Filed: 11/12/2025ACC: 0001062993-25-016658
📋 What this filing means
EDGEWOOD MANAGEMENT LLC filed this quarterly 13F‑HR report disclosing 88 equity positions with a total reported market value of $28.22B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
88
Positions
$28.22B
Total AUM (reported)
97.15M
Total Shares
Allocation by class
COM$19.80B70.2%
COM CL A$2.92B10.4%
N Y REGISTRY SHS$2.22B7.9%
CL A SUB VTG SHS$1.30B4.6%
COM NEW$1.13B4.0%
SHS$798.03M2.8%
CL A$13.51M0.0%
Portfolio Concentration
Top 3$6.54B23.2%
4–10$10.80B38.3%
11–25$10.71B38.0%
Rest$177.74M0.6%
Top 3 weight
23.2%
Top 10 weight
61.4%
Voting Authority Distribution
Total shares with voting rights: 97.15M
Sole
Full voting authority
95.28M
shares
% of voting shares98.1%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
1.87M
shares
% of voting shares1.9%
Investment Discretion (by position count)
Sole88
Shared0
Other0
Dominant voting typeSole · 98.1% of voting shares
Institutional Holdings88
Rows:
NVIDIA CORPORATION
SOLEShares12.55M
TypeSH
Market value$2.34B
8.30%
Sole
12.31M
Shared
0.00
None
237.56K
ASML HOLDING N V
SOLEShares2.29M
TypeSH
Market value$2.22B
7.85%
Sole
2.24M
Shared
0.00
None
45.84K
NETFLIX INC
SOLEShares1.65M
TypeSH
Market value$1.98B
7.01%
Sole
1.62M
Shared
0.00
None
32.34K
SYNOPSYS INC
SOLEShares3.70M
TypeSH
Market value$1.83B
6.47%
Sole
3.63M
Shared
0.00
None
73.26K
VISA INC
SOLEShares5.09M
TypeSH
Market value$1.74B
6.15%
Sole
4.98M
Shared
0.00
None
102.06K
BROADCOM INC
SOLEShares5.05M
TypeSH
Market value$1.67B
5.91%
Sole
4.95M
Shared
0.00
None
103.02K
ELI LILLY & CO
SOLEShares2.18M
TypeSH
Market value$1.66B
5.89%
Sole
2.14M
Shared
0.00
None
43.25K
BLACKSTONE INC
SOLEShares7.87M
TypeSH
Market value$1.34B
4.76%
Sole
7.71M
Shared
0.00
None
157.73K
SHOPIFY INC
SOLEShares8.73M
TypeSH
Market value$1.30B
4.60%
Sole
8.55M
Shared
0.00
None
174.13K
INTUIT
SOLEShares1.85M
TypeSH
Market value$1.26B
4.47%
Sole
1.81M
Shared
0.00
None
36.38K
SERVICENOW INC
SOLEShares1.37M
TypeSH
Market value$1.26B
4.46%
Sole
1.34M
Shared
0.00
None
26.88K
AIRBNB INC
SOLEShares9.70M
TypeSH
Market value$1.18B
4.17%
Sole
9.51M
Shared
0.00
None
191.10K
FAIR ISAAC CORP
SOLEShares759.89K
TypeSH
Market value$1.14B
4.03%
Sole
745.09K
Shared
0.00
None
14.81K
INTUITIVE SURGICAL INC
SOLEShares2.51M
TypeSH
Market value$1.12B
3.99%
Sole
2.47M
Shared
0.00
None
49.15K
S&P GLOBAL INC
SOLEShares2.28M
TypeSH
Market value$1.11B
3.94%
Sole
2.24M
Shared
0.00
None
44.69K
MSCI INC
SOLEShares1.91M
TypeSH
Market value$1.09B
3.85%
Sole
1.88M
Shared
0.00
None
36.94K
BOSTON SCIENTIFIC CORP
SOLEShares9.30M
TypeSH
Market value$908.07M
3.22%
Sole
9.12M
Shared
0.00
None
183.14K
TRANSDIGM GROUP INC
SOLEShares636.84K
TypeSH
Market value$839.37M
2.97%
Sole
624.31K
Shared
0.00
None
12.53K
SPOTIFY TECHNOLOGY S A
SOLEShares1.14M
TypeSH
