Filed: 2/12/2026ACC: 0001062993-26-000835
📋 What this filing means
EDGEWOOD MANAGEMENT LLC filed this quarterly 13F‑HR report disclosing 89 equity positions with a total reported market value of $21.00B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
89
Positions
$21.00B
Total AUM (reported)
76.04M
Total Shares
Allocation by class
COM$14.63B69.7%
COM CL A$1.63B7.8%
N Y REGISTRY SHS$1.60B7.6%
COM NEW$1.03B4.9%
CL A SUB VTG SHS$997.93M4.8%
SHS$614.68M2.9%
CL A$434.08M2.1%
Portfolio Concentration
Top 3$4.60B21.9%
4–10$7.96B37.9%
11–25$8.25B39.3%
Rest$194.49M0.9%
Top 3 weight
21.9%
Top 10 weight
59.8%
Voting Authority Distribution
Total shares with voting rights: 76.04M
Sole
Full voting authority
74.33M
shares
% of voting shares97.8%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
1.70M
shares
% of voting shares2.2%
Investment Discretion (by position count)
Sole89
Shared0
Other0
Dominant voting typeSole · 97.8% of voting shares
Institutional Holdings89
Rows:
NVIDIA CORPORATION
SOLEShares8.68M
TypeSH
Market value$1.62B
7.71%
Sole
8.49M
Shared
0.00
None
193.29K
ASML HOLDING N V
SOLEShares1.50M
TypeSH
Market value$1.60B
7.63%
Sole
1.46M
Shared
0.00
None
35.05K
BROADCOM INC
SOLEShares3.98M
TypeSH
Market value$1.38B
6.55%
Sole
3.88M
Shared
0.00
None
94.59K
ELI LILLY & CO
SOLEShares1.26M
TypeSH
Market value$1.35B
6.43%
Sole
1.23M
Shared
0.00
None
29.54K
VISA INC
SOLEShares3.67M
TypeSH
Market value$1.29B
6.13%
Sole
3.58M
Shared
0.00
None
87.95K
SYNOPSYS INC
SOLEShares2.63M
TypeSH
Market value$1.23B
5.87%
Sole
2.57M
Shared
0.00
None
57.50K
NETFLIX INC
SOLEShares12.11M
TypeSH
Market value$1.14B
5.40%
Sole
11.83M
Shared
0.00
None
278.74K
INTUITIVE SURGICAL INC
SOLEShares1.81M
TypeSH
Market value$1.03B
4.89%
Sole
1.77M
Shared
0.00
None
42.38K
SHOPIFY INC
SOLEShares6.20M
TypeSH
Market value$997.93M
4.75%
Sole
6.05M
Shared
0.00
None
149.86K
FAIR ISAAC CORP
SOLEShares548.16K
TypeSH
Market value$926.73M
4.41%
Sole
535.30K
Shared
0.00
None
12.87K
INTUIT
SOLEShares1.36M
TypeSH
Market value$899.83M
4.28%
Sole
1.33M
Shared
0.00
None
31.36K
BLACKSTONE INC
SOLEShares5.75M
TypeSH
Market value$886.76M
4.22%
Sole
5.62M
Shared
0.00
None
135.94K
S&P GLOBAL INC
SOLEShares1.64M
TypeSH
Market value$858.58M
4.09%
Sole
1.60M
Shared
0.00
None
38.53K
AXON ENTERPRISE INC
SOLEShares1.49M
TypeSH
Market value$846.52M
4.03%
Sole
1.46M
Shared
0.00
None
32.11K
MSCI INC
SOLEShares1.41M
TypeSH
Market value$807.27M
3.84%
Sole
1.38M
Shared
0.00
None
31.79K
TRANSDIGM GROUP INC
SOLEShares581.41K
TypeSH
Market value$773.19M
3.68%
Sole
569.24K
Shared
0.00
None
12.17K
BOSTON SCIENTIFIC CORP
SOLEShares7.80M
TypeSH
Market value$744.04M
3.54%
Sole
7.62M
Shared
0.00
None
182.44K
SPOTIFY TECHNOLOGY S A
SOLEShares1.06M
TypeSH
Market value$614.45M
2.93%
Sole
1.03M
Shared
0.00
None
25.08K
VERTEX PHARMACEUTICALS INC
SOLEShares1.06M
TypeSH
