EDGEWOOD MANAGEMENT LLC
Institutional investor · Portfolio as of Q1 2022
Top Holdings84 positions
VISA INC | 16.9M | $3.8B | 7.5% | $145.16 | +47.60% | 14 qtrssince 2018-Q4 | Decreased 0 |
NVIDIA CORPORATION | 12.2M | $3.3B | 6.7% | $16.17 | +68.04% | 14 qtrssince 2018-Q4 | Increased 67 |
ILLUMINA INC | 8.7M | $3.1B | 6.1% | $322.30 | +5.45% | 14 qtrssince 2018-Q4 | Decreased 0 |
SNAP INC | 79.9M | $2.9B | 5.8% | $26.94 | +36.77% | 9 qtrssince 2020-Q1 | Increased 68 |
INTUITIVE SURGICAL INC | 8.9M | $2.7B | 5.4% | $280.09 | +7.71% | 14 qtrssince 2018-Q4 | Increased 74 |
MICROSOFT CORP | 8.4M | $2.6B | 5.2% | $151.96 | +95.48% | 12 qtrssince 2019-Q2 | Decreased 0 |
ADOBE INC | 5.3M | $2.4B | 4.9% | $278.49 | +63.61% | 14 qtrssince 2018-Q4 | Increased 65 |
DANAHER CORP DEL | 8.1M | $2.4B | 4.8% | $188.73 | +34.52% | 7 qtrssince 2020-Q3 | Decreased 0 |
INTUIT | 4.9M | $2.4B | 4.7% | $249.17 | +86.51% | 11 qtrssince 2019-Q3 | Decreased 0 |
AMERICAN TOWER CORP | 9.2M | $2.3B | 4.6% | $142.79 | +54.70% | 14 qtrssince 2018-Q4 | Decreased 0 |
S&P GLOBAL INC | 5.5M | $2.3B | 4.5% | $174.33 | +114.14% | 14 qtrssince 2018-Q4 | Decreased 0 |
CME GROUP INC | 9.3M | $2.2B | 4.5% | $145.19 | +36.48% | 14 qtrssince 2018-Q4 | Decreased 0 |
NETFLIX INC. | 5.4M | $2B | 4.1% | $39.70 | -5.64% | 14 qtrssince 2018-Q4 | Increased 66 |
CHIPOTLE MEXICAN GRILL INC | 1.3M | $2B | 4.0% | $27.83 | +13.70% | 6 qtrssince 2020-Q4 | Decreased 0 |
NIKE INC | 14.7M | $2B | 4.0% | $68.37 | +80.32% | 14 qtrssince 2018-Q4 | Decreased 0 |
ALIGN TECHNOLOGY INC | 4.4M | $1.9B | 3.8% | $245.96 | +79.77% | 13 qtrssince 2019-Q1 | Decreased 0 |
LAUDER ESTEE COS INC | 6.8M | $1.8B | 3.7% | $151.20 | +67.39% | 14 qtrssince 2018-Q4 | Decreased 0 |
MATCH GROUP INC NEW | 16.7M | $1.8B | 3.6% | $138.86 | -25.19% | 5 qtrssince 2021-Q1 | Increased 59 |
AMAZON COM INC | 518,460 | $1.7B | 3.4% | $81.09 | +101.00% | 14 qtrssince 2018-Q4 | Decreased 0 |
ASML HLDG NV | 2.4M | $1.6B | 3.2% | $638.91 | 0.00% | 1 qtr | New 88 |
EDGEWOOD MANAGEMENT LLC manages $49.9B across 84 positions as of Q1 2022. Top holdings: V (7.5%), NVDA (6.7%), ILMN (6.1%). Fund DNA: Steady Compounder. HoldingsIntel Score: 5/5.0.
Active quarter - 5 new positions, 6 exits, 11 increased. Top move: ASML (NEW, conviction 88). Portfolio: $49.9B across 84 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
Top Winners
Top Losers
Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
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Accumulation Streaks
Positions with 2+ consecutive quarters of increases - persistent directional conviction.
No active accumulation streaks detected for this filer.
Streaks require 2+ consecutive quarters of increased positions in the most recent period.
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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer
Verify source filings on SEC EDGAR