Edgewood Management LLC Top Holdings and 13F Report (2026) About Edgewood Management LLCInvestment ActivityEdgewood Management LLC has $6.26 billion in total holdings as of September 30, 2026.Edgewood Management LLC owns shares of 86 different stocks, but just 14 companies or ETFs make up 80% of its holdings.Approximately 6.50% of the portfolio was purchased this quarter.About 50.82% of the portfolio was sold this quarter.This quarter, Edgewood Management LLC has purchased 90 new stocks and bought additional shares in 8 stocks.Edgewood Management LLC sold shares of 34 stocks and completely divested from 8 stocks this quarter.Largest Holdings NVIDIA $681,366,021ASML $600,108,441Broadcom $475,660,867SHOPIFY INC $437,143,465Amphenol $413,928,090 Largest New Holdings this Quarter 883556102 - Thermo Fisher Scientific $152,703,061 Holding98954M101 - Zillow Group $56,971,227 Holding30233Q108 - EXXONMOBIL HOLDINGS CORP $1,388,095 Holding60744M106 - MOBILITY GLOBAL INC $226,534 Holding Largest Purchases this Quarter Thermo Fisher Scientific 226,210 shares (about $152.70M)Amphenol 1,768,205 shares (about $149.06M)Zillow Group 2,056,723 shares (about $56.97M)SPDR S&P 500 ETF Trust 56,960 shares (about $43.44M)Utilities Select Sector SPDR Fund 48,216 shares (about $1.90M) Largest Sales this Quarter NVIDIA 1,599,033 shares (about $365.19M)Vertex Pharmaceuticals 526,225 shares (about $275.12M)Synopsys 562,780 shares (about $244.78M)Visa 609,818 shares (about $219.13M)Broadcom 603,609 shares (about $211.98M) 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$681,366,021$365,187,157 ▼-34.9%2,983,47510.9%TechnologyASMLASML$600,108,441$183,826,532 ▼-23.4%331,2469.6%TechnologyAVGOBroadcom$475,660,867$211,981,445 ▼-30.8%1,354,4267.6%TechnologySHOPIFY INC$437,143,465$171,934,274 ▼-28.2%2,947,6977.0%CL A SUB VTG SHSAPHAmphenol$413,928,090$149,059,682 ▲56.3%4,910,1796.6%TechnologyVVisa$351,821,081$219,125,902 ▼-38.4%979,1035.6%FinanceAXONAxon Enterprise$308,985,073$166,212,608 ▼-35.0%731,2914.9%IndustrialsISRGIntuitive Surgical$299,398,416$124,695,936 ▼-29.4%736,2924.8%HealthcareSNPSSynopsys$289,315,129$244,775,533 ▼-45.8%665,1844.6%TechnologyNFLXNetflix$275,175,749$129,038,684 ▼-31.9%3,954,8114.4%Communication ServicesLLYEli Lilly and Company$250,427,981$199,244,547 ▼-44.3%216,4314.0%HealthcareMSCIMSCI$244,944,862$112,778,167 ▼-31.5%454,7303.9%FinanceSPOTSpotify Technology$237,038,725$125,322,944 ▼-34.6%486,3533.8%Communication ServicesTDGTransdigm Group$193,008,093$108,214,531 ▼-35.9%178,2823.1%IndustrialsREDDIT INC$185,914,112$49,798,163 ▼-21.1%1,305,2103.0%CL ATMOThermo Fisher Scientific$152,703,061$152,703,061 ▲New Holding226,2102.4%HealthcareBXBlackstone$143,244,183$20,514,712 ▼-12.5%1,277,9392.3%FinanceAMZNAmazon.com$136,092,706$55,668,581 ▼-29.0%546,2282.2%Consumer DiscretionaryLINDE PLC$116,018,225$53,437,996 ▼-31.5%244,4291.9%SHSTSLATesla$113,301,832$51,779,552 ▼-31.4%319,3311.8%Consumer DiscretionaryZGZillow Group$56,971,227$56,971,227 ▲New Holding2,056,7230.9%Communication ServicesSPYSPDR S&P 500 ETF Trust$51,787,915$43,439,404 ▲520.3%67,9070.8%ETFCLColgate-Palmolive$49,726,117$785,285 ▼-1.6%582,8190.8%Consumer StaplesAAPLApple$39,232,087$9,152,056 ▼-18.9%117,8070.6%TechnologyMMM3M$13,226,5500.0%80,5760.2%IndustrialsABBVAbbVie$11,853,428$59,904 ▼-0.5%45,3130.2%HealthcareEQIXEquinix$8,686,437$697,990 ▼-7.4%8,5870.1%Real EstateXLUUtilities Select Sector SPDR Fund$8,655,187$1,901,639 ▲28.2%219,4520.1%ETFDVYiShares Select Dividend ETF$8,352,5970.0%54,9260.1%ETFCMECME Group$7,343,8230.0%28,0320.1%FinanceABTAbbott Laboratories$6,722,0210.0%68,0160.1%HealthcarePLDPrologis$5,816,1830.0%44,7950.1%Real EstateDLRDigital Realty Trust$4,884,2980.0%27,8260.1%Real EstateSOLVENTUM CORP$4,556,474$1,138,986 ▼-20.0%51,6900.1%COM SHSAMDAdvanced Micro Devices$4,176,486$3,181,152 ▼-43.2%6,8270.1%TechnologyGILDGilead Sciences$4,149,1050.0%27,8370.1%HealthcareJPMJPMorgan Chase & Co.