EDGEWOOD MANAGEMENT LLC

GREENWICH, CT · CIK 860561 · 13F filing filed 2026-08-13

SEC-registered investment adviser since 1974 · limited liability company

Assets managed$21.5bn
Staff41 · 13 in investment roles
Main clients (by assets)Mutual funds and ETFs 42%, Individuals 17%, Private funds 14%
Form ADV · 2026-07-30SEC adviser record

Legal entityEDGEWOOD MANAGEMENT LLC (US)

Kindmutual funds
Others nearbyGreenwich, CT, New York, NY

As an employer

Offices in1 country

Where they work

people there (dot area)number not reportedmain officeHover or tap a dot. Australian and UK companies are placed at their business or registered address, with their staff across the whole country.

Offices

From Form ADV: the main office and the other offices where it does advisory work (at most the 25 largest), with the people doing investment work at each. “About” is worked out: the firm's investment staff less its other offices. Each city links to the other managers there.

City	Country	People
Greenwich, CT (main office)United States	United States
New York, NYUnited States	United States	13

Map: places from GeoNames (CC BY 4.0), outlines from Natural Earth.

$9.7bn reported value -37.4% vs Q1 2026

90positions

63.4%in top 10

6 new 3 added 33 reduced 3 sold out vs Q1 2026

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	NVIDIA CORPORATION COM NVDA	NVDA	4,582,508	$916.9m9.46%	9.46%	Reduced -2.4m	-2,427,396 -34.6%
2	ASML HOLDING N V N Y REGISTRY SHS ASML	ASML	432,714	$860.9m8.88%	8.88%	Reduced -510.3k	-510,252 -54.1%
3	BROADCOM INC COM AVGO	AVGO	1,958,035	$739.6m7.63%	7.63%	Reduced -1.5m	-1,518,674 -43.7%
4	AXON ENTERPRISE INC COM AXON	AXON	1,124,675	$630.5m6.50%	6.50%	Reduced -903.7k	-903,748 -44.5%
5	AMPHENOL CORP CL A APH	APH	3,141,974	$554.0m5.71%	5.71%	Reduced -1.5m	-1,462,475 -31.8%
6	SYNOPSYS INC COM SNPS	SNPS	1,227,964	$547.8m5.65%	5.65%	Reduced -981.6k	-981,623 -44.4%
7	VISA INC COM CL A V	V	1,588,921	$545.1m5.62%	5.62%	Reduced -1.3m	-1,342,426 -45.8%
8	SHOPIFY INC CL A SUB VTG SHS SHOP	SHOP	4,107,065	$468.9m4.84%	4.84%	Reduced -2.0m	-1,959,059 -32.3%
9	ELI LILLY & CO COM LLY	LLY	388,627	$466.1m4.81%	4.81%	Reduced -304.8k	-304,830 -44.0%
10	NETFLIX INC COM NFLX	NFLX	5,809,348	$414.8m4.28%	4.28%	Reduced -8.2m	-8,176,654 -58.5%
11	INTUITIVE SURGICAL INC COM NEW ISRG	ISRG	1,042,949	$414.8m4.28%	4.28%	Reduced -513.1k	-513,064 -33.0%
12	FAIR ISAAC CORP COM FICO	FICO	342,818	$409.6m4.22%	4.22%	Reduced -194.7k	-194,697 -36.2%
13	MSCI INC COM MSCI	MSCI	664,098	$371.9m3.84%	3.84%	Reduced -737.9k	-737,894 -52.6%
14	TRANSDIGM GROUP INC COM TDG	TDG	278,240	$370.6m3.82%	3.82%	Reduced -339.3k	-339,261 -54.9%
15	SPOTIFY TECHNOLOGY S A SHS SPOT	SPOT	743,489	$341.4m3.52%	3.52%	Reduced -537.2k	-537,207 -42.0%
16	REDDIT INC CL A RDDT	RDDT	1,654,818	$287.2m2.96%	2.96%	New
