Edgewood Management LLC 13F 持仓 · 2026年Q2
Edgewood Management 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 90 只证券，申报市值合计 96.95 亿美元。前几大持仓：NVDA（9.46%）、ASML（8.88%）、AVGO（7.63%）。本季前 25 大持仓中：新建仓 3 只、增持 1 只、减持 21 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA CORPORATION | $916.9M | 9.46% | 4.6M | 减持 |
| 2 | ASML | ASML HLDG NV | $860.9M | 8.88% | 432,714 | 减持 |
| 3 | AVGO | BROADCOM INC | $739.6M | 7.63% | 2.0M | 减持 |
| 4 | AXON | AXON ENTERPRISE INC | $630.5M | 6.50% | 1.1M | 减持 |
| 5 | APH | AMPHENOL CORP | $554.0M | 5.71% | 3.1M | 减持 |
| 6 | SNPS | SYNOPSYS INC | $547.8M | 5.65% | 1.2M | 减持 |
| 7 | V | VISA INC | $545.1M | 5.62% | 1.6M | 减持 |
| 8 | SHOP | SHOPIFY INC | $468.9M | 4.84% | 4.1M | 减持 |
| 9 | LLY | ELI LILLY & CO | $466.1M | 4.81% | 388,627 | 减持 |
| 10 | ISRG | INTUITIVE SURGICAL INC | $414.8M | 4.28% | 1.0M | 减持 |
| 11 | NFLX | NETFLIX INC. | $414.8M | 4.28% | 5.8M | 减持 |
| 12 | FICO | FAIR ISAAC CORP | $409.6M | 4.22% | 342,818 | 减持 |
| 13 | MSCI | MSCI INC | $371.9M | 3.84% | 664,098 | 减持 |
| 14 | TDG | TRANSDIGM GROUP INC | $370.6M | 3.82% | 278,240 | 减持 |
| 15 | SPOT | SPOTIFY TECHNOLOGY S A | $341.4M | 3.52% | 743,489 | 减持 |
| 16 | RDDT | REDDIT INC | $287.2M | 2.96% | 1.7M | 新建仓 |
| 17 | VRTX | VERTEX PHARMACEUTICALS INC | $263.8M | 2.72% | 531,003 | 减持 |
| 18 | TSLA | TESLA INC | $195.7M | 2.02% | 465,267 | 新建仓 |
| 19 | LIN | LINDE PLC | $185.3M | 1.91% | 357,013 | 新建仓 |
| 20 | AMZN | AMAZON COM INC | $183.4M | 1.89% | 769,662 | 增持 |
| 21 | BX | BLACKSTONE INC | $171.9M | 1.77% | 1.5M | 减持 |
| 22 | SPGI | S&P GLOBAL INC | $65.0M | 0.67% | 159,513 | 减持 |
| 23 | CL | COLGATE PALMOLIVE CO | $54.3M | 0.56% | 592,023 | 减持 |
| 24 | AAPL | APPLE INC | $42.0M | 0.43% | 145,289 | 减持 |
| 25 | MMM | 3M CO | $13.0M | 0.13% | 80,576 | 减持 |
来源：SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR