Fund HoldingsEDGEWOOD MANAGEMENT LLC

Total Portfolio Value
$37.08B
Total Bought
$2.70B
Total Sold
$3.06B
Net Transaction
-$360.57M
Filing Period:
Securities
SharesValue ($K)
Q2 2024
Q3 2024
Change
Q2 2024
Q3 2024
Weight (%)
Change
VERTEX PHARMACEUTICALS INC(VRTX)19,3871,546,370+1,526,9839,087719,1861.94%+710,099
THE TRADE DESK INC(TTD)4,258,5859,934,156+5,675,571415,9361,089,2802.94%+673,344
MSCI INC(MSCI)1,877,4252,195,639+318,214904,4491,279,9043.45%+375,454
BLACKSTONE INC(BX)11,822,37811,552,589-269,7891,463,6101,769,0484.77%+305,438
UBER TECHNOLOGIES INC(UBER)24,924,29227,552,060+2,627,7681,811,4982,070,8135.59%+259,315
S&P GLOBAL INC(SPGI)3,984,2443,922,179-62,0651,776,9732,026,2765.47%+249,303
DANAHER CORPORATION(DHR)6,502,0926,383,468-118,6241,624,5481,774,7324.79%+150,184
NVIDIA CORPORATION(NVDA)15,679,07916,886,613+1,207,5341,936,9932,050,7105.53%+113,717
SERVICENOW INC(NOW)2,586,2572,371,892-214,3652,034,5312,121,3965.72%+86,866
SYNOPSYS INC(SNPS)2,582,8233,069,848+487,0251,536,9351,554,5404.19%+17,606
EQUINIX INC(EQIX)29,05834,467+5,40921,98530,5940.08%+8,609
3M CO(MMM)269,146251,566-17,58027,50434,3890.09%+6,885
APPLE INC(AAPL)239,851237,797-2,05450,51755,4070.15%+4,889
COLGATE PALMOLIVE CO(CL)701,114693,451-7,66368,03671,9870.19%+3,951
AMERICAN TOWER CORP NEW(AMT)61,87360,790-1,08312,02714,1370.04%+2,110
CME GROUP INC(CME)53,86053,860010,58911,8840.03%+1,295
ABBVIE INC(ABBV)80,35976,243-4,11613,78315,0560.04%+1,273
SOLVENTUM CORP(SOLV)74,80974,299-5103,9565,1800.01%+1,224
SELECT SECTOR SPDR TR
ST STR UTIL ETF
88,28688,28606,0167,1320.02%+1,116
META PLATFORMS INC(META)13,40013,40006,7577,6710.02%+914
BRISTOL-MYERS SQUIBB CO(BMY)75,00075,00003,1153,8810.01%+766
ISHARES TR57,72857,162-5666,9847,7210.02%+737
PROLOGIS INC.(PLD)44,79544,79505,0315,6570.02%+626
GILEAD SCIENCES INC(GILD)41,01539,930-1,0852,8143,3480.01%+534
NEXTERA ENERGY INC(NEE)26,40026,40001,8692,2320.01%+362
BANK NEW YORK MELLON CORP29,70429,70401,7792,1350.01%+356
ABBOTT LABS72,13068,016-4,1147,4957,7550.02%+259
TESLA INC(TSLA)0989+98902590.00%+259
BERKSHIRE HATHAWAY INC DEL4,5324,53201,8442,0860.01%+242
VERALTO CORP(VLTO)14,50014,50001,3841,6220.00%+238
BERKSHIRE HATHAWAY INC DEL3301,8372,0740.01%+237
DIGITAL RLTY TR INC(DLR)28,10127,826-2754,2734,5030.01%+230
COCA COLA CO(KO)21,67121,67101,3791,5570.00%+178
JOHNSON & JOHNSON(JNJ)19,55218,652-9002,8583,0230.01%+165
CISCO SYS INC(CSCO)28,49328,441-521,3541,5140.00%+160
PEPSICO INC(PEP)24,43124,421-104,0294,1530.01%+123
APOLLO GLOBAL MGMT INC(APO)16,00016,00001,8891,9990.01%+109
DUKE ENERGY CORP NEW(DUK)6,3026,30206327270.00%+95
PFIZER INC(PFE)84,91184,91102,3762,4570.01%+82
