Edgewood Management

Edgewood Management as of March 31, 2019

Portfolio Holdings for Edgewood Management

Edgewood Management holds 65 positions in its portfolio as reported in the March 2019 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Visa (V) 7.8 $2.2B 14M 156.19
Paypal Holdings (PYPL) 6.1 $1.7B 17M 103.84
American Tower Reit (AMT) 5.9 $1.7B 8.5M 197.06
Alphabet Inc Class A cs (GOOGL) 5.9 $1.7B 1.4M 1176.89
Equinix (EQIX) 5.7 $1.6B 3.6M 453.16
Nike (NKE) 5.0 $1.4B 17M 84.21
NVIDIA Corporation (NVDA) 4.9 $1.4B 7.9M 179.56
Intuitive Surgical (ISRG) 4.8 $1.4B 2.4M 570.58
S&p Global (SPGI) 4.7 $1.4B 6.4M 210.55
Facebook Inc cl a (META) 4.5 $1.3B 7.8M 166.69
Illumina (ILMN) 4.5 $1.3B 4.1M 310.69
Adobe Systems Incorporated (ADBE) 4.3 $1.2B 4.6M 266.49
Cme (CME) 4.3 $1.2B 7.4M 164.58
Booking Holdings (BKNG) 4.1 $1.2B 676k 1744.91
Ecolab (ECL) 4.0 $1.1B 6.5M 176.54
Estee Lauder Companies (EL) 4.0 $1.1B 6.8M 165.55
Amazon (AMZN) 3.7 $1.1B 598k 1780.75
Ihs Markit 3.5 $1.0B 19M 54.38
Charles Schwab Corporation (SCHW) 3.3 $935M 22M 42.76
Netflix (NFLX) 3.1 $902M 2.5M 356.56
Cognizant Technology Solutions (CTSH) 3.0 $844M 12M 72.45
Align Technology (ALGN) 2.0 $573M 2.0M 284.33
3M Company (MMM) 0.2 $71M 343k 207.78
Colgate-Palmolive Company (CL) 0.2 $55M 801k 68.54
Apple (AAPL) 0.1 $27M 140k 189.95
Allergan 0.1 $17M 115k 146.41
Gilead Sciences (GILD) 0.0 $8.7M 135k 65.01
Alphabet Inc Class C cs (GOOG) 0.0 $7.3M 6.2k 1173.39
Abbott Laboratories (ABT) 0.0 $6.1M 76k 79.95
Vertex Pharmaceuticals Incorporated (VRTX) 0.0 $6.4M 35k 183.94
Spdr S&p 500 Etf (SPY) 0.0 $4.4M 16k 282.48
Celgene Corporation 0.0 $5.5M 58k 94.34
Utilities SPDR (XLU) 0.0 $6.5M 112k 58.17
iShares Dow Jones Select Dividend (DVY) 0.0 $5.6M 57k 98.19
Abbvie (ABBV) 0.0 $6.2M 78k 80.59
Bank of New York Mellon Corporation (BK) 0.0 $2.7M 53k 50.43
Exxon Mobil Corporation (XOM) 0.0 $3.8M 47k 80.81
Johnson & Johnson (JNJ) 0.0 $2.7M 20k 139.77
Pfizer (PFE) 0.0 $4.0M 94k 42.47
Cisco Systems (CSCO) 0.0 $1.7M 31k 53.99
SYSCO Corporation (SYY) 0.0 $3.4M 51k 66.76
Pepsi (PEP) 0.0 $3.2M 26k 122.56
Cohen & Steers Mlp Fund 0.0 $2.9M 309k 9.41
Hasbro (HAS) 0.0 $265k 3.1k 84.91
JPMorgan Chase & Co. (JPM) 0.0 $415k 4.1k 101.12
MasterCard Incorporated (MA) 0.0 $204k 867.00 235.29
Berkshire Hathaway (BRK.B) 0.0 $924k 4.6k 200.87
Coca-Cola Company (KO) 0.0 $1.3M 29k 46.88
Home Depot (HD) 0.0 $211k 1.1k 192.34
Walt Disney Company (DIS) 0.0 $289k 2.6k 111.15
Chevron Corporation (CVX) 0.0 $496k 4.0k 123.08
Verizon Communications (VZ) 0.0 $948k 16k 59.12
Berkshire Hathaway (BRK.A) 0.0 $904k 3.00 301333.33
Merck & Co (MRK) 0.0 $383k 4.6k 83.17
Procter & Gamble Company (PG) 0.0 $229k 2.2k 104.09
Freeport-McMoRan Copper & Gold (FCX) 0.0 $185k 14k 12.92
Starbucks Corporation (SBUX) 0.0 $582k 7.8k 74.39
AvalonBay Communities (AVB) 0.0 $248k 1.2k 200.49
Energy Transfer Equity (ET) 0.0 $224k 15k 15.36
McCormick & Company, Incorporated (MKC) 0.0 $301k 2.0k 150.50
American Water Works (AWK) 0.0 $261k 2.5k 104.40
EXACT Sciences Corporation (EXAS) 0.0 $433k 5.0k 86.60
Hsbc Hldgs Plc adr a 1/40pf a 0.0 $232k 9.0k 25.78
Vodafone Group New Adr F (VOD) 0.0 $461k 25k 18.20
Chubb (CB) 0.0 $219k 1.6k 140.03