EDGEWOOD MANAGEMENT LLC

PrivateCIK: 860561
Location

GREENWICH, CT

87
Positions
$15.50B
Total AUM (reported)
69.14M
Total Shares

Allocation by class

TOTAL AUM$15.50B87 positions
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 324.6%4–1038.0%11–2536.3%Rest1.0%TOP 1062.6%0%100%
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.

SOLE
COM
Shares13.99M
TypeSH
Market value$1.34B
8.68%
Sole
13.78M
Shared
0.00
None
209.84K

ASML HLDG NV

SOLE
N Y REGISTRY SHS
Shares942.97K
TypeSH
Market value$1.25B
8.04%
Sole
928.81K
Shared
0.00
None
14.16K

NVIDIA CORPORATION

SOLE
COM
Shares7.01M
TypeSH
Market value$1.22B
7.89%
Sole
6.91M
Shared
0.00
None
98.40K

BROADCOM INC

SOLE
COM
Shares3.48M
TypeSH
Market value$1.08B
6.94%
Sole
3.42M
Shared
0.00
None
51.82K

VISA INC

SOLE
COM CL A
Shares2.93M
TypeSH
Market value$885.97M
5.72%
Sole
2.89M
Shared
0.00
None
44.60K

SYNOPSYS INC

SOLE
COM
Shares2.21M
TypeSH
Market value$876.06M
5.65%
Sole
2.18M
Shared
0.00
None
34.36K

AXON ENTERPRISE INC

SOLE
COM
Shares2.03M
TypeSH
Market value$861.45M
5.56%
Sole
2M
Shared
0.00
None
30.68K

MSCI INC

SOLE
COM
Shares1.40M
TypeSH
Market value$755.69M
4.88%
Sole
1.38M
Shared
0.00
None
21.75K

SHOPIFY INC

SOLE
CL A SUB VTG SHS
Shares6.07M
TypeSH
Market value$719.56M
4.64%
Sole
5.97M
Shared
0.00
None
93.12K

INTUITIVE SURGICAL INC

SOLE
COM NEW
Shares1.56M
TypeSH
Market value$717.31M
4.63%
Sole
1.53M
Shared
0.00
None
23.10K

TRANSDIGM GROUP INC

SOLE
COM
Shares617.50K
TypeSH
Market value$715.66M
4.62%
Sole
609.93K
Shared
0.00
None
7.57K

ELI LILLY & CO

SOLE
COM
Shares693.46K
TypeSH
Market value$637.82M
4.12%
Sole
683.13K
Shared
0.00
None
10.33K

SPOTIFY TECHNOLOGY S A

SOLE
SHS
Shares1.28M
TypeSH
Market value$621.02M
4.01%
Sole
1.26M
Shared
0.00
None
19.13K

AMPHENOL CORP

SOLE
CL A
Shares4.60M
TypeSH
Market value$581.77M
3.75%
Sole
4.54M
Shared
0.00
None
68.61K

FAIR ISAAC CORP

SOLE
COM
Shares537.51K
TypeSH
Market value$573.82M
3.70%
Sole
529.52K
Shared
0.00
None
8K

INTUIT

SOLE
COM
Shares1.15M
TypeSH
Market value$499.11M
3.22%
Sole
1.14M
Shared
0.00
None
17.09K

BOSTON SCIENTIFIC CORP

SOLE
COM
Shares7.63M
TypeSH
Market value$478.74M
3.09%
Sole
7.52M
Shared
0.00
None
113.44K

SERVICENOW INC

SOLE
COM
Shares4.22M
TypeSH
Market value$441.35M
2.85%
Sole
4.16M
Shared
0.00
None
63.06K

VERTEX PHARMACEUTICALS INC

SOLE
COM
Shares905.13K
TypeSH
Market value$404.18M
2.61%
Sole
891.59K
Shared
0.00
None
13.54K

BLACKSTONE INC

SOLE
COM
Shares2.51M
TypeSH
Market value$289.06M
1.87%
Sole
2.48M
Shared
0.00
None
37.52K

S&P GLOBAL INC

SOLE
COM
Shares656.04K
TypeSH
Market value$279.04M
1.80%
Sole
646.39K
Shared
0.00
None
9.65K

COLGATE PALMOLIVE CO

SOLE
COM
Shares605.10K
TypeSH
Market value$51.57M
0.33%
Sole
605.10K
Shared
0.00
None
0.00

APPLE INC

SOLE
COM
Shares146.70K
TypeSH
Market value$37.23M
0.24%
Sole
146.70K
Shared
0.00
None
0.00

3M CO

SOLE
COM
Shares83.63K
TypeSH
Market value$12.15M
0.08%
Sole
83.63K
Shared
0.00
None
0.00

ABBVIE INC

SOLE
COM
Shares45.54K
TypeSH
Market value$9.90M
0.06%
Sole
45.54K
Shared
0.00
None
0.00
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