1y return−4.6%S&P 500 +20.9%
3y return+33.5%S&P 500 +68.5%
5y return+9.3%S&P 500 +74.5%
10y return+278.8%S&P 500 +256.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since June 30, 2016: $379 against $357 in the S&P 500.2
Edgewood Management LLCS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| NVDANvidia Corporation | $916.9M | 9.5% | −34.6% |
| Asml Hldg NvCUSIP N07059210 | $860.9M | 8.9% | −54.1% |
| AVGOBroadcom Inc | $739.6M | 7.6% | −43.7% |
| AXONAxon Enterprise Inc | $630.5M | 6.5% | −44.6% |
| APHAmphenol Corp | $554.0M | 5.7% | −31.8% |
| SNPSSynopsys Inc | $547.8M | 5.7% | −44.4% |
| VVisa Inc | $545.1M | 5.6% | −45.8% |
| SHOPShopify Inc | $468.9M | 4.8% | −32.3% |
| LLYEli Lilly & Co | $466.1M | 4.8% | −44.0% |
| NFLXNetflix Inc. | $414.8M | 4.3% | −58.5% |
| ISRGIntuitive Surgical Inc | $414.8M | 4.3% | −33.0% |
| FICOFair Isaac Corp | $409.6M | 4.2% | −36.2% |
| MSCIMsci Inc | $371.9M | 3.8% | −52.6% |
| TDGTransdigm Group Inc | $370.6M | 3.8% | −54.9% |
| Spotify Technology S ACUSIP L8681T102 | $341.4M | 3.5% | −41.9% |
| RDDTReddit Inc | $287.2M | 3.0% | New |
| VRTXVertex Pharmaceuticals Inc | $263.8M | 2.7% | −41.3% |
| TSLATesla Inc | $195.7M | 2.0% | New |
| Linde PLCCUSIP G54950103 | $185.3M | 1.9% | New |
| AMZNAmazon Com Inc | $183.4M | 1.9% | +10895.2% |
| BXBlackstone Inc | $171.9M | 1.8% | −41.9% |
| SPGIS&p Global Inc | $65.0M | 0.7% | −75.7% |
| CLColgate Palmolive Co | $54.3M | 0.6% | −2.2% |
| AAPLApple Inc | $42.0M | 0.4% | |
| MMM3m Co | $13.0M | 0.1% | −3.6% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| NVDANvidia Corporation | June 30, 2020 | +2006.7% | $916.9M |
| AMDAdvanced Micro Devices Inc | December 31, 2022 | +796.9% | $7.0M |
| LLYEli Lilly & Co | March 31, 2023 | +249.3% | $466.1M |
| AAPLApple Inc | June 30, 2020 | +217.3% | $42.0M |
| DELLDell Technologies Inc | September 30, 2025 | +204.3% | $4.3M |
| Asml Hldg NvCUSIP N07059210 | March 31, 2022 | +197.9% | $860.9M |
| ABBVAbbvie Inc | June 30, 2020 | +156.3% | $11.5M |
| METAMeta Platforms Inc | June 30, 2020 | +148.1% | $8.0M |
| SPYState Str Spdr S&p 500 Etf T | June 30, 2020 | +142.2% | $8.2M |
| ISRGIntuitive Surgical Inc | June 30, 2020 | +109.4% | $414.8M |
Sold off last quarter
- BSXBoston Scientific Corp was $478.7M
- Assertio Holdings IncCUSIP 04546C304 was $2.0M
- DHRDanaher Corp Del was $1.3M
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +8.9% | +14.8% |
| March 31, 2026 | −13.5% | −4.6% |
| December 31, 2025 | +2.9% | +2.4% |
| September 30, 2025 | −1.5% | +7.8% |
| June 30, 2025 | +14.9% | +10.5% |
| March 31, 2025 | −7.4% | −4.6% |
| December 31, 2024 | +2.1% | +2.1% |
| September 30, 2024 | +0.6% | +5.4% |
| June 30, 2024 | +2.7% | +4.0% |
| March 31, 2024 | +13.8% | +10.0% |
| December 31, 2023 | +15.8% | +11.2% |
| September 30, 2023 | −5.4% | −3.6% |
| June 30, 2023 | +12.2% | +8.3% |
| March 31, 2023 | +16.0% | +7.0% |
| December 31, 2022 | +9.3% | +7.1% |
| September 30, 2022 | −9.4% | −5.3% |
| June 30, 2022 | −26.9% | −16.5% |
| March 31, 2022 | −17.2% | −4.9% |
| December 31, 2021 | +3.3% | +10.7% |
| September 30, 2021 | +1.4% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Edgewood Management LLC Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=860561&type=13F-HR&dateb=&owner=include&count=40CIK 860561
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/860561/000106299326004244/Filed August 13, 2026 · accession 0001062993-26-004244