Filed: 8/13/2025ACC: 0001062993-25-014249
📋 What this filing means
EDGEWOOD MANAGEMENT LLC filed this quarterly 13F‑HR report disclosing 83 equity positions with a total reported market value of $31.45B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
83
Positions
$31.45B
Total AUM (reported)
124.60M
Total Shares
Allocation by class
COM$21.48B68.3%
COM CL A$4.38B13.9%
N Y REGISTRY SHS$2.18B6.9%
COM NEW$1.30B4.1%
CL A SUB VTG SHS$1.10B3.5%
SHS$959.16M3.0%
CL A$13.47M0.0%
Portfolio Concentration
Top 3$7.20B22.9%
4–10$11.32B36.0%
11–25$12.76B40.6%
Rest$169.75M0.5%
Top 3 weight
22.9%
Top 10 weight
58.9%
Voting Authority Distribution
Total shares with voting rights: 124.60M
Sole
Full voting authority
122.29M
shares
% of voting shares98.1%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
2.31M
shares
% of voting shares1.9%
Investment Discretion (by position count)
Sole83
Shared0
Other0
Dominant voting typeSole · 98.1% of voting shares
Institutional Holdings83
Rows:
NVIDIA CORPORATION
SOLEShares16.39M
TypeSH
Market value$2.59B
8.23%
Sole
16.08M
Shared
0.00
None
301.33K
NETFLIX INC
SOLEShares1.82M
TypeSH
Market value$2.44B
7.75%
Sole
1.79M
Shared
0.00
None
34.21K
ASML HOLDING N V
SOLEShares2.72M
TypeSH
Market value$2.18B
6.92%
Sole
2.66M
Shared
0.00
None
51.60K
VISA INC
SOLEShares5.62M
TypeSH
Market value$2.00B
6.35%
Sole
5.52M
Shared
0.00
None
107.95K
INTUIT
SOLEShares2.24M
TypeSH
Market value$1.76B
5.61%
Sole
2.20M
Shared
0.00
None
42.83K
BROADCOM INC
SOLEShares5.70M
TypeSH
Market value$1.57B
5.00%
Sole
5.59M
Shared
0.00
None
109.34K
ELI LILLY & CO
SOLEShares1.98M
TypeSH
Market value$1.55B
4.91%
Sole
1.94M
Shared
0.00
None
38.06K
SERVICENOW INC
SOLEShares1.50M
TypeSH
Market value$1.54B
4.90%
Sole
1.47M
Shared
0.00
None
28.36K
SYNOPSYS INC
SOLEShares2.92M
TypeSH
Market value$1.49B
4.75%
Sole
2.86M
Shared
0.00
None
55.66K
AIRBNB INC
SOLEShares10.62M
TypeSH
Market value$1.40B
4.47%
Sole
10.41M
Shared
0.00
None
201.90K
S&P GLOBAL INC
SOLEShares2.50M
TypeSH
Market value$1.32B
4.19%
Sole
2.45M
Shared
0.00
None
47.38K
INTUITIVE SURGICAL INC
SOLEShares2.39M
TypeSH
Market value$1.30B
4.13%
Sole
2.34M
Shared
0.00
None
44.64K
BLACKSTONE INC
SOLEShares8.63M
TypeSH
Market value$1.29B
4.11%
Sole
8.47M
Shared
0.00
None
167.06K
MSCI INC
SOLEShares2.09M
TypeSH
Market value$1.21B
3.84%
Sole
2.05M
Shared
0.00
None
39.47K
SHOPIFY INC
SOLEShares9.56M
TypeSH
Market value$1.10B
3.51%
Sole
9.37M
Shared
0.00
None
185.17K
VERTEX PHARMACEUTICALS INC
SOLEShares2.45M
TypeSH
Market value$1.09B
3.47%
Sole
2.41M
Shared
0.00
None
46.36K
TRANSDIGM GROUP INC
SOLEShares696.21K
TypeSH
Market value$1.06B
3.37%
Sole
682.98K
Shared
0.00
None
13.23K
THE TRADE DESK INC
SOLEShares13.66M
TypeSH
Market value$983.20M
3.13%
Sole
13.40M
Shared
0.00
None
258.17K
COPART INC
SOLEShares19.92M
TypeSH
