EDGEWOOD MANAGEMENT LLC
Institutional investor · Portfolio as of Q3 2021
Top Holdings84 positions
SNAP INC | 55.3M | $4.1B | 6.9% | $18.89 | +279.83% | 7 qtrssince 2020-Q1 | Increased 62 |
Visa Inc | 15.8M | $3.5B | 5.9% | $140.12 | +53.06% | 12 qtrssince 2018-Q4 | Decreased 0 |
NVIDIA Corp. | 16.5M | $3.4B | 5.8% | $15.23 | +35.46% | 12 qtrssince 2018-Q4 | Decreased 0 |
PAYPAL HLDGS INC | 12M | $3.1B | 5.2% | $83.86 | +208.15% | 12 qtrssince 2018-Q4 | Increased 62 |
ALIGN TECHNOLOGY INC | 4.5M | $3B | 5.0% | $245.96 | +173.65% | 11 qtrssince 2019-Q1 | Increased 62 |
INTUIT | 5.5M | $3B | 5.0% | $249.17 | +108.76% | 9 qtrssince 2019-Q3 | Decreased 0 |
Meta Platforms Inc | 8.4M | $2.9B | 4.8% | $159.05 | +111.37% | 12 qtrssince 2018-Q4 | Decreased 0 |
Intuitive Surgical Inc. | 8.5M | $2.8B | 4.7% | $275.70 | +20.20% | 12 qtrssince 2018-Q4 | Increased 94 |
ILLUMINA INC | 6.9M | $2.8B | 4.7% | $307.84 | +30.07% | 12 qtrssince 2018-Q4 | Increased 65 |
Adobe Inc | 4.8M | $2.8B | 4.7% | $260.38 | +121.11% | 12 qtrssince 2018-Q4 | Decreased 0 |
Netflix, Inc. | 4.4M | $2.7B | 4.5% | $37.87 | +61.16% | 12 qtrssince 2018-Q4 | Increased 58 |
Microsoft Corp. | 9.3M | $2.6B | 4.4% | $151.96 | +78.05% | 10 qtrssince 2019-Q2 | Increased 58 |
Danaher Corporation | 8.2M | $2.5B | 4.2% | $188.73 | +39.41% | 5 qtrssince 2020-Q3 | Increased 58 |
American Tower Corporation | 9.4M | $2.5B | 4.2% | $142.79 | +65.68% | 12 qtrssince 2018-Q4 | Increased 58 |
S&P Global Inc | 5.6M | $2.4B | 4.0% | $174.33 | +121.02% | 12 qtrssince 2018-Q4 | Increased 58 |
MATCH GROUP INC NEW | 15M | $2.4B | 4.0% | $139.57 | +6.05% | 3 qtrssince 2021-Q1 | Increased 65 |
CHIPOTLE MEXICAN GRILL INC | 1.3M | $2.3B | 3.9% | $27.83 | +30.63% | 4 qtrssince 2020-Q4 | Increased 58 |
NIKE INC | 14.7M | $2.1B | 3.6% | $69.38 | +97.10% | 12 qtrssince 2018-Q4 | Increased 58 |
Amazon.com, Inc. | 633,064 | $2.1B | 3.5% | $81.09 | +102.55% | 12 qtrssince 2018-Q4 | Increased 58 |
LAUDER ESTEE COS INC | 6.8M | $2B | 3.4% | $151.20 | +83.65% | 12 qtrssince 2018-Q4 | Increased 58 |
EDGEWOOD MANAGEMENT LLC manages $59.6B across 84 positions as of Q3 2021. Top holdings: SNAP (6.9%), V (5.9%), NVDA (5.8%). Fund DNA: Steady Compounder. HoldingsIntel Score: 5/5.0.
Added 4 new positions, exited 2, increased 23, trimmed 17. Top move: ISRG (INCREASED, conviction 94). Portfolio: $59.6B 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
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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