EDGEWOOD MANAGEMENT LLC

data from 30/09/2025

Capitalization

$ 28.221 B -10.28 %

Average holding period

33 ans

Performance

$ 47.975 B 224 073.92 %

Capitalization

Portfolio size

Portfolio performance

Portfolio performance %

Performance compared to S&P 500 (%)

Stock in EDGEWOOD MANAGEMENT LLC

Date Ticket Name Weight Capitalization Share number First added Performance ($) Performance (%)
2025/09/30 NVDA NVIDIA CORPORATION 8.30% 2.341 B $ 12549530 2016/09/30 468.469 M $ 18.10 %
2025/09/30 ASML ASML HOLDING N V 7.85% 2.216 B $ 2289505 2022/03/31 452.629 M $ 20.80 %
2025/09/30 NFLX NETFLIX INC 7.01% 1.979 B $ 1650427 2016/09/30 -255.074 M $ -10.47 %
2025/09/30 SNPS SYNOPSYS INC 6.47% 1.826 B $ 3701272 2024/03/31 -56.248 M $ -3.76 %
2025/09/30 V VISA INC 6.15% 1.736 B $ 5085109 2008/12/31 -76.868 M $ -3.85 %
2025/09/30 AVGO BROADCOM INC 5.91% 1.668 B $ 5054588 2025/06/30 309.328 M $ 19.68 %
2025/09/30 LLY ELI LILLY & CO 5.89% 1.663 B $ 2179428 2023/03/31 -32.776 M $ -2.12 %
2025/09/30 BX BLACKSTONE INC 4.76% 1.344 B $ 7865500 2019/12/31 183.664 M $ 14.22 %
2025/09/30 SHOP SHOPIFY INC 4.60% 1.297 B $ 8727511 2025/03/31 317.901 M $ 28.83 %
2025/09/30 INTU INTUIT 4.47% 1.262 B $ 1848358 2019/09/30 -234.463 M $ -13.30 %
2025/09/30 NOW SERVICENOW INC 4.46% 1.260 B $ 1369106 2022/03/31 -161.567 M $ -10.49 %
2025/09/30 ABNB AIRBNB INC 4.17% 1.178 B $ 9698300 2023/03/31 -115.933 M $ -8.25 %
2025/09/30 FICO FAIR ISAAC CORP 4.03% 1.137 B $ 759895 2025/06/30 -111.105 M $ -18.13 %
2025/09/30 ISRG INTUITIVE SURGICAL INC 3.99% 1.125 B $ 2514900 2007/06/30 -229.661 M $ -17.70 %
2025/09/30 SPGI S&P GLOBAL INC 3.94% 1.112 B $ 2284948 2016/06/30 -101.346 M $ -7.70 %
2025/09/30 MSCI MSCI INC 3.85% 1.086 B $ 1913281 2023/09/30 -19.531 M $ -1.62 %
2025/09/30 BSX BOSTON SCIENTIFIC CORP 3.22% 908.065 M $ 9301090 2025/06/30 -67.985 M $ -9.11 %
2025/09/30 TDG TRANSDIGM GROUP INC 2.97% 839.369 M $ 636841 2024/12/31 -141.066 M $ -13.32 %
2025/09/30 SPOT SPOTIFY TECHNOLOGY S A 2.83% 797.800 M $ 1142980 2025/03/31 -86.661 M $ -9.04 %
2025/09/30 VRTX VERTEX PHARMACEUTICALS INC 2.06% 582.581 M $ 1487542 2010/06/30 -131.487 M $ -12.03 %
2025/09/30 CPRT COPART INC 1.98% 558.692 M $ 12423670 2024/03/31 -81.656 M $ -8.36 %
2025/09/30 CL COLGATE PALMOLIVE CO 0.18% 49.503 M $ 619250 2005/09/30 -7.003 M $ -12.06 %
2025/09/30 AAPL APPLE INC 0.16% 44.936 M $ 176477 2005/09/30 9.875 M $ 24.11 %
2025/09/30 MMM 3M CO 0.06% 17.196 M $ 110814 2013/06/30 373.197 K $ 1.93 %
2025/09/30 EQIX EQUINIX INC 0.05% 15.232 M $ 19447 2015/03/31 -245.774 K $ -1.54 %
2025/09/30 ABBV ABBVIE INC 0.05% 15.146 M $ 65414 2013/03/31 3.226 M $ 24.74 %
2025/09/30 SPY SPDR S&P 500 ETF TR 0.05% 12.847 M $ 19284 2015/09/30 831.179 K $ 7.82 %
2025/09/30 META META PLATFORMS INC 0.04% 10.465 M $ 14250 2014/09/30 -52.867 K $ -0.50 %
2025/09/30 APP APPLOVIN CORP 0.04% 10.347 M $ 14400 2025/09/30 0.000 $ 0.00 %
2025/09/30 CME CME GROUP INC 0.03% 9.256 M $ 34259 2007/09/30 -186.124 K $ -1.97 %
2025/09/30 ABT ABBOTT LABS 0.03% 9.110 M $ 68016 2005/09/30 -140.793 K $ -1.52 %
2025/09/30 XLU SELECT SECTOR SPDR TR 0.03% 7.467 M $ 85618 2006/03/31 489.987 K $ 6.80 %
2025/09/30 DVY ISHARES TR 0.03% 7.379 M $ 51926 2008/12/31 509.844 K $ 7.00 %
2025/09/30 JPM JPMORGAN CHASE & CO. 0.02% 6.162 M $ 19534 2005/09/30 504.683 K $ 8.80 %
2025/09/30 AMT AMERICAN TOWER CORP NEW 0.02% 5.646 M $ 29358 2012/03/31 -842.574 K $ -12.99 %
2025/09/30 PLD PROLOGIS INC. 0.02% 5.130 M $ 44795 2019/12/31 421.072 K $ 8.94 %
2025/09/30 SOLV SOLVENTUM CORP 0.02% 5.058 M $ 69282 2024/06/30 -196.760 K $ -3.74 %
2025/09/30 DLR DIGITAL RLTY TR INC 0.02% 4.811 M $ 27826 2019/06/30 -40.347 K $ -0.83 %
2025/09/30 AVAV AEROVIRONMENT INC 0.02% 4.723 M $ 15000 2024/12/31 449.099 K $ 10.51 %
2025/09/30 JNJ JOHNSON & JOHNSON 0.01% 3.458 M $ 18652 2005/09/30 609.360 K $ 21.39 %
2025/09/30 BK BANK NEW YORK MELLON CORP 0.01% 3.237 M $ 29704 2007/09/30 530.216 K $ 19.59 %
2025/09/30 TSM TAIWAN SEMICONDUCTOR MFG LTD 0.01% 3.100 M $ 11100 2023/09/30 586.080 K $ 23.31 %
2025/09/30 GILD GILEAD SCIENCES INC 0.01% 3.090 M $ 27837 2005/09/30 4.879 K $ 0.12 %
2025/09/30 PEP PEPSICO INC 0.01% 2.933 M $ 20886 2005/09/30 175.736 K $ 6.36 %
2025/09/30 SYY SYSCO CORP 0.01% 2.893 M $ 35136 2010/09/30 231.897 K $ 8.71 %
2025/09/30 APO APOLLO GLOBAL MGMT INC 0.01% 2.532 M $ 19000 2024/03/31 0.000 $ 0.00 %
2025/09/30 BMY BRISTOL-MYERS SQUIBB CO 0.01% 2.281 M $ 50575 2019/12/31 -60.184 K $ -2.57 %
2025/09/30 BRK-B BERKSHIRE HATHAWAY INC DEL 0.01% 2.278 M $ 4532 2010/03/31 76.908 K $ 3.49 %
2025/09/30 BRK-A BERKSHIRE HATHAWAY INC DEL 0.01% 2.263 M $ 3 2005/09/30 76.200 K $ 3.49 %
2025/09/30 AMD ADVANCED MICRO DEVICES INC 0.01% 2.139 M $ 13222 2022/12/31 269.350 K $ 14.02 %
2025/09/30 PFE PFIZER INC 0.01% 2.094 M $ 82179 2005/09/30 105.289 K $ 5.12 %
2025/09/30 NEE NEXTERA ENERGY INC 0.01% 1.993 M $ 26400 2019/12/31 160.247 K $ 8.74 %
2025/09/30 CSCO CISCO SYS INC 0.01% 1.830 M $ 26751 2005/09/30 -25.680 K $ -1.38 %
2025/09/30 MSFT MICROSOFT CORP 0.01% 1.758 M $ 3394 2019/06/30 69.712 K $ 4.13 %
2025/09/30 ALNT ALLIENT INC 0.01% 1.736 M $ 38800 2025/09/30 0.000 $ 0.00 %
2025/09/30 ETG EATON VANCE TX ADV GLBL DIV 0.01% 1.733 M $ 82000 2019/12/31 15.579 K $ 0.91 %
2025/09/30 VLTO VERALTO CORP 0.01% 1.567 M $ 14700 2023/12/31 83.201 K $ 5.61 %
2025/09/30 AMZN AMAZON COM INC 0.01% 1.537 M $ 7000 2010/09/30 1.260 K $ 0.08 %
