EDGEWOOD MANAGEMENT LLC
Top Portfolio Positions
83 positions ·
$15,475,594,166 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| NFLX |
Netflix Inc
Communication Services
|
13,986,002 | $1,344,754,092 | 8.69% | |
| ASML |
Asml Holding NV
Technology
|
942,966 | $1,245,497,781 | 8.05% | |
| NVDA |
Nvidia Corp
Technology
|
7,009,904 | $1,222,527,257 | 7.90% | |
| AVGO |
Broadcom Inc.
Technology
|
3,476,709 | $1,076,076,202 | 6.95% | |
| V |
Visa Inc.
Financial Services
|
2,931,347 | $885,970,317 | 5.72% | |
| SNPS |
Synopsys Inc
Technology
|
2,209,587 | $876,057,053 | 5.66% | |
| AXON |
Axon Enterprise, Inc.
Industrials
|
2,028,423 | $861,450,963 | 5.57% | |
| MSCI |
MSCI Inc.
Financial Services
|
1,401,992 | $755,687,707 | 4.88% | |
| SHOP |
Shopify Inc.
Technology
|
6,066,124 | $719,563,628 | 4.65% | |
| ISRG |
Intuitive Surgical Inc
Healthcare
|
1,556,013 | $717,306,432 | 4.64% |
Portfolio Trend
25 quarters · across all stocks
Holdings in AXON
Shares Held
Position Value (USD)
4 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $861,450,963 | 2,028,423 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $846,515,567 | 1,490,528 | Shares | Sole | 2026-02-12 | |
| 2025-03-31 | $2,419,370 | 4,600 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $2,733,872 | 4,600 | Shares | Sole | 2025-02-13 | |
| No 13F history on record for this holder in this stock. | ||||||