EATON VANCE TX ADV GLBL DIV(ETG)82,00082,00001,5261,5940.00%+68
HOME DEPOT INC(HD)77777702673150.00%+47
AGIOS PHARMACEUTICALS INC(AGIO)30,00030,00001,2941,3330.00%+39
SEER INC100,000100,00001681970.00%+29
ADVANCED MICRO DEVICES INC(AMD)13,97213,97202,2662,2930.01%+26
FREEPORT-MCMORAN INC(FCX)14,31914,31906967150.00%+19
PROCTER AND GAMBLE CO(PG)2,2002,20003633810.00%+18
EXXON MOBIL CORP9,2179,203-141,0611,0790.00%+18
WARNER BROS DISCOVERY INC(WBD)20,00020,00001491650.00%+16
ANNALY CAPITAL MANAGEMENT IN14,00014,00002672810.00%+14
LITHIUM AMERICAS ARGENTINA C50,00050,00001601630.00%+3
LITHIUM AMERS CORP NEW(LAC)50,00050,00001341350.00%+1
TAIWAN SEMICONDUCTOR MFG LTD(TSM)15,00015,00002,6072,6050.01%-2
WEREWOLF THERAPEUTICS INC50,00050,00001221060.00%-16
SCHWAB CHARLES CORP(SCHW)3,5003,50002582270.00%-31
ARMATA PHARMACEUTICALS INC100,000100,00002752370.00%-38
ZOETIS INC(ZTS)3,2022,611-5915555100.00%-45
SYSCO CORP(SYY)39,07435,136-3,9382,7892,7430.01%-47
MERCK & CO INC(MRK)7,7187,71809558760.00%-79
GINKGO BIOWORKS HOLDINGS INC250,0000-250,000840-84
JPMORGAN CHASE & CO.(JPM)21,46420,158-1,3064,3414,2510.01%-91
PROTHENA CORP PLC
SHS
24,06024,06004974030.00%-94
ARROWHEAD PHARMACEUTICALS IN(ARWR)20,00020,00005203870.00%-132
BIOMARIN PHARMACEUTICAL INC(BMRN)15,00015,00001,2351,0540.00%-181
AMAZON COM INC(AMZN)37,88037,88007,3207,0580.02%-262
SNAP INC(SNAP)52,0000-52,0008640-864
ILLUMINA INC(ILMN)35,34216,121-19,2213,6892,1020.01%-1,587
GRAIL INC(GRAL)162,0350-162,0352,4900-2,490
SPDR S&P 500 ETF TR(SPY)31,79716,161-15,63617,3059,2730.03%-8,032
COPART INC(CPRT)20,430,49320,555,713+125,2201,106,5161,077,1192.91%-29,396
ELI LILLY & CO(LLY)2,273,6902,255,832-17,8582,058,5531,998,5325.39%-60,022
NETFLIX INC(NFLX)3,960,0493,629,970-330,0792,672,5582,574,6296.94%-97,929
LULULEMON ATHLETICA INC(LULU)3,232,7433,196,119-36,624965,620867,2672.34%-98,353
MICROSOFT CORP(MSFT)5,061,1905,008,331-52,8592,262,0992,155,0855.81%-107,014
CHIPOTLE MEXICAN GRILL INC(CMG)21,595,66721,331,619-264,0481,352,9691,229,1283.32%-123,841
VISA INC(V)8,139,7877,185,334-954,4532,136,4501,975,6085.33%-160,842
AIRBNB INC12,438,96913,582,433+1,143,4641,886,1211,722,3884.65%-163,733
ADOBE INC(ADBE)3,497,4053,362,947-134,4581,942,9481,741,2674.70%-201,682
INTUIT(INTU)2,809,0412,542,828-266,2131,846,1301,579,0964.26%-267,034
INTUITIVE SURGICAL INC3,973,1663,033,964-939,2021,767,4631,490,4954.02%-276,967
ASML HOLDING N V
N Y REGISTRY SHS
2,156,1952,226,971+70,7762,205,2051,855,6245.00%-349,582
LAUDER ESTEE COS INC(EL)7,922,71225,750-7,896,962842,9772,5670.01%-840,410
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