account_balance
Investment manager · 13F filer · SEC CIK 860561
Edgewood Management LLC
Reported value$6.26Bas of Sep 30, 2026
Positions86 3 new, 7 sold out
Top 10 weight66.0%NVDA alone is 11%
FiledNov 1243 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
NVDANVIDIA Corp
10.9%Trimmed −35%
ASMLASML Holding NV
9.6%Trimmed −23%
AVGOBroadcom Inc.
7.6%Trimmed −31%
SHOPShopify Inc.
7.0%Trimmed −28%
APHAmphenol Corp
6.6%Trimmed −22%
VVisa Inc.
5.6%Trimmed −38%
AXONAxon Enterprise, Inc.
4.9%Trimmed −35%
ISRGIntuitive Surgical Inc
4.8%Trimmed −29%
SNPSSynopsys Inc
4.6%Trimmed −46%
NFLXNetflix Inc
4.4%Trimmed −32%
LLYELI Lilly & Co
4.0%Trimmed −44%
MSCIMSCI Inc.
3.9%Trimmed −32%
NVDANVIDIA Corp
10.9%Trimmed −35%
ASMLASML Holding NV
9.6%Trimmed −23%
AVGOBroadcom Inc.
7.6%−31%
SHOPShopify Inc.
7.0%−28%
APHAmphenol Corp
6.6%−22%
VVisa Inc.
5.6%
AXONAxon Enterprise, Inc.
4.9%
ISRGIntuitive Surgical Inc
4.8%
SNPSSynopsys Inc
4.6%
NFLX4.4%LLY4.0%MSCIBoxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
NVDA NVIDIA Corp 10.9% Trimmed −35%ASML ASML Holding NV 9.6% Trimmed −23%AVGO Broadcom Inc. 7.6% Trimmed −31%SHOP Shopify Inc. 7.0% Trimmed −28%APH Amphenol Corp 6.6% Trimmed −22%V Visa Inc. 5.6% Trimmed −38%AXON Axon Enterprise, Inc. 4.9% Trimmed −35%ISRG Intuitive Surgical Inc 4.8% Trimmed −29%SNPS Synopsys Inc 4.6% Trimmed −46%NFLX Netflix Inc 4.4% Trimmed −32%LLY ELI Lilly & Co 4.0% Trimmed −44%MSCI MSCI Inc. 3.9% Trimmed −32%
What changed
Biggest moves since Jun 30, 2026
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