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 ISRG
Shares Held
Position Value (USD)
25 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $717,306,432 | 1,556,013 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $1,025,980,396 | 1,811,534 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $1,124,738,727 | 2,514,900 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,297,566,353 | 2,387,822 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $1,272,208,468 | 2,568,717 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $1,468,279,221 | 2,813,011 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $1,490,495,494 | 3,033,964 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $1,767,462,895 | 3,973,166 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $1,617,052,417 | 4,051,849 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $1,731,016,425 | 5,131,066 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $1,390,247,863 | 4,756,399 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $1,674,714,066 | 4,897,684 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $1,549,578,832 | 6,065,600 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $1,762,698,025 | 6,642,917 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $1,426,977,533 | 7,612,983 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $1,667,914,551 | 8,310,072 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $2,685,761,105 | 8,902,682 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $2,658,219,609 | 7,398,329 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $2,826,220,037 | 8,528,553 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $870,928,909 | 2,841,097 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $771,918,541 | 3,133,889 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $865,576,251 | 3,174,097 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $767,987,303 | 3,247,121 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $621,101,294 | 3,269,930 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $503,547,850 | 3,050,511 | Shares | Sole | 2020-05-13 | |
| No 13F history on record for this holder in this stock. | ||||||