17	VERTEX PHARMACEUTICALS INC COM VRTX	VRTX	531,003	$263.8m2.72%	2.72%	Reduced -374.1k	-374,126 -41.3%
18	TESLA INC COM TSLA	TSLA	465,267	$195.7m2.02%	2.02%	New
19	LINDE PLC SHS LIN	LIN	357,013	$185.3m1.91%	1.91%	New
20	AMAZON COM INC COM AMZN	AMZN	769,662	$183.4m1.89%	1.89%	Added +762.7k	+762,662 10895.2%
21	BLACKSTONE INC COM BX	BX	1,460,959	$171.9m1.77%	1.77%	Reduced -1.1m	-1,052,844 -41.9%
22	S&P GLOBAL INC COM SPGI	SPGI	159,513	$65.0m0.67%	0.67%	Reduced -496.5k	-496,530 -75.7%
23	COLGATE PALMOLIVE CO COM CL	CL	592,023	$54.3m0.56%	0.56%	Reduced -13.1k	-13,081 -2.2%
24	APPLE INC COM AAPL	AAPL	145,289	$42.0m0.43%	0.43%	Reduced -1.4k	-1,413 -1.0%
25	3M CO COM MMM	MMM	80,576	$13.0m0.13%	0.13%	Reduced -3.1k	-3,052 -3.6%
26	ABBVIE INC COM ABBV	ABBV	45,542	$11.5m0.12%	0.12%	Unchanged
27	EQUINIX INC COM EQIX	EQIX	9,277	$9.7m0.10%	0.10%	Reduced -252	-252 -2.6%
28	ISHARES TR SELECT DIVID ETF DVY	DVY	54,926	$8.6m0.09%	0.09%	Unchanged
29	SPDR S&P 500 ETF TR TR UNIT SPY	SPY	10,947	$8.2m0.08%	0.08%	Reduced -1.1k	-1,072 -8.9%
30	META PLATFORMS INC CL A META	META	14,250	$8.0m0.08%	0.08%	Unchanged
31	SELECT SECTOR SPDR TR SBI INT-UTILS XLU	XLU	171,236	$7.8m0.08%	0.08%	Unchanged
32	APPLOVIN CORP COM CL A APP	APP	14,400	$7.4m0.08%	0.08%	Unchanged
33	ADVANCED MICRO DEVICES INC COM AMD	AMD	12,027	$7.0m0.07%	0.07%	Reduced -1.1k	-1,080 -8.2%
34	CME GROUP INC COM CME	CME	28,032	$6.2m0.06%	0.06%	Unchanged
35	ABBOTT LABS COM ABT	ABT	68,016	$6.2m0.06%	0.06%	Unchanged
36	PROLOGIS INC. COM PLD	PLD	44,795	$6.1m0.06%	0.06%	Unchanged
37	DIGITAL RLTY TR INC COM DLR	DLR	27,826	$5.0m0.05%	0.05%	Unchanged
38	SOLVENTUM CORP COM SHS SOLV	SOLV	64,611	$5.0m0.05%	0.05%	Reduced -112	-112 -0.2%
39	JOHNSON & JOHNSON COM JNJ	JNJ	18,371	$4.7m0.05%	0.05%	Unchanged
40	DELL TECHNOLOGIES INC CL C DELL	DELL	10,000	$4.3m0.04%	0.04%	Unchanged
41	BANK NEW YORK MELLON CORP COM BNY	BNY	29,704	$4.3m0.04%	0.04%	Unchanged
42	JPMORGAN CHASE & CO COM JPM	JPM	12,311	$4.0m0.04%	0.04%	Reduced -6.9k	-6,860 -35.8%
43	ALLIENT INC COM ALNT	ALNT	38,800	$4.0m0.04%	0.04%	Unchanged
44	AMERICAN TOWER CORP NEW COM AMT	AMT	22,238	$3.6m0.04%	0.04%	Unchanged
45	GILEAD SCIENCES INC COM GILD	GILD	27,837	$3.5m0.04%	0.04%	Unchanged
46	TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS TSM	TSM	6,600	$3.2m0.03%	0.03%	Reduced -4.5k	-4,500 -40.5%
47	CISCO SYS INC COM CSCO	CSCO	26,751	$3.1m0.03%	0.03%	Unchanged
48	MOOG INC CL B MOG.B	MOG.B	7,200	$3.1m0.03%	0.03%	Unchanged
49	SYSCO CORP COM SYY	SYY	35,136	$2.9m0.03%	0.03%	Unchanged
50	PEPSICO INC COM PEP	PEP	20,881	$2.8m0.03%	0.03%	Unchanged
51	AEROVIRONMENT INC COM AVAV	AVAV	15,000	$2.5m0.03%	0.03%	Unchanged
52	BERKSHIRE HATHAWAY INC DEL CL B NEW BRK.B	BRK.B	4,773	$2.4m0.02%	0.02%	Added +341	+341 7.7%
53	INTUIT COM INTU	INTU	9,074	$2.4m0.02%	0.02%	Reduced -1.1m	-1,145,260 -99.2%
54	NEXTERA ENERGY INC COM NEE	NEE	26,400	$2.3m0.02%	0.02%	Unchanged
