EDGEWOOD MANAGEMENT LLC
Institutional investor · Portfolio as of Q4 2019
Top Holdings84 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
VISA INC-CLASS A SHARES | 12.9M | $2.4B | 7.2% | $125.03 | +43.19% | 5 qtrssince 2018-Q4 | Increased 62 |
EQUINIX INC | 3.4M | $2B | 5.9% | $329.42 | +57.57% | 5 qtrssince 2018-Q4 | Decreased 0 |
AMERICAN TOWER CORP | 8.6M | $2B | 5.9% | $132.84 | +45.99% | 5 qtrssince 2018-Q4 | Increased 62 |
ALPHABET INC-CL A | 1.5M | $1.9B | 5.8% | $52.11 | +27.59% | 5 qtrssince 2018-Q4 | Decreased 0 |
PAYPAL HOLDINGS INC | 17M | $1.8B | 5.5% | $83.51 | +28.98% | 5 qtrssince 2018-Q4 | Decreased 0 |
ADOBE INC | 5.3M | $1.7B | 5.2% | $233.83 | +41.05% | 5 qtrssince 2018-Q4 | Decreased 0 |
NIKE INC -CL B | 17.1M | $1.7B | 5.2% | $68.01 | +36.71% | 5 qtrssince 2018-Q4 | Decreased 0 |
META PLATFORMS INC-CLASS A | 8M | $1.6B | 4.9% | $147.63 | +37.50% | 5 qtrssince 2018-Q4 | Decreased 0 |
INTUITIVE SURGICAL INC | 2.7M | $1.6B | 4.8% | $159.59 | +23.51% | 5 qtrssince 2018-Q4 | Decreased 0 |
NVIDIA CORP | 6.8M | $1.6B | 4.8% | $3.31 | +74.38% | 5 qtrssince 2018-Q4 | Decreased 0 |
S&P GLOBAL INC | 5.8M | $1.6B | 4.8% | $159.07 | +62.64% | 5 qtrssince 2018-Q4 | Decreased 0 |
ILLUMINA INC | 4.8M | $1.6B | 4.7% | $291.24 | +9.60% | 5 qtrssince 2018-Q4 | Increased 58 |
CME GROUP INC | 7.6M | $1.5B | 4.6% | $142.10 | +9.96% | 5 qtrssince 2018-Q4 | Increased 59 |
| 18.9M | $1.4B | 4.2% | — | — | 5 qtrssince 2018-Q4 | Decreased 0 | |
ALIGN TECHNOLOGY INC | 4.7M | $1.3B | 3.9% | $244.33 | +12.81% | 4 qtrssince 2019-Q1 | Decreased 0 |
INTUIT INC | 4.9M | $1.3B | 3.8% | $252.19 | +0.06% | 2 qtrssince 2019-Q3 | Increased 70 |
ESTEE LAUDER COMPANIES-CL A | 6.2M | $1.3B | 3.8% | $133.22 | +43.21% | 5 qtrssince 2018-Q4 | Decreased 0 |
AMAZON.COM INC | 610,868 | $1.1B | 3.4% | $74.26 | +24.35% | 5 qtrssince 2018-Q4 | Increased 58 |
ECOLAB INC | 5.8M | $1.1B | 3.3% | $134.72 | +33.41% | 5 qtrssince 2018-Q4 | Decreased 0 |
NETFLIX INC | 2.9M | $939.7M | 2.8% | $25.85 | +25.09% | 5 qtrssince 2018-Q4 | Decreased 0 |
EDGEWOOD MANAGEMENT LLC manages $33.5B across 84 positions as of Q4 2019. Top holdings: V (7.2%), EQIX (5.9%), AMT (5.9%). Fund DNA: Steady Compounder. HoldingsIntel Rating: 5/5.0.
Active quarter - 24 new positions, 4 exits, 23 increased. Top move: INTU (INCREASED, conviction 70). Portfolio: $33.5B 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