Filed: 5/14/2026ACC: 0001062993-26-002623
📋 What this filing means
EDGEWOOD MANAGEMENT LLC filed this quarterly 13F‑HR report disclosing 87 equity positions with a total reported market value of $15.50B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
87
Positions
$15.50B
Total AUM (reported)
69.14M
Total Shares
Allocation by class
COM$10.66B68.8%
N Y REGISTRY SHS$1.25B8.0%
COM CL A$892.61M5.8%
COM NEW$720.96M4.7%
CL A SUB VTG SHS$719.56M4.6%
SHS$621.51M4.0%
CL A$592.47M3.8%
Portfolio Concentration
Top 3$3.81B24.6%
4–10$5.89B38.0%
11–25$5.63B36.3%
Rest$158.72M1.0%
Top 3 weight
24.6%
Top 10 weight
62.6%
Voting Authority Distribution
Total shares with voting rights: 69.14M
Sole
Full voting authority
68.15M
shares
% of voting shares98.6%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
993.02K
shares
% of voting shares1.4%
Investment Discretion (by position count)
Sole87
Shared0
Other0
Dominant voting typeSole · 98.6% of voting shares
Institutional Holdings87
Rows:
NETFLIX INC.
SOLEShares13.99M
TypeSH
Market value$1.34B
8.68%
Sole
13.78M
Shared
0.00
None
209.84K
ASML HLDG NV
SOLEShares942.97K
TypeSH
Market value$1.25B
8.04%
Sole
928.81K
Shared
0.00
None
14.16K
NVIDIA CORPORATION
SOLEShares7.01M
TypeSH
Market value$1.22B
7.89%
Sole
6.91M
Shared
0.00
None
98.40K
BROADCOM INC
SOLEShares3.48M
TypeSH
Market value$1.08B
6.94%
Sole
3.42M
Shared
0.00
None
51.82K
VISA INC
SOLEShares2.93M
TypeSH
Market value$885.97M
5.72%
Sole
2.89M
Shared
0.00
None
44.60K
SYNOPSYS INC
SOLEShares2.21M
TypeSH
Market value$876.06M
5.65%
Sole
2.18M
Shared
0.00
None
34.36K
AXON ENTERPRISE INC
SOLEShares2.03M
TypeSH
Market value$861.45M
5.56%
Sole
2M
Shared
0.00
None
30.68K
MSCI INC
SOLEShares1.40M
TypeSH
Market value$755.69M
4.88%
Sole
1.38M
Shared
0.00
None
21.75K
SHOPIFY INC
SOLEShares6.07M
TypeSH
Market value$719.56M
4.64%
Sole
5.97M
Shared
0.00
None
93.12K
INTUITIVE SURGICAL INC
SOLEShares1.56M
TypeSH
Market value$717.31M
4.63%
Sole
1.53M
Shared
0.00
None
23.10K
TRANSDIGM GROUP INC
SOLEShares617.50K
TypeSH
Market value$715.66M
4.62%
Sole
609.93K
Shared
0.00
None
7.57K
ELI LILLY & CO
SOLEShares693.46K
TypeSH
Market value$637.82M
4.12%
Sole
683.13K
Shared
0.00
None
10.33K
SPOTIFY TECHNOLOGY S A
SOLEShares1.28M
TypeSH
Market value$621.02M
4.01%
Sole
1.26M
Shared
0.00
None
19.13K
AMPHENOL CORP
SOLEShares4.60M
TypeSH
Market value$581.77M
3.75%
Sole
4.54M
Shared
0.00
None
68.61K
FAIR ISAAC CORP
SOLEShares537.51K
TypeSH
Market value$573.82M
3.70%
Sole
529.52K
Shared
0.00
None
8K
INTUIT
SOLEShares1.15M
TypeSH
Market value$499.11M
3.22%
Sole
1.14M
Shared
0.00
None
17.09K
BOSTON SCIENTIFIC CORP
SOLEShares7.63M
TypeSH
Market value$478.74M
3.09%
Sole
7.52M
Shared
0.00
None
113.44K
SERVICENOW INC
SOLEShares4.22M
TypeSH
Market value$441.35M
2.85%
Sole
4.16M
Shared
0.00
None
63.06K
VERTEX PHARMACEUTICALS INC
