Edgewood Management Holdings 13F: Latest Edgewood Management LLC Portfolio Changes
Edgewood Management LLC. Growth-oriented investment manager (~$21B AUM). Quality-focused.
As of the latest Q2 2026 13F filing, Edgewood Management (managing Edgewood Management LLC) reported a public portfolio value of $9.7B with 90 positions. This page tracks latest holdings, latest 13F changes, top buys, top sells, and top holdings from the public filing. The top recent buy was RDDT. The top recent sell was NVDA.
Open interactive portfolioLatest 13F portfolio changes
Edgewood Management holdings 13F summary: the latest Edgewood Management LLC portfolio changes show top holdings including NVIDIA, ASML HLDG NV, BROADCOM, AXON ENTERPRISE, and AMPHENOL, reported top buys such as REDDIT, Tesla, LINDE, and Amazon, and top sells or reductions such as NVIDIA, ASML HLDG NV, BROADCOM, and AXON ENTERPRISE.
Latest filing metadata: quarter Q2 2026; report date 2026-06-30; filing date 2026-08-13; disclosure source SEC 13F.
Edgewood Management 13F portfolio and latest holdings overview
Edgewood Management's Q2 2026 13F holdings show Edgewood Management LLC reporting 90 positions with a disclosed portfolio value of $9.7B. For readers searching Edgewood Management 13F holdings, Edgewood Management portfolio, Edgewood Management LLC holdings, or latest 13F changes, the latest top holdings include NVIDIA, ASML HLDG NV, BROADCOM, AXON ENTERPRISE, and AMPHENOL.
The three largest reported positions add up to roughly 26.0%, which helps readers judge portfolio concentration rather than just headline AUM. The largest reported sector exposure is Information Technology at 50.6% of the disclosed portfolio. This makes the page useful for comparing the manager's actual disclosed exposure with market narratives around the same names.
The latest change data highlights reported buys such as REDDIT, Tesla, LINDE, Amazon, and Berkshire Hathaway and reported reductions or exits such as NVIDIA, ASML HLDG NV, BROADCOM, AXON ENTERPRISE, and AMPHENOL. Those changes should be read as historical disclosure signals, not as real-time trade alerts.
The filing metadata lists report date 2026-06-30, filing date 2026-08-13, SEC accession 0001062993-26-004244. SEC 13F reports are normally published up to 45 days after quarter end, so the data is best used to understand institutional positioning after the fact rather than to infer today's exact portfolio.
Edgewood Management portfolio analytics
the top five positions account for 38.2% of disclosed value; the largest sector exposure is Information Technology at 50.6%; reported buy and sell activity implies roughly 103.6% turnover this period; cost-basis P&L across 90 tracked positions averages 140.2% (45/60 currently in profit).
Top reported holdings
| Holding | Reported value | Weight | Quarter change |
|---|---|---|---|
| NVDA whale holders NVIDIA CORPORATION | $916.9M | 9.5% | Reduced |
| ASML whale holders ASML HLDG NV | $860.9M | 8.9% | Reduced |
| AVGO whale holders BROADCOM INC | $739.6M | 7.6% | Reduced |
| AXON whale holders AXON ENTERPRISE INC | $630.5M | 6.5% | Reduced |
| APH whale holders AMPHENOL CORP | $554.0M | 5.7% | Reduced |
| SNPS whale holders SYNOPSYS INC | $547.8M | 5.7% | Reduced |
| V whale holders VISA INC | $545.1M | 5.6% | Reduced |
| SHOP whale holders SHOPIFY INC | $468.9M | 4.8% | Reduced |
| LLY whale holders ELI LILLY & CO | $466.1M | 4.8% | Reduced |
| NFLX whale holders NETFLIX INC. | $414.8M | 4.3% | Reduced |
Top buys
- RDDT whale holders — REDDIT INC ($287.2M)
- TSLA whale holders — TESLA INC ($195.7M)
- LIN whale holders — LINDE PLC ($185.3M)
- AMZN whale holders — AMAZON COM INC ($183.4M)
- BRK.B whale holders — BERKSHIRE HATHAWAY INC DEL ($2.4M)
- KMB whale holders — KIMBERLY-CLARK CORP ($1.2M)
Top sells
- NVDA whale holders — NVIDIA CORPORATION ($916.9M)
- ASML whale holders — ASML HLDG NV ($860.9M)
- AVGO whale holders — BROADCOM INC ($739.6M)
- AXON whale holders — AXON ENTERPRISE INC ($630.5M)
- APH whale holders — AMPHENOL CORP ($554.0M)
- SNPS whale holders — SYNOPSYS INC ($547.8M)
Allocation
- Information Technology: 50.6%
- Health Care: 12.2%
- Financials: 12.1%
- Industrials: 10.5%
- Communication Services: 7.3%
- Consumer Discretionary: 3.9%
- Materials: 1.9%
- Consumer Staples: 0.6%
Data notes
Report date: 2026-06-30
Disclosure source: SEC 13F
SEC 13F filings are delayed public disclosures and do not include every asset class, short positions, or real-time trades.
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Frequently asked questions
Edgewood Management 13F Holdings
The Q2 2026 13F profile for Edgewood Management and Edgewood Management LLC shows 90 reported positions, $9.7B in disclosed portfolio value, and top holdings including NVIDIA, ASML HLDG NV, BROADCOM, AXON ENTERPRISE, and AMPHENOL.
What is Edgewood Management buying? Latest 13F changes
The latest tracked change data for Edgewood Management highlights reported buys such as REDDIT, Tesla, LINDE, and Amazon and reported sells or reductions such as NVIDIA, ASML HLDG NV, BROADCOM, and AXON ENTERPRISE.
Edgewood Management LLC top holdings
Edgewood Management LLC top holdings are summarized from public disclosures with reported values, weights, portfolio concentration, top buys, top sells, and filing metadata where available.
Edgewood Management buys and sells
Use the top buys and top sells sections above to compare Edgewood Management's reported additions, reductions, exits, and latest portfolio activity against other tracked investors.
How delayed is Edgewood Management's 13F data?
SEC Form 13F requires institutional investment managers with $100M+ in US equities to disclose their holdings quarterly. Read our comprehensive 13F guide for timing, coverage, and limitations. Read the Whale Analyzer 13F guide.