EDGEWOOD MANAGEMENT LLC portfolio
Managed by . 87 reported positions worth $15.5B as of 2026-03-31, filed with the SEC on 2026-05-14. Parsed from the filing itself, not a reseller.
Every position on this page is a snapshot of 2026-03-31. It was already 44 days old on 2026-05-14, the day it first became public. Today it is 134 days old.
That lag is the law, not a service level — Rule 13f-1 gives managers 45 days after quarter end to file, and no product can shorten it. A fund can have sold every share below before you read this sentence. Treat it as a record of what happened, never as a position you can follow.
Positions opened and closed
Against its 2025-12-31 filing. This is the part worth reading — the holdings table below is mostly years old.
| Ticker | Issuer | Value | Shares | % of book |
|---|---|---|---|---|
| BMRN | BIOMARIN PHARMACEUTICAL INC | $564,900 | 10,000 | 0.00% |
| DIS | DISNEY WALT CO | $443,637 | 4,603 | 0.00% |
| RACE | FERRARI N V | $338,450 | 1,000 | 0.00% |
| Ticker | Issuer | Value | Shares | % of book | Shares Δ |
|---|---|---|---|---|---|
| NFLX | NETFLIX INC. | $1.3B | 13,986,002 | 8.68% | +16% |
| AXON | AXON ENTERPRISE INC | $861.5M | 2,028,423 | 5.56% | +36% |
| TDG | TRANSDIGM GROUP INC | $715.7M | 617,501 | 4.62% | +6% |
| SPOT | SPOTIFY TECHNOLOGY S A | $621.0M | 1,280,696 | 4.01% | +21% |
| APH | AMPHENOL CORP | $581.8M | 4,604,449 | 3.75% | +48% |
| NOW | SERVICENOW INC | $441.4M | 4,221,426 | 2.85% | +37% |
| DVY | ISHARES TR | $8.3M | 54,926 | 0.05% | +6% |
| PRTA | PROTHENA CORP PLC | $486,000 | 50,000 | 0.00% | +108% |
| LAC | LITHIUM AMERS CORP NEW | $395,000 | 100,000 | 0.00% | +100% |
| Ticker | Issuer | Value | Shares | % of book | Shares Δ |
|---|---|---|---|---|---|
| ABNB | AIRBNB INC | $743,032 | 5,884 | 0.00% | -100% |
| SPGI | S&P GLOBAL INC | $279.0M | 656,043 | 1.80% | -60% |
| BX | BLACKSTONE INC | $289.1M | 2,513,803 | 1.87% | -56% |
| LLY | ELI LILLY & CO | $637.8M | 693,457 | 4.12% | -45% |
| BMY | BRISTOL-MYERS SQUIBB CO | $1.3M | 21,522 | 0.01% | -42% |
| ASML | ASML HLDG NV | $1.2B | 942,966 | 8.04% | -37% |
| EQIX | EQUINIX INC | $9.3M | 9,529 | 0.06% | -36% |
| AMT | AMERICAN TOWER CORP | $3.8M | 22,238 | 0.02% | -24% |
| V | VISA INC | $886.0M | 2,931,347 | 5.72% | -20% |
| ABBV | ABBVIE INC | $9.9M | 45,542 | 0.06% | -19% |
| NVDA | NVIDIA CORPORATION | $1.2B | 7,009,904 | 7.89% | -19% |
| CME | CME GROUP INC | $8.3M | 28,032 | 0.05% | -18% |
| SNPS | SYNOPSYS INC | $876.1M | 2,209,587 | 5.65% | -16% |
| INTU | INTUIT | $499.1M | 1,154,334 | 3.22% | -15% |
| VRTX | VERTEX PHARMACEUTICALS INC | $404.2M | 905,129 | 2.61% | -15% |
All reported holdings
| Ticker | Issuer | Value | Shares | % of book | Shares Δ |
|---|---|---|---|---|---|
| NFLX | NETFLIX INC. | $1.3B | 13,986,002 | 8.68% | — |
| ASML | ASML HLDG NV | $1.2B | 942,966 | 8.04% | — |
| NVDA | NVIDIA CORPORATION | $1.2B | 7,009,904 | 7.89% | — |
| AVGO | BROADCOM INC | $1.1B | 3,476,709 | 6.94% | — |
| V | VISA INC | $886.0M | 2,931,347 | 5.72% | — |
| SNPS | SYNOPSYS INC | $876.1M | 2,209,587 | 5.65% | — |
| AXON | AXON ENTERPRISE INC | $861.5M | 2,028,423 | 5.56% | — |
