Edgewood Management LLC

13F filer · CIK 0000860561

Reported Aug 13, 2026

Net seller this quarter

13F portfolio value$9.69BU.S. long equity reported on 13F

Positions886 new · 3 closed

Net flow last quarter-$7.17BBuys minus sells

Top 10 positions weight63.4%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Aug 13, 202688 positions
NVDANvidia Corp	$917M	9.46%	0.02%	-34.6%	Q3 2016
ASMLAsml Holding NV	$861M	8.88%	0.11%	-54.1%	Q1 2022
AVGOBroadcom Inc.	$740M	7.63%	0.04%	-43.7%	Q2 2025
AXONAxon Enterprise, Inc.	$631M	6.50%	1.38%	-44.6%	Q4 2024
APHAmphenol Corp	$554M	5.71%	0.26%	-31.8%	Q2 2013
SNPSSynopsys Inc	$548M	5.65%	0.64%	-44.4%	Q1 2024
VVisa Inc.	$545M	5.62%	0.08%	-45.8%	Q2 2013
SHOPShopify Inc.	$469M	4.84%	1.04%	-32.3%	Q1 2025
LLYELI LILLY & Co	$466M	4.81%	0.04%	-44.0%	Q2 2013
NFLXNetflix Inc	$415M	4.28%	0.14%	-58.5%	Q3 2016
ISRGIntuitive Surgical Inc	$415M	4.28%	0.29%	-33.0%	Q2 2013
FICOFair Isaac Corp	$410M	4.22%	1.59%	-36.2%	Q2 2025
MSCIMSCI Inc.	$372M	3.84%	0.91%	-52.6%	Q3 2023
TDGTransDigm Group INC	$371M	3.82%	0.50%	-54.9%	Q4 2024
SPOTSpotify Technology S.A.	$341M	3.52%	0.36%	-42.0%	Q1 2025
RDDTReddit, Inc.	$287M	2.96%	Not reported	New	Q2 2026
VRTXVertex Pharmaceuticals Inc / Ma	$264M	2.72%	0.21%	-41.3%	Q2 2013
TSLATesla, Inc.	$196M	2.02%	0.01%	Not reported	Q2 2020
LINLinde PLC	$185M	1.91%	0.08%	Not reported	Q4 2019
AMZNAmazon Com Inc	$183M	1.89%	0.01%	+10895.2%	Q2 2013
BXBlackstone Inc.	$172M	1.77%	0.19%	-41.9%	Q4 2019
SPGIS&P Global Inc.	$65M	0.67%	0.05%	-75.7%	Q2 2016
CLColgate Palmolive Co	$54.3M	0.56%	0.07%	-2.2%	Q2 2013
AAPLApple Inc.	$42M	0.43%	0.00%	-1.0%	Q2 2013