Market value$480.60M
2.29%
Sole
1.04M
Shared
0.00
None
24.80K
SERVICENOW INC
SOLEShares3.08M
TypeSH
Market value$471.48M
2.25%
Sole
3.01M
Shared
0.00
None
71.07K
AMPHENOL CORP NEW
SOLEShares3.12M
TypeSH
Market value$421.84M
2.01%
Sole
3.05M
Shared
0.00
None
73.45K
AIRBNB INC
SOLEShares2.48M
TypeSH
Market value$336.57M
1.60%
Sole
2.42M
Shared
0.00
None
57.83K
COLGATE PALMOLIVE CO
SOLEShares605.99K
TypeSH
Market value$47.89M
0.23%
Sole
605.99K
Shared
0.00
None
0.00
APPLE INC
SOLEShares169.07K
TypeSH
Market value$45.96M
0.22%
Sole
169.07K
Shared
0.00
None
0.00
3M CO
SOLEShares93.59K
TypeSH
Market value$14.98M
0.07%
Sole
93.59K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
NVIDIA CORPORATIONSOLE | COM | 8.68M | SH | $1.62B 7.71% | 8.49M | 0.00 | 193.29K |
ASML HOLDING N VSOLE | N Y REGISTRY SHS | 1.50M | SH | $1.60B 7.63% | 1.46M | 0.00 | 35.05K |
BROADCOM INCSOLE | COM | 3.98M | SH | $1.38B 6.55% | 3.88M | 0.00 | 94.59K |
ELI LILLY & COSOLE | COM | 1.26M | SH | $1.35B 6.43% | 1.23M | 0.00 | 29.54K |
VISA INCSOLE | COM CL A | 3.67M | SH | $1.29B 6.13% | 3.58M | 0.00 | 87.95K |
SYNOPSYS INCSOLE | COM | 2.63M | SH | $1.23B 5.87% | 2.57M | 0.00 | 57.50K |
NETFLIX INCSOLE | COM | 12.11M | SH | $1.14B 5.40% | 11.83M | 0.00 | 278.74K |
INTUITIVE SURGICAL INCSOLE | COM NEW | 1.81M | SH | $1.03B 4.89% | 1.77M | 0.00 | 42.38K |
SHOPIFY INCSOLE | CL A SUB VTG SHS | 6.20M | SH | $997.93M 4.75% | 6.05M | 0.00 | 149.86K |
FAIR ISAAC CORPSOLE | COM | 548.16K | SH | $926.73M 4.41% | 535.30K | 0.00 | 12.87K |
INTUITSOLE | COM | 1.36M | SH | $899.83M 4.28% | 1.33M | 0.00 | 31.36K |
BLACKSTONE INCSOLE | COM | 5.75M | SH | $886.76M 4.22% | 5.62M | 0.00 | 135.94K |
S&P GLOBAL INCSOLE | COM | 1.64M | SH | $858.58M 4.09% | 1.60M | 0.00 | 38.53K |
AXON ENTERPRISE INCSOLE | COM | 1.49M | SH | $846.52M 4.03% | 1.46M | 0.00 | 32.11K |
MSCI INCSOLE | COM | 1.41M | SH | $807.27M 3.84% | 1.38M | 0.00 | 31.79K |
TRANSDIGM GROUP INCSOLE | COM | 581.41K | SH | $773.19M 3.68% | 569.24K | 0.00 | 12.17K |
BOSTON SCIENTIFIC CORPSOLE | COM | 7.80M | SH | $744.04M 3.54% | 7.62M | 0.00 | 182.44K |
SPOTIFY TECHNOLOGY S ASOLE | SHS | 1.06M | SH | $614.45M 2.93% | 1.03M | 0.00 | 25.08K |
VERTEX PHARMACEUTICALS INCSOLE | COM | 1.06M | SH | $480.60M 2.29% | 1.04M | 0.00 | 24.80K |
SERVICENOW INCSOLE | COM | 3.08M | SH | $471.48M 2.25% | 3.01M | 0.00 | 71.07K |
AMPHENOL CORP NEWSOLE | CL A | 3.12M | SH | $421.84M 2.01% | 3.05M | 0.00 | 73.45K |
AIRBNB INCSOLE | COM CL A | 2.48M | SH | $336.57M 1.60% | 2.42M | 0.00 | 57.83K |
COLGATE PALMOLIVE COSOLE | COM | 605.99K | SH | $47.89M 0.23% | 605.99K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 169.07K | SH | $45.96M 0.22% | 169.07K | 0.00 | 0.00 |
3M COSOLE | COM | 93.59K | SH | $14.98M 0.07% | 93.59K | 0.00 | 0.00 |
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