EDGEWOOD MANAGEMENT LLC Q4 2025 Filing
Filed February 12, 2026
Portfolio Value
$21.0T
Holdings
89
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (89 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | NVDANVIDIA CORPORATION | 8,680,932 | $1.6T | 7.71% | |
| 2 | ASMLASML HOLDING N V | 1,498,247 | $1.6T | 7.63% | |
| 3 | AVGOBROADCOM INC | 3,976,513 | $1.4T | 6.55% | |
| 4 | LLYELI LILLY & CO | 1,255,689 | $1.3T | 6.43% | |
| 5 | VVISA INC | 3,672,663 | $1.3T | 6.13% | |
| 6 | SNPSSYNOPSYS INC | 2,626,465 | $1.2T | 5.87% | |
| 7 | NFLXNETFLIX INC | 12,105,544 | $1.1T | 5.40% | |
| 8 | ISRGINTUITIVE SURGICAL INC | 1,811,534 | $1.0T | 4.89% | |
| 9 | SHOPSHOPIFY INC | 6,199,459 | $997.9B | 4.75% | |
| 10 | FICOFAIR ISAAC CORP | 548,161 | $926.7B | 4.41% | |
| 11 | INTUINTUIT | 1,358,392 | $899.8B | 4.28% | |
| 12 | BXBLACKSTONE INC | 5,752,922 | $886.8B | 4.22% | |
| 13 | SPGIS&P GLOBAL INC | 1,642,931 | $858.6B | 4.09% | |
| 14 | AXONAXON ENTERPRISE INC | 1,490,528 | $846.5B | 4.03% | |
| 15 | MSCIMSCI INC | 1,407,058 | $807.3B | 3.84% | |
| 16 | T7DTRANSDIGM GROUP INC | 581,412 | $773.2B | 3.68% | |
| 17 | BSXBOSTON SCIENTIFIC CORP | 7,803,265 | $744.0B | 3.54% | |
| 18 | SPOTSPOTIFY TECHNOLOGY S A | 1,058,104 | $614.5B | 2.93% | |
| 19 | VRTXVERTEX PHARMACEUTICALS INC | 1,060,075 | $480.6B | 2.29% | |
| 20 | NOWSERVICENOW INC | 3,077,751 | $471.5B | 2.25% | |
| 21 | APHAMPHENOL CORP NEW | 3,121,475 | $421.8B | 2.01% | |
| 22 | ABNBAIRBNB INC | 2,479,877 | $336.6B | 1.60% | |
| 23 | CLCOLGATE PALMOLIVE CO | 605,986 | $47.9B | 0.23% | |
| 24 | AAPLAPPLE INC | 169,074 | $46.0B | 0.22% | |
| 25 | MMM3M CO | 93,592 | $15.0B | 0.07% | |
| 26 | ABBVABBVIE INC | 56,414 | $12.9B | 0.06% | |
| 27 | EQIXEQUINIX INC | 14,946 | $11.5B | 0.05% | |
| 28 | IWFISHARES TR | 23,302 | $11.0B | 0.05% | |
| 29 | APPAPPLOVIN CORP | 14,400 | $9.7B | 0.05% | |
| 30 | METAMETA PLATFORMS INC | 14,250 | $9.4B | 0.04% | |
| 31 | CMECME GROUP INC | 34,259 | $9.4B | 0.04% | |
| 32 | SPYSPDR S&P 500 ETF TR | 13,680 | $9.3B | 0.04% | |
| 33 | ABTABBOTT LABS | 68,016 | $8.5B | 0.04% | |
| 34 | AQLTISHARES TR | 51,926 | $7.3B | 0.03% | |
| 35 | XLUSELECT SECTOR SPDR TR | 171,236 | $7.3B | 0.03% | |
| 36 | JPMJPMORGAN CHASE & CO. | 19,534 | $6.3B | 0.03% | |
| 37 | PLDPROLOGIS INC. | 44,795 | $5.7B | 0.03% | |
| 38 | SOLVSOLVENTUM CORP | 69,282 | $5.5B | 0.03% | |
| 39 | AMTAMERICAN TOWER CORP NEW | 29,358 | $5.2B | 0.02% | |
| 40 | FQIDIGITAL RLTY TR INC | 27,826 | $4.3B | 0.02% | |
| 41 | JNJJOHNSON & JOHNSON | 18,652 | $3.9B | 0.02% | |
| 42 | JPXAEROVIRONMENT INC | 15,000 | $3.6B | 0.02% | |
| 43 | BKBANK NEW YORK MELLON CORP | 29,704 | $3.4B | 0.02% | |
| 44 | GILDGILEAD SCIENCES INC | 27,837 | $3.4B | 0.02% | |
