Edgewood Management
Latest statistics and disclosures from Edgewood Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are NFLX, ASML, NVDA, AVGO, V, and represent 37.27% of Edgewood Management's stock portfolio.
- Added to shares of these 10 stocks: AXON (+$228M), APH (+$187M), NFLX (+$181M), NOW (+$120M), SPOT (+$108M), TDG (+$42M), BMRN, DVY, DIS, RACE.
- Started 3 new stock positions in BMRN, DIS, RACE.
- Reduced shares in these 10 stocks: ASML (-$733M), LLY (-$517M), SPGI (-$420M), BX (-$373M), ABNB (-$312M), NVDA (-$291M), V (-$224M), SNPS (-$165M), AVGO (-$155M), ISRG (-$118M).
- Sold out of its positions in NLY, APO, IWF, WBD, HOWL.
- Edgewood Management was a net seller of stock by $-2.7B.
- Edgewood Management has $16B in assets under management (AUM), dropping by -26.21%.
- Central Index Key (CIK): 0000860561
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Portfolio Holdings for Edgewood Management
Edgewood Management holds 87 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Netflix (NFLX) | 8.7 | $1.3B | +15% | 14M | 96.15 |
|
| Asml Hldg Nv N Y Registry Shs (ASML) | 8.0 | $1.2B | -37% | 943k | 1320.83 |
|
| NVIDIA Corporation (NVDA) | 7.9 | $1.2B | -19% | 7.0M | 174.40 |
|
| Broadcom (AVGO) | 6.9 | $1.1B | -12% | 3.5M | 309.51 |
|
| Visa Com Cl A (V) | 5.7 | $886M | -20% | 2.9M | 302.24 |
|
| Synopsys (SNPS) | 5.7 | $876M | -15% | 2.2M | 396.48 |
|
| Axon Enterprise (AXON) | 5.6 | $862M | +36% | 2.0M | 424.69 |
|
| Msci (MSCI) | 4.9 | $756M | 1.4M | 539.01 |
|
|
| Shopify Cl A Sub Vtg Shs (SHOP) | 4.6 | $720M | -2% | 6.1M | 118.62 |
|
| Intuitive Surgical Com New (ISRG) | 4.6 | $717M | -14% | 1.6M | 460.99 |
|
| TransDigm Group Incorporated (TDG) | 4.6 | $716M | +6% | 618k | 1158.96 |
|
| Eli Lilly & Co. (LLY) | 4.1 | $638M | -44% | 694k | 919.77 |
|
| Spotify Technology S A SHS (SPOT) | 4.0 | $621M | +21% | 1.3M | 484.91 |
|
| Amphenol Corp Cl A (APH) | 3.8 | $582M | +47% | 4.6M | 126.35 |
|
| Fair Isaac Corporation (FICO) | 3.7 | $574M | 538k | 1067.54 |
|
|
| Intuit (INTU) | 3.2 | $499M | -15% | 1.2M | 432.38 |
|
| Boston Scientific Corporation (BSX) | 3.1 | $479M | -2% | 7.6M | 62.75 |
|
| Servicenow (NOW) | 2.8 | $441M | +37% | 4.2M | 104.55 |
|
| Vertex Pharmaceuticals Incorporated (VRTX) | 2.6 | $404M | -14% | 905k | 446.54 |
|
| Blackstone Group Inc Com Cl A (BX) | 1.9 | $289M | -56% | 2.5M | 114.99 |
|
| S&p Global (SPGI) | 1.8 | $279M | -60% | 656k | 425.34 |
|
| Colgate-Palmolive Company (CL) | 0.3 | $52M | 605k | 85.23 |
|
|
| Apple (AAPL) | 0.2 | $37M | -13% | 147k | 253.79 |