MMM3m Co	$13M	0.13%	0.02%	-3.7%	Q2 2013
ABBVAbbVie Inc.	$11.5M	0.12%	0.00%	Not reported	Q2 2013
EQIXEquinix Inc	$9.67M	0.10%	0.01%	-2.6%	Q2 2013
SPYSPDR S&P 500 ETF Trust	$8.17M	0.08%	Not reported	-8.9%	Q2 2013
METAMeta Platforms, Inc.	$8.03M	0.08%	Not reported	Not reported	Q3 2014
APPAppLovin Corp	$7.42M	0.08%	0.00%	Not reported	Q3 2025
AMDAdvanced Micro Devices Inc	$6.99M	0.07%	0.00%	-8.2%	Q4 2022
CMECme Group Inc.	$6.19M	0.06%	0.01%	Not reported	Q2 2013
ABTAbbott Laboratories	$6.17M	0.06%	0.00%	Not reported	Q2 2013
PLDPrologis, Inc.	$6.07M	0.06%	0.00%	Not reported	Q4 2019
DLRDigital Realty Trust, Inc.	$5M	0.05%	0.01%	Not reported	Q2 2019
SOLVSolventum Corp	$4.98M	0.05%	0.04%	-0.2%	Q2 2024
JNJJohnson & Johnson	$4.67M	0.05%	0.00%	Not reported	Q2 2013
DELLDell Technologies Inc.	$4.31M	0.04%	0.00%	Not reported	Q4 2024
BNYBank of New York Mellon Corp	$4.3M	0.04%	0.00%	Not reported	Q2 2013
JPMJPMorgan Chase & Co	$4.03M	0.04%	0.00%	-35.8%	Q2 2013
ALNTAllient Inc	$3.99M	0.04%	0.23%	Not reported	Q3 2025
AMTAmerican Tower Corp	$3.64M	0.04%	0.00%	Not reported	Q2 2013
GILDGilead Sciences, Inc.	$3.52M	0.04%	0.00%	Not reported	Q2 2013
TSMTaiwan Semiconductor Manufacturing Co Ltd	$3.15M	0.03%	0.00%	-40.5%	Q3 2023
CSCOCisco Systems, Inc.	$3.14M	0.03%	0.00%	Not reported	Q2 2013
MOG.BMoog Inc.	$3.08M	0.03%	Not reported	Not reported	Q3 2025
SYYSysco Corp	$2.94M	0.03%	0.01%	Not reported	Q2 2013
PEPPepsico Inc	$2.83M	0.03%	0.00%	Not reported	Q2 2013
AVAVAeroVironment Inc	$2.48M	0.03%	0.03%	Not reported	Q4 2024
BRK.BBerkshire Hathaway Inc	$2.39M	0.02%	Not reported	+7.7%	Q2 2013