2025/09/30 MOG-B MOOG INC 0.01% 1.484 M $ 7200 2025/09/30 0.000 $ 0.00 %
2025/09/30 DELL DELL TECHNOLOGIES INC 0.01% 1.418 M $ 10000 2024/12/31 0.000 $ 0.00 %
2025/09/30 AGIO AGIOS PHARMACEUTICALS INC 0.01% 1.405 M $ 35000 2022/03/31 240.800 K $ 20.69 %
2025/09/30 KO COCA COLA CO 0.00% 1.374 M $ 20721 2005/09/30 -91.794 K $ -6.26 %
2025/09/30 DHR DANAHER CORPORATION 0.00% 1.342 M $ 6767 2020/09/30 4.872 K $ 0.36 %
2025/09/30 ARWR ARROWHEAD PHARMACEUTICALS IN 0.00% 1.035 M $ 30000 2019/12/31 560.700 K $ 118.29 %
2025/09/30 XOM EXXON MOBIL CORP 0.00% 1.018 M $ 9029 2005/09/30 44.782 K $ 4.59 %
2025/09/30 BMRN BIOMARIN PHARMACEUTICAL INC 0.00% 812.400 K $ 15000 2019/12/31 -12.150 K $ -1.47 %
2025/09/30 ADBE ADOBE INC 0.00% 808.150 K $ 2291 2018/06/30 -78.191 K $ -8.82 %
2025/09/30 DUK DUKE ENERGY CORP NEW 0.00% 779.873 K $ 6302 2019/09/30 36.236 K $ 4.87 %
2025/09/30 QXO QXO INC 0.00% 762.400 K $ 40000 2025/03/31 -74.400 K $ -11.51 %
2025/09/30 GRAL GRAIL INC 0.00% 739.066 K $ 12499 2025/03/31 96.367 K $ 14.99 %
2025/09/30 UBER UBER TECHNOLOGIES INC 0.00% 666.588 K $ 6804 2023/12/31 31.774 K $ 5.01 %
2025/09/30 MRK MERCK & CO INC 0.00% 647.772 K $ 7718 2014/03/31 36.814 K $ 6.03 %
2025/09/30 TTD THE TRADE DESK INC 0.00% 607.969 K $ 12405 2024/06/30 -313.847 M $ -31.92 %
2025/09/30 FCX FREEPORT-MCMORAN INC 0.00% 561.591 K $ 14319 2005/09/30 -59.137 K $ -9.53 %
2025/09/30 CMG CHIPOTLE MEXICAN GRILL INC 0.00% 533.298 K $ 13608 2020/12/31 -761.130 K $ -30.20 %
2025/09/30 EL LAUDER ESTEE COS INC 0.00% 478.844 K $ 5434 2018/12/31 39.776 K $ 9.06 %
2025/09/30 WBD WARNER BROS DISCOVERY INC 0.00% 390.600 K $ 20000 2022/06/30 161.400 K $ 70.42 %
2025/09/30 PG PROCTER AND GAMBLE CO 0.00% 338.030 K $ 2200 2018/09/30 -12.473 K $ -3.56 %
2025/09/30 SCHW SCHWAB CHARLES CORP 0.00% 334.145 K $ 3500 2012/03/31 14.805 K $ 4.64 %
2025/09/30 HD HOME DEPOT INC 0.00% 314.833 K $ 777 2020/06/30 29.953 K $ 10.51 %
2025/09/30 ZTS ZOETIS INC 0.00% 303.760 K $ 2076 2020/09/30 -19.991 K $ -6.18 %
2025/09/30 ARMP ARMATA PHARMACEUTICALS INC 0.00% 298.000 K $ 100000 2019/12/31 108.000 K $ 56.84 %
2025/09/30 LAC LITHIUM AMERS CORP NEW 0.00% 285.500 K $ 50000 2023/12/31 151.500 K $ 113.06 %
2025/09/30 NLY ANNALY CAPITAL MANAGEMENT IN 0.00% 282.940 K $ 14000 2022/09/30 19.460 K $ 7.39 %
2025/09/30 PRTA PROTHENA CORP PLC 0.00% 234.826 K $ 24060 2020/12/31 88.781 K $ 60.79 %
2025/09/30 SEER SEER INC 0.00% 217.000 K $ 100000 2024/03/31 2.999 K $ 1.40 %
2025/09/30 LAR LITHIUM ARGENTINA AG 0.00% 167.000 K $ 50000 2025/03/31 62.999 K $ 60.58 %
2025/09/30 HOWL WEREWOLF THERAPEUTICS INC 0.00% 98.500 K $ 50000 2023/03/31 43.999 K $ 80.73 %