| MSCI | MSCI INC | $755.7M | 1,401,992 | 4.88% | — |
| SHOP | SHOPIFY INC | $719.6M | 6,066,124 | 4.64% | — |
| ISRG | INTUITIVE SURGICAL INC | $717.3M | 1,556,013 | 4.63% | — |
| TDG | TRANSDIGM GROUP INC | $715.7M | 617,501 | 4.62% | — |
| LLY | ELI LILLY & CO | $637.8M | 693,457 | 4.12% | — |
| SPOT | SPOTIFY TECHNOLOGY S A | $621.0M | 1,280,696 | 4.01% | — |
| APH | AMPHENOL CORP | $581.8M | 4,604,449 | 3.75% | — |
| FICO | FAIR ISAAC CORP | $573.8M | 537,515 | 3.70% | — |
| INTU | INTUIT | $499.1M | 1,154,334 | 3.22% | — |
| BSX | BOSTON SCIENTIFIC CORP | $478.7M | 7,629,399 | 3.09% | — |
| NOW | SERVICENOW INC | $441.4M | 4,221,426 | 2.85% | — |
| VRTX | VERTEX PHARMACEUTICALS INC | $404.2M | 905,129 | 2.61% | — |
| BX | BLACKSTONE INC | $289.1M | 2,513,803 | 1.87% | — |
| SPGI | S&P GLOBAL INC | $279.0M | 656,043 | 1.80% | — |
| CL | COLGATE PALMOLIVE CO | $51.6M | 605,104 | 0.33% | — |
| AAPL | APPLE INC | $37.2M | 146,702 | 0.24% | — |
| MMM | 3M CO | $12.1M | 83,628 | 0.08% | — |
| ABBV | ABBVIE INC | $9.9M | 45,542 | 0.06% | — |
| EQIX | EQUINIX INC | $9.3M | 9,529 | 0.06% | — |
| DVY | ISHARES TR | $8.3M | 54,926 | 0.05% | — |
| CME | CME GROUP INC | $8.3M | 28,032 | 0.05% | — |
| META | META PLATFORMS INC | $8.2M | 14,250 | 0.05% | — |
| XLU | SELECT SECTOR SPDR TR | $7.9M | 171,236 | 0.05% | — |
| SPY | STATE STR SPDR S&P 500 ETF T | $7.8M | 12,019 | 0.05% | — |
| ABT | ABBOTT LABORATORIES | $7.0M | 68,016 | 0.05% | — |
| PLD | PROLOGIS INC. | $5.9M | 44,795 | 0.04% | — |
| APP | APPLOVIN CORP | $5.7M | 14,400 | 0.04% | — |
| JPM | JPMORGAN CHASE & CO | $5.6M | 19,171 | 0.04% | — |
| DLR | DIGITAL RLTY TR INC | $5.0M | 27,826 | 0.03% | — |
| JNJ | JOHNSON & JOHNSON | $4.5M | 18,371 | 0.03% | — |
| SOLV | SOLVENTUM CORP | $4.2M | 64,723 | 0.03% | — |
| GILD | GILEAD SCIENCES INC | $3.9M | 27,837 | 0.03% | — |
| AMT | AMERICAN TOWER CORP | $3.8M | 22,238 | 0.02% | — |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $3.8M | 11,100 | 0.02% | — |
| BNY | BANK NEW YORK MELLON CORP | $3.5M | 29,704 | 0.02% | — |
| PEP | PEPSICO INC | $3.2M | 20,881 | 0.02% | — |
| AVAV | AEROVIRONMENT INC | $2.7M | 15,000 | 0.02% | — |
| AMD | ADVANCED MICRO DEVICES INC | $2.7M | 13,107 | 0.02% | — |
| SYY | SYSCO CORP | $2.5M | 35,136 | 0.02% | — |
| NEE | NEXTERA ENERGY INC | $2.5M | 26,400 | 0.02% | — |
| PFE | PFIZER INC | $2.3M | 82,179 | 0.01% | — |
| ALNT | ALLIENT INC | $2.3M | 38,800 | 0.01% | — |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $2.2M | 3 | 0.01% | — |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $2.1M | 4,432 | 0.01% | — |
| MOG/B | MOOG INC | $2.1M | 7,200 | 0.01% | — |
| CSCO | CISCO SYS INC | $2.1M | 26,751 | 0.01% | — |
| AH30 | ASSERTIO HOLDINGS INC | $2.0M | 107,517 | 0.01% | — |
| ETG | EATON VANCE TX ADV GLBL DIV | $1.6M | 82,000 | 0.01% | — |
| DELL | DELL TECHNOLOGIES INC | $1.6M | 10,000 | 0.01% | — |
| KO | COCA COLA CO | $1.6M | 20,721 | 0.01% | — |
| ARWR | ARROWHEAD PHARMACEUTICALS IN | $1.6M | 25,000 | 0.01% | — |
| EXMOC | EXXON MOBIL CORP | $1.5M | 9,029 | 0.01% | — |
| AMZN | AMAZON COM INC | $1.5M | 7,000 | 0.01% | — |