Q1 2026Reported May 14, 202685 positions
NFLXNetflix Inc	$1.34B	8.68%	0.33%	+15.5%	Q3 2016
ASMLAsml Holding NV	$1.25B	8.04%	0.24%	-37.1%	Q1 2022
NVDANvidia Corp	$1.22B	7.89%	0.03%	-19.3%	Q3 2016
AVGOBroadcom Inc.	$1.08B	6.94%	0.07%	-12.6%	Q2 2025
VVisa Inc.	$886M	5.72%	0.16%	-20.2%	Q2 2013
SNPSSynopsys Inc	$876M	5.65%	1.15%	-15.9%	Q1 2024
AXONAxon Enterprise, Inc.	$861M	5.56%	2.52%	+36.1%	Q4 2024
MSCIMSCI Inc.	$756M	4.88%	1.92%	-0.4%	Q3 2023
SHOPShopify Inc.	$720M	4.64%	1.54%	-2.2%	Q1 2025
ISRGIntuitive Surgical Inc	$717M	4.63%	0.44%	-14.1%	Q2 2013
TDGTransDigm Group INC	$716M	4.62%	1.09%	+6.2%	Q4 2024
LLYELI LILLY & Co	$638M	4.12%	0.07%	-44.8%	Q2 2013
SPOTSpotify Technology S.A.	$621M	4.01%	0.62%	+21.0%	Q1 2025
APHAmphenol Corp	$582M	3.75%	0.37%	+47.5%	Q2 2013
FICOFair Isaac Corp	$574M	3.70%	2.31%	-1.9%	Q2 2025
INTUIntuit Inc.	$499M	3.22%	0.42%	-15.0%	Q3 2019
BSXBoston Scientific Corp	$479M	3.09%	0.51%	-2.2%	Q2 2025
NOWServiceNow, Inc.	$441M	2.85%	0.41%	+37.2%	Q1 2022
VRTXVertex Pharmaceuticals Inc / Ma	$404M	2.61%	0.36%	-14.6%	Q2 2013
BXBlackstone Inc.	$289M	1.87%	0.33%	-56.3%	Q4 2019
SPGIS&P Global Inc.	$279M	1.80%	0.22%	-60.1%	Q2 2016
CLColgate Palmolive Co	$51.6M	0.33%	0.08%	-0.2%	Q2 2013
AAPLApple Inc.	$37.2M	0.24%	0.00%	-13.2%	Q2 2013
MMM3m Co	$12.1M	0.08%	0.02%	-10.7%	Q2 2013
ABBVAbbVie Inc.	$9.9M	0.06%	0.00%	-19.3%	Q2 2013
EQIXEquinix Inc	$9.34M	0.06%	0.01%	-36.2%	Q2 2013
CMECme Group Inc.	$8.28M	0.05%	0.01%	-18.2%	Q2 2013
METAMeta Platforms, Inc.	$8.15M	0.05%	Not reported	Not reported	Q3 2014
SPYSPDR S&P 500 ETF Trust	$7.82M	0.05%	Not reported	-12.1%	Q2 2013
ABTAbbott Laboratories	$6.98M	0.05%	0.00%	Not reported	Q2 2013
PLDPrologis, Inc.	$5.92M	0.04%	0.00%	Not reported	Q4 2019
APPAppLovin Corp	$5.73M	0.04%	0.00%	Not reported	Q3 2025
JPMJPMorgan Chase & Co	$5.64M	0.04%	0.00%	-1.9%	Q2 2013
DLRDigital Realty Trust, Inc.	$5.01M	0.03%	0.01%	Not reported	Q2 2019
JNJJohnson & Johnson	$4.49M	0.03%	0.00%	-1.5%	Q2 2013
SOLVSolventum Corp	$4.23M	0.03%	0.04%	-6.6%	Q2 2024
GILDGilead Sciences, Inc.	$3.88M	0.03%	0.00%	Not reported	Q2 2013
AMTAmerican Tower Corp	$3.84M	0.02%	0.00%	-24.3%	Q2 2013
TSMTaiwan Semiconductor Manufacturing Co Ltd	$3.75M	0.02%	0.00%	Not reported	Q3 2023
BNYBank of New York Mellon Corp	$3.52M	0.02%	0.00%	Not reported	Q2 2013
PEPPepsico Inc	$3.24M	0.02%	0.00%	0.0%	Q2 2013
AVAVAeroVironment Inc	$2.75M	0.02%	0.03%	Not reported	Q4 2024
AMDAdvanced Micro Devices Inc	$2.67M	0.02%	0.00%	Not reported	Q4 2022
SYYSysco Corp	$2.51M	0.02%	0.01%	Not reported	Q2 2013
NEENextera Energy Inc	$2.45M	0.02%	0.00%	Not reported	Q2 2013
PFEPfizer Inc	$2.31M	0.01%	0.00%	Not reported	Q2 2013
ALNTAllient Inc	$2.29M	0.01%	0.23%	Not reported	Q3 2025
BRK.ABerkshire Hathaway Inc	$2.15M	0.01%	Not reported	Not reported	Q2 2013
BRK.BBerkshire Hathaway Inc	$2.12M	0.01%	Not reported	-2.2%	Q2 2013
MOG.BMoog Inc.	$2.12M	0.01%	Not reported	Not reported	Q3 2025

