Fund HoldingsEDGEWOOD MANAGEMENT LLC

Total Portfolio Value
$34.83B
Total Bought
$1.86B
Total Sold
$4.85B
Net Transaction
-$2.99B
Filing Period:
Securities
SharesValue ($K)
Q3 2024
Q4 2024
Change
Q3 2024
Q4 2024
Weight (%)
Change
VERTEX PHARMACEUTICALS INC(VRTX)1,546,3702,956,608+1,410,238719,1861,190,6263.42%+471,440
TRANSDIGM GROUP INC(TDG)0315,317+315,3170399,5951.15%+399,595
ASML HOLDING N V
N Y REGISTRY SHS
2,226,9713,186,667+959,6961,855,6242,208,6156.34%+352,992
COPART INC(CPRT)20,555,71323,463,118+2,907,4051,077,1191,346,5483.87%+269,429
LULULEMON ATHLETICA INC(LULU)3,196,1192,964,184-231,935867,2671,133,5343.25%+266,267
NVIDIA CORPORATION(NVDA)16,886,61317,100,135+213,5222,050,7102,296,3776.59%+245,667
VISA INC(V)7,185,3346,608,097-577,2371,975,6082,088,4236.00%+112,815
ADOBE INC(ADBE)3,362,9474,059,119+696,1721,741,2671,805,0095.18%+63,742
THE TRADE DESK INC(TTD)9,934,1569,508,940-425,2161,089,2801,117,5863.21%+28,306
APOLLO GLOBAL MGMT INC(APO)16,00053,000+37,0001,9998,7530.03%+6,755
ISHARES TR014,300+14,30005,7430.02%+5,743
APPLE INC(AAPL)237,797237,641-15655,40759,5100.17%+4,103
SPDR S&P 500 ETF TR(SPY)16,16121,317+5,1569,27312,4930.04%+3,221
AXON ENTERPRISE INC(AXON)04,600+4,60002,7340.01%+2,734
AEROVIRONMENT INC015,000+15,00002,3080.01%+2,308
DELL TECHNOLOGIES INC(DELL)015,000+15,00001,7290.00%+1,729
AMAZON COM INC(AMZN)37,88037,88007,0588,3100.02%+1,252
META PLATFORMS INC(META)13,40014,250+8507,6718,3440.02%+673
JPMORGAN CHASE & CO.(JPM)20,15820,15804,2514,8320.01%+582
DIGITAL RLTY TR INC(DLR)27,82627,82604,5034,9340.01%+431
CME GROUP INC(CME)53,86052,860-1,00011,88412,2760.04%+391
BRISTOL-MYERS SQUIBB CO(BMY)75,00075,00003,8814,2420.01%+362
TAIWAN SEMICONDUCTOR MFG LTD(TSM)15,00015,00002,6052,9620.01%+357
GILEAD SCIENCES INC(GILD)39,93039,93003,3483,6880.01%+341
CISCO SYS INC(CSCO)28,44128,44101,5141,6840.00%+170
BANK NEW YORK MELLON CORP29,70429,70402,1352,2820.01%+148
TESLA INC(TSLA)98998902593990.00%+141
WARNER BROS DISCOVERY INC(WBD)20,00020,00001652110.00%+46
SEER INC100,000100,00001972310.00%+34
SCHWAB CHARLES CORP(SCHW)3,5003,50002272590.00%+32
LITHIUM AMERS CORP NEW(LAC)50,00050,00001351490.00%+14
ILLUMINA INC(ILMN)16,12115,721-4002,1022,1010.01%-2
ARROWHEAD PHARMACEUTICALS IN(ARWR)20,00020,00003873760.00%-11
PROCTER AND GAMBLE CO(PG)2,2002,20003813690.00%-12
HOME DEPOT INC(HD)77777703153020.00%-13
ANNALY CAPITAL MANAGEMENT IN14,00014,00002812560.00%-25
BERKSHIRE HATHAWAY INC DEL3302,0742,0430.01%-31
BERKSHIRE HATHAWAY INC DEL4,5324,53202,0862,0540.01%-32
LITHIUM AMERICAS ARGENTINA C50,00050,00001631310.00%-32
WEREWOLF THERAPEUTICS INC50,00050,0000106740.00%-32
DUKE ENERGY CORP NEW(DUK)6,3026,30207276790.00%-48
