Institutional manager
EDGEWOOD MANAGEMENT LLC
Holds positions in 63 of the S&P 500, worth $12.9bn as reported for the quarter ended 31-mar-2026.
Positions held63of 488 index companies covered
Reported value$12.9bnS&P 500 positions only
Top ten weight71%how concentrated the book is
Filing entities1single filer
Largest positions
The 60 biggest by reported value, of 63 held. The rest are smaller than every one of these.
NetflixNFLX14.0m$1.34bnCommunication ServicesNvidiaNVDA7.0m$1.22bnInformation TechnologyBroadcomAVGO3.5m$1.08bnInformation TechnologyVisa Inc.V2.9m$886mFinancialsSynopsysSNPS2.2m$876mInformation TechnologyAxon EnterpriseAXON2.0m$861mIndustrialsMSCIMSCI1.4m$756mFinancialsIntuitive SurgicalISRG1.6m$717mHealth CareTransDigm GroupTDG617,501$716mIndustrialsLilly (Eli)LLY693,457$638mHealth CareAmphenolAPH4.6m$582mInformation TechnologyFair IsaacFICO537,515$574mInformation TechnologyIntuitINTU1.2m$499mInformation TechnologyBoston ScientificBSX7.6m$479mHealth CareServiceNowNOW4.2m$441mInformation TechnologyVertex PharmaceuticalsVRTX905,129$404mHealth CareBlackstone Inc.BX2.5m$289mFinancialsS&P GlobalSPGI656,043$279mFinancialsColgate-PalmoliveCL605,104$52mConsumer StaplesApple Inc.AAPL146,702$37mInformation TechnologyState Street CorporationSTT183,255$16mFinancials3MMMM83,628$12mIndustrialsAbbVieABBV45,542$10mHealth CareEquinixEQIX9,529$9mReal EstateCME GroupCME28,032$8mFinancialsMeta PlatformsMETA14,250$8mCommunication ServicesAbbott LaboratoriesABT68,016$7mHealth CarePrologisPLD44,795$6mReal EstateAppLovinAPP14,400$6mCommunication ServicesJPMorgan ChaseJPM19,171$6mFinancialsDigital RealtyDLR27,826$5mReal EstateJohnson & JohnsonJNJ18,371$4mHealth CareBerkshire HathawayBRK.B4,435$4mFinancialsSolventumSOLV64,723$4mHealth CareGilead SciencesGILD27,837$4mHealth CareAmerican TowerAMT22,238$4mReal EstateBNY MellonBNY29,704$4mFinancialsPepsiCoPEP20,881$3mConsumer StaplesAdvanced Micro DevicesAMD13,107$3mInformation TechnologySyscoSYY35,136$3mConsumer StaplesNextEra EnergyNEE26,400$2mUtilitiesPfizerPFE82,179$2mHealth CareCiscoCSCO26,751$2mInformation TechnologyDell TechnologiesDELL10,000$2mInformation TechnologyCoca-Cola Company (The)KO20,721$2mConsumer StaplesExxonMobilXOM9,029$2mEnergyAmazonAMZN7,000$1mConsumer DiscretionaryBristol Myers SquibbBMY21,522$1mHealth CareVeraltoVLTO14,700$1mIndustrialsDanaher CorporationDHR6,767$1mHealth CareMicrosoftMSFT3,394$1mInformation TechnologyMerck & Co.MRK7,718$928,398Health CareFreeport-McMoRanFCX14,319$841,671MaterialsDuke EnergyDUK6,302$825,184UtilitiesAirbnbABNB5,884$743,032Consumer DiscretionaryAdobe Inc.ADBE2,291$556,896Information TechnologyUberUBER6,804$489,412IndustrialsWalt Disney Company (The)DIS4,603$443,637Communication ServicesChipotle Mexican GrillCMG13,608$435,592Consumer DiscretionaryEstée Lauder Companies (The)EL5,434$389,998Consumer Staples
What this page is not
Positions in S&P 500 constituents only, from 13F filings, which report US listed, long, US custodied holdings. A manager's real book is larger than this in every case: anything outside the index, outside US custody, held through derivatives, or below its reporting obligation is not here.