Edgewood Management LLC Top Holdings and 13F Report (2026)

About Edgewood Management LLC

Investment Activity

Edgewood Management LLC has $15.50 billion in total holdings as of March 31, 2026.
Edgewood Management LLC owns shares of 87 different stocks, but just 15 companies or ETFs make up 80% of its holdings.
Approximately 5.60% of the portfolio was purchased this quarter.
About 22.86% of the portfolio was sold this quarter.
This quarter, Edgewood Management LLC has purchased 89 new stocks and bought additional shares in 9 stocks.
Edgewood Management LLC sold shares of 31 stocks and completely divested from 5 stocks this quarter.

Largest Holdings

Netflix: $1,344,754,092
ASML: $1,245,497,782
NVIDIA: $1,222,527,258
Broadcom: $1,076,076,203
Visa: $885,970,317

Largest New Holdings this Quarter

09061G101 - BioMarin Pharmaceutical: $564,900 Holding
254687106 - Walt Disney: $443,637 Holding
N3167Y103 - Ferrari: $338,450 Holding

Largest Purchases this Quarter

Axon Enterprise: 537,895 shares (about $228.44M)
Amphenol: 1,482,974 shares (about $187.37M)
Netflix: 1,880,458 shares (about $180.81M)
ServiceNow: 1,143,675 shares (about $119.57M)
Spotify Technology: 222,592 shares (about $107.94M)

