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Free — 5 of 40

Data as of Q4 2025

All position changes for EDGEWOOD MANAGEMENT LLC. Excludes unchanged positions.

Unique Stocks

Quarters

New Positions

Exits

5 position changes

Per page:

Quarter	Stock	Action	Shares	Change	Value	Weight	Conviction
2025-Q4	NVDA NVIDIA Corp	Decreased	8.7M	-30.8%	$1.6B	7.7%	0
2025-Q4	ASML ASML Holding NV	Decreased	1.5M	-34.6%	$1.6B	7.6%	0
2025-Q4	AVGO Broadcom Inc	Decreased	4M	-21.3%	$1.4B	6.6%	0
2025-Q4	LLY Eli Lilly & Co	Decreased	1.3M	-42.4%	$1.3B	6.4%	0
2025-Q4	V Visa Inc	Decreased	3.7M	-27.8%	$1.3B	6.1%	0
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