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 Corporation
10.9%Trimmed −35%
ASMLAsml HLDG NV
9.6%Trimmed −23%
AVGOBroadcom Inc
7.6%Trimmed −31%
SHOPShopify Inc
7.0%Trimmed −28%
APHAmphenol Corp
6.6%Added +56%
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 Corporation
10.9%Trimmed −35%
ASMLAsml HLDG NV
9.6%Trimmed −23%
AVGOBroadcom Inc
7.6%Trimmed −31%
SHOPShopify Inc
7.0%Trimmed −28%
APHAmphenol Corp
6.6%Added +56%
V5.6%AXON4.9%ISRG4.8%SNPS4.6%NFLX4.4%LLY4.0%MSCI3.9%Boxes 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 Corporation 10.9% Trimmed −35%ASML Asml HLDG NV 9.6% Trimmed −23%AVGO Broadcom Inc 7.6% Trimmed −31%SHOP Shopify Inc 7.0% Trimmed −28%APH Amphenol Corp 6.6% Added +56%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