$4,029,840$43,008 ▼-1.1%12,1810.1%FinanceFICOFair Isaac$3,980,213$199,129,144 ▼-98.0%6,7180.1%TechnologyJNJJohnson & Johnson$3,881,088$982,450 ▼-20.2%14,6600.1%HealthcareTSMTaiwan Semiconductor Manufacturing$3,010,8540.0%6,6000.0%TechnologyCSCOCisco Systems$2,879,2100.0%26,7510.0%TechnologySYYSysco$2,739,2030.0%35,1360.0%Consumer StaplesPEPPepsiCo$2,646,0400.0%20,8810.0%Consumer StaplesAMTAmerican Tower$2,543,906$1,096,232 ▼-30.1%15,5410.0%Real EstateVRTXVertex Pharmaceuticals$2,497,986$275,115,672 ▼-99.1%4,7780.0%HealthcarePFEPfizer$2,343,7450.0%82,1790.0%HealthcareBRK.ABerkshire Hathaway$2,241,0150.0%30.0%FinanceINTUIntuit$2,185,277$316,515 ▼-12.7%7,9260.0%TechnologySPGIS&P Global$2,032,309$60,890,770 ▼-96.8%5,1520.0%FinanceNEENextEra Energy$1,999,5360.0%26,4000.0%UtilitiesARWRArrowhead Pharmaceuticals$1,963,500$327,250 ▲20.0%30,0000.0%HealthcareETGEaton Vance Tax-Advantaged Global Dividend Income Fund$1,895,8400.0%82,0000.0%FinanceBANK OF NY MELLON CORP$1,837,380$2,458,711 ▼-57.2%12,7040.0%COMKOCoca-Cola$1,783,6640.0%20,7210.0%Consumer StaplesMSFTMicrosoft$1,740,7830.0%3,3940.0%TechnologyVERALTO CORP$1,428,948$42,444 ▲3.1%15,1500.0%COM SHSEXXONMOBIL HOLDINGS CORP$1,388,095$1,388,095 ▲New Holding8,5290.0%COM SHSBMYBristol Myers Squibb$1,342,9730.0%21,5220.0%HealthcareKIMBERLY-CLARK CORP$1,178,903$107,173 ▲10.0%12,1000.0%COMMRKMerck & Co., Inc.$1,121,5030.0%7,7180.0%HealthcareFCXFreeport-McMoRan$1,002,3300.0%14,3190.0%MaterialsAGIOAgios Pharmaceuticals$997,500$166,250 ▼-14.3%30,0000.0%HealthcareWMWaste Management$978,816$570,976 ▲140.0%4,8000.0%IndustrialsNOWServiceNow$780,876$48,780 ▼-5.9%5,8270.0%TechnologyABNBAirbnb$776,5820.0%4,8340.0%Consumer DiscretionaryGLDSPDR Gold Shares$768,154$89,878 ▲13.3%2,0170.0%ETFDUKDuke Energy$718,4910.0%6,3020.0%UtilitiesGRAIL INC$700,6000.0%5,0000.0%COMGINKGO BIOWORKS HOLDINGS INC$641,5000.0%50,0000.0%CL A NEWBMRNBioMarin Pharmaceutical$600,0000.0%10,0000.0%HealthcareADBEAdobe$549,7030.0%2,2910.0%TechnologyELEstee Lauder Companies$504,1120.0%5,4340.0%Consumer StaplesDISWalt Disney$482,8550.0%4,6030.0%Communication ServicesQXO INC$467,6000.0%40,0000.0%COM NEWUBERUber Technologies$466,1420.0%6,8040.0%IndustrialsSEERSeer$446,0000.0%200,0000.0%HealthcareCMGChipotle Mexican Grill$434,7760.0%13,6080.0%Consumer DiscretionaryPRTAProthena$419,0000.0%50,0000.0%HealthcareRACEFerrari$392,8500.0%1,0000.0%Consumer DiscretionarySCHWCharles Schwab$342,0900.0%3,5000.0%FinancePGProcter & Gamble$319,6160.0%2,2000.0%Consumer StaplesARMPArmata Pharmaceuticals$293,6000.0%80,0000.0%HealthcareLITHIUM ARGENTINA AG$275,0000.0%50,0000.0%COM SHSLITHIUM AMERS CORP NEW$263,0000.0%100,0000.0%COM SHSMOBILITY GLOBAL INC$226,534$226,534 ▲New Holding13,2090.0%COM SHSHDHome Depot$221,0490.0%7770.0%Consumer DiscretionaryMETAMeta Platforms$0$8,026,882 ▼-100.0%00.0%Communication ServicesAPPLOVIN CORP$0$7,419,312 ▼-100.0%00.0%COM CL ADELLDell Technologies$0$4,314,600 ▼-100.0%00.0%TechnologyALNTAllient$0$3,993,684 ▼-100.0%00.0%IndustrialsMOG.BMoog$0$3,075,552 ▼-100.0%00.0%IndustrialsAVAVAeroVironment$0$2,476,050 ▼-100.0%00.0%IndustrialsBRK.BBerkshire Hathaway$0$2,388,361 ▼-100.0%00.0%FinanceXOMExxonMobil$0$1,166,085 ▼-100.0%00.0%EnergyShowing largest 100 holdings. 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