Edgewood Management Holdings in 3rd Quarter: 13F Alert

The following is an analysis of Edgewood Management LLC as of September 30, according to a filing with the U.S. Securities and Exchange Commission on 11/08/2011.

Top Positions by Market Value 
Company Name                 Ticker      Market Value      Current     Change
                                            (USD $)       Position  In Position
Celgene Corp                 CELG US      390,633,713    6,309,703     -881,339
Visa Inc-Class A Shares      V US         373,995,846    4,362,994       19,173
QUALCOMM Inc                 QCOM US      354,496,506    7,289,667      516,432
Cognizant Tech Solutions-A   CTSH US      343,471,164    5,478,009    1,060,076
CME Group Inc                CME US       303,904,586    1,233,379      174,647
T Rowe Price Group Inc       TROW US      290,310,662    6,077,259      592,833
American Tower Corp-Cl A     AMT US       286,252,638    5,320,681     -102,840
Oracle Corp                  ORCL US      283,558,353    9,866,331     -319,000
Intuitive Surgical Inc       ISRG US      276,582,140      759,257     -106,217
Amazon.com Inc               AMZN US      264,697,306    1,224,147     -208,787
 
 
Top New Buys by Market Value 
Company Name                 Ticker      Market Value      Current     Change
                                            (USD $)       Position  In Position
Coach Inc                    COH US       209,063,820    4,033,645    4,033,645
Ecolab Inc                   ECL US           811,574       16,600       16,600
Amphenol Corp-Cl A           APH US           778,707       19,100       19,100
Alexion Pharmaceuticals Inc  ALXN US          640,600       10,000       10,000
iShares S&P 500 Growth Index IVW US           483,061        7,888        7,888
 
 
Top Sell Outs by Market Value 
Company Name                 Ticker         MV Change      Current     Change
                                            (USD $)       Position  In Position
Priceline.com Inc            PCLN US     -292,310,494            0     -570,997
Cree Inc                     CREE US       -1,995,246            0      -59,400
Schwab (Charles) Corp        SCHW US         -260,700            0      -15,848
Philip Morris International  PM US           -247,049            0       -3,700
Royal Dutch Shell Plc-ADR    RDS/B US        -222,425            0       -3,100
 
 
Top Position Increases by Market Value 
Company Name                 Ticker         MV Change      Current     Change
                                            (USD $)       Position  In Position
Google Inc-Cl A              GOOG US       96,988,804      464,258      183,594
Cognizant Tech Solutions-A   CTSH US       19,459,958    5,478,009    1,060,076
Illumina Inc                 ILMN US        9,991,752    5,460,135    2,619,989
Visa Inc-Class A Shares      V US           7,985,489    4,362,994       19,173
Allergan Inc                 AGN US           611,610    2,079,560       29,079
 
 
Top Position Decreases By Market Value 
Company Name                 Ticker         MV Change      Current     Change
                                            (USD $)       Position  In Position
First Solar Inc              FSLR US     -168,566,317      947,180     -779,875
Apple Inc                    AAPL US     -122,498,128      516,629     -435,196
Oracle Corp                  ORCL US      -51,640,890    9,866,331     -319,000
Intuitive Surgical Inc       ISRG US      -45,469,390      759,257     -106,217
Celgene Corp                 CELG US      -43,129,940    6,309,703     -881,339
 
 
SOURCE: SEC 13F-HR 
FILER: Edgewood Management LLC 
QUARTER ENDED: 09/30/2011 
SEC RECEIVED: 11/08/2011 

To contact the reporter on this story: Chris Cappucci in Princeton at ccappucci1@bloomberg.net.

To contact the editor responsible for this story: Rodney Yap at ryap@bloomberg.net.

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