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Edgewood Management

Edgewood Management Portfolio holdings

AUM $9.69B
1-Year Est. Return 6.52%
This Fund
S&P 500
This Quarter Est. Return
+16.27%
1 Year Est. Return
+6.52%
3 Year Est. Return
+73.95%
5 Year Est. Return
+67.56%
10 Year Est. Return
+641.72%
AUM
$9.69B
AUM Growth
-$5.8B
Cap. Flow
-$7.19B
Cap. Flow %
-74.12%
Top 10 Hldgs %
63.38%
Holding
93
New
6
Increased
3
Reduced
33
Closed
3

Top Buys

Rank Stock Value
1
RDDT icon
Reddit
RDDT
+$265M
2
AMZN icon
Amazon
AMZN
+$191M
3
TSLA icon
Tesla
TSLA
+$185M
4
LIN icon
Linde
LIN
+$181M
5
KMB icon
Kimberly-Clark
KMB
+$1.09M

Top Sells

Rank Stock Value
1
ASML icon
ASML
ASML
+$812M
2
NFLX icon
Netflix
NFLX
+$720M
3
AVGO icon
Broadcom
AVGO
+$609M
4
NVDA icon
NVIDIA
NVDA
+$499M
5
BSX icon
Boston Scientific
BSX
+$479M

Sector Composition

Rank Sector Weight
1 Technology 47.1%
2 Healthcare 12.23%
3 Financials 12.1%
4 Communication Services 10.93%
5 Industrials 10.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
AVAV icon
51
AeroVironment
AVAV
$7.52B
$2.48M 0.03%
15,000
– –
BRK.B icon
52
Berkshire Hathaway Class B
BRK.B
$1.08T
$2.39M 0.02%
4,773
+341
+8% +$164K
INTU icon
53
Intuit
INTU
$97.9B
$2.37M 0.02%
9,074
-1,145,260
-99% -$399M
NEE icon
54
NextEra Energy
NEE
$171B
$2.32M 0.02%
26,400
– –
BRK.A icon
55
Berkshire Hathaway Class A
BRK.A
$1.08T
$2.25M 0.02%
3
– –
ARWR icon
56
Arrowhead Research
ARWR
$12B
$2.04M 0.02%
25,000
– –
PFE icon
57
Pfizer
PFE
$159B
$1.98M 0.02%
82,179
– –
ETG
58
Eaton Vance Tax-Advantaged Global Dividend Income Fund
ETG
$1.86B
$1.93M 0.02%
82,000
– –
KO icon
59
Coca-Cola
KO
$386B
$1.68M 0.02%
20,721
– –
VLTO icon
60
Veralto
VLTO
$24B
$1.3M 0.01%
14,700
– –
AGIO icon
61
Agios Pharmaceuticals
AGIO
$1.99B
$1.3M 0.01%
35,000
– –
MSFT icon
62
Microsoft
MSFT
$3.81T
$1.27M 0.01%
3,394
– –
BMY icon
63
Bristol-Myers Squibb
BMY
$136B
$1.24M 0.01%
21,522
– –
KMB icon
64
Kimberly-Clark
KMB
$36.4B
$1.21M 0.01%
+11,000
New +$1.09M
XOM icon
65
ExxonMobil
XOM
$644B
$1.17M 0.01%
8,529
-500
-6% -$74.8K
MRK icon
66
Merck
MRK
$366B
$992K 0.01%
7,718
– –
FCX icon
67
Freeport-McMoran
FCX
$110B
$901K 0.01%
14,319
– –
DUK icon
68
Duke Energy
DUK
$93.8B
$798K 0.01%
6,302
– –
ABNB icon
69
Airbnb
ABNB
$112B
$692K 0.01%
4,834
-1,050
-18% -$143K
QXO
70
QXO Inc
QXO
$14B
$691K 0.01%
40,000
– –
GLD icon
71
SPDR Gold Trust
GLD
$149B
$656K 0.01%
+1,781
New +$738K
NOW icon
72
ServiceNow
NOW
$150B
$615K 0.01%
6,191
-4,215,235
-100% -$417M
BMRN icon
73
BioMarin Pharmaceuticals
BMRN
$12.5B
$572K 0.01%
10,000
– –
ARMP icon
74
Armata Pharmaceuticals
ARMP
$200M
$518K 0.01%
80,000
-20,000
-20% -$183K
DNA icon
75
Ginkgo Bioworks
DNA
$469M
$496K 0.01%
50,000
– –
1 2
3
4

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AV
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FIA
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OAM
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PVI
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HTC
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Edgewood Management's Q2 2026 Portfolio in Review

As of Q2 2026, Edgewood Management held 93 positions worth $9.69B, down 37% from $15.5B the previous quarter. Its ten largest holdings account for 63% of the portfolio.

Edgewood Management withdrew a net $7.19B in Q2 2026, closing 3 positions and reducing 33 holdings. Its most notable exit was Boston Scientific, an estimated $479M position sold in full.

By sector, the portfolio is most concentrated in Technology at 47% of assets, up from 47% a quarter earlier, followed by Healthcare and Financials.

Against the trend, Edgewood Management opened a new position in Reddit worth $287M.

  • Edgewood Management's largest Q2 2026 buy was Reddit: 1,654,818 shares worth $287M.
  • Edgewood Management added most to Amazon in Q2 2026, an estimated $191M increase.
  • Edgewood Management's biggest Q2 2026 reduction was ASML, cutting an estimated $812M.
  • Edgewood Management fully exited Boston Scientific in Q2 2026, selling an estimated $479M.
  • Edgewood Management's ten largest holdings make up 63% of its $9.69B portfolio in Q2 2026.
  • Edgewood Management opened 6 new positions and closed 3 in Q2 2026.
  • Edgewood Management's portfolio value fell 37% quarter-over-quarter to $9.69B.

Based on Edgewood Management's 13F filing for Q2 2026, filed 13 Aug 2026.