|
| 3M Company (MMM) | 0.1 | $12M | -10% | 84k | 145.23 |
|
| Abbvie (ABBV) | 0.1 | $9.9M | -19% | 46k | 217.49 |
|
| Equinix (EQIX) | 0.1 | $9.3M | -36% | 9.5k | 980.24 |
|
| Ishares Tr Select Divid Etf (DVY) | 0.1 | $8.3M | +5% | 55k | 151.41 |
|
| Cme (CME) | 0.1 | $8.3M | -18% | 28k | 295.35 |
|
| Meta Platforms Cl A (META) | 0.1 | $8.2M | 14k | 572.13 |
|
|
| Select Sector Spdr Tr State Street Uti (XLU) | 0.1 | $7.9M | 171k | 45.89 |
|
|
| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 0.1 | $7.8M | -12% | 12k | 650.34 |
|
| Abbott Laboratories (ABT) | 0.0 | $7.0M | 68k | 102.67 |
|
|
| Prologis (PLD) | 0.0 | $5.9M | 45k | 132.18 |
|
|
| Applovin Corp Com Cl A (APP) | 0.0 | $5.7M | 14k | 398.00 |
|
|
| JPMorgan Chase & Co. (JPM) | 0.0 | $5.6M | 19k | 294.16 |
|
|
| Digital Realty Trust (DLR) | 0.0 | $5.0M | 28k | 180.21 |
|
|
| Johnson & Johnson (JNJ) | 0.0 | $4.5M | 18k | 244.44 |
|
|
| Solventum Corp Com Shs (SOLV) | 0.0 | $4.2M | -6% | 65k | 65.30 |
|
| Gilead Sciences (GILD) | 0.0 | $3.9M | 28k | 139.37 |
|
|
| American Tower Reit (AMT) | 0.0 | $3.8M | -24% | 22k | 172.58 |
|
| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 0.0 | $3.8M | 11k | 337.95 |
|
|
| Bank of New York Mellon Corporation (BNY) | 0.0 | $3.5M | 30k | 118.63 |
|
|
| Pepsi (PEP) | 0.0 | $3.2M | 21k | 155.29 |
|
|
| AeroVironment (AVAV) | 0.0 | $2.7M | 15k | 183.05 |
|
|
| Advanced Micro Devices (AMD) | 0.0 | $2.7M | 13k | 203.43 |
|
|
| SYSCO Corporation (SYY) | 0.0 | $2.5M | 35k | 71.33 |
|
|
| Nextera Energy (NEE) | 0.0 | $2.5M | 26k | 92.88 |
|
|
| Pfizer (PFE) | 0.0 | $2.3M | 82k | 28.08 |
|
|
| Allied Motion Technologies (ALNT) | 0.0 | $2.3M | 39k | 59.09 |
|
|
| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.0 | $2.2M | 3.00 | 718140.00 |
|
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.0 | $2.1M | -2% | 4.4k | 479.20 |
|
| Moog CL B (MOG.B) | 0.0 | $2.1M | 7.2k | 294.90 |
|
|
| Cisco Systems (CSCO) | 0.0 | $2.1M | 27k | 77.59 |
|
|
| Assertio Holdings Com New | 0.0 | $2.0M | 108k | 19.06 |
|
|
| Eaton Vance Tax-advntg Glbl Di (ETG) | 0.0 | $1.6M | 82k | 20.12 |
|
|
| Dell Technologies CL C (DELL) | 0.0 | $1.6M | 10k | 164.13 |
|
|
| Coca-Cola Company (KO) | 0.0 | $1.6M | 21k | 76.05 |
|
|
| Arrowhead Pharmaceuticals (ARWR) | 0.0 | $1.6M | 25k | 62.70 |
|
|
| Exxon Mobil Corporation (XOM) | 0.0 | $1.5M | 9.0k | 169.66 |
|
|
| Amazon (AMZN) | 0.0 | $1.5M | 7.0k | 208.27 |
|
|
| Bristol Myers Squibb (BMY) | 0.0 | $1.3M | -41% | 22k | 60.65 |
|
| Veralto Corp Com Shs (VLTO) | 0.0 | $1.3M | 15k | 88.42 |
