EDGEWOOD MANAGEMENT LLC
Institutional investor · Portfolio as of Q4 2023
Top Holdings79 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
NVIDIA CORP | 4.8M | $2.4B | 6.9% | $15.74 | +214.44% | 21 qtrssince 2018-Q4 | Decreased 0 |
VISA INC-CLASS A SHARES | 8.8M | $2.3B | 6.6% | $148.28 | +71.98% | 21 qtrssince 2018-Q4 | Decreased 0 |
INTUIT INC | 3.7M | $2.3B | 6.6% | $255.60 | +141.04% | 18 qtrssince 2019-Q3 | Decreased 0 |
NETFLIX INC | 4.6M | $2.3B | 6.5% | $36.78 | +32.39% | 21 qtrssince 2018-Q4 | Decreased 0 |
SERVICENOW INC | 3M | $2.1B | 6.1% | $108.26 | +30.52% | 8 qtrssince 2022-Q1 | Decreased 0 |
ADOBE INC | 3.4M | $2B | 5.8% | $278.49 | +114.23% | 21 qtrssince 2018-Q4 | Decreased 0 |
MICROSOFT CORP | 5.1M | $1.9B | 5.5% | $167.06 | +121.79% | 19 qtrssince 2019-Q2 | Decreased 0 |
INTUITIVE SURGICAL INC | 5.1M | $1.7B | 5.0% | $283.85 | +18.85% | 21 qtrssince 2018-Q4 | Increased 63 |
ASML HOLDING NV-NY REG SHS | 2.3M | $1.7B | 4.9% | $604.85 | +22.38% | 8 qtrssince 2022-Q1 | Decreased 0 |
AIRBNB INC-CLASS A | 12.4M | $1.7B | 4.9% | $126.57 | +7.56% | 4 qtrssince 2023-Q1 | Increased 70 |
BLACKSTONE INC | 12.7M | $1.7B | 4.8% | $77.11 | +55.70% | 17 qtrssince 2019-Q4 | Decreased 0 |
CHIPOTLE MEXICAN GRILL INC | 726,901 | $1.7B | 4.8% | $27.57 | +65.91% | 13 qtrssince 2020-Q4 | Decreased 0 |
S&P GLOBAL INC | 3.5M | $1.5B | 4.5% | $183.36 | +136.65% | 21 qtrssince 2018-Q4 | Decreased 0 |
LULULEMON ATHLETICA INC | 3M | $1.5B | 4.5% | $327.84 | +55.96% | 5 qtrssince 2022-Q4 | Decreased 0 |
DANAHER CORP | 6.4M | $1.5B | 4.3% | $191.78 | +19.36% | 14 qtrssince 2020-Q3 | Increased 63 |
ELI LILLY & CO | 2.3M | $1.3B | 3.8% | $361.74 | +58.15% | 4 qtrssince 2023-Q1 | Increased 66 |
ESTEE LAUDER COMPANIES-CL A | 8.2M | $1.2B | 3.5% | $161.29 | -12.83% | 21 qtrssince 2018-Q4 | Decreased 0 |
AMERICAN TOWER CORP | 5M | $1.1B | 3.1% | $163.33 | +23.51% | 21 qtrssince 2018-Q4 | Increased 80 |
ILLUMINA INC | 6.9M | $957.8M | 2.8% | $283.41 | -52.21% | 21 qtrssince 2018-Q4 | Increased 57 |
UBER TECHNOLOGIES INC | 12.7M | $783.4M | 2.3% | $61.57 | 0.00% | 1 qtr | New 82 |
EDGEWOOD MANAGEMENT LLC manages $34.6B across 79 positions as of Q4 2023. Top holdings: NVDA (6.9%), V (6.6%), INTU (6.6%). Fund DNA: Steady Compounder. HoldingsIntel Rating: 5/5.0.
Added 5 new positions, exited 5, increased 9, trimmed 24. Top move: UBER (NEW, conviction 82). Portfolio: $34.6B 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
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