Edgewood Management as of March 31, 2026
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 | 14M | 96.15 | |
| Asml Hldg Nv N Y Registry Shs (ASML) | 8.0 | $1.2B | 943k | 1320.83 | |
| NVIDIA Corporation (NVDA) | 7.9 | $1.2B | 7.0M | 174.40 | |
| Broadcom (AVGO) | 6.9 | $1.1B | 3.5M | 309.51 | |
| Visa Com Cl A (V) | 5.7 | $886M | 2.9M | 302.24 | |
| Synopsys (SNPS) | 5.7 | $876M | 2.2M | 396.48 | |
| Axon Enterprise (AXON) | 5.6 | $862M | 2.0M | 424.69 | |
| Msci (MSCI) | 4.9 | $756M | 1.4M | 539.01 | |
| Shopify Cl A Sub Vtg Shs (SHOP) | 4.6 | $720M | 6.1M | 118.62 | |
| Intuitive Surgical Com New (ISRG) | 4.6 | $717M | 1.6M | 460.99 | |
| TransDigm Group Incorporated (TDG) | 4.6 | $716M | 618k | 1158.96 | |
| Eli Lilly & Co. (LLY) | 4.1 | $638M | 694k | 919.77 | |
| Spotify Technology S A SHS (SPOT) | 4.0 | $621M | 1.3M | 484.91 | |
| Amphenol Corp Cl A (APH) | 3.8 | $582M | 4.6M | 126.35 | |
| Fair Isaac Corporation (FICO) | 3.7 | $574M | 538k | 1067.54 | |
| Intuit (INTU) | 3.2 | $499M | 1.2M | 432.38 | |
| Boston Scientific Corporation (BSX) | 3.1 | $479M | 7.6M | 62.75 | |
| Servicenow (NOW) | 2.8 | $441M | 4.2M | 104.55 | |
| Vertex Pharmaceuticals Incorporated (VRTX) | 2.6 | $404M | 905k | 446.54 | |
| Blackstone Group Inc Com Cl A (BX) | 1.9 | $289M | 2.5M | 114.99 | |
| S&p Global (SPGI) | 1.8 | $279M | 656k | 425.34 | |
| Colgate-Palmolive Company (CL) | 0.3 | $52M | 605k | 85.23 | |
| Apple (AAPL) | 0.2 | $37M | 147k | 253.79 | |
| 3M Company (MMM) | 0.1 | $12M | 84k | 145.23 | |
| Abbvie (ABBV) | 0.1 | $9.9M | 46k | 217.49 | |
| Equinix (EQIX) | 0.1 | $9.3M | 9.5k | 980.24 | |
| Ishares Tr Select Divid Etf (DVY) | 0.1 | $8.3M | 55k | 151.41 | |
| Cme (CME) | 0.1 | $8.3M | 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 | 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 | 65k | 65.30 | |
| Gilead Sciences (GILD) | 0.0 | $3.9M | 28k | 139.37 | |
| American Tower Reit (AMT) | 0.0 | $3.8M | 22k | 172.58 | |
| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 0.0 | $3.8M | 11k | 337.95 | |
| Bank of New York Mellon Corporation (BK) | 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 | 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 (ASRT) | 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 | 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 | 5.9k | 126.28 | |
| BioMarin Pharmaceutical (BMRN) | 0.0 | $565k | 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 | 50k | 9.72 | |
| Walt Disney Company (DIS) | 0.0 | $444k | 4.6k | 96.38 | |
| Chipotle Mexican Grill (CMG) | 0.0 | $436k | 14k | 32.01 | |
| Lithium Amers Corp Com Shs (LAC) | 0.0 | $395k | 100k | 3.95 | |
| Lauder Estee Cos Cl A (EL) | 0.0 | $390k | 5.4k | 71.77 | |
| Ferrari Nv Ord (RACE) | 0.0 | $339k | 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 |
