Edgewood Management LLC Top Holdings and 13F Report (2025) About Edgewood Management LLCInvestment ActivityEdgewood Management LLC has $34.83 billion in total holdings as of December 31, 2024.Edgewood Management LLC owns shares of 83 different stocks, but just 16 companies or ETFs make up 80% of its holdings.Approximately 6.85% of the portfolio was purchased this quarter.About 15.50% of the portfolio was sold this quarter.This quarter, Edgewood Management LLC has purchased 78 new stocks and bought additional shares in 11 stocks.Edgewood Management LLC sold shares of 23 stocks and completely divested from 0 stocks this quarter.Largest Holdings Netflix $2,503,462,071NVIDIA $2,296,377,129ASML $2,208,615,164Visa $2,088,422,976Eli Lilly and Company $1,967,042,104 Largest New Holdings this Quarter TransDigm Group $399,594,928 HoldingiShares Russell 1000 Growth ETF $5,742,594 HoldingAxon Enterprise $2,733,872 HoldingAeroVironment $2,308,350 HoldingDell Technologies $1,728,600 Holding Largest Purchases this Quarter ASML 959,696 shares (about $665.15M)Vertex Pharmaceuticals 1,410,238 shares (about $567.90M)TransDigm Group 315,317 shares (about $399.59M)Adobe 696,172 shares (about $309.57M)Eli Lilly and Company 292,150 shares (about $225.54M) Largest Sales this Quarter Uber Technologies 27,451,360 shares (about $1.66B)ServiceNow 1,315,342 shares (about $1.39B)Netflix 821,257 shares (about $732.00M)Blackstone 1,629,914 shares (about $281.03M)Visa 577,237 shares (about $182.43M) Sector Allocation Over TimeMap of 500 Largest Holdings ofEdgewood Management LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorNFLXNetflix$2,503,462,071$732,002,789 ▼-22.6%2,808,7137.2%Consumer DiscretionaryNVDANVIDIA$2,296,377,129$28,673,869 ▲1.3%17,100,1356.6%Computer and TechnologyASMLASML$2,208,615,164$665,146,104 ▲43.1%3,186,6676.3%Computer and TechnologyVVisa$2,088,422,976$182,429,981 ▼-8.0%6,608,0976.0%Business ServicesLLYEli Lilly and Company$1,967,042,104$225,539,800 ▲13.0%2,547,9825.6%MedicalMSFTMicrosoft$1,954,617,735$156,393,782 ▼-7.4%4,637,2905.6%Computer and TechnologyADBEAdobe$1,805,009,037$309,573,765 ▲20.7%4,059,1195.2%Computer and TechnologySPGIS&P Global$1,784,241,780$169,121,027 ▼-8.7%3,582,5995.1%Business ServicesBXBlackstone$1,710,867,623$281,029,772 ▼-14.1%9,922,6754.9%FinanceABNBAirbnb$1,646,054,407$138,813,114 ▼-7.8%12,526,0974.7%Consumer DiscretionarySNPSSynopsys$1,480,546,512$9,434,913 ▼-0.6%3,050,4094.3%Computer and TechnologyINTUIntuit$1,479,084,246$119,083,152 ▼-7.5%2,353,3564.2%Computer and TechnologyISRGIntuitive Surgical$1,468,279,222$115,328,628 ▼-7.3%2,813,0114.2%MedicalDHRDanaher$1,354,904,643$110,420,437 ▼-7.5%5,902,4383.9%MedicalCPRTCopart$1,346,548,342$166,855,973 ▲14.1%23,463,1183.9%Business ServicesMSCIMSCI$1,219,480,724$97,924,632 ▼-7.4%2,032,4343.5%FinanceCMGChipotle Mexican Grill$1,192,159,703$94,136,923 ▼-7.3%19,770,4763.4%Retail/WholesaleVRTXVertex Pharmaceuticals$1,190,626,042$567,902,843 ▲91.2%2,956,6083.4%MedicalLULULululemon Athletica$1,133,533,603$88,694,263 ▼-7.3%2,964,1843.3%Consumer DiscretionaryNOWServiceNow$1,120,069,786$1,394,420,361 ▼-55.5%1,056,5503.2%Computer and TechnologyTTDTrade Desk$1,117,585,718$49,975,636 ▼-4.3%9,508,9403.2%Computer and TechnologyTDGTransDigm Group$399,594,928$399,594,928 ▲New Holding315,3171.1%AerospaceCLColgate-Palmolive$63,041,6300.0%693,4510.2%Consumer StaplesAAPLApple$59,510,059$39,066 ▼-0.1%237,6410.2%Computer and TechnologyMMM3M$32,474,6550.0%251,5660.1%Multi-Sector