Market value$977.28M
3.11%
Sole
19.54M
Shared
0.00
None
377.99K
SPOTIFY TECHNOLOGY S A
SOLEShares1.25M
TypeSH
Market value$959.01M
3.05%
Sole
1.23M
Shared
0.00
None
23.32K
BOSTON SCIENTIFIC CORP
SOLEShares6.95M
TypeSH
Market value$746.66M
2.37%
Sole
6.82M
Shared
0.00
None
130.16K
FAIR ISAAC CORP
SOLEShares335.23K
TypeSH
Market value$612.79M
1.95%
Sole
328.93K
Shared
0.00
None
6.30K
COLGATE PALMOLIVE CO
SOLEShares638.94K
TypeSH
Market value$58.08M
0.18%
Sole
638.94K
Shared
0.00
None
0.00
APPLE INC
SOLEShares199.65K
TypeSH
Market value$40.96M
0.13%
Sole
199.65K
Shared
0.00
None
0.00
3M CO
SOLEShares126.94K
TypeSH
Market value$19.33M
0.06%
Sole
126.94K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
NVIDIA CORPORATIONSOLE | COM | 16.39M | SH | $2.59B 8.23% | 16.08M | 0.00 | 301.33K |
NETFLIX INCSOLE | COM | 1.82M | SH | $2.44B 7.75% | 1.79M | 0.00 | 34.21K |
ASML HOLDING N VSOLE | N Y REGISTRY SHS | 2.72M | SH | $2.18B 6.92% | 2.66M | 0.00 | 51.60K |
VISA INCSOLE | COM CL A | 5.62M | SH | $2.00B 6.35% | 5.52M | 0.00 | 107.95K |
INTUITSOLE | COM | 2.24M | SH | $1.76B 5.61% | 2.20M | 0.00 | 42.83K |
BROADCOM INCSOLE | COM | 5.70M | SH | $1.57B 5.00% | 5.59M | 0.00 | 109.34K |
ELI LILLY & COSOLE | COM | 1.98M | SH | $1.55B 4.91% | 1.94M | 0.00 | 38.06K |
SERVICENOW INCSOLE | COM | 1.50M | SH | $1.54B 4.90% | 1.47M | 0.00 | 28.36K |
SYNOPSYS INCSOLE | COM | 2.92M | SH | $1.49B 4.75% | 2.86M | 0.00 | 55.66K |
AIRBNB INCSOLE | COM CL A | 10.62M | SH | $1.40B 4.47% | 10.41M | 0.00 | 201.90K |
S&P GLOBAL INCSOLE | COM | 2.50M | SH | $1.32B 4.19% | 2.45M | 0.00 | 47.38K |
INTUITIVE SURGICAL INCSOLE | COM NEW | 2.39M | SH | $1.30B 4.13% | 2.34M | 0.00 | 44.64K |
BLACKSTONE INCSOLE | COM | 8.63M | SH | $1.29B 4.11% | 8.47M | 0.00 | 167.06K |
MSCI INCSOLE | COM | 2.09M | SH | $1.21B 3.84% | 2.05M | 0.00 | 39.47K |
SHOPIFY INCSOLE | CL A SUB VTG SHS | 9.56M | SH | $1.10B 3.51% | 9.37M | 0.00 | 185.17K |
VERTEX PHARMACEUTICALS INCSOLE | COM | 2.45M | SH | $1.09B 3.47% | 2.41M | 0.00 | 46.36K |
TRANSDIGM GROUP INCSOLE | COM | 696.21K | SH | $1.06B 3.37% | 682.98K | 0.00 | 13.23K |
THE TRADE DESK INCSOLE | COM CL A | 13.66M | SH | $983.20M 3.13% | 13.40M | 0.00 | 258.17K |
COPART INCSOLE | COM | 19.92M | SH | $977.28M 3.11% | 19.54M | 0.00 | 377.99K |
SPOTIFY TECHNOLOGY S ASOLE | SHS | 1.25M | SH | $959.01M 3.05% | 1.23M | 0.00 | 23.32K |
BOSTON SCIENTIFIC CORPSOLE | COM | 6.95M | SH | $746.66M 2.37% | 6.82M | 0.00 | 130.16K |
FAIR ISAAC CORPSOLE | COM | 335.23K | SH | $612.79M 1.95% | 328.93K | 0.00 | 6.30K |
COLGATE PALMOLIVE COSOLE | COM | 638.94K | SH | $58.08M 0.18% | 638.94K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 199.65K | SH | $40.96M 0.13% | 199.65K | 0.00 | 0.00 |
3M COSOLE | COM | 126.94K | SH | $19.33M 0.06% | 126.94K | 0.00 | 0.00 |
Page 1 of 4