EDGEWOOD MANAGEMENT LLC Q2 2025 Filing
Filed August 13, 2025
Portfolio Value
$31.5B
Holdings
83
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (83 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | NVDANVIDIA CORPORATION | 16,385,765 | $2.6T | 8230.56% | |
| 2 | NFLXNETFLIX INC | 1,819,230 | $2.4T | 7745.40% | |
| 3 | ASMLASML HOLDING N V | 2,715,232 | $2.2T | 6918.06% | |
| 4 | VVISA INC | 5,623,117 | $2.0T | 6347.46% | |
| 5 | INTUINTUIT | 2,238,950 | $1.8T | 5606.60% | |
| 6 | AVGOBROADCOM INC | 5,700,847 | $1.6T | 4996.09% | |
| 7 | LLYELI LILLY & CO | 1,982,817 | $1.5T | 4914.15% | |
| 8 | NOWSERVICENOW INC | 1,498,766 | $1.5T | 4898.85% | |
| 9 | SNPSSYNOPSYS INC | 2,915,940 | $1.5T | 4752.89% | |
| 10 | ABNBAIRBNB INC | 10,616,541 | $1.4T | 4466.91% | |
| 11 | SPGIS&P GLOBAL INC | 2,497,442 | $1.3T | 4186.76% | |
| 12 | ISRGINTUITIVE SURGICAL INC | 2,387,822 | $1.3T | 4125.37% | |
| 13 | BXBLACKSTONE INC | 8,634,877 | $1.3T | 4106.42% | |
| 14 | MSCIMSCI INC | 2,093,347 | $1.2T | 3838.44% | |
| 15 | SHOPSHOPIFY INC | 9,558,067 | $1.1T | 3505.27% | |
| 16 | VRTXVERTEX PHARMACEUTICALS INC | 2,454,947 | $1.1T | 3474.81% | |
| 17 | T7DTRANSDIGM GROUP INC | 696,211 | $1.1T | 3365.89% | |
| 18 | TTDTHE TRADE DESK INC | 13,657,392 | $983.2B | 3125.89% | |
| 19 | CPRTCOPART INC | 19,916,047 | $977.3B | 3107.08% | |
| 20 | SPOTSPOTIFY TECHNOLOGY S A | 1,249,791 | $959.0B | 3049.01% | |
| 21 | BSXBOSTON SCIENTIFIC CORP | 6,951,450 | $746.7B | 2373.85% | |
| 22 | FICOFAIR ISAAC CORP | 335,229 | $612.8B | 1948.24% | |
| 23 | CLCOLGATE PALMOLIVE CO | 638,938 | $58.1B | 184.65% | |
| 24 | AAPLAPPLE INC | 199,649 | $41.0B | 130.23% | |
| 25 | MMM3M CO | 126,938 | $19.3B | 61.44% | |
| 26 | EQIXEQUINIX INC | 20,096 | $16.0B | 50.82% | |
| 27 | ABBVABBVIE INC | 70,243 | $13.0B | 41.45% | |
| 28 | SPYSPDR S&P 500 ETF TR | 17,198 | $10.6B | 33.78% | |
| 29 | METAMETA PLATFORMS INC | 14,250 | $10.5B | 33.44% | |
| 30 | CMECME GROUP INC | 34,277 | $9.4B | 30.04% | |
| 31 | ABTABBOTT LABS | 68,016 | $9.3B | 29.41% | |
| 32 | AQLTISHARES TR | 54,881 | $7.3B | 23.17% | |
| 33 | XLUSELECT SECTOR SPDR TR | 88,286 | $7.2B | 22.92% | |
| 34 | AMTAMERICAN TOWER CORP NEW | 29,358 | $6.5B | 20.63% | |
| 35 | JPMJPMORGAN CHASE & CO. | 19,776 | $5.7B | 18.23% | |
| 36 | SOLVSOLVENTUM CORP | 69,282 | $5.3B | 16.71% | |
| 37 | FQIDIGITAL RLTY TR INC | 27,826 | $4.9B | 15.42% | |
| 38 | PLDPROLOGIS INC. | 44,795 | $4.7B | 14.97% | |
| 39 | JPXAEROVIRONMENT INC | 15,000 | $4.3B | 13.59% | |
| 40 | GILDGILEAD SCIENCES INC | 37,536 | $4.2B | 13.23% | |