ConglomeratesEQIXEquinix$27,703,051$4,795,539 ▼-14.8%29,3810.1%FinanceABBVAbbVie$13,548,3810.0%76,2430.0%MedicalSPYSPDR S&P 500 ETF Trust$12,493,467$3,021,828 ▲31.9%21,3170.0%FinanceCMECME Group$12,275,678$232,230 ▼-1.9%52,8600.0%FinanceAMTAmerican Tower$10,564,966$584,528 ▼-5.2%57,6030.0%FinanceAPOApollo Global Management$8,753,480$6,110,920 ▲231.3%53,0000.0%FinanceMETAMeta Platforms$8,343,518$497,684 ▲6.3%14,2500.0%Computer and TechnologyAMZNAmazon.com$8,310,4930.0%37,8800.0%Retail/WholesaleABTAbbott Laboratories$7,693,2900.0%68,0160.0%MedicalDVYiShares Select Dividend ETF$7,504,7990.0%57,1620.0%ETFXLUUtilities Select Sector SPDR Fund$6,682,3670.0%88,2860.0%ETFUBERUber Technologies$6,074,224$1,655,866,035 ▼-99.6%100,7000.0%Computer and TechnologyIWFiShares Russell 1000 Growth ETF$5,742,594$5,742,594 ▲New Holding14,3000.0%ETFSOLVENTUM CORP$4,958,596$50,404 ▲1.0%75,0620.0%COM SHSDLRDigital Realty Trust$4,934,3850.0%27,8260.0%FinanceJPMJPMorgan Chase & Co.$4,832,0740.0%20,1580.0%FinancePLDPrologis$4,734,8310.0%44,7950.0%FinanceBMYBristol-Myers Squibb$4,242,0000.0%75,0000.0%MedicalPEPPepsiCo$3,713,4570.0%24,4210.0%Consumer StaplesGILDGilead Sciences$3,688,3340.0%39,9300.0%MedicalTSMTaiwan Semiconductor Manufacturing$2,962,3500.0%15,0000.0%Computer and TechnologyAXONAxon Enterprise$2,733,872$2,733,872 ▲New Holding4,6000.0%AerospaceJNJJohnson & Johnson$2,697,4520.0%18,6520.0%MedicalSYYSysco$2,686,4990.0%35,1360.0%Consumer StaplesAVAVAeroVironment$2,308,350$2,308,350 ▲New Holding15,0000.0%AerospaceBKBank of New York Mellon$2,282,1580.0%29,7040.0%FinancePFEPfizer$2,252,6890.0%84,9110.0%MedicalILMNIllumina$2,100,797$53,452 ▼-2.5%15,7210.0%MedicalBRK.BBerkshire Hathaway$2,054,2650.0%4,5320.0%FinanceBRK.ABerkshire Hathaway$2,042,7600.0%30.0%FinanceELEstée Lauder Companies$1,908,241$22,494 ▼-1.2%25,4500.0%Consumer StaplesNEENextEra Energy$1,892,6160.0%26,4000.0%UtilitiesDELLDell Technologies$1,728,600$1,728,600 ▲New Holding15,0000.0%Computer and TechnologyAMDAdvanced Micro Devices$1,687,6780.0%13,9720.0%Computer and TechnologyCSCOCisco Systems$1,683,7070.0%28,4410.0%Computer and TechnologyVERALTO CORP$1,497,195$20,370 ▲1.4%14,7000.0%COM SHSETGEaton Vance Tax-Advantaged Global Dividend Income Fund$1,494,8600.0%82,0000.0%Financial ServicesKOCoca-Cola$1,349,2360.0%21,6710.0%Consumer StaplesXOMExxon Mobil$988,676$1,291 ▼-0.1%9,1910.0%Oils/EnergyBMRNBioMarin Pharmaceutical$985,9500.0%15,0000.0%MedicalAGIOAgios Pharmaceuticals$985,8000.0%30,0000.0%MedicalMRKMerck & Co., Inc.$767,7870.0%7,7180.0%MedicalDUKDuke Energy$678,9770.0%6,3020.0%UtilitiesFCXFreeport-McMoRan$545,2680.0%14,3190.0%Basic MaterialsZTSZoetis$425,4100.0%2,6110.0%MedicalTSLATesla$399,3980.0%9890.0%Auto/Tires/TrucksARWRArrowhead Pharmaceuticals$376,0000.0%20,0000.0%MedicalPGProcter & Gamble$368,8300.0%2,2000.0%Consumer StaplesPRTAProthena$333,2310.0%24,0600.0%MedicalHDHome Depot$302,2450.0%7770.0%Retail/WholesaleSCHWCharles Schwab$259,0350.0%3,5000.0%FinanceNLYAnnaly Capital Management$256,2000.0%14,0000.0%FinanceSEERSeer$231,0000.0%100,0000.0%MedicalWBDWarner Bros. Discovery$211,4000.0%20,0000.0%Consumer DiscretionaryARMPArmata Pharmaceuticals$185,0000.0%100,0000.0%MedicalLITHIUM AMERS CORP NEW$148,5000.0%50,0000.0%COM SHSLITHIUM AMERICAS ARGENTINA C$131,0000.0%50,0000.0%COM SHSHOWLWerewolf Therapeutics$74,0000.0%50,0000.0%MedicalShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. 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