| 45 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 11,100 | $3.4B | 0.02% | |
| 46 | PEPPEPSICO INC | 20,886 | $3.0B | 0.01% | |
| 47 | AMDADVANCED MICRO DEVICES INC | 13,107 | $2.8B | 0.01% | |
| 48 | APOAPOLLO GLOBAL MGMT INC | 19,000 | $2.8B | 0.01% | |
| 49 | SYYSYSCO CORP | 35,136 | $2.6B | 0.01% | |
| 50 | BRK/BBERKSHIRE HATHAWAY INC DEL | 4,532 | $2.3B | 0.01% | |
| 51 | BRK-BBERKSHIRE HATHAWAY INC DEL | 3 | $2.3B | 0.01% | |
| 52 | NEENEXTERA ENERGY INC | 26,400 | $2.1B | 0.01% | |
| 53 | ALNTALLIENT INC | 38,800 | $2.1B | 0.01% | |
| 54 | CSCOCISCO SYS INC | 26,751 | $2.1B | 0.01% | |
| 55 | PFEPFIZER INC | 82,179 | $2.0B | 0.01% | |
| 56 | BMYBRISTOL-MYERS SQUIBB CO | 37,027 | $2.0B | 0.01% | |
| 57 | ETGEATON VANCE TX ADV GLBL DIV | 82,000 | $1.9B | 0.01% | |
| 58 | MOG/BMOOG INC | 7,200 | $1.8B | 0.01% | |
| 59 | ARWRARROWHEAD PHARMACEUTICALS IN | 25,000 | $1.7B | 0.01% | |
| 60 | MSFTMICROSOFT CORP | 3,394 | $1.6B | 0.01% | |
| 61 | AMZNAMAZON COM INC | 7,000 | $1.6B | 0.01% | |
| 62 | DHRDANAHER CORPORATION | 6,767 | $1.5B | 0.01% | |
| 63 | VLTOVERALTO CORP | 14,700 | $1.5B | 0.01% | |
| 64 | KOCOCA COLA CO | 20,721 | $1.4B | 0.01% | |
| 65 | DELLDELL TECHNOLOGIES INC | 10,000 | $1.3B | 0.01% | |
| 66 | XOMEXXON MOBIL CORP | 9,029 | $1.1B | 0.01% | |
| 67 | ASRTASSERTIO HOLDINGS INC | 107,518 | $975.0M | 0.00% | |
| 68 | AGIOAGIOS PHARMACEUTICALS INC | 35,000 | $952.0M | 0.00% | |
| 69 | GRALGRAIL INC | 10,000 | $855.0M | 0.00% | |
| 70 | MRKMERCK & CO INC | 7,718 | $812.0M | 0.00% | |
| 71 | ADBEADOBE INC | 2,291 | $801.0M | 0.00% | |
| 72 | QXOQXO INC | 40,000 | $771.0M | 0.00% | |
| 73 | DUKDUKE ENERGY CORP NEW | 6,302 | $738.0M | 0.00% | |
| 74 | FCXFREEPORT-MCMORAN INC | 14,319 | $727.0M | 0.00% | |
| 75 | ARMPARMATA PHARMACEUTICALS INC | 100,000 | $628.0M | 0.00% | |
| 76 | WBDWARNER BROS DISCOVERY INC | 20,000 | $576.0M | 0.00% | |
| 77 | ELLAUDER ESTEE COS INC | 5,434 | $569.0M | 0.00% | |
| 78 | UBERUBER TECHNOLOGIES INC | 6,804 | $555.0M | 0.00% | |
| 79 | CMGCHIPOTLE MEXICAN GRILL INC | 13,608 | $503.0M | 0.00% | |
| 80 | DNAGINKGO BIOWORKS HOLDINGS INC | 50,000 | $415.0M | 0.00% | |
| 81 | SCHWSCHWAB CHARLES CORP | 3,500 | $349.0M | 0.00% | |
| 82 | PGPROCTER AND GAMBLE CO | 2,200 | $315.0M | 0.00% | |
| 83 | NLYANNALY CAPITAL MANAGEMENT IN | 14,000 | $313.0M | 0.00% | |
| 84 | LARLITHIUM ARGENTINA AG | 50,000 | $279.0M | 0.00% | |
| 85 | HDHOME DEPOT INC | 777 | $267.0M | 0.00% | |
| 86 | PRTAPROTHENA CORP PLC | 24,060 | $229.0M | 0.00% | |
| 87 | LACLITHIUM AMERS CORP NEW | 50,000 | $218.0M | 0.00% | |
| 88 | SEERSEER INC | 100,000 | $183.0M | 0.00% | |
| 89 | HOWLWEREWOLF THERAPEUTICS INC | 50,000 | $31.0M | 0.00% |