Managed by
Hedge FundAUM Tracked
$15.5B
AI Exposure
44.3%
AI & Tech holdings for EDGEWOOD MANAGEMENT LLC
| Ticker | Company | Shares | Value | % of Portfolio | Action Last Quarter |
|---|---|---|---|---|---|
| $ASMLAI | ASML Holding NV | 942,966 | $1.2B | 8% | Reduced by 37% |
| $NVDAAI | NVIDIA Corporation | 7,009,904 | $1.2B | 7.9% | Reduced by 19% |
| $AVGOAI | Broadcom Inc. | 3,476,709 | $1.1B | 6.9% | Reduced by 13% |
| $SNPSAI | Synopsys Inc. | 2,209,587 | $876.1M | 5.7% | Reduced by 16% |
| $SHOPAI | Shopify Inc. | 6,066,124 | $719.6M | 4.6% | No change |
| $ISRGAI | Intuitive Surgical | 1,556,013 | $717.3M | 4.6% | Reduced by 14% |
| $INTUAI | Intuit Inc. | 1,154,334 | $499.1M | 3.2% | Reduced by 15% |
| $NOWAI | ServiceNow Inc. | 4,221,426 | $441.4M | 2.8% | Increased by 37% |
| $AAPLAI | Apple Inc. | 146,702 | $37.2M | 0.2% | Reduced by 13% |
| $METAAI | Meta Platforms, Inc. | 14,250 | $8.2M | 0.1% | No change |
| $APPAI | AppLovin Corporation | 14,400 | $5.7M | 0% | No change |
| $TSMAI | Taiwan Semiconductor | 11,100 | $3.8M | 0% | No change |
| $AMDAI | Advanced Micro Devices | 13,107 | $2.7M | 0% | No change |
| $DELLAI | Dell Technologies | 10,000 | $1.6M | 0% | No change |
| $AMZNAI | Amazon.com, Inc. | 7,000 | $1.5M | 0% | No change |
| $MSFTAI | Microsoft Corporation | 3,394 | $1.3M | 0% | No change |
| $ABNBAI | Airbnb Inc. | 5,884 | $743.0K | 0% | Reduced by 100% |
| $ADBEAI | Adobe Inc. | 2,291 | $556.9K | 0% | No change |
| $UBERAI | Uber Technologies | 6,804 | $489.4K | 0% | No change |