EDGEWOOD MANAGEMENT LLC: 13F holdings
CIK 8605612026Q2
| Positions | 90 |
|---|
| Reported value | $9.7bn |
|---|
| Filed | 2026-08-13 |
|---|
Change since last quarter
| Positions | 90 (+3 vs prior quarter) |
|---|
| Reported value | $9.7bn (-37.4%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| NVDA NVIDIA CORPORATION | 4,582,508 | $916.9m | 9.5% |
| ASML HLDG NV | 432,714 | $860.9m | 8.9% |
| AVGO BROADCOM INC | 1,958,035 | $739.6m | 7.6% |
| AXON AXON ENTERPRISE INC | 1,124,675 | $630.5m | 6.5% |
| APH AMPHENOL CORP | 3,141,974 | $554.0m | 5.7% |
| SNPS SYNOPSYS INC | 1,227,964 | $547.8m | 5.7% |
| V VISA INC | 1,588,921 | $545.1m | 5.6% |
| SHOP SHOPIFY INC | 4,107,065 | $468.9m | 4.8% |
| LLY ELI LILLY & CO | 388,627 | $466.1m | 4.8% |
| NFLX NETFLIX INC. | 5,809,348 | $414.8m | 4.3% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="860561")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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