55	BERKSHIRE HATHAWAY INC DEL CL A BRK.A	BRK.A	3	$2.2m0.02%	0.02%	Unchanged
56	ARROWHEAD PHARMACEUTICALS IN COM ARWR	ARWR	25,000	$2.0m0.02%	0.02%	Unchanged
57	PFIZER INC COM PFE	PFE	82,179	$2.0m0.02%	0.02%	Unchanged
58	EATON VANCE TX ADV GLBL DIV COM ETG	ETG	82,000	$1.9m0.02%	0.02%	Unchanged
59	COCA COLA CO COM KO	KO	20,721	$1.7m0.02%	0.02%	Unchanged
60	VERALTO CORP COM SHS VLTO	VLTO	14,700	$1.3m0.01%	0.01%	Unchanged
61	AGIOS PHARMACEUTICALS INC COM AGIO	AGIO	35,000	$1.3m0.01%	0.01%	Unchanged
62	MICROSOFT CORP COM MSFT	MSFT	3,394	$1.3m0.01%	0.01%	Unchanged
63	BRISTOL-MYERS SQUIBB CO COM BMY	BMY	21,522	$1.2m0.01%	0.01%	Unchanged
64	KIMBERLY-CLARK CORP COM KMB	KMB	11,000	$1.2m0.01%	0.01%	New
65	EXXON MOBIL CORP COM XOM	XOM	8,529	$1.2m0.01%	0.01%	Reduced -500	-500 -5.5%
66	MERCK & CO INC COM MRK	MRK	7,718	$991.8k0.01%	0.01%	Unchanged
67	FREEPORT-MCMORAN INC CL B FCX	FCX	14,319	$900.5k0.01%	0.01%	Unchanged
68	DUKE ENERGY CORP NEW COM NEW DUK	DUK	6,302	$797.7k0.01%	0.01%	Unchanged
69	AIRBNB INC COM CL A ABNB	ABNB	4,834	$691.7k0.01%	0.01%	Reduced -1.1k	-1,050 -17.9%
70	QXO INC COM NEW QXO	QXO	40,000	$691.2k0.01%	0.01%	Unchanged
71	SPDR GOLD TR GOLD SHS GLD	GLD	1,781	$656.1k0.01%	0.01%	New
72	SERVICENOW INC COM NOW	NOW	6,191	$614.6k0.01%	0.01%	Reduced -4.2m	-4,215,235 -99.8%
73	BIOMARIN PHARMACEUTICAL INC COM BMRN	BMRN	10,000	$572.2k0.01%	0.01%	Unchanged
74	ARMATA PHARMACEUTICALS INC COM ARMP	ARMP	80,000	$518.4k0.01%	0.01%	Reduced -20.0k	-20,000 -20.0%
75	GINKGO BIOWORKS HOLDINGS INC CL A NEW DNA	DNA	50,000	$495.5k0.01%	0.01%	Unchanged
76	UBER TECHNOLOGIES INC COM UBER	UBER	6,804	$491.0k0.01%	0.01%	Unchanged
77	PROTHENA CORP PLC SHS PRTA	PRTA	50,000	$489.5k0.01%	0.01%	Unchanged
78	ADOBE INC COM ADBE	ADBE	2,291	$469.7k0.00%	0.00%	Unchanged
79	CHIPOTLE MEXICAN GRILL INC COM CMG	CMG	13,608	$462.7k0.00%	0.00%	Unchanged
80	WASTE MGMT INC DEL COM WM	WM	2,000	$445.8k0.00%	0.00%	New
81	DISNEY WALT CO COM DIS	DIS	4,603	$443.0k0.00%	0.00%	Unchanged
82	LAUDER ESTEE COS INC CL A EL	EL	5,434	$429.0k0.00%	0.00%	Unchanged
83	LITHIUM ARGENTINA AG COM SHS LAR	LAR	50,000	$413.5k0.00%	0.00%	Unchanged
84	LITHIUM AMERS CORP NEW COM SHS LAC	LAC	100,000	$385.0k0.00%	0.00%	Unchanged
85	FERRARI N V COM RACE	RACE	1,000	$372.3k0.00%	0.00%	Unchanged
86	GRAIL INC COM GRAL	GRAL	5,000	$341.4k0.00%	0.00%	Reduced -5.0k	-5,000 -50.0%
87	SEER INC COM CL A SEER	SEER	200,000	$332.0k0.00%	0.00%	Added +100.0k	+100,000 100.0%
88	SCHWAB CHARLES CORP COM SCHW	SCHW	3,500	$322.9k0.00%	0.00%	Unchanged
89	PROCTER AND GAMBLE CO COM PG	PG	2,200	$322.6k0.00%	0.00%	Unchanged
90	HOME DEPOT INC COM HD	HD	777	$274.0k0.00%	0.00%	Unchanged

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
BOSTON SCIENTIFIC CORP BSX	BSX	7,629,399	$478.7m7.6m shares
ASSERTIO HOLDINGS INC		107,517	$2.0m107.5k shares
DANAHER CORPORATION DHR	DHR	6,767	$1.3m6.8k shares