Edgewood Management
$9.7B 13F equity value
94 Holdings
Quarter ended June 30, 2026
The latest 13F on file for Edgewood Management covers the quarter ended June 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| NVDA | NVIDIA CORPORATION | 4,582,508 | $917M | 9.5% |
| ASML | ASML HLDG NV | 432,714 | $861M | 8.9% |
| AVGO | BROADCOM INC | 1,958,035 | $740M | 7.6% |
| AXON | AXON ENTERPRISE INC | 1,124,675 | $631M | 6.5% |
| APH | AMPHENOL CORP | 3,141,974 | $554M | 5.7% |
| SNPS | SYNOPSYS INC | 1,227,964 | $548M | 5.7% |
| V | VISA INC | 1,588,921 | $545M | 5.6% |
| SHOP | SHOPIFY INC | 4,107,065 | $469M | 4.8% |
| LLY | ELI LILLY & CO | 388,627 | $466M | 4.8% |
| NFLX | NETFLIX INC. | 5,809,348 | $415M | 4.3% |
Track Edgewood Management's 13F portfolio: $9.7B in reported holdings, 94 positions. Top holdings and quarterly changes on SentiSense.
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