Q4 2025Reported Feb 12, 202686 positions
NVDANvidia Corp	$1.62B	7.71%	0.04%	-30.8%	Q3 2016
ASMLAsml Holding NV	$1.6B	7.63%	0.39%	-34.6%	Q1 2022
AVGOBroadcom Inc.	$1.38B	6.55%	0.08%	-21.3%	Q2 2025
LLYELI LILLY & Co	$1.35B	6.43%	0.13%	-42.4%	Q2 2013
VVisa Inc.	$1.29B	6.13%	0.20%	-27.8%	Q2 2013
SNPSSynopsys Inc	$1.23B	5.87%	1.37%	-29.0%	Q1 2024
NFLXNetflix Inc	$1.14B	5.40%	0.29%	-26.7%	Q3 2016
ISRGIntuitive Surgical Inc	$1.03B	4.89%	0.51%	-28.0%	Q2 2013
SHOPShopify Inc.	$998M	4.75%	1.58%	-29.0%	Q1 2025
FICOFair Isaac Corp	$927M	4.41%	2.31%	-27.9%	Q2 2025
INTUIntuit Inc.	$900M	4.28%	0.49%	-26.5%	Q3 2019
BXBlackstone Inc.	$887M	4.22%	0.77%	-26.9%	Q4 2019
SPGIS&P Global Inc.	$859M	4.09%	0.55%	-28.1%	Q2 2016
AXONAxon Enterprise, Inc.	$847M	4.03%	1.86%	Not reported	Q4 2024
MSCIMSCI Inc.	$807M	3.84%	1.91%	-26.5%	Q3 2023
TDGTransDigm Group INC	$773M	3.68%	1.03%	-8.7%	Q4 2024
BSXBoston Scientific Corp	$744M	3.54%	0.53%	-16.1%	Q2 2025
SPOTSpotify Technology S.A.	$614M	2.93%	0.51%	-7.4%	Q1 2025
VRTXVertex Pharmaceuticals Inc / Ma	$481M	2.29%	0.42%	-28.7%	Q2 2013
NOWServiceNow, Inc.	$471M	2.25%	0.29%	-55.0%	Q1 2022
APHAmphenol Corp	$422M	2.01%	0.25%	Not reported	Q2 2013
ABNBAirbnb, Inc.	$337M	1.60%	Not reported	-74.4%	Q1 2023
CLColgate Palmolive Co	$47.9M	0.23%	0.08%	-2.1%	Q2 2013
AAPLApple Inc.	$46M	0.22%	0.00%	-4.2%	Q2 2013
MMM3m Co	$15M	0.07%	0.02%	-15.5%	Q2 2013
ABBVAbbVie Inc.	$12.9M	0.06%	0.00%	-13.8%	Q2 2013
EQIXEquinix Inc	$11.5M	0.05%	0.02%	-23.1%	Q2 2013
APPAppLovin Corp	$9.7M	0.05%	0.00%	Not reported	Q3 2025
METAMeta Platforms, Inc.	$9.41M	0.04%	Not reported	Not reported	Q3 2014
CMECme Group Inc.	$9.36M	0.04%	0.01%	Not reported	Q2 2013
SPYSPDR S&P 500 ETF Trust	$9.33M	0.04%	Not reported	-29.1%	Q2 2013
ABTAbbott Laboratories	$8.52M	0.04%	0.00%	Not reported	Q2 2013
JPMJPMorgan Chase & Co	$6.29M	0.03%	0.00%	Not reported	Q2 2013
PLDPrologis, Inc.	$5.72M	0.03%	0.00%	Not reported	Q4 2019
SOLVSolventum Corp	$5.49M	0.03%	0.04%	Not reported	Q2 2024
AMTAmerican Tower Corp	$5.15M	0.02%	0.01%	Not reported	Q2 2013
DLRDigital Realty Trust, Inc.	$4.3M	0.02%	0.01%	Not reported	Q2 2019
JNJJohnson & Johnson	$3.86M	0.02%	0.00%	Not reported	Q2 2013
AVAVAeroVironment Inc	$3.63M	0.02%	0.03%	Not reported	Q4 2024
BNYBank of New York Mellon Corp	$3.45M	0.02%	0.00%	Not reported	Q2 2013
GILDGilead Sciences, Inc.	$3.42M	0.02%	0.00%	Not reported	Q2 2013
TSMTaiwan Semiconductor Manufacturing Co Ltd	$3.37M	0.02%	0.00%	Not reported	Q3 2023
PEPPepsico Inc	$3M	0.01%	0.00%	Not reported	Q2 2013
AMDAdvanced Micro Devices Inc	$2.81M	0.01%	0.00%	-0.9%	Q4 2022
APOApollo Global Management, Inc.	$2.75M	0.01%	0.00%	Not reported	Q1 2024
SYYSysco Corp	$2.59M	0.01%	0.01%	Not reported	Q2 2013
BRK.BBerkshire Hathaway Inc	$2.28M	0.01%	Not reported	Not reported	Q2 2013
BRK.ABerkshire Hathaway Inc	$2.26M	0.01%	Not reported	Not reported	Q2 2013
NEENextera Energy Inc	$2.12M	0.01%	0.00%	Not reported	Q2 2013
ALNTAllient Inc	$2.09M	0.01%	0.23%	Not reported	Q3 2025

