Edgewood Management LLC
Edgewood Management LLC reported 90 holdings worth US$9.69B as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Aug 13, 2026
Edgewood Management LLC reported 90 holdings worth US$9.69B as of Jun 30, 2026. Largest: Nvidia Corporation, Asml Holding Nv and Broadcom Inc. Filed Aug 13, 2026 (Form 13F).
- Holdings
- 90
- Value as reported
- US$9.69B
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Nvidia Corporation | 4.58M | US$917M | 9.5% |
| Asml Holding Nv | 433K | US$861M | 8.9% |
| Broadcom Inc. | 1.96M | US$740M | 7.6% |
| Axon Enterprise, Inc. | 1.12M | US$631M | 6.5% |
| Amphenol Corporation | 3.14M | US$554M | 5.7% |
| Synopsys, Inc. | 1.23M | US$548M | 5.7% |
| Visa Inc. | 1.59M | US$545M | 5.6% |
| Shopify Inc. | 4.11M | US$469M | 4.8% |
| Eli Lilly And Company | 389K | US$466M | 4.8% |
| Netflix, Inc. | 5.81M | US$415M | 4.3% |
| Intuitive Surgical, Inc. | 1.04M | US$415M | 4.3% |
| Fair Isaac Corporation | 343K | US$410M | 4.2% |
| Msci Inc. | 664K | US$372M | 3.8% |
| Transdigm Group Inc. | 278K | US$371M | 3.8% |
| Reddit, Inc. | 1.65M | US$287M | 3.0% |
| Vertex Pharmaceuticals Incorporated | 531K | US$264M | 2.7% |
| Tesla, Inc. | 465K | US$196M | 2.0% |
| Amazon.com, Inc. | 770K | US$183M | 1.9% |
| Blackstone Inc. | 1.46M | US$172M | 1.8% |
| S&p Global Inc. | 160K | US$65M | 0.67% |
| Colgate-palmolive Company | 592K | US$54.3M | 0.56% |
| Apple Inc | 145K | US$42M | 0.43% |
| 3m Company | 80,576 | US$13M | 0.13% |
| Abbvie Inc. | 45,542 | US$11.5M | 0.12% |
| Equinix, Inc. | 9,277 | US$9.67M | 0.10% |
| Meta Platforms, Inc. | 14,250 | US$8.03M | 0.08% |
| Applovin Corporation | 14,400 | US$7.42M | 0.08% |
| Advanced Micro Devices Inc | 12,027 | US$6.99M | 0.07% |
| Cme Group Inc. | 28,032 | US$6.19M | 0.06% |
| Abbott Laboratories | 68,016 | US$6.17M | 0.06% |
| Prologis, Inc. | 44,795 | US$6.07M | 0.06% |
| Digital Realty Trust, Inc. | 27,826 | US$5M | 0.05% |
| Solventum Corporation | 64,611 | US$4.98M | 0.05% |
| Johnson & Johnson | 18,371 | US$4.67M | 0.05% |
| Berkshire Hathaway Inc. | 9,263 | US$4.63M | 0.05% |
| Dell Technologies Inc. | 10,000 | US$4.31M | 0.04% |
| The Bank Of New York Mellon Corporation | 29,704 | US$4.3M | 0.04% |
| Jp Morgan Chase & Co. | 12,311 | US$4.03M | 0.04% |
| Allient Inc. | 38,800 | US$3.99M | 0.04% |
| American Tower Corporation (reit) | 22,238 | US$3.64M | 0.04% |
| Gilead Sciences, Inc. | 27,837 | US$3.52M | 0.04% |
| Taiwan Semiconductor Manufacturing Co., Ltd. | 6,600 | US$3.15M | 0.03% |
| Cisco Systems, Inc. | 26,751 | US$3.14M | 0.03% |
| Moog Inc. | 7,256 | US$3.08M | 0.03% |
| Sysco Corporation | 35,136 | US$2.94M | 0.03% |
| Pepsico, Inc. | 20,881 | US$2.83M | 0.03% |
| Aerovironment, Inc. | 15,000 | US$2.48M | 0.03% |
| Intuit Inc. | 9,074 | US$2.37M | 0.02% |
| Nextera Energy, Inc. | 26,400 | US$2.32M | 0.02% |
| Arrowhead Pharmaceuticals, Inc. | 25,000 | US$2.04M | 0.02% |
| Pfizer, Inc. | 82,179 | US$1.98M | 0.02% |
| Coca-cola Company (the) | 20,721 | US$1.68M | 0.02% |
| Veralto Corp | 14,700 | US$1.3M | 0.01% |
| Agios Pharmaceuticals, Inc. | 35,000 | US$1.3M | 0.01% |
| Microsoft Corp. | 3,394 | US$1.27M | 0.01% |
| Bristol-myers Squibb Company | 21,522 | US$1.24M | 0.01% |
| Kimberly-clark Corporation | 11,000 | US$1.21M | 0.01% |
| Exxon Mobil Corporation | 8,529 | US$1.17M | 0.01% |
| Merck & Company, Inc. | 7,718 | US$992K | 0.01% |
| Freeport-mcmoran, Inc. | 14,319 | US$901K | <0.01% |
| Duke Energy Corporation (holding Company) | 6,302 | US$798K | <0.01% |
| Airbnb, Inc. | 4,834 | US$692K | <0.01% |
| Qxo, Inc. | 40,000 | US$691K | <0.01% |
| Servicenow, Inc. | 6,191 | US$615K | <0.01% |
| Biomarin Pharmaceutical Inc. | 10,000 | US$572K | <0.01% |
| Armata Pharmaceuticals, Inc. | 80,000 | US$518K | <0.01% |
| Ginkgo Bioworks Holdings, Inc. | 50,000 | US$496K | <0.01% |
| Uber Technologies, Inc. | 6,804 | US$491K | <0.01% |
| Adobe Inc. | 2,291 | US$470K | <0.01% |
| Chipotle Mexican Grill, Inc. | 13,608 | US$463K | <0.01% |
| Waste Management, Inc. | 2,000 | US$446K | <0.01% |
| Walt Disney Company (the) | 4,603 | US$443K | <0.01% |
| Estee Lauder Companies, Inc. (the) | 5,434 | US$429K | <0.01% |
| Lithium Americas Corp. | 100K | US$385K | <0.01% |
| Grail, Inc. | 5,000 | US$341K | <0.01% |
| Seer, Inc. | 200K | US$332K | <0.01% |
| Charles Schwab Corporation (the) | 3,500 | US$323K | <0.01% |
| Procter & Gamble Company (the) | 2,200 | US$323K | <0.01% |
| Home Depot, Inc. (the) | 777 | US$274K | <0.01% |
Source
View original at SEC
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