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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs

Institutional Manager · CIK 0000860561

EDGEWOOD MANAGEMENT LLC

GREENWICH, CT · File #028-02602

Latest AUM
$21.00B
Positions
89
Top-10 Concentration
59.9%
Filings
12

Sector Allocation

Technology
36.1%$7.58B
Financials
18.3%$3.85B
Healthcare
17.3%$3.63B
Industrials
7.8%$1.64B
Real Estate
0.1%$11.5M
Energy
0.0%$1.1M
Materials
0.0%$1.0M

Filing History

View all filings →

Top 20 Holdings — Dec 2025

#IssuerTickerSharesValue% of Portfolio
1NVIDIA CORPORATIONNVDA8,680,932$1.62B7.72%
2ASML HOLDING N VASMLF1,498,247$1.60B7.65%
3BROADCOM INCAVGO3,976,513$1.38B6.57%
4ELI LILLY & COLLY1,255,689$1.35B6.44%
5VISA INCV3,672,663$1.29B6.15%
6SYNOPSYS INCSNPS2,626,465$1.23B5.89%
7NETFLIX INCNFLX12,105,544$1.14B5.42%
8INTUITIVE SURGICAL INCISRG1,811,534$1.03B4.90%
9SHOPIFY INCSHOP6,199,459$997.9M4.76%
10FAIR ISAAC CORPFICO548,161$926.7M4.42%
11INTUITINTU1,358,392$899.8M4.29%
12BLACKSTONE INCBX5,752,922$886.8M4.23%
13S&P GLOBAL INCSPGI1,642,931$858.6M4.10%
14AXON ENTERPRISE INCAXON1,490,528$846.5M4.04%
15MSCI INCMSCI1,407,058$807.3M3.85%
16TRANSDIGM GROUP INCTDG581,412$773.2M3.69%
17BOSTON SCIENTIFIC CORPBSX7,803,265$744.0M3.55%
18SPOTIFY TECHNOLOGY S ASPOT1,058,104$614.5M2.93%
19VERTEX PHARMACEUTICALS INCVRTX1,060,075$480.6M2.29%
20SERVICENOW INCNOW3,077,751$471.5M2.25%