Holders — by stockHoldings — by fund
EDGEWOOD MANAGEMENT LLC
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0000860561
$9.69B
disclosed book value
90
positions
9.5%
largest position share
Positions, as of 2026-06-30
top 90 of 90 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | NVDANVIDIA CORPORATION | 4.6M | $916.9M | 9.5% |
| 2 | ASML HLDG NV | 432,714 | $860.9M | 8.9% |
| 3 | AVGOBROADCOM INC | 2.0M | $739.6M | 7.6% |
| 4 | AXONAXON ENTERPRISE INC | 1.1M | $630.5M | 6.5% |
| 5 | APHAMPHENOL CORP | 3.1M | $554.0M | 5.7% |
| 6 | SNPSSYNOPSYS INC | 1.2M | $547.8M | 5.7% |
| 7 | VVISA INC | 1.6M | $545.1M | 5.6% |
| 8 | SHOPSHOPIFY INC | 4.1M | $468.9M | 4.8% |
| 9 | LLYELI LILLY & CO | 388,627 | $466.1M | 4.8% |
| 10 | NFLXNETFLIX INC. | 5.8M | $414.8M | 4.3% |
| 11 | ISRGINTUITIVE SURGICAL INC | 1.0M | $414.8M | 4.3% |
| 12 | FICOFAIR ISAAC CORP | 342,818 | $409.6M | 4.2% |
| 13 | MSCIMSCI INC | 664,098 | $371.9M | 3.8% |
| 14 | TDGTRANSDIGM GROUP INC | 278,240 | $370.6M | 3.8% |
| 15 | SPOTIFY TECHNOLOGY S A | 743,489 | $341.4M | 3.5% |
| 16 | RDDTREDDIT INC | 1.7M | $287.2M | 3% |
| 17 | VRTXVERTEX PHARMACEUTICALS INC | 531,003 | $263.8M | 2.7% |
| 18 | TSLATESLA INC | 465,267 | $195.7M | 2% |
| 19 | LINDE PLC | 357,013 | $185.3M | 1.9% |
| 20 | AMZNAMAZON COM INC | 769,662 | $183.4M | 1.9% |
| 21 | BXBLACKSTONE INC | 1.5M | $171.9M | 1.8% |
| 22 | SPGIS&P GLOBAL INC | 159,513 | $65.0M | 0.7% |
| 23 | CLCOLGATE PALMOLIVE CO | 592,023 | $54.3M | 0.6% |
| 24 | AAPLAPPLE INC | 145,289 | $42.0M | 0.4% |
| 25 | MMM3M CO | 80,576 | $13.0M | 0.1% |
| 26 | ABBVABBVIE INC | 45,542 | $11.5M | 0.1% |
| 27 | EQIXEQUINIX INC | 9,277 | $9.7M | 0.1% |
| 28 | DVYISHARES TR | 54,926 | $8.6M | 0.1% |
| 29 | SPYSTATE STR SPDR S&P 500 ETF T | 10,947 | $8.2M | 0.1% |
| 30 | METAMETA PLATFORMS INC | 14,250 | $8.0M | 0.1% |
| 31 | XLUSELECT SECTOR SPDR TR | 171,236 | $7.8M | 0.1% |
| 32 | APPAPPLOVIN CORP | 14,400 | $7.4M | 0.1% |
| 33 | AMDADVANCED MICRO DEVICES INC | 12,027 | $7.0M | 0.1% |
| 34 | CMECME GROUP INC | 28,032 | $6.2M | 0.1% |
| 35 | ABTABBOTT LABORATORIES | 68,016 | $6.2M | 0.1% |
| 36 | PLDPROLOGIS INC. | 44,795 | $6.1M | 0.1% |
| 37 | DLRDIGITAL RLTY TR INC | 27,826 | $5.0M | 0.1% |
| 38 | SOLVSOLVENTUM CORP | 64,611 | $5.0M | 0.1% |
| 39 | JNJJOHNSON & JOHNSON | 18,371 | $4.7M | 0% |
| 40 | DELLDELL TECHNOLOGIES INC | 10,000 | $4.3M | 0% |
| 41 | BNYBANK OF NY MELLON CORP | 29,704 | $4.3M | 0% |
| 42 | JPMJPMORGAN CHASE & CO | 12,311 | $4.0M | 0% |
| 43 | ALNTALLIENT INC | 38,800 | $4.0M | 0% |
