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
MarketBeat All Access