Largest Sales this Quarter

ASML: 555,281 shares (about $733.43M)
Eli Lilly and Company: 562,232 shares (about $517.12M)
S&P Global: 986,888 shares (about $419.76M)
Blackstone: 3,239,119 shares (about $372.47M)
Airbnb: 2,473,993 shares (about $312.42M)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
NFLX Netflix	$1,344,754,092	$180,806,037 â–²	15.5%	13,986,002	8.7%	Consumer Discretionary
ASML ASML	$1,245,497,782	$733,431,803 â–¼	-37.1%	942,966	8.0%	Computer and Technology
NVDA NVIDIA	$1,222,527,258	$291,427,283 â–¼	-19.2%	7,009,904	7.9%	Computer and Technology
AVGO Broadcom	$1,076,076,203	$154,694,336 â–¼	-12.6%	3,476,709	6.9%	Computer and Technology
V Visa	$885,970,317	$224,055,348 â–¼	-20.2%	2,931,347	5.7%	Business Services
SNPS Synopsys	$876,057,054	$165,283,789 â–¼	-15.9%	2,209,587	5.7%	Computer and Technology
AXON Axon Enterprise	$861,450,964	$228,438,628 â–²	36.1%	2,028,423	5.6%	Aerospace
MSCI MSCI	$755,687,708	$2,730,625 â–¼	-0.4%	1,401,992	4.9%	Finance
SHOPIFY INC	$719,563,629	$15,816,198 â–¼	-2.2%	6,066,124	4.6%	CL A SUB VTG SHS
ISRG Intuitive Surgical	$717,306,433	$117,792,626 â–¼	-14.1%	1,556,013	4.6%	Medical
TDG Transdigm Group	$715,658,959	$41,825,707 â–²	6.2%	617,501	4.6%	Aerospace
LLY Eli Lilly and Company	$637,820,945	$517,124,127 â–¼	-44.8%	693,457	4.1%	Medical
SPOT Spotify Technology	$621,022,297	$107,937,087 â–²	21.0%	1,280,696	4.0%	Computer and Technology
APH Amphenol	$581,772,131	$187,373,765 â–²	47.5%	4,604,449	3.8%	Computer and Technology
FICO Fair Isaac	$573,818,763	$11,365,031 â–¼	-1.9%	537,515	3.7%	Computer and Technology
INTU Intuit	$499,110,935	$88,230,598 â–¼	-15.0%	1,154,334	3.2%	Computer and Technology
BSX Boston Scientific	$478,744,787	$10,910,091 â–¼	-2.2%	7,629,399	3.1%	Medical
NOW ServiceNow	$441,350,088	$119,571,221 â–²	37.2%	4,221,426	2.8%	Computer and Technology
VRTX Vertex Pharmaceuticals	$404,176,304	$69,189,587 â–¼	-14.6%	905,129	2.6%	Medical
BX Blackstone	$289,062,207	$372,466,294 â–¼	-56.3%	2,513,803	1.9%	Finance
SPGI S&P Global	$279,041,330	$419,762,942 â–¼	-60.1%	656,043	1.8%	Finance
CL Colgate-Palmolive	$51,573,014	$75,173 â–¼	-0.1%	605,104	0.3%	Consumer Staples
AAPL Apple	$37,231,501	$5,677,790 â–¼	-13.2%	146,702	0.2%	Computer and Technology
MMM 3M	$12,145,294	$1,447,072 â–¼	-10.6%	83,628	0.1%	Multi-Sector Conglomerates
ABBV AbbVie	$9,904,930	$2,364,551 â–¼	-19.3%	45,542	0.1%	Medical
EQIX Equinix	$9,340,707	$5,309,960 â–¼	-36.2%	9,529	0.1%	Finance
DVY iShares Select Dividend ETF	$8,316,346	$454,230 â–²	5.8%	54,926	0.1%	ETF
CME CME Group	$8,279,251	$1,839,144 â–¼	-18.2%	28,032	0.1%	Finance
META Meta Platforms	$8,152,853		0.0%	14,250	0.1%	Computer and Technology
XLU Utilities Select Sector SPDR Fund	$7,858,020		0.0%	171,236	0.1%	ETF
SPY SPDR S&P 500 ETF Trust	$7,816,436	$1,080,215 â–¼	-12.1%	12,019	0.1%	Finance
ABT Abbott Laboratories	$6,983,203		0.0%	68,016	0.0%	Medical
PLD Prologis	$5,921,003		0.0%	44,795	0.0%	Finance
APPLOVIN CORP	$5,731,200		0.0%	14,400	0.0%	COM CL A
JPM JPMorgan Chase & Co.	$5,639,341	$106,780 â–¼	-1.9%	19,171	0.0%	Finance
DLR Digital Realty Trust	$5,014,523		0.0%	27,826	0.0%	Finance
JNJ Johnson & Johnson	$4,490,607	$68,688 â–¼	-1.5%	18,371	0.0%	Medical
SOLVENTUM CORP	$4,226,412	$297,703 â–¼	-6.6%	64,723	0.0%	COM SHS
GILD Gilead Sciences	$3,879,643		0.0%	27,837	0.0%	Medical
AMT American Tower	$3,837,834	$1,228,770 â–¼	-24.3%	22,238	0.0%	Finance
TSM Taiwan Semiconductor Manufacturing	$3,751,245		0.0%	11,100	0.0%	Computer and Technology
BANK NEW YORK MELLON CORP	$3,523,786		0.0%	29,704	0.0%	COM
PEP PepsiCo	$3,242,610	$776 â–¼	0.0%	20,881	0.0%	Consumer Staples
AVAV AeroVironment	$2,745,750		0.0%	15,000	0.0%	Aerospace