Market value$797.80M
2.83%
Sole
1.12M
Shared
0.00
None
22.25K
VERTEX PHARMACEUTICALS INC
SOLEShares1.49M
TypeSH
Market value$582.58M
2.06%
Sole
1.46M
Shared
0.00
None
28.60K
COPART INC
SOLEShares12.42M
TypeSH
Market value$558.69M
1.98%
Sole
12.17M
Shared
0.00
None
251.98K
COLGATE PALMOLIVE CO
SOLEShares619.25K
TypeSH
Market value$49.50M
0.18%
Sole
619.25K
Shared
0.00
None
0.00
APPLE INC
SOLEShares176.48K
TypeSH
Market value$44.94M
0.16%
Sole
176.48K
Shared
0.00
None
0.00
3M CO
SOLEShares110.81K
TypeSH
Market value$17.20M
0.06%
Sole
110.81K
Shared
0.00
None
0.00
EQUINIX INC
SOLEShares19.45K
TypeSH
Market value$15.23M
0.05%
Sole
19.45K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
NVIDIA CORPORATIONSOLE | COM | 12.55M | SH | $2.34B 8.30% | 12.31M | 0.00 | 237.56K |
ASML HOLDING N VSOLE | N Y REGISTRY SHS | 2.29M | SH | $2.22B 7.85% | 2.24M | 0.00 | 45.84K |
NETFLIX INCSOLE | COM | 1.65M | SH | $1.98B 7.01% | 1.62M | 0.00 | 32.34K |
SYNOPSYS INCSOLE | COM | 3.70M | SH | $1.83B 6.47% | 3.63M | 0.00 | 73.26K |
VISA INCSOLE | COM CL A | 5.09M | SH | $1.74B 6.15% | 4.98M | 0.00 | 102.06K |
BROADCOM INCSOLE | COM | 5.05M | SH | $1.67B 5.91% | 4.95M | 0.00 | 103.02K |
ELI LILLY & COSOLE | COM | 2.18M | SH | $1.66B 5.89% | 2.14M | 0.00 | 43.25K |
BLACKSTONE INCSOLE | COM | 7.87M | SH | $1.34B 4.76% | 7.71M | 0.00 | 157.73K |
SHOPIFY INCSOLE | CL A SUB VTG SHS | 8.73M | SH | $1.30B 4.60% | 8.55M | 0.00 | 174.13K |
INTUITSOLE | COM | 1.85M | SH | $1.26B 4.47% | 1.81M | 0.00 | 36.38K |
SERVICENOW INCSOLE | COM | 1.37M | SH | $1.26B 4.46% | 1.34M | 0.00 | 26.88K |
AIRBNB INCSOLE | COM CL A | 9.70M | SH | $1.18B 4.17% | 9.51M | 0.00 | 191.10K |
FAIR ISAAC CORPSOLE | COM | 759.89K | SH | $1.14B 4.03% | 745.09K | 0.00 | 14.81K |
INTUITIVE SURGICAL INCSOLE | COM NEW | 2.51M | SH | $1.12B 3.99% | 2.47M | 0.00 | 49.15K |
S&P GLOBAL INCSOLE | COM | 2.28M | SH | $1.11B 3.94% | 2.24M | 0.00 | 44.69K |
MSCI INCSOLE | COM | 1.91M | SH | $1.09B 3.85% | 1.88M | 0.00 | 36.94K |
BOSTON SCIENTIFIC CORPSOLE | COM | 9.30M | SH | $908.07M 3.22% | 9.12M | 0.00 | 183.14K |
TRANSDIGM GROUP INCSOLE | COM | 636.84K | SH | $839.37M 2.97% | 624.31K | 0.00 | 12.53K |
SPOTIFY TECHNOLOGY S ASOLE | SHS | 1.14M | SH | $797.80M 2.83% | 1.12M | 0.00 | 22.25K |
VERTEX PHARMACEUTICALS INCSOLE | COM | 1.49M | SH | $582.58M 2.06% | 1.46M | 0.00 | 28.60K |
COPART INCSOLE | COM | 12.42M | SH | $558.69M 1.98% | 12.17M | 0.00 | 251.98K |
COLGATE PALMOLIVE COSOLE | COM | 619.25K | SH | $49.50M 0.18% | 619.25K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 176.48K | SH | $44.94M 0.16% | 176.48K | 0.00 | 0.00 |
3M COSOLE | COM | 110.81K | SH | $17.20M 0.06% | 110.81K | 0.00 | 0.00 |
EQUINIX INCSOLE | COM | 19.45K | SH | $15.23M 0.05% | 19.45K | 0.00 | 0.00 |
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