| 44 | AMTAMERICAN TOWER CORP | 22,238 | $3.6M | 0% |
| 45 | GILDGILEAD SCIENCES INC | 27,837 | $3.5M | 0% |
| 46 | TSMTAIWAN SEMICONDUCTOR MANUFAC | 6,600 | $3.2M | 0% |
| 47 | CSCOCISCO SYS INC | 26,751 | $3.1M | 0% |
| 48 | MOG/BMOOG INC | 7,200 | $3.1M | 0% |
| 49 | SYYSYSCO CORP | 35,136 | $2.9M | 0% |
| 50 | PEPPEPSICO INC | 20,881 | $2.8M | 0% |
| 51 | AVAVAEROVIRONMENT INC | 15,000 | $2.5M | 0% |
| 52 | BRK/BBERKSHIRE HATHAWAY INC DEL | 4,773 | $2.4M | 0% |
| 53 | INTUINTUIT | 9,074 | $2.4M | 0% |
| 54 | NEENEXTERA ENERGY INC | 26,400 | $2.3M | 0% |
| 55 | BRK/ABERKSHIRE HATHAWAY INC DEL | 3 | $2.2M | 0% |
| 56 | ARWRARROWHEAD PHARMACEUTICALS IN | 25,000 | $2.0M | 0% |
| 57 | PFEPFIZER INC | 82,179 | $2.0M | 0% |
| 58 | ETGEATON VANCE TX ADV GLBL DIV | 82,000 | $1.9M | 0% |
| 59 | KOCOCA COLA CO | 20,721 | $1.7M | 0% |
| 60 | VLTOVERALTO CORP | 14,700 | $1.3M | 0% |
| 61 | AGIOAGIOS PHARMACEUTICALS INC | 35,000 | $1.3M | 0% |
| 62 | MSFTMICROSOFT CORP | 3,394 | $1.3M | 0% |
| 63 | BMYBRISTOL-MYERS SQUIBB CO | 21,522 | $1.2M | 0% |
| 64 | KMBKIMBERLY-CLARK CORP | 11,000 | $1.2M | 0% |
| 65 | EXMOCEXXON MOBIL CORP | 8,529 | $1.2M | 0% |
| 66 | MRKMERCK & CO INC | 7,718 | $991,763 | 0% |
| 67 | FCXFREEPORT MCMORAN INC | 14,319 | $900,522 | 0% |
| 68 | DUKDUKE ENERGY CORP NEW | 6,302 | $797,707 | 0% |
| 69 | ABNBAIRBNB INC | 4,834 | $691,745 | 0% |
| 70 | QXOQXO INC | 40,000 | $691,200 | 0% |
| 71 | GLDSPDR GOLD TR | 1,781 | $656,085 | 0% |
| 72 | NOWSERVICENOW INC | 6,191 | $614,642 | 0% |
| 73 | BMRNBIOMARIN PHARMACEUTICAL INC | 10,000 | $572,200 | 0% |
| 74 | ARMPARMATA PHARMACEUTICALS INC | 80,000 | $518,400 | 0% |
| 75 | DNAGINKGO BIOWORKS HOLDINGS INC | 50,000 | $495,500 | 0% |
| 76 | UBERUBER TECHNOLOGIES INC | 6,804 | $490,977 | 0% |
| 77 | PROTHENA CORP PLC | 50,000 | $489,500 | 0% |
| 78 | ADBEADOBE INC | 2,291 | $469,701 | 0% |
| 79 | CMGCHIPOTLE MEXICAN GRILL INC | 13,608 | $462,672 | 0% |
| 80 | WMWASTE MGMT INC DEL | 2,000 | $445,760 | 0% |
| 81 | DISDISNEY WALT CO | 4,603 | $443,039 | 0% |
| 82 | ELLAUDER ESTEE COS INC | 5,434 | $429,014 | 0% |
| 83 | LITHIUM ARGENTINA AG | 50,000 | $413,500 | 0% |
| 84 | LACLITHIUM AMERS CORP NEW | 100,000 | $385,000 | 0% |
| 85 | FERRARI N V | 1,000 | $372,290 | 0% |
| 86 | GRALGRAIL INC | 5,000 | $341,350 | 0% |
| 87 | SEERSEER INC | 200,000 | $332,000 | 0% |
| 88 | SCHWSCHWAB CHARLES CORP | 3,500 | $322,945 | 0% |
| 89 | PGPROCTER & GAMBLE CO | 2,200 | $322,608 | 0% |
| 90 | HDHOME DEPOT INC | 777 | $274,032 | 0% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.