EDGEWOOD MANAGEMENT LLC
Institutional investor · Portfolio as of Q3 2023
Top Holdings79 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
VISA INC-CLASS A SHARES | 9.6M | $2.2B | 7.3% | $148.28 | +51.62% | 20 qtrssince 2018-Q4 | Decreased 0 |
NVIDIA CORP | 4.9M | $2.1B | 7.0% | $15.74 | +176.20% | 20 qtrssince 2018-Q4 | Decreased 0 |
INTUIT INC | 3.8M | $1.9B | 6.3% | $255.60 | +96.70% | 17 qtrssince 2019-Q3 | Decreased 0 |
NETFLIX INC | 4.7M | $1.8B | 5.8% | $36.78 | +2.67% | 20 qtrssince 2018-Q4 | Decreased 0 |
ADOBE INC | 3.4M | $1.7B | 5.7% | $278.49 | +83.10% | 20 qtrssince 2018-Q4 | Decreased 0 |
SERVICENOW INC | 3.1M | $1.7B | 5.6% | $108.26 | +3.26% | 7 qtrssince 2022-Q1 | Decreased 0 |
MICROSOFT CORP | 5.2M | $1.6B | 5.3% | $167.06 | +85.85% | 18 qtrssince 2019-Q2 | Decreased 0 |
DANAHER CORP | 5.9M | $1.5B | 4.8% | $188.93 | +14.93% | 13 qtrssince 2020-Q3 | Decreased 0 |
AIRBNB INC-CLASS A | 10.3M | $1.4B | 4.6% | $124.59 | +10.13% | 3 qtrssince 2023-Q1 | Increased 65 |
ASML HOLDING NV-NY REG SHS | 2.4M | $1.4B | 4.6% | $604.85 | -5.07% | 7 qtrssince 2022-Q1 | Decreased 0 |
INTUITIVE SURGICAL INC | 4.8M | $1.4B | 4.5% | $279.63 | +4.53% | 20 qtrssince 2018-Q4 | Decreased 0 |
BLACKSTONE INC | 12.9M | $1.4B | 4.5% | $77.11 | +26.31% | 16 qtrssince 2019-Q4 | Decreased 0 |
CHIPOTLE MEXICAN GRILL INC | 738,509 | $1.4B | 4.4% | $27.83 | +31.66% | 12 qtrssince 2020-Q4 | Decreased 0 |
S&P GLOBAL INC | 3.6M | $1.3B | 4.3% | $183.36 | +95.88% | 20 qtrssince 2018-Q4 | Decreased 0 |
ESTEE LAUDER COMPANIES-CL A | 8.5M | $1.2B | 4.0% | $161.29 | -14.30% | 20 qtrssince 2018-Q4 | Increased 66 |
LULULEMON ATHLETICA INC | 3.1M | $1.2B | 3.9% | $327.84 | +17.62% | 4 qtrssince 2022-Q4 | Decreased 0 |
ELI LILLY & CO | 2M | $1.1B | 3.5% | $334.83 | +57.15% | 3 qtrssince 2023-Q1 | Decreased 0 |
NIKE INC -CL B | 10.5M | $1B | 3.3% | $70.34 | +30.14% | 20 qtrssince 2018-Q4 | Decreased 0 |
ILLUMINA INC | 6.6M | $902.8M | 3.0% | $290.21 | -53.99% | 20 qtrssince 2018-Q4 | Increased 64 |
ALIGN TECHNOLOGY INC | 2.9M | $872.4M | 2.9% | $245.96 | -31.73% | 19 qtrssince 2019-Q1 | Decreased 0 |
EDGEWOOD MANAGEMENT LLC manages $30.6B across 79 positions as of Q3 2023. Top holdings: V (7.3%), NVDA (7.0%), INTU (6.3%). Fund DNA: Steady Compounder. HoldingsIntel Rating: 5/5.0.
Added 2 new positions, exited 5, increased 5, trimmed 28. Top move: EL (INCREASED, conviction 66). Portfolio: $30.6B across 79 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