| BMY | BRISTOL-MYERS SQUIBB CO | $1.3M | 21,522 | 0.01% | — |
| VLTO | VERALTO CORP | $1.3M | 14,700 | 0.01% | — |
| DHR | DANAHER CORP DEL | $1.3M | 6,767 | 0.01% | — |
| MSFT | MICROSOFT CORP | $1.3M | 3,394 | 0.01% | — |
| AGIO | AGIOS PHARMACEUTICALS INC | $1.2M | 35,000 | 0.01% | — |
| ARMP | ARMATA PHARMACEUTICALS INC | $1.0M | 100,000 | 0.01% | — |
| MRK | MERCK & CO INC | $928,398 | 7,718 | 0.01% | — |
| FCX | FREEPORT MCMORAN INC | $841,671 | 14,319 | 0.01% | — |
| DUK | DUKE ENERGY CORP NEW | $825,184 | 6,302 | 0.01% | — |
| QXO | QXO INC | $776,800 | 40,000 | 0.01% | — |
| ABNB | AIRBNB INC | $743,032 | 5,884 | 0.00% | — |
| BMRN | BIOMARIN PHARMACEUTICAL INC | $564,900 | 10,000 | 0.00% | — |
| ADBE | ADOBE INC | $556,896 | 2,291 | 0.00% | — |
| GRAL | GRAIL INC | $516,800 | 10,000 | 0.00% | — |
| UBER | UBER TECHNOLOGIES INC | $489,412 | 6,804 | 0.00% | — |
| PRTA | PROTHENA CORP PLC | $486,000 | 50,000 | 0.00% | — |
| DIS | DISNEY WALT CO | $443,637 | 4,603 | 0.00% | — |
| CMG | CHIPOTLE MEXICAN GRILL INC | $435,592 | 13,608 | 0.00% | — |
| LAC | LITHIUM AMERS CORP NEW | $395,000 | 100,000 | 0.00% | — |
| EL | LAUDER ESTEE COS INC | $389,998 | 5,434 | 0.00% | — |
| RACE | FERRARI N V | $338,450 | 1,000 | 0.00% | — |
| LAR | LITHIUM ARGENTINA AG | $334,000 | 50,000 | 0.00% | — |
| SCHW | SCHWAB CHARLES CORP | $328,930 | 3,500 | 0.00% | — |
| PG | PROCTER & GAMBLE CO | $317,768 | 2,200 | 0.00% | — |
| DNA | GINKGO BIOWORKS HOLDINGS INC | $306,500 | 50,000 | 0.00% | — |
| HD | HOME DEPOT INC | $255,548 | 777 | 0.00% | — |
| SEER | SEER INC | $168,000 | 100,000 | 0.00% | — |
Rows are aggregated by CUSIP — a manager files the same security multiple times when different internal desks hold it. Tickers link to our own backtest of that asset where we cover it.
This page was built from one document: the 2026-03-31 Form 13F info table filed by EDGEWOOD MANAGEMENT LLC (CIK 860561, accession 0001062993-26-002623). Every other 13F site is reading the same file.
If anything here disagrees with it, the filing wins — and we would want to know. All 13F filings by this manager
A 13F is a long-only equity snapshot, and the holes in it are structural. Anyone selling you this data as "what the smart money is doing" is selling you one leg of a position:
- No short positions. None, ever. A fund shown here as bullish may be net short the same name through a book you cannot see.
- No cash, bonds, FX, commodities or non-US listings. A macro fund's entire thesis can be invisible.
- No intra-quarter round trips. Bought and sold inside the same quarter means it never appears at all.
- Options are notional, not ownership. We keep puts and calls in a separate bucket rather than adding their notional into a fund's book size, which is how a $2B fund gets reported as a $20B one.
- Confidential treatment. Managers can ask the SEC to withhold a position while they build it. Those holdings are legally absent from the filing, so a "new" position may be months old.
Tested and published by IndicatorEdge · backtest grid generated 2026-06-25 · base rates recomputed 2026-07-31 · how we test
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