Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
EDGEWOOD MANAGEMENT LLC (CIK 860561) reported $15.50B across 87 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: NFLX ($1.34B, 8.68%), ASML ($1.25B, 8.04%), NVDA ($1.22B, 7.89%), AVGO ($1.08B, 6.94%), V ($886.0M, 5.72%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | NFLX | NETFLIX INC. | $1.34B | 8.68% | 14.0M | Added |
| 2 | ASML | ASML HLDG NV | $1.25B | 8.04% | 942,966 | Trimmed |
| 3 | NVDA | NVIDIA CORPORATION | $1.22B | 7.89% | 7.0M | Trimmed |
| 4 | AVGO | BROADCOM INC | $1.08B | 6.94% | 3.5M | Trimmed |
| 5 | V | VISA INC | $886.0M | 5.72% | 2.9M | Trimmed |
| 6 | SNPS | SYNOPSYS INC | $876.1M | 5.65% | 2.2M | Trimmed |
| 7 | AXON | AXON ENTERPRISE INC | $861.5M | 5.56% | 2.0M | Added |
| 8 | MSCI | MSCI INC | $755.7M | 4.88% | 1.4M | Trimmed |
| 9 | SHOP | SHOPIFY INC | $719.6M | 4.64% | 6.1M | Trimmed |
| 10 | ISRG | INTUITIVE SURGICAL INC | $717.3M | 4.63% | 1.6M | Trimmed |
| 11 | TDG | TRANSDIGM GROUP INC | $715.7M | 4.62% | 617,501 | Added |
| 12 | LLY | ELI LILLY & CO | $637.8M | 4.12% | 693,457 | Trimmed |
| 13 | SPOT | SPOTIFY TECHNOLOGY S A | $621.0M | 4.01% | 1.3M | Added |
| 14 | APH | AMPHENOL CORP | $581.8M | 3.75% | 4.6M | Added |
| 15 | FICO | FAIR ISAAC CORP | $573.8M | 3.70% | 537,515 | Trimmed |
| 16 | INTU | INTUIT | $499.1M | 3.22% | 1.2M | Trimmed |
| 17 | BSX | BOSTON SCIENTIFIC CORP | $478.7M | 3.09% | 7.6M | Trimmed |
| 18 | NOW | SERVICENOW INC | $441.4M | 2.85% | 4.2M | Added |
| 19 | VRTX | VERTEX PHARMACEUTICALS INC | $404.2M | 2.61% | 905,129 | Trimmed |
| 20 | BX | BLACKSTONE INC | $289.1M | 1.87% | 2.5M | Trimmed |
| 21 | SPGI | S&P GLOBAL INC | $279.0M | 1.80% | 656,043 | Trimmed |
| 22 | CL | COLGATE PALMOLIVE CO | $51.6M | 0.33% | 605,104 | Trimmed |
| 23 | AAPL | APPLE INC | $37.2M | 0.24% | 146,702 | Trimmed |
| 24 | MMM | 3M CO | $12.1M | 0.08% | 83,628 | Trimmed |
| 25 | EQIX | EQUINIX INC | $9.3M | 0.06% | 9,529 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31