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.
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 |