EDGEWOOD MANAGEMENT LLC Q3 2025 Filing
Filed November 12, 2025
Portfolio Value
$28.2T
Holdings
88
Report Date
Q3 2025
Filing Type
13F-HR
All Holdings (88 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | NVDANVIDIA CORPORATION | 12,549,530 | $2.3T | 8.30% | |
| 2 | ASMLASML HOLDING N V | 2,289,505 | $2.2T | 7.85% | |
| 3 | NFLXNETFLIX INC | 1,650,427 | $2.0T | 7.01% | |
| 4 | SNPSSYNOPSYS INC | 3,701,272 | $1.8T | 6.47% | |
| 5 | VVISA INC | 5,085,109 | $1.7T | 6.15% | |
| 6 | AVGOBROADCOM INC | 5,054,588 | $1.7T | 5.91% | |
| 7 | LLYELI LILLY & CO | 2,179,428 | $1.7T | 5.89% | |
| 8 | BXBLACKSTONE INC | 7,865,500 | $1.3T | 4.76% | |
| 9 | SHOPSHOPIFY INC | 8,727,511 | $1.3T | 4.60% | |
| 10 | INTUINTUIT | 1,848,358 | $1.3T | 4.47% | |
| 11 | NOWSERVICENOW INC | 1,369,106 | $1.3T | 4.46% | |
| 12 | ABNBAIRBNB INC | 9,698,300 | $1.2T | 4.17% | |
| 13 | FICOFAIR ISAAC CORP | 759,895 | $1.1T | 4.03% | |
| 14 | ISRGINTUITIVE SURGICAL INC | 2,514,900 | $1.1T | 3.99% | |
| 15 | SPGIS&P GLOBAL INC | 2,284,948 | $1.1T | 3.94% | |
| 16 | MSCIMSCI INC | 1,913,281 | $1.1T | 3.85% | |
| 17 | BSXBOSTON SCIENTIFIC CORP | 9,301,090 | $908.1B | 3.22% | |
| 18 | T7DTRANSDIGM GROUP INC | 636,841 | $839.4B | 2.97% | |
| 19 | SPOTSPOTIFY TECHNOLOGY S A | 1,142,980 | $797.8B | 2.83% | |
| 20 | VRTXVERTEX PHARMACEUTICALS INC | 1,487,542 | $582.6B | 2.06% | |
| 21 | CPRTCOPART INC | 12,423,670 | $558.7B | 1.98% | |
| 22 | CLCOLGATE PALMOLIVE CO | 619,250 | $49.5B | 0.18% | |
| 23 | AAPLAPPLE INC | 176,477 | $44.9B | 0.16% | |
| 24 | MMM3M CO | 110,814 | $17.2B | 0.06% | |
| 25 | EQIXEQUINIX INC | 19,447 | $15.2B | 0.05% | |
| 26 | ABBVABBVIE INC | 65,414 | $15.1B | 0.05% | |
| 27 | SPYSPDR S&P 500 ETF TR | 19,284 | $12.8B | 0.05% | |
| 28 | METAMETA PLATFORMS INC | 14,250 | $10.5B | 0.04% | |
| 29 | APPAPPLOVIN CORP | 14,400 | $10.3B | 0.04% | |
| 30 | CMECME GROUP INC | 34,259 | $9.3B | 0.03% | |
| 31 | ABTABBOTT LABS | 68,016 | $9.1B | 0.03% | |
| 32 | XLUSELECT SECTOR SPDR TR | 85,618 | $7.5B | 0.03% | |
| 33 | AQLTISHARES TR | 51,926 | $7.4B | 0.03% | |
| 34 | JPMJPMORGAN CHASE & CO. | 19,534 | $6.2B | 0.02% | |
| 35 | AMTAMERICAN TOWER CORP NEW | 29,358 | $5.6B | 0.02% | |
| 36 | PLDPROLOGIS INC. | 44,795 | $5.1B | 0.02% | |
| 37 | SOLVSOLVENTUM CORP | 69,282 | $5.1B | 0.02% | |
| 38 | FQIDIGITAL RLTY TR INC | 27,826 | $4.8B | 0.02% | |
| 39 | JPXAEROVIRONMENT INC | 15,000 | $4.7B | 0.02% | |
| 40 | JNJJOHNSON & JOHNSON | 18,652 | $3.5B | 0.01% | |
| 41 | BKBANK NEW YORK MELLON CORP | 29,704 | $3.2B | 0.01% | |
| 42 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 11,100 | $3.1B | 0.01% | |
| 43 | GILDGILEAD SCIENCES INC | 27,837 | $3.1B | 0.01% | |
