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EDGEWOOD MANAGEMENT LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心

EDGEWOOD MANAGEMENT LLC

报告期 2026-03-31 · CIK 0000860561

持仓数

87

前50大市值合计

$15.46B

报告期

2026-03-31

当前持仓调仓

前 50 大持仓

标的

类型

市值

股数

占比*

NFLX NETFLIX INC.

COM

$1.34B

13,986,002

8.7%

— ASML HLDG NV

N Y REGISTRY SHS

$1.25B

942,966

8.1%

NVDA NVIDIA CORPORATION

COM

$1.22B

7,009,904

7.9%

AVGO BROADCOM INC

COM

$1.08B

3,476,709

7.0%

V VISA INC

COM CL A

$886.0M

2,931,347

5.7%

SNPS SYNOPSYS INC

COM

$876.1M

2,209,587

5.7%

AXON AXON ENTERPRISE INC

COM

$861.5M

2,028,423

5.6%

MSCI MSCI INC

COM

$755.7M

1,401,992

4.9%

SHOP SHOPIFY INC

CL A SUB VTG SHS

$719.6M

6,066,124

4.7%

ISRG INTUITIVE SURGICAL INC

COM NEW

$717.3M

1,556,013

4.6%

TDG TRANSDIGM GROUP INC

COM

$715.7M

617,501

4.6%

LLY ELI LILLY & CO

COM

$637.8M

693,457

4.1%

— SPOTIFY TECHNOLOGY S A

SHS

$621.0M

1,280,696

4.0%

APH AMPHENOL CORP

CL A

$581.8M

4,604,449

3.8%

FICO FAIR ISAAC CORP

COM

$573.8M

537,515

3.7%

INTU INTUIT

COM

$499.1M

1,154,334

3.2%

BSX BOSTON SCIENTIFIC CORP

COM

$478.7M

7,629,399

3.1%

NOW SERVICENOW INC

COM

$441.4M

4,221,426

2.9%

VRTX VERTEX PHARMACEUTICALS INC

COM

$404.2M

905,129

2.6%

BX BLACKSTONE INC

COM

$289.1M

2,513,803

1.9%

SPGI S&P GLOBAL INC

COM

$279.0M

656,043

1.8%

CL COLGATE PALMOLIVE CO

COM

$51.6M

605,104

0.3%

AAPL APPLE INC

COM

$37.2M

146,702

0.2%

MMM 3M CO

COM

$12.1M

83,628

0.1%

ABBV ABBVIE INC

COM

$9.9M

45,542

0.1%

EQIX EQUINIX INC

COM

$9.3M

9,529

0.1%

DVY ISHARES TR

SELECT DIVID ETF

$8.3M

54,926

0.1%

CME CME GROUP INC

COM

$8.3M

28,032

0.1%

META META PLATFORMS INC

CL A

$8.2M

14,250

0.1%

XLU SELECT SECTOR SPDR TR

STATE STREET UTI

$7.9M

171,236

0.1%

SPY STATE STR SPDR S&P 500 ETF T

TR UNIT

$7.8M

12,019

0.1%

ABT ABBOTT LABORATORIES

COM

$7.0M

68,016

0.0%

PLD PROLOGIS INC.

COM

$5.9M

44,795

0.0%

APP APPLOVIN CORP

COM CL A

$5.7M

14,400

0.0%

JPM JPMORGAN CHASE & CO

COM

$5.6M

19,171

0.0%

DLR DIGITAL RLTY TR INC

COM

$5.0M

27,826

0.0%

JNJ JOHNSON & JOHNSON

COM

$4.5M

18,371

0.0%

SOLV SOLVENTUM CORP

COM SHS

$4.2M

64,723

0.0%

GILD GILEAD SCIENCES INC

COM

$3.9M

27,837

0.0%

AMT AMERICAN TOWER CORP

COM

$3.8M

22,238

0.0%

TSM TAIWAN SEMICONDUCTOR MANUFAC

SPONSORED ADS

$3.8M

11,100

0.0%

BNY BANK NEW YORK MELLON CORP

COM

$3.5M

29,704

0.0%

PEP PEPSICO INC

COM

$3.2M

20,881

0.0%

AVAV AEROVIRONMENT INC

COM

$2.7M

15,000

0.0%

AMD ADVANCED MICRO DEVICES INC

COM

$2.7M

13,107

0.0%

SYY SYSCO CORP

COM

$2.5M

35,136

0.0%

NEE NEXTERA ENERGY INC

COM

$2.5M

26,400

0.0%

PFE PFIZER INC

COM

$2.3M

82,179

0.0%

ALNT ALLIENT INC

COM

$2.3M

38,800

0.0%

BRK/A BERKSHIRE HATHAWAY INC DEL

CL A

$2.2M

3

0.0%

* 占比按本页前 50 大持仓市值合计计算

持仓集中度按前 50 大市值

43%前 6 大占比

NFLX8.7%ASML HLDG NV8.1%NVDA7.9%AVGO7.0%V5.7%SNPS5.7%