EDGEWOOD MANAGEMENT LLC 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
EM EDGEWOOD MANAGEMENT LLC | Institutional Filer | ▼ 37.44% | $9.69B | 90 |
Current Portfolio Holdings
Showing all 90 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA Corporation | Technology | 4.6M | $916.9M | 9.46% |
| 2 | ASML | ASML Holding N.V. | Technology | 433K | $860.9M | 8.88% |
| 3 | AVGO | Broadcom Inc. | Technology | 2.0M | $739.6M | 7.63% |
| 4 | AXON | Axon Enterprise, Inc. | Industrials | 1.1M | $630.5M | 6.50% |
| 5 | APH | Amphenol Corporation | Technology | 3.1M | $554.0M | 5.71% |
| 6 | SNPS | Synopsys, Inc. | Technology | 1.2M | $547.8M | 5.65% |
| 7 | V | Visa Inc. | Financial Services | 1.6M | $545.1M | 5.62% |
| 8 | SHOP | Shopify Inc. | Technology | 4.1M | $468.9M | 4.84% |
| 9 | LLY | Eli Lilly and Company | Healthcare | 389K | $466.1M | 4.81% |
| 10 | NFLX | Netflix, Inc. | Communication Services | 5.8M | $414.8M | 4.28% |
| 11 | ISRG | Intuitive Surgical, Inc. | Healthcare | 1.0M | $414.8M | 4.28% |
| 12 | FICO | Fair Isaac Corporation | Technology | 343K | $409.6M | 4.22% |
| 13 | MSCI | MSCI Inc. | Financial Services | 664K | $371.9M | 3.84% |
| 14 | TDG | TransDigm Group Incorporated | Industrials | 278K | $370.6M | 3.82% |
| 15 | SPOT | Spotify Technology S.A. | Communication Services | 743K | $341.4M | 3.52% |
Showing 1 to 15 of 90 holdings