Institutional Fund
Edgewood Management LLC
Greenwich, CTCIK 8605615 filings on record
Portfolio Value
$15.50B
Q1 2026
Holdings
87
Reported positions
New Buys
3
Opened this quarter
QoQ Change
-26.2%
from $21.00B
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Netflix Inc8.7%
- Asml Holding N V8.0%
- Nvidia Corporation7.9%
- Broadcom Inc6.9%
- Visa Inc5.7%
- Synopsys Inc5.7%
- Other57.1%
Portfolio Holdings
87 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Netflix Inc | 13.99M | $1.34B | 8.7% | +1.88M | Added |
| 2 | Asml Holding N V | 943.0K | $1.25B | 8.0% | −555.3K | Reduced |
| 3 | Nvidia Corporation | 7.01M | $1.22B | 7.9% | −1.67M | Reduced |
| 4 | Broadcom Inc | 3.48M | $1.08B | 6.9% | −499.8K | Reduced |
| 5 | Visa Inc | 2.93M | $885.97M | 5.7% | −741.3K | Reduced |
| 6 | Synopsys Inc | 2.21M | $876.06M | 5.7% | −416.9K | Reduced |
| 7 | Axon Enterprise Inc | 2.03M | $861.45M | 5.6% | +537.9K | Added |
| 8 | Msci Inc | 1.40M | $755.69M | 4.9% | −5.1K | Reduced |
| 9 | Shopify Inc | 6.07M | $719.56M | 4.6% | −133.3K | Reduced |
| 10 | Intuitive Surgical Inc | 1.56M | $717.31M | 4.6% | −255.5K | Reduced |
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