ARMATA PHARMACEUTICALS INC100,000100,00002371850.00%-52
SYSCO CORP(SYY)35,13635,13602,7432,6860.01%-56
ABBOTT LABS68,01668,01607,7557,6930.02%-61
BIOMARIN PHARMACEUTICAL INC(BMRN)15,00015,00001,0549860.00%-68
PROTHENA CORP PLC
SHS
24,06024,06004033330.00%-69
ZOETIS INC(ZTS)2,6112,61105104250.00%-85
EXXON MOBIL CORP9,2039,191-121,0799890.00%-90
EATON VANCE TX ADV GLBL DIV(ETG)82,00082,00001,5941,4950.00%-99
MERCK & CO INC(MRK)7,7187,71808767680.00%-109
VERALTO CORP(VLTO)14,50014,700+2001,6221,4970.00%-125
FREEPORT-MCMORAN INC(FCX)14,31914,31907155450.00%-170
PFIZER INC(PFE)84,91184,91102,4572,2530.01%-205
COCA COLA CO(KO)21,67121,67101,5571,3490.00%-208
ISHARES TR57,16257,16207,7217,5050.02%-216
SOLVENTUM CORP(SOLV)74,29975,062+7635,1804,9590.01%-222
JOHNSON & JOHNSON(JNJ)18,65218,65203,0232,6970.01%-325
NEXTERA ENERGY INC(NEE)26,40026,40002,2321,8930.01%-339
AGIOS PHARMACEUTICALS INC(AGIO)30,00030,00001,3339860.00%-347
PEPSICO INC(PEP)24,42124,42104,1533,7130.01%-439
SELECT SECTOR SPDR TR
ST STR UTIL ETF
88,28688,28607,1326,6820.02%-449
ADVANCED MICRO DEVICES INC(AMD)13,97213,97202,2931,6880.00%-605
LAUDER ESTEE COS INC(EL)25,75025,450-3002,5671,9080.01%-659
PROLOGIS INC.(PLD)44,79544,79505,6574,7350.01%-922
ABBVIE INC(ABBV)76,24376,243015,05613,5480.04%-1,508
3M CO(MMM)251,566251,566034,38932,4750.09%-1,914
EQUINIX INC(EQIX)34,46729,381-5,08630,59427,7030.08%-2,891
AMERICAN TOWER CORP NEW(AMT)60,79057,603-3,18714,13710,5650.03%-3,572
COLGATE PALMOLIVE CO(CL)693,451693,451071,98763,0420.18%-8,946
INTUITIVE SURGICAL INC3,033,9642,813,011-220,9531,490,4951,468,2794.21%-22,216
ELI LILLY & CO(LLY)2,255,8322,547,982+292,1501,998,5321,967,0425.65%-31,490
CHIPOTLE MEXICAN GRILL INC(CMG)21,331,61919,770,476-1,561,1431,229,1281,192,1603.42%-36,968
BLACKSTONE INC(BX)11,552,5899,922,675-1,629,9141,769,0481,710,8684.91%-58,180
MSCI INC(MSCI)2,195,6392,032,434-163,2051,279,9041,219,4813.50%-60,423
NETFLIX INC(NFLX)3,629,9702,808,713-821,2572,574,6292,503,4627.19%-71,167
SYNOPSYS INC(SNPS)3,069,8483,050,409-19,4391,554,5401,480,5474.25%-73,994
AIRBNB INC13,582,43312,526,097-1,056,3361,722,3881,646,0544.73%-76,334
INTUIT(INTU)2,542,8282,353,356-189,4721,579,0961,479,0844.25%-100,012
MICROSOFT CORP(MSFT)5,008,3314,637,290-371,0412,155,0851,954,6185.61%-200,467
S&P GLOBAL INC(SPGI)3,922,1793,582,599-339,5802,026,2761,784,2425.12%-242,034
DANAHER CORPORATION(DHR)6,383,4685,902,438-481,0301,774,7321,354,9053.89%-419,827
SERVICENOW INC(NOW)2,371,8921,056,550-1,315,3422,121,3961,120,0703.22%-1,001,327
UBER TECHNOLOGIES INC(UBER)27,552,060100,700-27,451,3602,070,8136,0740.02%-2,064,739
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