EDGEWOOD MANAGEMENT LLC
Institutional investor · Portfolio as of Q3 2022
Top Holdings80 positions
Visa Inc | 11.1M | $2B | 6.8% | $145.16 | +18.67% | 16 qtrssince 2018-Q4 | Decreased 0 |
Danaher Corporation | 7M | $1.8B | 6.3% | $188.73 | +18.69% | 9 qtrssince 2020-Q3 | Decreased 0 |
INTUIT | 4.2M | $1.6B | 5.7% | $249.17 | +50.69% | 13 qtrssince 2019-Q3 | Decreased 0 |
CHIPOTLE MEXICAN GRILL INC | 1.1M | $1.6B | 5.6% | $27.83 | +8.01% | 8 qtrssince 2020-Q4 | Decreased 0 |
NVIDIA Corp. | 12.8M | $1.6B | 5.4% | $15.66 | -22.76% | 16 qtrssince 2018-Q4 | Increased 71 |
Microsoft Corp. | 6.6M | $1.5B | 5.4% | $151.96 | +48.32% | 14 qtrssince 2019-Q2 | Decreased 0 |
LAUDER ESTEE COS INC | 7M | $1.5B | 5.3% | $159.38 | +26.50% | 16 qtrssince 2018-Q4 | Decreased 0 |
Servicenow Inc | 3.9M | $1.5B | 5.1% | $105.85 | -28.65% | 3 qtrssince 2022-Q1 | Decreased 0 |
Intuitive Surgical Inc. | 7.6M | $1.4B | 5.0% | $280.09 | -33.08% | 16 qtrssince 2018-Q4 | Decreased 0 |
Netflix, Inc. | 6.1M | $1.4B | 5.0% | $37.09 | -36.52% | 16 qtrssince 2018-Q4 | Increased 69 |
ILLUMINA INC | 7.4M | $1.4B | 4.9% | $321.69 | -41.39% | 16 qtrssince 2018-Q4 | Decreased 0 |
S&P Global Inc | 4.3M | $1.3B | 4.6% | $174.33 | +60.17% | 16 qtrssince 2018-Q4 | Decreased 0 |
Adobe Inc | 4.7M | $1.3B | 4.5% | $278.49 | -1.18% | 16 qtrssince 2018-Q4 | Decreased 0 |
American Tower Corporation | 5.9M | $1.3B | 4.4% | $142.79 | +33.29% | 16 qtrssince 2018-Q4 | Decreased 0 |
NIKE INC | 14.4M | $1.2B | 4.2% | $70.34 | +28.14% | 16 qtrssince 2018-Q4 | Increased 61 |
CME Group Inc. | 6.6M | $1.2B | 4.0% | $145.19 | +2.66% | 16 qtrssince 2018-Q4 | Decreased 0 |
ASML Holding N.V. | 2.7M | $1.1B | 4.0% | $604.39 | -33.65% | 3 qtrssince 2022-Q1 | Decreased 0 |
Amazon.com, Inc. | 9.7M | $1.1B | 3.8% | $81.09 | +39.34% | 16 qtrssince 2018-Q4 | Decreased 0 |
BLACKSTONE GROUP INC | 10.9M | $913.6M | 3.2% | $77.15 | -4.86% | 12 qtrssince 2019-Q4 | Increased 80 |
MATCH GROUP INC NEW | 18.4M | $878.3M | 3.1% | $124.00 | -62.20% | 7 qtrssince 2021-Q1 | Increased 69 |
EDGEWOOD MANAGEMENT LLC manages $28.7B across 80 positions as of Q3 2022. Top holdings: V (6.8%), DHR (6.3%), INTU (5.7%). Fund DNA: Steady Compounder. HoldingsIntel Score: 5/5.0.
Added 5 new positions, exited 2, increased 10, trimmed 24. Top move: BX (INCREASED, conviction 80). Portfolio: $28.7B across 80 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