EDGEWOOD MANAGEMENT LLC

Filed: 8/13/2026ACC: 0001062993-26-004244

📋 What this filing means

EDGEWOOD MANAGEMENT LLC filed this quarterly 13F‑HR report disclosing 90 equity positions with a total reported market value of $9.69B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

Positions

$9.69B

Total AUM (reported)

35.50M

Total Shares

Allocation by class

COM$5.97B61.6%

N Y REGISTRY SHS$860.86M8.9%

CL A$851.94M8.8%

COM CL A$553.59M5.7%

SHS$527.12M5.4%

CL A SUB VTG SHS$468.94M4.8%

COM NEW$416.25M4.3%

Portfolio Concentration

Top 3$2.52B26.0%

4–10$3.63B37.4%

11–25$3.37B34.8%

Rest$179.92M1.9%

Top 3 weight

26.0%

Top 10 weight

63.4%

Voting Authority Distribution

Total shares with voting rights: 35.50M

Sole

Full voting authority

35.25M

% of voting shares99.3%

Shared

Joint voting authority

0.00

% of voting shares0.0%

None

No voting authority

251.29K

% of voting shares0.7%

Investment Discretion (by position count)

Sole90

Shared0

Other0

Dominant voting typeSole · 99.3% of voting shares

Institutional Holdings90

Rows:

NVIDIA CORPORATION

SOLE

COM

Shares4.58M

TypeSH

Market value$916.91M

9.46%

Sole

4.55M

Shared

0.00

None

30.49K

ASML HLDG NV

SOLE

N Y REGISTRY SHS

Shares432.71K

TypeSH

Market value$860.86M

8.88%

Sole

429.37K

Shared

0.00

None

3.34K

BROADCOM INC

SOLE

COM

Shares1.96M

TypeSH

Market value$739.65M

7.63%

Sole

1.94M

Shared

0.00

None

15.03K

AXON ENTERPRISE INC

SOLE

COM

Shares1.12M

TypeSH

Market value$630.50M

6.50%

Sole

1.12M

Shared

0.00

None

8.86K

AMPHENOL CORP

SOLE

CL A

Shares3.14M

TypeSH

Market value$553.99M

5.71%

Sole

3.12M

Shared

0.00

None

24.84K

SYNOPSYS INC

SOLE

COM

Shares1.23M

TypeSH

Market value$547.76M

5.65%

Sole

1.22M

Shared

0.00

None

9.94K

VISA INC

SOLE

COM CL A

Shares1.59M

TypeSH

Market value$545.14M

5.62%

Sole

1.58M

Shared

0.00

None

12.92K

SHOPIFY INC

SOLE

CL A SUB VTG SHS

Shares4.11M

TypeSH

Market value$468.94M

4.84%

Sole

4.07M

Shared

0.00

None

33.20K

ELI LILLY & CO

SOLE

COM

Shares388.63K

TypeSH

Market value$466.13M

4.81%

Sole

385.64K

Shared

0.00

None

2.99K

NETFLIX INC.