AMD Advanced Micro Devices	$2,666,357		0.0%	13,107	0.0%	Computer and Technology
SYY Sysco	$2,506,251		0.0%	35,136	0.0%	Consumer Staples
NEE NextEra Energy	$2,452,032		0.0%	26,400	0.0%	Utilities
PFE Pfizer	$2,307,586		0.0%	82,179	0.0%	Medical
ALNT Allient	$2,292,692		0.0%	38,800	0.0%	Computer and Technology
BRK.A Berkshire Hathaway	$2,154,420		0.0%	3	0.0%	Finance
BRK.B Berkshire Hathaway	$2,123,814	$47,920 â–¼	-2.2%	4,432	0.0%	Finance
MOG.B Moog	$2,123,316		0.0%	7,200	0.0%	Aerospace
CSCO Cisco Systems	$2,075,610		0.0%	26,751	0.0%	Computer and Technology
ASSERTIO HOLDINGS INC	$2,049,274	$19 â–¼	0.0%	107,517	0.0%	COM NEW
ETG Eaton Vance Tax-Advantaged Global Dividend Income Fund	$1,649,840		0.0%	82,000	0.0%	Financial Services
DELL Dell Technologies	$1,641,300		0.0%	10,000	0.0%	Computer and Technology
KO CocaCola	$1,575,832		0.0%	20,721	0.0%	Consumer Staples
ARWR Arrowhead Pharmaceuticals	$1,567,500		0.0%	25,000	0.0%	Medical
XOM ExxonMobil	$1,531,860		0.0%	9,029	0.0%	Energy
AMZN Amazon.com	$1,457,890		0.0%	7,000	0.0%	Retail/Wholesale
BMY Bristol Myers Squibb	$1,305,309	$940,378 â–¼	-41.9%	21,522	0.0%	Medical
VERALTO CORP	$1,299,774		0.0%	14,700	0.0%	COM SHS
DHR Danaher	$1,283,023		0.0%	6,767	0.0%	Medical
MSFT Microsoft	$1,256,357		0.0%	3,394	0.0%	Computer and Technology
AGIO Agios Pharmaceuticals	$1,184,050		0.0%	35,000	0.0%	Medical
ARMP Armata Pharmaceuticals	$1,024,000		0.0%	100,000	0.0%	Medical
MRK Merck & Co., Inc.	$928,398		0.0%	7,718	0.0%	Medical
FCX Freeport-McMoRan	$841,671		0.0%	14,319	0.0%	Basic Materials
DUK Duke Energy	$825,184		0.0%	6,302	0.0%	Utilities
QXO INC	$776,800		0.0%	40,000	0.0%	COM NEW
ABNB Airbnb	$743,032	$312,416,038 â–¼	-99.8%	5,884	0.0%	Consumer Discretionary
BMRN BioMarin Pharmaceutical	$564,900	$564,900 â–²	New Holding	10,000	0.0%	Medical
ADBE Adobe	$556,896		0.0%	2,291	0.0%	Computer and Technology
GRAIL INC	$516,800		0.0%	10,000	0.0%	COM
UBER Uber Technologies	$489,412		0.0%	6,804	0.0%	Computer and Technology
PRTA Prothena	$486,000	$252,137 â–²	107.8%	50,000	0.0%	Medical
DIS Walt Disney	$443,637	$443,637 â–²	New Holding	4,603	0.0%	Consumer Discretionary
CMG Chipotle Mexican Grill	$435,592		0.0%	13,608	0.0%	Retail/Wholesale
LITHIUM AMERS CORP NEW	$395,000	$197,500 â–²	100.0%	100,000	0.0%	COM SHS
EL Estee Lauder Companies	$389,998		0.0%	5,434	0.0%	Consumer Staples
RACE Ferrari	$338,450	$338,450 â–²	New Holding	1,000	0.0%	Auto/Tires/Trucks
LITHIUM ARGENTINA AG	$334,000		0.0%	50,000	0.0%	COM SHS
SCHW Charles Schwab	$328,930		0.0%	3,500	0.0%	Finance
PG Procter & Gamble	$317,768		0.0%	2,200	0.0%	Consumer Staples
GINKGO BIOWORKS HOLDINGS INC	$306,500		0.0%	50,000	0.0%	CL A NEW
HD Home Depot	$255,548		0.0%	777	0.0%	Retail/Wholesale
SEER Seer	$168,000		0.0%	100,000	0.0%	Medical
IWF iShares Russell 1000 Growth ETF	$0	$11,028,837 â–¼	-100.0%	0	0.0%	ETF
APO Apollo Global Management	$0	$2,750,440 â–¼	-100.0%	0	0.0%	Finance
WBD Warner Bros. Discovery	$0	$576,400 â–¼	-100.0%	0	0.0%	Consumer Discretionary
NLY Annaly Capital Management	$0	$313,040 â–¼	-100.0%	0	0.0%	Finance
HOWL Werewolf Therapeutics	$0	$31,675 â–¼	-100.0%	0	0.0%	Medical

Showing largest 100 holdings. View all holdings.

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Edgewood Management LLC Top Holdings and 13F Report (2026)

About Edgewood Management LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools

About MarketBeat

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Edgewood Management LLC Top Holdings and 13F Report (2026)

About Edgewood Management LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofEdgewood Management LLC

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools