StockDriftsStockDriftsTop 50 Edgewood Management Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| NFLX | NETFLIX INC. | 8.68% | 13.99M | $1.34B | +15.53%(+1.88M) | $40.84(+113.09%) | 2026-03-31 | |
| ASML | ASML HLDG NV | 8.04% | 943.0K | $1.25B | -37.06%(-555.28K) | $726.12(+106.83%) | 2026-03-31 | |
| NVDA | NVIDIA CORPORATION | 7.89% | 7.01M | $1.22B | -19.25%(-1.67M) | $35.18(+540.51%) | 2026-03-31 | |
| AVGO | BROADCOM INC | 6.94% | 3.48M | $1.08B | -12.57%(-499.80K) | $222.38(+91.20%) | 2026-03-31 | |
| V | VISA INC | 5.72% | 2.93M | $886.0M | -20.18%(-741.32K) | $84.20(+286.87%) | 2026-03-31 | |
| SNPS | SYNOPSYS INC | 5.65% | 2.21M | $876.1M | -15.87%(-416.88K) | $529.79(-5.17%) | 2026-03-31 | |
| AXON | AXON ENTERPRISE INC | 5.56% | 2.03M | $861.5M | +36.09%(+537.89K) | $603.61(-35.08%) | 2026-03-31 | |
| MSCI | MSCI INC | 4.88% | 1.40M | $755.7M | -0.36%(-5.07K) | $519.44(+8.14%) | 2026-03-31 | |
| SHOP | SHOPIFY INC | 4.64% | 6.07M | $719.6M | -2.15%(-133.34K) | $101.39(-1.10%) | 2026-03-31 | |
| ISRG | INTUITIVE SURGICAL INC | 4.63% | 1.56M | $717.3M | -14.11%(-255.52K) | $280.43(+50.17%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +11.86% | +39.97% |
| Top 20 Holdings Unweighted | +7.36% | +23.74% |
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