EDGEWOOD MANAGEMENT LLC
13F filer · CIK 860561 · Greenwich, CT
Summary
EDGEWOOD MANAGEMENT LLC reported $9.69B across 90 positions in its 13F for 2026 Q2, filed Aug 13, 2026. The largest holdings are NVDA (9.5%), ASML (8.9%), AVGO (7.6%). Versus 2026 Q1, leaving options aside, it opened 6 new positions, added to 3, trimmed 33 and sold out of 3.
Reported value$9.69B
Positions90
Report period2026 Q2
FiledAug 13, 2026
New positions6
Added3
Trimmed33
Sold out3
Top 25 holdings
By reported value, options listed separately · change vs 2026 Q1
Weight 9.5%Value $916.91MPrice $227.21Shares 4.58M -34.63%Since Jun 30 +13.55%
Weight 8.9%Value $860.86MPrice $1834Shares 433K -54.11%Since Jun 30 -7.79%
Weight 7.6%Value $739.65MPrice $355.10Shares 1.96M -43.68%Since Jun 30 -6.00%
Weight 6.5%Value $630.50MPrice $419.58Shares 1.12M -44.55%Since Jun 30 -25.16%
Weight 5.7%Value $553.99MPrice $84.34Shares 3.14M -31.76%Since Jun 30 -52.17%
Weight 5.7%Value $547.76MPrice $415.09Shares 1.23M -44.43%Since Jun 30 -6.95%
Weight 5.6%Value $545.14MPrice $365.88Shares 1.59M -45.80%Since Jun 30 +6.64%
Weight 4.8%Value $468.94MPrice $148.26Shares 4.11M -32.30%Since Jun 30 +29.85%
Weight 4.8%Value $466.13MPrice $1185Shares 389K -43.96%Since Jun 30 -1.23%
Weight 4.3%Value $414.79MPrice $70.30Shares 5.81M -58.46%Since Jun 30 -1.54%
Weight 4.3%Value $414.76MPrice $412.18Shares 1.04M -32.97%Since Jun 30 +3.65%
Weight 4.2%Value $409.59MPrice $617.87Shares 343K -36.22%Since Jun 30 -48.29%
Weight 3.8%Value $371.92MPrice $539.76Shares 664K -52.63%Since Jun 30 -3.62%
Weight 3.8%Value $370.63MPrice $1100Shares 278K -54.94%Since Jun 30 -17.44%
Weight 3.5%Value $341.36MPrice $493.66Shares 743K -41.95%Since Jun 30 +7.52%
Weight 3.0%Value $287.24MPrice $145.36Shares 1.65MSince Jun 30 -16.26%
Weight 2.7%Value $263.77MPrice $526.73Shares 531K -41.33%Since Jun 30 +6.04%
Weight 2.0%Value $195.69MPrice $352.84Shares 465KSince Jun 30 -16.11%
Weight 1.9%Value $185.27MPrice $473.37Shares 357KSince Jun 30 -8.78%
Weight 1.9%Value $183.44MPrice $246.67Shares 770K +10895.17%Since Jun 30 +3.50%
Weight 1.8%Value $171.91MPrice $114.00Shares 1.46M -41.88%Since Jun 30 -3.12%
Weight 0.7%Value $64.96MPrice $392.45Shares 160K -75.69%Since Jun 30 -3.64%
Weight 0.6%Value $54.28MPrice $86.46Shares 592K -2.16%Since Jun 30 -5.69%
Weight 0.4%Value $42.04MPrice $329.40Shares 145K -0.96%Since Jun 30 +13.84%
Weight 0.1%Value $13.05MPrice $168.49Shares 81K -3.65%Since Jun 30 +4.06%
| Stock | Weight | Value | Since Jun 30 | Shares change | Action |
|---|---|---|---|---|---|
| 9.5% | $916.91M | +13.55% | -34.63% | Trim | |
| 8.9% | $860.86M | -7.79% | -54.11% | Trim | |
| 7.6% | $739.65M | -6.00% | -43.68% | Trim | |
| 6.5% | $630.50M | -25.16% | -44.55% | Trim | |
| 5.7% | $553.99M | -52.17% | -31.76% | Trim | |
| 5.7% | $547.76M | -6.95% | -44.43% | Trim | |
| 5.6% | $545.14M | +6.64% | -45.80% | Trim | |
| 4.8% | $468.94M | +29.85% | -32.30% | Trim | |
| 4.8% | $466.13M | -1.23% | -43.96% | Trim | |
| 4.3% | $414.79M | -1.54% | -58.46% | Trim | |
| 4.3% | $414.76M | +3.65% | -32.97% | Trim | |
| 4.2% | $409.59M | -48.29% | -36.22% | Trim | |
| 3.8% | $371.92M | -3.62% | -52.63% | Trim | |
| 3.8% | $370.63M | -17.44% | -54.94% | Trim | |
| 3.5% | $341.36M | +7.52% | -41.95% | Trim | |
| 3.0% | $287.24M | -16.26% | — | New | |
| 2.7% | $263.77M | +6.04% | -41.33% | Trim | |
| 2.0% | $195.69M | -16.11% | — | New | |
| 1.9% | $185.27M | -8.78% | — | New | |
| 1.9% | $183.44M | +3.50% | +10895.17% | Add | |
| 1.8% | $171.91M | -3.12% | -41.88% | Trim | |
| 0.7% | $64.96M | -3.64% | -75.69% | Trim | |
| 0.6% | $54.28M | -5.69% | -2.16% | Trim | |
| 0.4% | $42.04M | +13.84% | -0.96% | Trim | |
| 0.1% | $13.05M | +4.06% | -3.65% | Trim |
Weight is the share of the reported 13F value, including options at notional value. “Since Jun 30” compares the latest close with the quarter-end price implied by the filing (value ÷ shares).
Largest buys in 2026 Q2
Largest sells in 2026 Q2
Source: SEC Form 13F, values as reported by the filer. Filings lag up to 45 days after quarter end and cover only certain long positions. Research only, not investment advice.