Edgewood Management
Edgewood Management reported 90 stocks worth $9.7B in its 13F filing for Q2 2026, filed Aug 13, 2026. Its largest holdings are NVDA (9.5%), ASML (8.9%) and AVGO (7.6%). Compared with Q1 2026, the fund opened new positions in RDDT, TSLA and LIN, added to AMZN, BRK.B and SEER, trimmed NVDA, ASML and AVGO and sold out of BSX and DHR.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  NVDA Nvidia Corporation | $917M | 9.5% | 4.6M | −2.4M (−35%) | 8 of 8 | |
| 2 |  ASML Asml Holding N V | $861M | 8.9% | 433K | −510K (−54%) | 8 of 8 | |
| 3 |  AVGO Broadcom Inc | $740M | 7.6% | 2M | −1.5M (−44%) | 5 of 8 | |
| 4 |  AXON Axon Enterprise Inc | $631M | 6.5% | 1.1M | −904K (−45%) | 5 of 8 | |
| 5 |  APH Amphenol Corp New | $554M | 5.7% | 3.1M | −1.5M (−32%) | 3 of 8 | |
| 6 |  SNPS Synopsys Inc | $548M | 5.7% | 1.2M | −982K (−44%) | 8 of 8 | |
| 7 |  V Visa Inc | $545M | 5.6% | 1.6M | −1.3M (−46%) | 8 of 8 | |
| 8 |  SHOP Shopify Inc | $469M | 4.8% | 4.1M | −2M (−32%) | 6 of 8 | |
| 9 |  LLY Eli Lilly & Co | $466M | 4.8% | 389K | −305K (−44%) | 8 of 8 | |
| 10 |  NFLX Netflix Inc | $415M | 4.3% | 5.8M | −8.2M (−58%) | 8 of 8 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q1 2026, gone in Q2 2026
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Aug 13, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Edgewood Management 13F FAQ
What does Edgewood Management own?
Edgewood Management reported 90 stocks worth $9.7B in its 13F filing for Q2 2026, filed Aug 13, 2026. Its largest holdings are NVDA (9.5%), ASML (8.9%) and AVGO (7.6%). The table above lists every position in the filing (the top 10 without an account).
What did Edgewood Management buy and sell in Q2 2026?
Compared with Q1 2026: 6 new positions, 3 added to, 33 trimmed and 3 sold out. New positions include RDDT, TSLA and LIN. It sold all of BSX and DHR.
When will Edgewood Management file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is Edgewood Management's portfolio worth?
The Q2 2026 filing reports $9.7B in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.