Filed: 5/14/2025ACC: 0001062993-25-009317
📋 What this filing means
EDGEWOOD MANAGEMENT LLC filed this quarterly 13F‑HR report disclosing 84 equity positions with a total reported market value of $28.73B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
84
Positions
$28.73B
Total AUM (reported)
138.06M
Total Shares
Allocation by class
COM$19.74B68.7%
COM CL A$4.30B15.0%
N Y REGISTRY SHS$1.94B6.7%
COM NEW$1.27B4.4%
CL A$837.56M2.9%
SHS$601.05M2.1%
TR UNIT$13.15M0.0%
Portfolio Concentration
Top 3$6.33B22.0%
4–10$10.54B36.7%
11–25$11.67B40.6%
Rest$195.04M0.7%
Top 3 weight
22.0%
Top 10 weight
58.7%
Voting Authority Distribution
Total shares with voting rights: 138.06M
Sole
Full voting authority
135.64M
shares
% of voting shares98.2%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
2.42M
shares
% of voting shares1.8%
Investment Discretion (by position count)
Sole84
Shared0
Other0
Dominant voting typeSole · 98.2% of voting shares
Institutional Holdings84
Rows:
VISA INC
SOLEShares6.05M
TypeSH
Market value$2.12B
7.38%
Sole
5.94M
Shared
0.00
None
109.58K
NVIDIA CORPORATION
SOLEShares19.51M
TypeSH
Market value$2.11B
7.36%
Sole
19.18M
Shared
0.00
None
335.61K
NETFLIX INC
SOLEShares2.24M
TypeSH
Market value$2.09B
7.28%
Sole
2.20M
Shared
0.00
None
39.81K
ASML HOLDING N V
SOLEShares2.92M
TypeSH
Market value$1.94B
6.74%
Sole
2.87M
Shared
0.00
None
52.42K
ELI LILLY & CO
SOLEShares2.09M
TypeSH
Market value$1.72B
5.99%
Sole
2.05M
Shared
0.00
None
38.63K
INTUIT
SOLEShares2.42M
TypeSH
Market value$1.49B
5.18%
Sole
2.38M
Shared
0.00
None
43.48K
AIRBNB INC
SOLEShares11.49M
TypeSH
Market value$1.37B
4.78%
Sole
11.28M
Shared
0.00
None
205K
S&P GLOBAL INC
SOLEShares2.69M
TypeSH
Market value$1.37B
4.76%
Sole
2.64M
Shared
0.00
None
48.09K
SYNOPSYS INC
SOLEShares3.16M
TypeSH
Market value$1.35B
4.71%
Sole
3.10M
Shared
0.00
None
56.46K
BLACKSTONE INC
SOLEShares9.29M
TypeSH
Market value$1.30B
4.52%
Sole
9.12M
Shared
0.00
None
169.61K
SERVICENOW INC
SOLEShares1.62M
TypeSH
Market value$1.29B
4.49%
Sole
1.59M
Shared
0.00
None
28.77K
VERTEX PHARMACEUTICALS INC
SOLEShares2.64M
TypeSH
Market value$1.28B
4.46%
Sole
2.60M
Shared
0.00
None
47.05K
MSCI INC
SOLEShares2.26M
TypeSH
Market value$1.28B
4.44%
Sole
2.22M
Shared
0.00
None
40.09K
INTUITIVE SURGICAL INC
SOLEShares2.57M
TypeSH
Market value$1.27B
4.43%
Sole
2.52M
Shared
0.00
None
45.33K
COPART INC
SOLEShares21.49M
TypeSH
Market value$1.22B
4.23%
Sole
21.11M
Shared
0.00
None
383.71K
ADOBE INC
SOLEShares2.93M
TypeSH
Market value$1.12B
3.91%
Sole
2.88M
Shared
0.00
None
52.02K
TRANSDIGM GROUP INC
SOLEShares655.37K
TypeSH
Market value$906.57M
3.16%
Sole
643.60K
Shared
0.00
None
11.78K
SHOPIFY INC
SOLEShares8.65M
TypeSH
Market value$825.54M
2.87%
Sole
8.49M
Shared
0.00
None
153.47K
THE TRADE DESK INC
SOLEShares14.75M
TypeSH
Market value$806.97M
2.81%
Sole
