EDGEWOOD MANAGEMENT LLC
CIK 860561
13F filing for Q2 2026・No. 581
- Holdings
- US$9.69B
- Quarter change
- −US$5.8B
- Entries
- 90
- Net bought (estimate)
- −US$7.33B
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 6
- Sold out 3
- Cut 33
- Added 3
- Corporate actions 0
- Unchanged 48
Largest holdings
90 stocks worth US$9.69B, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| NVDANvidiaCOM | Cut | 4,582,508 | US$916.91M | 9.46% |
| ASMLASML HLDG NVN Y REGISTRY SHS | Cut | 432,714 | US$860.86M | 8.88% |
| AVGOBroadcomCOM | Cut | 1,958,035 | US$739.65M | 7.63% |
| AXON ENTERPRISE INCCOM | Cut | 1,124,675 | US$630.5M | 6.50% |
| APHAMPHENOL CORPCL A | Cut | 3,141,974 | US$553.99M | 5.71% |
| SNPSSYNOPSYS INCCOM | Cut | 1,227,964 | US$547.76M | 5.65% |
| VVISA INCCOM CL A | Cut | 1,588,921 | US$545.14M | 5.62% |
| SHOPSHOPIFY INCCL A SUB VTG SHS | Cut | 4,107,065 | US$468.94M | 4.84% |
| LLYELI LILLY & COCOM | Cut | 388,627 | US$466.13M | 4.81% |
| NFLXNETFLIX INC.COM | Cut | 5,809,348 | US$414.79M | 4.28% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled August 13, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.