EDGEWOOD MANAGEMENT LLC

CIK 0000860561 · GREENWICH, CT · Quarter end: 2026-06-30 · Filed on: 2026-08-13 · Open the SEC source

EDGEWOOD MANAGEMENT LLC reported 90 positions worth $9.69B as of June 30, 2026 (13F filed August 13, 2026). Largest holding: NVDA (9.5%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$9.69B
2026 Q2
Positions
90
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
63.4%
Est. Net Flow (Q)
2026 Q2
10 / 90 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1NVDANVIDIA CORPORATIONSH$916.9M9.46%4,582,508
2ASMLASML HLDG NVSH$860.9M8.88%432,714
3AVGOBROADCOM INCSH$739.6M7.63%1,958,035
4AXONAXON ENTERPRISE INCSH$630.5M6.50%1,124,675
5APHAMPHENOL CORPSH$554.0M5.71%3,141,974
6SNPSSYNOPSYS INCSH$547.8M5.65%1,227,964
7VVISA INCSH$545.1M5.62%1,588,921
8SHOPSHOPIFY INCSH$468.9M4.84%4,107,065
9LLYELI LILLY & COSH$466.1M4.81%388,627
10NFLXNETFLIX INC.SH$414.8M4.28%5,809,348

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does EDGEWOOD MANAGEMENT LLC hold as of Q2 2026?

EDGEWOOD MANAGEMENT LLC reported 90 positions worth $9.69B in its Q2 2026 13F filing. Largest positions: NVDA (9.5%), ASML (8.9%), AVGO (7.6%), AXON (6.5%) and APH (5.7%).

What did EDGEWOOD MANAGEMENT LLC buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did EDGEWOOD MANAGEMENT LLC sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.