14.49M
Shared
0.00
None
261.50K
CHIPOTLE MEXICAN GRILL INC
SOLEShares13.77M
TypeSH
Market value$691.43M
2.41%
Sole
13.53M
Shared
0.00
None
245.02K
SPOTIFY TECHNOLOGY S A
SOLEShares1.09M
TypeSH
Market value$600.76M
2.09%
Sole
1.07M
Shared
0.00
None
19.55K
LULULEMON ATHLETICA INC
SOLEShares843.24K
TypeSH
Market value$238.69M
0.83%
Sole
807.59K
Shared
0.00
None
35.66K
COLGATE PALMOLIVE CO
SOLEShares667.98K
TypeSH
Market value$62.59M
0.22%
Sole
667.98K
Shared
0.00
None
0.00
APPLE INC
SOLEShares204.82K
TypeSH
Market value$45.50M
0.16%
Sole
204.82K
Shared
0.00
None
0.00
3M CO
SOLEShares217.36K
TypeSH
Market value$31.92M
0.11%
Sole
217.36K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VISA INCSOLE | COM CL A | 6.05M | SH | $2.12B 7.38% | 5.94M | 0.00 | 109.58K |
NVIDIA CORPORATIONSOLE | COM | 19.51M | SH | $2.11B 7.36% | 19.18M | 0.00 | 335.61K |
NETFLIX INCSOLE | COM | 2.24M | SH | $2.09B 7.28% | 2.20M | 0.00 | 39.81K |
ASML HOLDING N VSOLE | N Y REGISTRY SHS | 2.92M | SH | $1.94B 6.74% | 2.87M | 0.00 | 52.42K |
ELI LILLY & COSOLE | COM | 2.09M | SH | $1.72B 5.99% | 2.05M | 0.00 | 38.63K |
INTUITSOLE | COM | 2.42M | SH | $1.49B 5.18% | 2.38M | 0.00 | 43.48K |
AIRBNB INCSOLE | COM CL A | 11.49M | SH | $1.37B 4.78% | 11.28M | 0.00 | 205K |
S&P GLOBAL INCSOLE | COM | 2.69M | SH | $1.37B 4.76% | 2.64M | 0.00 | 48.09K |
SYNOPSYS INCSOLE | COM | 3.16M | SH | $1.35B 4.71% | 3.10M | 0.00 | 56.46K |
BLACKSTONE INCSOLE | COM | 9.29M | SH | $1.30B 4.52% | 9.12M | 0.00 | 169.61K |
SERVICENOW INCSOLE | COM | 1.62M | SH | $1.29B 4.49% | 1.59M | 0.00 | 28.77K |
VERTEX PHARMACEUTICALS INCSOLE | COM | 2.64M | SH | $1.28B 4.46% | 2.60M | 0.00 | 47.05K |
MSCI INCSOLE | COM | 2.26M | SH | $1.28B 4.44% | 2.22M | 0.00 | 40.09K |
INTUITIVE SURGICAL INCSOLE | COM NEW | 2.57M | SH | $1.27B 4.43% | 2.52M | 0.00 | 45.33K |
COPART INCSOLE | COM | 21.49M | SH | $1.22B 4.23% | 21.11M | 0.00 | 383.71K |
ADOBE INCSOLE | COM | 2.93M | SH | $1.12B 3.91% | 2.88M | 0.00 | 52.02K |
TRANSDIGM GROUP INCSOLE | COM | 655.37K | SH | $906.57M 3.16% | 643.60K | 0.00 | 11.78K |
SHOPIFY INCSOLE | CL A | 8.65M | SH | $825.54M 2.87% | 8.49M | 0.00 | 153.47K |
THE TRADE DESK INCSOLE | COM CL A | 14.75M | SH | $806.97M 2.81% | 14.49M | 0.00 | 261.50K |
CHIPOTLE MEXICAN GRILL INCSOLE | COM | 13.77M | SH | $691.43M 2.41% | 13.53M | 0.00 | 245.02K |
SPOTIFY TECHNOLOGY S ASOLE | SHS | 1.09M | SH | $600.76M 2.09% | 1.07M | 0.00 | 19.55K |
LULULEMON ATHLETICA INCSOLE | COM | 843.24K | SH | $238.69M 0.83% | 807.59K | 0.00 | 35.66K |
COLGATE PALMOLIVE COSOLE | COM | 667.98K | SH | $62.59M 0.22% | 667.98K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 204.82K | SH | $45.50M 0.16% | 204.82K | 0.00 | 0.00 |
3M COSOLE | COM | 217.36K | SH | $31.92M 0.11% | 217.36K | 0.00 | 0.00 |
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