Edgewood Management LLC Top Holdings and 13F Report (2026) About Edgewood Management LLCInvestment ActivityEdgewood Management LLC has $9.69 billion in total holdings as of June 30, 2026.Edgewood Management LLC owns shares of 90 different stocks, but just 15 companies or ETFs make up 80% of its holdings.Approximately 8.79% of the portfolio was purchased this quarter.About 84.37% of the portfolio was sold this quarter.This quarter, Edgewood Management LLC has purchased 87 new stocks and bought additional shares in 3 stocks.Edgewood Management LLC sold shares of 33 stocks and completely divested from 3 stocks this quarter.Largest Holdings NVIDIA $916,914,026ASML $860,858,540Broadcom $739,647,721Axon Enterprise $630,504,052Amphenol $553,992,856 Largest New Holdings this Quarter 75734B100 - REDDIT INC $287,243,308 Holding88160R101 - Tesla $195,691,300 HoldingG54950103 - LINDE PLC $185,268,326 Holding494368103 - KIMBERLY-CLARK CORP $1,207,470 Holding78463V107 - SPDR Gold Shares $656,085 Holding Largest Purchases this Quarter REDDIT INC 1,654,818 shares (about $287.24M)Tesla 465,267 shares (about $195.69M)LINDE PLC 357,013 shares (about $185.27M)Amazon.com 762,662 shares (about $181.77M)KIMBERLY-CLARK CORP 11,000 shares (about $1.21M) Largest Sales this Quarter ASML 510,252 shares (about $1.02B)Netflix 8,176,654 shares (about $583.81M)Broadcom 1,518,674 shares (about $573.68M)Axon Enterprise 903,748 shares (about $506.65M)NVIDIA 2,427,396 shares (about $485.70M) 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$916,914,026$485,697,666 â–¼-34.6%4,582,5089.5%TechnologyASMLASML$860,858,540$1,015,115,739 â–¼-54.1%432,7148.9%TechnologyAVGOBroadcom$739,647,721$573,679,103 â–¼-43.7%1,958,0357.6%TechnologyAXONAxon Enterprise$630,504,052$506,650,166 â–¼-44.6%1,124,6756.5%IndustrialsAPHAmphenol$553,992,856$257,863,592 â–¼-31.8%3,141,9745.7%TechnologySNPSSynopsys$547,757,901$437,872,571 â–¼-44.4%1,227,9645.7%TechnologyVVisa$545,142,906$460,572,936 â–¼-45.8%1,588,9215.6%FinanceSHOPIFY INC$468,944,682$223,685,357 â–¼-32.3%4,107,0654.8%CL A SUB VTG SHSLLYEli Lilly and Company$466,130,883$365,622,247 â–¼-44.0%388,6274.8%HealthcareNFLXNetflix$414,787,447$583,813,095 â–¼-58.5%5,809,3484.3%Communication ServicesISRGIntuitive Surgical$414,759,958$204,035,291 â–¼-33.0%1,042,9494.3%HealthcareFICOFair Isaac$409,592,090$232,620,082 â–¼-36.2%342,8184.2%TechnologyMSCIMSCI$371,921,444$413,250,156 â–¼-52.6%664,0983.8%FinanceTDGTransdigm Group$370,626,810$451,909,223 â–¼-54.9%278,2403.8%IndustrialsSPOTSpotify Technology$341,358,105$246,647,850 â–¼-41.9%743,4893.5%Communication ServicesREDDIT INC$287,243,308$287,243,308 â–²New Holding1,654,8183.0%CL AVRTXVertex Pharmaceuticals$263,765,120$185,839,608 â–¼-41.3%531,0032.7%HealthcareTSLATesla$195,691,300$195,691,300 â–²New Holding465,2672.0%Consumer DiscretionaryLINDE PLC$185,268,326$185,268,326 â–²New Holding357,0131.9%SHSAMZNAmazon.com$183,441,241$181,772,861 â–²10,895.2%769,6621.9%Consumer DiscretionaryBXBlackstone$171,911,046$123,888,154 â–¼-41.9%1,460,9591.8%FinanceSPGIS&P Global$64,963,265$202,216,810 â–¼-75.7%159,5130.7%FinanceCLColgate-Palmolive$54,276,669$1,199,266 â–¼-2.2%592,0230.6%Consumer StaplesAAPLApple$42,040,825$408,866 â–¼-1.0%145,2890.4%TechnologyMMM3M$13,046,060$494,149 â–¼-3.6%80,5760.1%IndustrialsABBVAbbVie$11,460,1890.0%45,5420.1%HealthcareEQIXEquinix$9,670,252$262,682 â–¼-2.6%9,2770.1%Real EstateDVYiShares Select Dividend ETF$8,584,9340.0%54,9260.1%ETFSPYSPDR S&P 500 ETF Trust$8,174,891$800,537 â–¼-8.9%10,9470.1%ETFMETAMeta Platforms$8,026,8820.0%14,2500.1%Communication