| 41 | JNJJOHNSON & JOHNSON | 18,652 | $2.8B | 9.06% | |
| 42 | PEPPEPSICO INC | 20,921 | $2.8B | 8.78% | |
| 43 | BKBANK NEW YORK MELLON CORP | 29,704 | $2.7B | 8.60% | |
| 44 | SYYSYSCO CORP | 35,136 | $2.7B | 8.46% | |
| 45 | CMGCHIPOTLE MEXICAN GRILL INC | 44,878 | $2.5B | 8.01% | |
| 46 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 11,100 | $2.5B | 7.99% | |
| 47 | BMYBRISTOL-MYERS SQUIBB CO | 50,575 | $2.3B | 7.44% | |
| 48 | BRK/BBERKSHIRE HATHAWAY INC DEL | 4,532 | $2.2B | 7.00% | |
| 49 | BRK-BBERKSHIRE HATHAWAY INC DEL | 3 | $2.2B | 6.95% | |
| 50 | PFEPFIZER INC | 84,911 | $2.1B | 6.54% | |
| 51 | AMDADVANCED MICRO DEVICES INC | 13,542 | $1.9B | 6.11% | |
| 52 | CSCOCISCO SYS INC | 26,751 | $1.9B | 5.90% | |
| 53 | NEENEXTERA ENERGY INC | 26,400 | $1.8B | 5.83% | |
| 54 | ETGEATON VANCE TX ADV GLBL DIV | 82,000 | $1.7B | 5.46% | |
| 55 | MSFTMICROSOFT CORP | 3,394 | $1.7B | 5.37% | |
| 56 | AMZNAMAZON COM INC | 7,000 | $1.5B | 4.88% | |
| 57 | VLTOVERALTO CORP | 14,700 | $1.5B | 4.72% | |
| 58 | KOCOCA COLA CO | 20,721 | $1.5B | 4.66% | |
| 59 | DHRDANAHER CORPORATION | 6,767 | $1.3B | 4.25% | |
| 60 | AGIOAGIOS PHARMACEUTICALS INC | 35,000 | $1.2B | 3.70% | |
| 61 | XOMEXXON MOBIL CORP | 9,047 | $975.3M | 3.10% | |
| 62 | ADBEADOBE INC | 2,291 | $886.3M | 2.82% | |
| 63 | BMRNBIOMARIN PHARMACEUTICAL INC | 15,000 | $824.5M | 2.62% | |
| 64 | DUKDUKE ENERGY CORP NEW | 6,302 | $743.6M | 2.36% | |
| 65 | QXOQXO INC | 30,000 | $646.2M | 2.05% | |
| 66 | GRALGRAIL INC | 12,499 | $642.7M | 2.04% | |
| 67 | UBERUBER TECHNOLOGIES INC | 6,804 | $634.8M | 2.02% | |
| 68 | FCXFREEPORT-MCMORAN INC | 14,319 | $620.7M | 1.97% | |
| 69 | MRKMERCK & CO INC | 7,718 | $611.0M | 1.94% | |
| 70 | ARWRARROWHEAD PHARMACEUTICALS IN | 30,000 | $474.0M | 1.51% | |
| 71 | ELLAUDER ESTEE COS INC | 5,434 | $439.1M | 1.40% | |
| 72 | PGPROCTER AND GAMBLE CO | 2,200 | $350.5M | 1.11% | |
| 73 | ZTSZOETIS INC | 2,076 | $323.8M | 1.03% | |
| 74 | SCHWSCHWAB CHARLES CORP | 3,500 | $319.3M | 1.02% | |
| 75 | HDHOME DEPOT INC | 777 | $284.9M | 0.91% | |
| 76 | NLYANNALY CAPITAL MANAGEMENT IN | 14,000 | $263.5M | 0.84% | |
| 77 | WBDWARNER BROS DISCOVERY INC | 20,000 | $229.2M | 0.73% | |
| 78 | SEERSEER INC | 100,000 | $214.0M | 0.68% | |
| 79 | ARMPARMATA PHARMACEUTICALS INC | 100,000 | $190.0M | 0.60% | |
| 80 | PRTAPROTHENA CORP PLC | 24,060 | $146.0M | 0.46% | |
| 81 | LACLITHIUM AMERS CORP NEW | 50,000 | $134.0M | 0.43% | |
| 82 | LARLITHIUM ARGENTINA AG | 50,000 | $104.0M | 0.33% | |
| 83 | HOWLWEREWOLF THERAPEUTICS INC | 50,000 | $54.5M | 0.17% |