The Analysis of EDGEWOOD MANAGEMENT LLC's Holdings
Currently, EDGEWOOD MANAGEMENT LLC holds 88 types of securities in its portfolio with a total value $28.2B. In the most recent quarter, they have increased their positions in FICO (+424.7K shares, valued at $635.5M), SNPS (+785.3K shares, valued at $387.5M), BSX (+2.3M shares, valued at $229.4M); decreased their positions in NVDA (-3.8M shares, valued at $715.8M), TTD (-13.6M shares, valued at $668.7M), ASML (-425.7K shares, valued at $412.1M); initiated new positions in APP (+14.4K shares, valued at $10.3M), APO (+19.0K shares, valued at $2.5M), ALNT (+38.8K shares, valued at $1.7M). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
NVDA NVIDIA CORPORATION12.5M shares-23.41%2025-09-302025-11-12
ASML ASML HOLDING N V2.3M shares-15.68%2025-09-302025-11-12 NFLX NETFLIX INC1.7M shares-9.28%2025-09-302025-11-12 SNPS SYNOPSYS INC3.7M shares26.93%2025-09-302025-11-12 V VISA INC5.1M shares-9.57%2025-09-302025-11-12 AVGO BROADCOM INC5.1M shares-11.34%2025-09-302025-11-12 LLY ELI LILLY & CO2.2M shares9.92%2025-09-302025-11-12 BX BLACKSTONE INC7.9M shares-8.91%2025-09-302025-11-12 SHOP SHOPIFY INC8.7M shares-8.69%2025-09-302025-11-12 INTU INTUIT1.8M shares-17.45%2025-09-302025-11-12 NOW SERVICENOW INC1.4M shares-8.65%2025-09-302025-11-12 ABNB AIRBNB INC9.7M shares-8.65%2025-09-302025-11-12 FICO FAIR ISAAC CORP759.9K shares126.68%2025-09-302025-11-12 ISRG INTUITIVE SURGICAL INC2.5M shares5.32%2025-09-302025-11-12 SPGI S&P GLOBAL INC2.3M shares-8.51%2025-09-302025-11-12 MSCI MSCI INC1.9M shares-8.60%2025-09-302025-11-12 BSX BOSTON SCIENTIFIC CORP9.3M shares33.80%2025-09-302025-11-12 TDG TRANSDIGM GROUP INC636.8K shares-8.53%2025-09-302025-11-12 SPOT SPOTIFY TECHNOLOGY S A1.1M shares-8.55%2025-09-302025-11-12 VRTX VERTEX PHARMACEUTICALS INC1.5M shares-39.41%2025-09-302025-11-12 CPRT COPART INC12.4M shares-37.62%2025-09-302025-11-12 CL COLGATE PALMOLIVE CO619.3K shares-3.08%2025-09-302025-11-12 AAPL APPLE INC176.5K shares-11.61%2025-09-302025-11-12 MMM 3M CO110.8K shares-12.70%2025-09-302025-11-12 EQIX EQUINIX INC19.4K shares-3.23%2025-09-302025-11-12 ABBV ABBVIE INC65.4K shares-6.87%2025-09-302025-11-12 SPY SPDR S&P 500 ETF TR19.3K shares12.13%2025-09-302025-11-12 META META PLATFORMS INC14.3K shares0.00%2025-09-302025-11-12 APP APPLOVIN CORP14.4K sharesnew addition2025-09-302025-11-12 CME CME GROUP INC34.3K shares-0.05%2025-09-302025-11-12 ABT ABBOTT LABS68.0K shares0.00%2025-09-302025-11-12 XLU SELECT SECTOR SPDR TR85.6K shares-3.02%2025-09-302025-11-12 DVY ISHARES TR51.9K shares-5.38%2025-09-302025-11-12 JPM JPMORGAN CHASE & CO.19.5K shares-1.22%2025-09-302025-11-12 AMT AMERICAN TOWER CORP NEW29.4K shares0.00%2025-09-302025-11-12 PLD PROLOGIS INC.44.8K shares0.00%2025-09-302025-11-12 SOLV SOLVENTUM CORP69.3K shares0.00%2025-09-302025-11-12 DLR DIGITAL RLTY TR INC27.8K shares0.00%2025-09-302025-11-12 AVAV AEROVIRONMENT INC15.0K shares0.00%2025-09-302025-11-12 JNJ JOHNSON & JOHNSON18.7K shares0.00%2025-09-302025-11-12 