EDGEWOOD MANAGEMENT LLC 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
EM EDGEWOOD MANAGEMENT LLC | Institutional Filer | ▼ 26.21% | $15.50B | 87 |
Current Portfolio Holdings
Showing all 87 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | NFLX | Netflix, Inc. | Communication Services | 14.0M | $1.34B | 8.68% |
| 2 | ASML | ASML Holding N.V. | Technology | 943K | $1.25B | 8.04% |
| 3 | NVDA | NVIDIA Corporation | Technology | 7.0M | $1.22B | 7.89% |
| 4 | AVGO | Broadcom Inc. | Technology | 3.5M | $1.08B | 6.94% |
| 5 | V | Visa Inc. | Financial Services | 2.9M | $886.0M | 5.72% |
| 6 | SNPS | Synopsys, Inc. | Technology | 2.2M | $876.1M | 5.65% |
| 7 | AXON | Axon Enterprise, Inc. | Industrials | 2.0M | $861.5M | 5.56% |
| 8 | MSCI | MSCI Inc. | Financial Services | 1.4M | $755.7M | 4.88% |
| 9 | SHOP | Shopify Inc. | Technology | 6.1M | $719.6M | 4.64% |
| 10 | ISRG | Intuitive Surgical, Inc. | Healthcare | 1.6M | $717.3M | 4.63% |
| 11 | TDG | TransDigm Group Incorporated | Industrials | 618K | $715.7M | 4.62% |
| 12 | LLY | Eli Lilly and Company | Healthcare | 693K | $637.8M | 4.12% |
| 13 | SPOT | Spotify Technology S.A. | Communication Services | 1.3M | $621.0M | 4.01% |
| 14 | APH | Amphenol Corporation | Technology | 4.6M | $581.8M | 3.75% |
| 15 | FICO | Fair Isaac Corporation | Technology | 538K | $573.8M | 3.70% |
Showing 1 to 15 of 87 holdings