Q3 2025Reported Nov 12, 202586 positions
NVDANvidia Corp	$2.34B	8.30%	0.05%	-23.4%	Q3 2016
ASMLAsml Holding NV	$2.22B	7.85%	0.58%	-15.7%	Q1 2022
NFLXNetflix Inc	$1.98B	7.01%	0.39%	-9.3%	Q3 2016
SNPSSynopsys Inc	$1.83B	6.47%	1.99%	+26.9%	Q1 2024
VVisa Inc.	$1.74B	6.15%	0.27%	-9.6%	Q2 2013
AVGOBroadcom Inc.	$1.67B	5.91%	0.11%	-11.3%	Q2 2025
LLYELI LILLY & Co	$1.66B	5.89%	0.23%	+9.9%	Q2 2013
BXBlackstone Inc.	$1.34B	4.76%	1.05%	-8.9%	Q4 2019
SHOPShopify Inc.	$1.3B	4.60%	2.22%	-8.7%	Q1 2025
INTUIntuit Inc.	$1.26B	4.47%	0.66%	-17.5%	Q3 2019
NOWServiceNow, Inc.	$1.26B	4.46%	0.66%	-8.7%	Q1 2022
ABNBAirbnb, Inc.	$1.18B	4.17%	Not reported	-8.7%	Q1 2023
FICOFair Isaac Corp	$1.14B	4.03%	3.20%	+126.7%	Q2 2025
ISRGIntuitive Surgical Inc	$1.12B	3.99%	0.71%	+5.3%	Q2 2013
SPGIS&P Global Inc.	$1.11B	3.94%	0.75%	-8.5%	Q2 2016
MSCIMSCI Inc.	$1.09B	3.85%	2.54%	-8.6%	Q3 2023
BSXBoston Scientific Corp	$908M	3.22%	0.63%	+33.8%	Q2 2025
TDGTransDigm Group INC	$839M	2.97%	1.13%	-8.5%	Q4 2024
SPOTSpotify Technology S.A.	$798M	2.83%	0.56%	-8.6%	Q1 2025
VRTXVertex Pharmaceuticals Inc / Ma	$583M	2.06%	0.59%	-39.4%	Q2 2013
CPRTCopart Inc	$559M	1.98%	1.28%	-37.6%	Q1 2024
CLColgate Palmolive Co	$49.5M	0.18%	0.08%	-3.1%	Q2 2013
AAPLApple Inc.	$44.9M	0.16%	0.00%	-11.6%	Q2 2013
MMM3m Co	$17.2M	0.06%	0.02%	-12.7%	Q2 2013
EQIXEquinix Inc	$15.2M	0.05%	0.02%	-3.2%	Q2 2013
ABBVAbbVie Inc.	$15.1M	0.05%	0.00%	-6.9%	Q2 2013
SPYSPDR S&P 500 ETF Trust	$12.8M	0.05%	Not reported	+12.1%	Q2 2013
METAMeta Platforms, Inc.	$10.5M	0.04%	Not reported	Not reported	Q3 2014
APPAppLovin Corp	$10.3M	0.04%	0.00%	New	Q3 2025
CMECme Group Inc.	$9.26M	0.03%	0.01%	-0.1%	Q2 2013
ABTAbbott Laboratories	$9.11M	0.03%	0.00%	Not reported	Q2 2013
JPMJPMorgan Chase & Co	$6.16M	0.02%	0.00%	-1.2%	Q2 2013
AMTAmerican Tower Corp	$5.65M	0.02%	0.01%	Not reported	Q2 2013
PLDPrologis, Inc.	$5.13M	0.02%	0.00%	Not reported	Q4 2019
SOLVSolventum Corp	$5.06M	0.02%	0.04%	Not reported	Q2 2024
DLRDigital Realty Trust, Inc.	$4.81M	0.02%	0.01%	Not reported	Q2 2019
AVAVAeroVironment Inc	$4.72M	0.02%	0.03%	Not reported	Q4 2024
JNJJohnson & Johnson	$3.46M	0.01%	0.00%	Not reported	Q2 2013
BNYBank of New York Mellon Corp	$3.24M	0.01%	0.00%	Not reported	Q2 2013
TSMTaiwan Semiconductor Manufacturing Co Ltd	$3.1M	0.01%	0.00%	Not reported	Q3 2023
GILDGilead Sciences, Inc.	$3.09M	0.01%	0.00%	-25.8%	Q2 2013
PEPPepsico Inc	$2.93M	0.01%	0.00%	-0.2%	Q2 2013
SYYSysco Corp	$2.89M	0.01%	0.01%	Not reported	Q2 2013
APOApollo Global Management, Inc.	$2.53M	0.01%	0.00%	Not reported	Q1 2024
BMYBristol Myers Squibb Co	$2.28M	0.01%	0.00%	Not reported	Q4 2019
BRK.BBerkshire Hathaway Inc	$2.28M	0.01%	Not reported	Not reported	Q2 2013
BRK.ABerkshire Hathaway Inc	$2.26M	0.01%	Not reported	Not reported	Q2 2013
AMDAdvanced Micro Devices Inc	$2.14M	0.01%	0.00%	-2.4%	Q4 2022
PFEPfizer Inc	$2.09M	0.01%	0.00%	-3.2%	Q2 2013
NEENextera Energy Inc	$1.99M	0.01%	0.00%	Not reported	Q2 2013

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