| 44 | PEPPEPSICO INC | 20,886 | $2.9B | 0.01% | |
| 45 | SYYSYSCO CORP | 35,136 | $2.9B | 0.01% | |
| 46 | APOAPOLLO GLOBAL MGMT INC | 19,000 | $2.5B | 0.01% | |
| 47 | BMYBRISTOL-MYERS SQUIBB CO | 50,575 | $2.3B | 0.01% | |
| 48 | BRK/BBERKSHIRE HATHAWAY INC DEL | 4,532 | $2.3B | 0.01% | |
| 49 | BRK-BBERKSHIRE HATHAWAY INC DEL | 3 | $2.3B | 0.01% | |
| 50 | AMDADVANCED MICRO DEVICES INC | 13,222 | $2.1B | 0.01% | |
| 51 | PFEPFIZER INC | 82,179 | $2.1B | 0.01% | |
| 52 | NEENEXTERA ENERGY INC | 26,400 | $2.0B | 0.01% | |
| 53 | CSCOCISCO SYS INC | 26,751 | $1.8B | 0.01% | |
| 54 | MSFTMICROSOFT CORP | 3,394 | $1.8B | 0.01% | |
| 55 | ALNTALLIENT INC | 38,800 | $1.7B | 0.01% | |
| 56 | ETGEATON VANCE TX ADV GLBL DIV | 82,000 | $1.7B | 0.01% | |
| 57 | VLTOVERALTO CORP | 14,700 | $1.6B | 0.01% | |
| 58 | AMZNAMAZON COM INC | 7,000 | $1.5B | 0.01% | |
| 59 | MOG/BMOOG INC | 7,200 | $1.5B | 0.01% | |
| 60 | DELLDELL TECHNOLOGIES INC | 10,000 | $1.4B | 0.01% | |
| 61 | AGIOAGIOS PHARMACEUTICALS INC | 35,000 | $1.4B | 0.00% | |
| 62 | KOCOCA COLA CO | 20,721 | $1.4B | 0.00% | |
| 63 | DHRDANAHER CORPORATION | 6,767 | $1.3B | 0.00% | |
| 64 | ARWRARROWHEAD PHARMACEUTICALS IN | 30,000 | $1.0B | 0.00% | |
| 65 | XOMEXXON MOBIL CORP | 9,029 | $1.0B | 0.00% | |
| 66 | BMRNBIOMARIN PHARMACEUTICAL INC | 15,000 | $812.4M | 0.00% | |
| 67 | ADBEADOBE INC | 2,291 | $808.1M | 0.00% | |
| 68 | DUKDUKE ENERGY CORP NEW | 6,302 | $779.9M | 0.00% | |
| 69 | QXOQXO INC | 40,000 | $762.4M | 0.00% | |
| 70 | GRALGRAIL INC | 12,499 | $739.1M | 0.00% | |
| 71 | UBERUBER TECHNOLOGIES INC | 6,804 | $666.6M | 0.00% | |
| 72 | MRKMERCK & CO INC | 7,718 | $647.8M | 0.00% | |
| 73 | TTDTHE TRADE DESK INC | 12,405 | $608.0M | 0.00% | |
| 74 | FCXFREEPORT-MCMORAN INC | 14,319 | $561.6M | 0.00% | |
| 75 | CMGCHIPOTLE MEXICAN GRILL INC | 13,608 | $533.3M | 0.00% | |
| 76 | ELLAUDER ESTEE COS INC | 5,434 | $478.8M | 0.00% | |
| 77 | WBDWARNER BROS DISCOVERY INC | 20,000 | $390.6M | 0.00% | |
| 78 | PGPROCTER AND GAMBLE CO | 2,200 | $338.0M | 0.00% | |
| 79 | SCHWSCHWAB CHARLES CORP | 3,500 | $334.1M | 0.00% | |
| 80 | HDHOME DEPOT INC | 777 | $314.8M | 0.00% | |
| 81 | ZTSZOETIS INC | 2,076 | $303.8M | 0.00% | |
| 82 | ARMPARMATA PHARMACEUTICALS INC | 100,000 | $298.0M | 0.00% | |
| 83 | LACLITHIUM AMERS CORP NEW | 50,000 | $285.5M | 0.00% | |
| 84 | NLYANNALY CAPITAL MANAGEMENT IN | 14,000 | $282.9M | 0.00% | |
| 85 | PRTAPROTHENA CORP PLC | 24,060 | $234.8M | 0.00% | |
| 86 | SEERSEER INC | 100,000 | $217.0M | 0.00% | |
| 87 | LARLITHIUM ARGENTINA AG | 50,000 | $167.0M | 0.00% | |
| 88 | HOWLWEREWOLF THERAPEUTICS INC | 50,000 | $98.5M | 0.00% |