|
|
| Danaher Corporation (DHR) | 0.0 | $1.3M | 6.8k | 189.60 |
|
|
| Microsoft Corporation (MSFT) | 0.0 | $1.3M | 3.4k | 370.17 |
|
|
| Agios Pharmaceuticals (AGIO) | 0.0 | $1.2M | 35k | 33.83 |
|
|
| Armata Pharmaceuticals (ARMP) | 0.0 | $1.0M | 100k | 10.24 |
|
|
| Merck & Co (MRK) | 0.0 | $928k | 7.7k | 120.29 |
|
|
| Freeport Mcmoran CL B (FCX) | 0.0 | $842k | 14k | 58.78 |
|
|
| Duke Energy Corp Com New (DUK) | 0.0 | $825k | 6.3k | 130.94 |
|
|
| Qxo Com New (QXO) | 0.0 | $777k | 40k | 19.42 |
|
|
| Airbnb Com Cl A (ABNB) | 0.0 | $743k | -99% | 5.9k | 126.28 |
|
| BioMarin Pharmaceutical (BMRN) | 0.0 | $565k | NEW | 10k | 56.49 |
|
| Adobe Systems Incorporated (ADBE) | 0.0 | $557k | 2.3k | 243.08 |
|
|
| Grail (GRAL) | 0.0 | $517k | 10k | 51.68 |
|
|
| Uber Technologies (UBER) | 0.0 | $489k | 6.8k | 71.93 |
|
|
| Prothena Corp SHS (PRTA) | 0.0 | $486k | +107% | 50k | 9.72 |
|
| Walt Disney Company (DIS) | 0.0 | $444k | NEW | 4.6k | 96.38 |
|
| Chipotle Mexican Grill (CMG) | 0.0 | $436k | 14k | 32.01 |
|
|
| Lithium Amers Corp Com Shs (LAC) | 0.0 | $395k | +100% | 100k | 3.95 |
|
| Lauder Estee Cos Cl A (EL) | 0.0 | $390k | 5.4k | 71.77 |
|
|
| Ferrari Nv Ord (RACE) | 0.0 | $339k | NEW | 1.0k | 338.45 |
|
| Lithium Argentina Com Shs (LAR) | 0.0 | $334k | 50k | 6.68 |
|
|
| Charles Schwab Corporation (SCHW) | 0.0 | $329k | 3.5k | 93.98 |
|
|
| Procter & Gamble Company (PG) | 0.0 | $318k | 2.2k | 144.44 |
|
|
| Ginkgo Bioworks Holdings Cl A New (DNA) | 0.0 | $307k | 50k | 6.13 |
|
|
| Home Depot (HD) | 0.0 | $256k | 777.00 | 328.89 |
|
|
| Seer Com Cl A (SEER) | 0.0 | $168k | 100k | 1.68 |
|
Past Filings by Edgewood Management
SEC 13F filings are viewable for Edgewood Management going back to 2010
- Edgewood Management 2026 Q1 filed May 14, 2026
- Edgewood Management 2025 Q4 filed Feb. 12, 2026
- Edgewood Management 2025 Q3 filed Nov. 12, 2025
- Edgewood Management 2025 Q2 filed Aug. 13, 2025
- Edgewood Management 2025 Q1 filed May 14, 2025
- Edgewood Management 2024 Q4 filed Feb. 13, 2025
- Edgewood Management 2024 Q3 filed Nov. 12, 2024
- Edgewood Management 2024 Q1 filed May 14, 2024
- Edgewood Management 2023 Q3 filed Nov. 13, 2023
- Edgewood Management 2023 Q2 filed Aug. 11, 2023
- Edgewood Management 2023 Q1 filed May 12, 2023
- Edgewood Management 2022 Q4 filed Feb. 13, 2023
- Edgewood Management 2022 Q3 filed Nov. 10, 2022
- Edgewood Management 2022 Q2 filed Aug. 12, 2022
- Edgewood Management 2022 Q1 filed May 11, 2022
- Edgewood Management 2021 Q4 filed Feb. 11, 2022