EDGEWOOD MANAGEMENT LLC
Institutional investor · Portfolio as of Q4 2022
Top Holdings83 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
VISA INC-CLASS A SHARES | 9.9M | $2.1B | 7.3% | $145.16 | +39.09% | 17 qtrssince 2018-Q4 | Decreased 0 |
INTUITIVE SURGICAL INC | 6.6M | $1.8B | 6.3% | $279.63 | -5.11% | 17 qtrssince 2018-Q4 | Decreased 0 |
NVIDIA CORP | 11.5M | $1.7B | 6.0% | $15.74 | -7.24% | 17 qtrssince 2018-Q4 | Decreased 0 |
DANAHER CORP | 5.8M | $1.6B | 5.5% | $187.41 | +23.67% | 10 qtrssince 2020-Q3 | Decreased 0 |
ESTEE LAUDER COMPANIES-CL A | 6.2M | $1.5B | 5.5% | $160.01 | +46.77% | 17 qtrssince 2018-Q4 | Decreased 0 |
NETFLIX INC | 5.1M | $1.5B | 5.4% | $36.78 | -19.81% | 17 qtrssince 2018-Q4 | Decreased 0 |
INTUIT INC | 3.8M | $1.5B | 5.3% | $250.31 | +52.17% | 14 qtrssince 2019-Q3 | Decreased 0 |
NIKE INC -CL B | 12.6M | $1.5B | 5.3% | $70.34 | +57.75% | 17 qtrssince 2018-Q4 | Decreased 0 |
ADOBE INC | 4M | $1.4B | 4.8% | $275.84 | +22.00% | 17 qtrssince 2018-Q4 | Decreased 0 |
ASML HOLDING NV-NY REG SHS | 2.4M | $1.3B | 4.8% | $604.38 | -12.46% | 4 qtrssince 2022-Q1 | Decreased 0 |
ILLUMINA INC | 6.5M | $1.3B | 4.7% | $321.69 | -38.86% | 17 qtrssince 2018-Q4 | Decreased 0 |
SERVICENOW INC | 3.4M | $1.3B | 4.7% | $108.26 | -28.27% | 4 qtrssince 2022-Q1 | Decreased 0 |
S&P GLOBAL INC | 3.9M | $1.3B | 4.6% | $183.36 | +78.21% | 17 qtrssince 2018-Q4 | Decreased 0 |
CHIPOTLE MEXICAN GRILL INC | 917,764 | $1.3B | 4.5% | $27.57 | +0.65% | 9 qtrssince 2020-Q4 | Decreased 0 |
MICROSOFT CORP | 4.9M | $1.2B | 4.1% | $152.82 | +53.26% | 15 qtrssince 2019-Q2 | Decreased 0 |
AMERICAN TOWER CORP | 5.3M | $1.1B | 4.0% | $142.79 | +34.08% | 17 qtrssince 2018-Q4 | Decreased 0 |
BLACKSTONE INC | 11.4M | $847.6M | 3.0% | $78.26 | -14.42% | 13 qtrssince 2019-Q4 | Increased 61 |
LULULEMON ATHLETICA INC | 2.6M | $824.1M | 2.9% | $320.38 | 0.00% | 1 qtr | New 82 |
ALIGN TECHNOLOGY INC | 3.4M | $719M | 2.6% | $245.96 | -14.25% | 16 qtrssince 2019-Q1 | Decreased 0 |
AMAZON.COM INC | 8.3M | $693.8M | 2.5% | $107.47 | -21.84% | 17 qtrssince 2018-Q4 | Decreased 0 |
EDGEWOOD MANAGEMENT LLC manages $28.1B across 83 positions as of Q4 2022. Top holdings: V (7.3%), ISRG (6.3%), NVDA (6.0%). Fund DNA: Steady Compounder. HoldingsIntel Rating: 4.5/5.0.
Added 4 new positions, exited 1, increased 9, trimmed 33. Top move: LULU (NEW, conviction 82). Portfolio: $28.1B across 83 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