ServicesXLUUtilities Select Sector SPDR Fund$7,763,8400.0%171,2360.1%ETFAPPLOVIN CORP$7,419,3120.0%14,4000.1%COM CL AAMDAdvanced Micro Devices$6,986,605$627,383 â–¼-8.2%12,0270.1%TechnologyCMECME Group$6,190,3070.0%28,0320.1%FinanceABTAbbott Laboratories$6,171,7720.0%68,0160.1%HealthcarePLDPrologis$6,068,3790.0%44,7950.1%Real EstateDLRDigital Realty Trust$4,996,9930.0%27,8260.1%Real EstateSOLVENTUM CORP$4,984,739$8,641 â–¼-0.2%64,6110.1%COM SHSJNJJohnson & Johnson$4,665,6830.0%18,3710.0%HealthcareDELLDell Technologies$4,314,6000.0%10,0000.0%TechnologyBANK OF NY MELLON CORP$4,295,4950.0%29,7040.0%COMJPMJPMorgan Chase & Co.$4,029,760$2,245,484 â–¼-35.8%12,3110.0%FinanceALNTAllient$3,993,6840.0%38,8000.0%IndustrialsAMTAmerican Tower$3,637,4700.0%22,2380.0%Real EstateGILDGilead Sciences$3,516,9270.0%27,8370.0%HealthcareTSMTaiwan Semiconductor Manufacturing$3,151,962$2,149,065 â–¼-40.5%6,6000.0%TechnologyCSCOCisco Systems$3,142,1720.0%26,7510.0%TechnologyMOG.BMoog$3,075,5520.0%7,2000.0%IndustrialsSYYSysco$2,936,6670.0%35,1360.0%Consumer StaplesPEPPepsiCo$2,827,2870.0%20,8810.0%Consumer StaplesAVAVAeroVironment$2,476,0500.0%15,0000.0%IndustrialsBRK.BBerkshire Hathaway$2,388,361$170,633 â–²7.7%4,7730.0%FinanceINTUIntuit$2,368,314$298,912,860 â–¼-99.2%9,0740.0%TechnologyNEENextEra Energy$2,317,1280.0%26,4000.0%UtilitiesBRK.ABerkshire Hathaway$2,246,5500.0%30.0%FinanceARWRArrowhead Pharmaceuticals$2,037,7500.0%25,0000.0%HealthcarePFEPfizer$1,978,8700.0%82,1790.0%HealthcareETGEaton Vance Tax-Advantaged Global Dividend Income Fund$1,930,2800.0%82,0000.0%FinanceKOCocaCola$1,683,9960.0%20,7210.0%Consumer StaplesVERALTO CORP$1,303,5960.0%14,7000.0%COM SHSAGIOAgios Pharmaceuticals$1,298,8500.0%35,0000.0%HealthcareMSFTMicrosoft$1,266,0300.0%3,3940.0%TechnologyBMYBristol Myers Squibb$1,240,0980.0%21,5220.0%HealthcareKIMBERLY-CLARK CORP$1,207,470$1,207,470 â–²New Holding11,0000.0%COMXOMExxonMobil$1,166,085$68,360 â–¼-5.5%8,5290.0%EnergyMRKMerck & Co., Inc.$991,7630.0%7,7180.0%HealthcareFCXFreeport-McMoRan$900,5220.0%14,3190.0%MaterialsDUKDuke Energy$797,7070.0%6,3020.0%UtilitiesABNBAirbnb$691,745$150,255 â–¼-17.8%4,8340.0%Consumer DiscretionaryQXO INC$691,2000.0%40,0000.0%COM NEWGLDSPDR Gold Shares$656,085$656,085 â–²New Holding1,7810.0%ETFNOWServiceNow$614,642$418,488,204 â–¼-99.9%6,1910.0%TechnologyBMRNBioMarin Pharmaceutical$572,2000.0%10,0000.0%HealthcareARMPArmata Pharmaceuticals$518,400$129,600 â–¼-20.0%80,0000.0%HealthcareGINKGO BIOWORKS HOLDINGS INC$495,5000.0%50,0000.0%CL A NEWUBERUber Technologies$490,9770.0%6,8040.0%IndustrialsPRTAProthena$489,5000.0%50,0000.0%HealthcareADBEAdobe$469,7010.0%2,2910.0%TechnologyCMGChipotle Mexican Grill$462,6720.0%13,6080.0%Consumer DiscretionaryWMWaste Management$445,760$445,760 â–²New Holding2,0000.0%IndustrialsDISWalt Disney$443,0390.0%4,6030.0%Communication ServicesELEstee Lauder Companies$429,0140.0%5,4340.0%Consumer StaplesLITHIUM ARGENTINA AG$413,5000.0%50,0000.0%COM SHSLITHIUM AMERS CORP NEW$385,0000.0%100,0000.0%COM SHSRACEFerrari$372,2900.0%1,0000.0%Consumer DiscretionaryGRAIL INC$341,350$341,350 â–¼-50.0%5,0000.0%COMSEERSeer$332,000$166,000 â–²100.0%200,0000.0%HealthcareSCHWCharles Schwab$322,9450.0%3,5000.0%FinancePGProcter & Gamble$322,6080.0%2,2000.0%Consumer StaplesHDHome Depot$274,0320.0%7770.0%Consumer DiscretionaryBSXBoston Scientific$0$478,744,787 â–¼-100.0%00.0%HealthcareASSERTIO HOLDINGS INC$0$2,049,274 â–¼-100.0%00.0%COM NEWDHRDanaher$0$1,283,023 â–¼-100.0%00.0%HealthcareShowing largest 100 holdings. 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