Edgewood Management LLC 13F Holdings · Q2 2026
Edgewood Management LLC reported 90 securities worth $9.69B in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: NVDA (9.46%), ASML (8.88%), AVGO (7.63%). Among its top 25 positions this quarter: 3 new, 1 added, 21 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA CORPORATION | $916.9M | 9.46% | 4.6M | Trimmed |
| 2 | ASML | ASML HLDG NV | $860.9M | 8.88% | 432,714 | Trimmed |
| 3 | AVGO | BROADCOM INC | $739.6M | 7.63% | 2.0M | Trimmed |
| 4 | AXON | AXON ENTERPRISE INC | $630.5M | 6.50% | 1.1M | Trimmed |
| 5 | APH | AMPHENOL CORP | $554.0M | 5.71% | 3.1M | Trimmed |
| 6 | SNPS | SYNOPSYS INC | $547.8M | 5.65% | 1.2M | Trimmed |
| 7 | V | VISA INC | $545.1M | 5.62% | 1.6M | Trimmed |
| 8 | SHOP | SHOPIFY INC | $468.9M | 4.84% | 4.1M | Trimmed |
| 9 | LLY | ELI LILLY & CO | $466.1M | 4.81% | 388,627 | Trimmed |
| 10 | ISRG | INTUITIVE SURGICAL INC | $414.8M | 4.28% | 1.0M | Trimmed |
| 11 | NFLX | NETFLIX INC. | $414.8M | 4.28% | 5.8M | Trimmed |
| 12 | FICO | FAIR ISAAC CORP | $409.6M | 4.22% | 342,818 | Trimmed |
| 13 | MSCI | MSCI INC | $371.9M | 3.84% | 664,098 | Trimmed |
| 14 | TDG | TRANSDIGM GROUP INC | $370.6M | 3.82% | 278,240 | Trimmed |
| 15 | SPOT | SPOTIFY TECHNOLOGY S A | $341.4M | 3.52% | 743,489 | Trimmed |
| 16 | RDDT | REDDIT INC | $287.2M | 2.96% | 1.7M | New |
| 17 | VRTX | VERTEX PHARMACEUTICALS INC | $263.8M | 2.72% | 531,003 | Trimmed |
| 18 | TSLA | TESLA INC | $195.7M | 2.02% | 465,267 | New |
| 19 | LIN | LINDE PLC | $185.3M | 1.91% | 357,013 | New |
| 20 | AMZN | AMAZON COM INC | $183.4M | 1.89% | 769,662 | Added |
| 21 | BX | BLACKSTONE INC | $171.9M | 1.77% | 1.5M | Trimmed |
| 22 | SPGI | S&P GLOBAL INC | $65.0M | 0.67% | 159,513 | Trimmed |
| 23 | CL | COLGATE PALMOLIVE CO | $54.3M | 0.56% | 592,023 | Trimmed |
| 24 | AAPL | APPLE INC | $42.0M | 0.43% | 145,289 | Trimmed |
| 25 | MMM | 3M CO | $13.0M | 0.13% | 80,576 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR