EDGEWOOD MANAGEMENT LLC
Institutional investor · Portfolio as of Q2 2023
Top Holdings82 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
VISA INC-CLASS A SHARES | 9.9M | $2.4B | 7.2% | $148.28 | +56.25% | 19 qtrssince 2018-Q4 | Increased 64 |
NVIDIA CORP | 5.5M | $2.3B | 7.1% | $15.74 | +159.17% | 19 qtrssince 2018-Q4 | Decreased 0 |
NETFLIX INC | 4.9M | $2.2B | 6.5% | $36.78 | +16.43% | 19 qtrssince 2018-Q4 | Decreased 0 |
MICROSOFT CORP | 5.3M | $1.8B | 5.5% | $167.06 | +96.79% | 17 qtrssince 2019-Q2 | Decreased 0 |
SERVICENOW INC | 3.2M | $1.8B | 5.5% | $108.26 | +1.26% | 6 qtrssince 2022-Q1 | Decreased 0 |
INTUIT INC | 3.9M | $1.8B | 5.4% | $255.60 | +75.18% | 16 qtrssince 2019-Q3 | Increased 64 |
ASML HOLDING NV-NY REG SHS | 2.4M | $1.8B | 5.4% | $604.85 | +16.62% | 6 qtrssince 2022-Q1 | Increased 62 |
ADOBE INC | 3.5M | $1.7B | 5.3% | $278.49 | +75.59% | 19 qtrssince 2018-Q4 | Decreased 0 |
INTUITIVE SURGICAL INC | 4.9M | $1.7B | 5.1% | $279.63 | +21.05% | 19 qtrssince 2018-Q4 | Decreased 0 |
CHIPOTLE MEXICAN GRILL INC | 760,499 | $1.6B | 4.9% | $27.57 | +53.10% | 11 qtrssince 2020-Q4 | Decreased 0 |
S&P GLOBAL INC | 3.7M | $1.5B | 4.5% | $183.36 | +111.69% | 19 qtrssince 2018-Q4 | Decreased 0 |
ESTEE LAUDER COMPANIES-CL A | 7.5M | $1.5B | 4.5% | $164.42 | +11.51% | 19 qtrssince 2018-Q4 | Increased 71 |
DANAHER CORP | 6.1M | $1.5B | 4.5% | $188.93 | +10.14% | 12 qtrssince 2020-Q3 | Increased 63 |
BLACKSTONE INC | 14.8M | $1.4B | 4.2% | $77.11 | +8.77% | 15 qtrssince 2019-Q4 | Decreased 0 |
AIRBNB INC-CLASS A | 9.3M | $1.2B | 3.6% | $123.32 | +1.44% | 2 qtrssince 2023-Q1 | Increased 84 |
LULULEMON ATHLETICA INC | 3.1M | $1.2B | 3.6% | $327.84 | +12.94% | 3 qtrssince 2022-Q4 | Increased 61 |
NIKE INC -CL B | 10.8M | $1.2B | 3.6% | $70.34 | +53.78% | 19 qtrssince 2018-Q4 | Decreased 0 |
ALIGN TECHNOLOGY INC | 3.3M | $1.2B | 3.5% | $245.96 | +38.96% | 18 qtrssince 2019-Q1 | Decreased 0 |
AMERICAN TOWER CORP | 5.6M | $1.1B | 3.3% | $145.57 | +21.51% | 19 qtrssince 2018-Q4 | Decreased 0 |
ILLUMINA INC | 5.6M | $1B | 3.2% | $318.42 | -43.33% | 19 qtrssince 2018-Q4 | Increased 60 |
EDGEWOOD MANAGEMENT LLC manages $33B across 82 positions as of Q2 2023. Top holdings: V (7.2%), NVDA (7.1%), NFLX (6.5%). Fund DNA: Steady Compounder. HoldingsIntel Rating: 5/5.0.
Added 2 new positions, exited 3, increased 13, trimmed 23. Top move: ABNB (INCREASED, conviction 84). Portfolio: $33.0B across 82 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