SOLE

COM

Shares5.81M

TypeSH

Market value$414.79M

4.28%

Sole

5.77M

Shared

0.00

None

44.25K

INTUITIVE SURGICAL INC

SOLE

COM NEW

Shares1.04M

TypeSH

Market value$414.76M

4.28%

Sole

1.03M

Shared

0.00

None

8.18K

FAIR ISAAC CORP

SOLE

COM

Shares342.82K

TypeSH

Market value$409.59M

4.22%

Sole

340.21K

Shared

0.00

None

2.61K

MSCI INC

SOLE

COM

Shares664.10K

TypeSH

Market value$371.92M

3.84%

Sole

658.99K

Shared

0.00

None

5.10K

TRANSDIGM GROUP INC

SOLE

COM

Shares278.24K

TypeSH

Market value$370.63M

3.82%

Sole

277.05K

Shared

0.00

None

1.19K

SPOTIFY TECHNOLOGY S A

SOLE

SHS

Shares743.49K

TypeSH

Market value$341.36M

3.52%

Sole

737.97K

Shared

0.00

None

5.52K

REDDIT INC

SOLE

CL A

Shares1.65M

TypeSH

Market value$287.24M

2.96%

Sole

1.64M

Shared

0.00

None

12.69K

VERTEX PHARMACEUTICALS INC

SOLE

COM

Shares531K

TypeSH

Market value$263.77M

2.72%

Sole

527.08K

Shared

0.00

None

3.92K

TESLA INC

SOLE

COM

Shares465.27K

TypeSH

Market value$195.69M

2.02%

Sole

461.67K

Shared

0.00

None

3.59K

LINDE PLC

SOLE

SHS

Shares357.01K

TypeSH

Market value$185.27M

1.91%

Sole

354.23K

Shared

0.00

None

2.78K

AMAZON COM INC

SOLE

COM

Shares769.66K

TypeSH

Market value$183.44M

1.89%

Sole

763.80K

Shared

0.00

None

5.86K

BLACKSTONE INC

SOLE

COM

Shares1.46M

TypeSH

Market value$171.91M

1.77%

Sole

1.45M

Shared

0.00

None

10.85K

S&P GLOBAL INC

SOLE

COM

Shares159.51K

TypeSH

Market value$64.96M

0.67%

Sole

158.46K

Shared

0.00

None

1.05K

COLGATE PALMOLIVE CO

SOLE

COM

Shares592.02K

TypeSH

Market value$54.28M

0.56%

Sole

592.02K

Shared

0.00

None

0.00

APPLE INC

SOLE

COM

Shares145.29K

TypeSH

Market value$42.04M

0.43%

Sole

145.29K

Shared

0.00

None

0.00

3M CO

SOLE

COM

Shares80.58K

TypeSH

Market value$13.05M

0.13%

Sole

80.58K

Shared

0.00

None

0.00

Issuer	Class	Shares	Type	Value / Portfolio %	Voting — Sole	None
NVIDIA CORPORATIONSOLE	COM	4.58M	SH	$916.91M 9.46%	4.55M	30.49K
ASML HLDG NVSOLE	N Y REGISTRY SHS	432.71K	SH	$860.86M 8.88%	429.37K	3.34K
BROADCOM INCSOLE	COM	1.96M	SH	$739.65M 7.63%	1.94M	15.03K
AXON ENTERPRISE INCSOLE	COM	1.12M	SH	$630.50M 6.50%	1.12M	8.86K
AMPHENOL CORPSOLE	CL A	3.14M	SH	$553.99M 5.71%	3.12M	24.84K
SYNOPSYS INCSOLE	COM	1.23M	SH	$547.76M 5.65%	1.22M	9.94K
VISA INCSOLE	COM CL A	1.59M	SH	$545.14M 5.62%	1.58M	12.92K
SHOPIFY INCSOLE	CL A SUB VTG SHS	4.11M	SH	$468.94M 4.84%	4.07M	33.20K
ELI LILLY & COSOLE	COM	388.63K	SH	$466.13M 4.81%	385.64K	2.99K
NETFLIX INC.SOLE	COM	5.81M	SH	$414.79M 4.28%	5.77M	44.25K
INTUITIVE SURGICAL INCSOLE	COM NEW	1.04M	SH	$414.76M 4.28%	1.03M	8.18K
FAIR ISAAC CORPSOLE	COM	342.82K	SH	$409.59M 4.22%	340.21K	2.61K
MSCI INCSOLE	COM	664.10K	SH	$371.92M 3.84%	658.99K	5.10K
TRANSDIGM GROUP INCSOLE	COM	278.24K	SH	$370.63M 3.82%	277.05K	1.19K
SPOTIFY TECHNOLOGY S ASOLE	SHS	743.49K	SH	$341.36M 3.52%	737.97K	5.52K
REDDIT INCSOLE	CL A	1.65M	SH	$287.24M 2.96%	1.64M	12.69K
VERTEX PHARMACEUTICALS INCSOLE	COM	531K	SH	$263.77M 2.72%	527.08K	3.92K
TESLA INCSOLE	COM	465.27K	SH	$195.69M 2.02%	461.67K	3.59K
LINDE PLCSOLE	SHS	357.01K	SH	$185.27M 1.91%	354.23K	2.78K
AMAZON COM INCSOLE	COM	769.66K	SH	$183.44M 1.89%	763.80K	5.86K
BLACKSTONE INCSOLE	COM	1.46M	SH	$171.91M 1.77%	1.45M	10.85K
S&P GLOBAL INCSOLE	COM	159.51K	SH	$64.96M 0.67%	158.46K	1.05K
COLGATE PALMOLIVE COSOLE	COM	592.02K	SH	$54.28M 0.56%	592.02K	0.00
APPLE INCSOLE	COM	145.29K	SH	$42.04M 0.43%	145.29K	0.00
3M COSOLE	COM	80.58K	SH	$13.05M 0.13%	80.58K	0.00

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