SOLEShares905.13K
TypeSH
Market value$404.18M
2.61%
Sole
891.59K
Shared
0.00
None
13.54K
BLACKSTONE INC
SOLEShares2.51M
TypeSH
Market value$289.06M
1.87%
Sole
2.48M
Shared
0.00
None
37.52K
S&P GLOBAL INC
SOLEShares656.04K
TypeSH
Market value$279.04M
1.80%
Sole
646.39K
Shared
0.00
None
9.65K
COLGATE PALMOLIVE CO
SOLEShares605.10K
TypeSH
Market value$51.57M
0.33%
Sole
605.10K
Shared
0.00
None
0.00
APPLE INC
SOLEShares146.70K
TypeSH
Market value$37.23M
0.24%
Sole
146.70K
Shared
0.00
None
0.00
3M CO
SOLEShares83.63K
TypeSH
Market value$12.15M
0.08%
Sole
83.63K
Shared
0.00
None
0.00
ABBVIE INC
SOLEShares45.54K
TypeSH
Market value$9.90M
0.06%
Sole
45.54K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
NETFLIX INC.SOLE | COM | 13.99M | SH | $1.34B 8.68% | 13.78M | 0.00 | 209.84K |
ASML HLDG NVSOLE | N Y REGISTRY SHS | 942.97K | SH | $1.25B 8.04% | 928.81K | 0.00 | 14.16K |
NVIDIA CORPORATIONSOLE | COM | 7.01M | SH | $1.22B 7.89% | 6.91M | 0.00 | 98.40K |
BROADCOM INCSOLE | COM | 3.48M | SH | $1.08B 6.94% | 3.42M | 0.00 | 51.82K |
VISA INCSOLE | COM CL A | 2.93M | SH | $885.97M 5.72% | 2.89M | 0.00 | 44.60K |
SYNOPSYS INCSOLE | COM | 2.21M | SH | $876.06M 5.65% | 2.18M | 0.00 | 34.36K |
AXON ENTERPRISE INCSOLE | COM | 2.03M | SH | $861.45M 5.56% | 2M | 0.00 | 30.68K |
MSCI INCSOLE | COM | 1.40M | SH | $755.69M 4.88% | 1.38M | 0.00 | 21.75K |
SHOPIFY INCSOLE | CL A SUB VTG SHS | 6.07M | SH | $719.56M 4.64% | 5.97M | 0.00 | 93.12K |
INTUITIVE SURGICAL INCSOLE | COM NEW | 1.56M | SH | $717.31M 4.63% | 1.53M | 0.00 | 23.10K |
TRANSDIGM GROUP INCSOLE | COM | 617.50K | SH | $715.66M 4.62% | 609.93K | 0.00 | 7.57K |
ELI LILLY & COSOLE | COM | 693.46K | SH | $637.82M 4.12% | 683.13K | 0.00 | 10.33K |
SPOTIFY TECHNOLOGY S ASOLE | SHS | 1.28M | SH | $621.02M 4.01% | 1.26M | 0.00 | 19.13K |
AMPHENOL CORPSOLE | CL A | 4.60M | SH | $581.77M 3.75% | 4.54M | 0.00 | 68.61K |
FAIR ISAAC CORPSOLE | COM | 537.51K | SH | $573.82M 3.70% | 529.52K | 0.00 | 8K |
INTUITSOLE | COM | 1.15M | SH | $499.11M 3.22% | 1.14M | 0.00 | 17.09K |
BOSTON SCIENTIFIC CORPSOLE | COM | 7.63M | SH | $478.74M 3.09% | 7.52M | 0.00 | 113.44K |
SERVICENOW INCSOLE | COM | 4.22M | SH | $441.35M 2.85% | 4.16M | 0.00 | 63.06K |
VERTEX PHARMACEUTICALS INCSOLE | COM | 905.13K | SH | $404.18M 2.61% | 891.59K | 0.00 | 13.54K |
BLACKSTONE INCSOLE | COM | 2.51M | SH | $289.06M 1.87% | 2.48M | 0.00 | 37.52K |
S&P GLOBAL INCSOLE | COM | 656.04K | SH | $279.04M 1.80% | 646.39K | 0.00 | 9.65K |
COLGATE PALMOLIVE COSOLE | COM | 605.10K | SH | $51.57M 0.33% | 605.10K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 146.70K | SH | $37.23M 0.24% | 146.70K | 0.00 | 0.00 |
3M COSOLE | COM | 83.63K | SH | $12.15M 0.08% | 83.63K | 0.00 | 0.00 |
ABBVIE INCSOLE | COM | 45.54K | SH | $9.90M 0.06% | 45.54K | 0.00 | 0.00 |
Page 1 of 4