Edgewood Management LLC
Edgewood Management LLC is an SEC-registered investment adviser headquartered in Greenwich, Connecticut, originally founded in 1974 as a family office. The firm now manages assets for individuals, family groups, and institutions, including endowments, foundations, and pension plans. Edgewood is 100% employee owned by 11 partners. The team comprises 42 employees, with a focus on providing large capitalization growth equity management for a global client base.
Investment Strategy
Edgewood Management LLC employs a focused, actively managed growth equity strategy centered around a concentrated portfolio of approximately 22 stocks. Portfolio weightings typically range from 2% to 8%, with higher allocations given to the most attractively valued companies or those with the highest upside potential. The firm emphasizes rigorous research, diversity of thought, and a team-based investment decision process, aiming to identify leading, high-quality growth businesses for long-term capital appreciation.
Latest 13F Filing Activity
Edgewood Management LLC filed their most recent 13F report on Jun 30, 2025 disclosing 83 equity positions with a total 13F market value of $31B. The fund increased holdings in Broadcom Inc., Boston Scientific Corp., Fair Isaac Corp. among other positions. Edgewood Management LLC reduced exposure to Adobe Inc., Chipotle Mexican Grill Inc., Copart Inc. among others.
Top Holdings
Equity Positions (83)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
N NVDA | NVIDIA CORPORATION | 8.23% | $2.59B | 16,385,765 | $34.95 | $157.99 | +$474.0M |
N NFLX | NETFLIX INC | 7.75% | $2.44B | 1,819,230 | $322.60 | $1339.13 | +$344.3M |
A ASML | ASML HOLDING N V | 6.92% | $2.18B | 2,715,232 | $654.62 | $801.39 | +$239.7M |
V V | VISA INC | 6.35% | $2.00B | 5,623,117 | $98.33 | $355.05 | -$122.2M |
I INTU | INTUIT | 5.61% | $1.76B | 2,238,950 | $276.71 | $787.63 | +$276.7M |
Industry Allocation
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