BK BANK NEW YORK MELLON CORP29.7K shares0.00%2025-09-302025-11-12 TSM TAIWAN SEMICONDUCTOR MFG LTD11.1K shares0.00%2025-09-302025-11-12 GILD GILEAD SCIENCES INC27.8K shares-25.84%2025-09-302025-11-12 PEP PEPSICO INC20.9K shares-0.17%2025-09-302025-11-12 SYY SYSCO CORP35.1K shares0.00%2025-09-302025-11-12 APO APOLLO GLOBAL MGMT INC19.0K sharesnew addition2025-09-302025-11-12 BMY BRISTOL-MYERS SQUIBB CO50.6K shares0.00%2025-09-302025-11-12 BRK.B BERKSHIRE HATHAWAY INC DEL4.5K shares0.00%2025-09-302025-11-12 BRK.A BERKSHIRE HATHAWAY INC DEL3 shares0.00%2025-09-302025-11-12 AMD ADVANCED MICRO DEVICES INC13.2K shares-2.36%2025-09-302025-11-12 PFE PFIZER INC82.2K shares-3.22%2025-09-302025-11-12 NEE NEXTERA ENERGY INC26.4K shares0.00%2025-09-302025-11-12 CSCO CISCO SYS INC26.8K shares0.00%2025-09-302025-11-12 MSFT MICROSOFT CORP3.4K shares0.00%2025-09-302025-11-12 ALNT ALLIENT INC38.8K sharesnew addition2025-09-302025-11-12 ETG EATON VANCE TX ADV GLBL DIV82.0K shares0.00%2025-09-302025-11-12 VLTO VERALTO CORP14.7K shares0.00%2025-09-302025-11-12 AMZN AMAZON COM INC7.0K shares0.00%2025-09-302025-11-12 MOG.B MOOG INC7.2K sharesnew addition2025-09-302025-11-12 DELL DELL TECHNOLOGIES INC10.0K sharesnew addition2025-09-302025-11-12 AGIO AGIOS PHARMACEUTICALS INC35.0K shares0.00%2025-09-302025-11-12 KO COCA COLA CO20.7K shares0.00%2025-09-302025-11-12 DHR DANAHER CORPORATION6.8K shares0.00%2025-09-302025-11-12 ARWR ARROWHEAD PHARMACEUTICALS IN30.0K shares0.00%2025-09-302025-11-12 XOM EXXON MOBIL CORP9.0K shares-0.20%2025-09-302025-11-12 BMRN BIOMARIN PHARMACEUTICAL INC15.0K shares0.00%2025-09-302025-11-12 ADBE ADOBE INC2.3K shares0.00%2025-09-302025-11-12 DUK DUKE ENERGY CORP NEW6.3K shares0.00%2025-09-302025-11-12 QXO QXO INC40.0K shares33.33%2025-09-302025-11-12 GRAL GRAIL INC12.5K shares0.00%2025-09-302025-11-12 UBER UBER TECHNOLOGIES INC6.8K shares0.00%2025-09-302025-11-12 MRK MERCK & CO INC7.7K shares0.00%2025-09-302025-11-12 TTD THE TRADE DESK INC12.4K shares-99.91%2025-09-302025-11-12 FCX FREEPORT-MCMORAN INC14.3K shares0.00%2025-09-302025-11-12 CMG CHIPOTLE MEXICAN GRILL INC13.6K shares-69.68%2025-09-302025-11-12 EL LAUDER ESTEE COS INC5.4K shares0.00%2025-09-302025-11-12 WBD WARNER BROS DISCOVERY INC20.0K shares0.00%2025-09-302025-11-12 PG PROCTER AND GAMBLE CO2.2K shares0.00%2025-09-302025-11-12 SCHW SCHWAB CHARLES CORP3.5K shares0.00%2025-09-302025-11-12 HD HOME DEPOT INC777 shares0.00%2025-09-302025-11-12 ZTS ZOETIS INC2.1K shares0.00%2025-09-302025-11-12 ARMP ARMATA PHARMACEUTICALS INC100.0K shares0.00%2025-09-302025-11-12 LAC LITHIUM AMERS CORP NEW50.0K shares0.00%2025-09-302025-11-12 NLY ANNALY CAPITAL MANAGEMENT IN14.0K shares0.00%2025-09-302025-11-12 PRTA PROTHENA CORP PLC24.1K shares0.00%2025-09-302025-11-12 SEER SEER INC100.0K shares0.00%2025-09-302025-11-12 LAR LITHIUM ARGENTINA AG50.0K shares0.00%2025-09-302025-11-12 HOWL WEREWOLF THERAPEUTICS INC50.0K shares0.00%2025-09-302025-11-12 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available