Henson-Edgewater Management, LLC — 13F holdings

Henson-Edgewater Management, LLC reported 66 holdings worth $192M in its 13F filing for Q2 2026, filed August 18, 2026.

Largest positions

1. AAPL APPLE INC — $24.7M (12.9%)
2. PLTR PALANTIR TECHNOLOGIES INC — $14.0M (7.3%)
3. BAC BANK AMERICA CORP — $11.8M (6.2%)
4. AMD ADVANCED MICRO DEVICES INC — $11.1M (5.8%)
5. AMZN AMAZON COM INC — $10.9M (5.7%)
6. GOOG ALPHABET INC — $10.2M (5.3%)
7. MSFT MICROSOFT CORP — $9.43M (4.9%)
8. META META PLATFORMS INC — $7.29M (3.8%)
9. WMT Walmart Inc — $6.82M (3.6%)
10. MU MICRON TECHNOLOGY INC — $6.70M (3.5%)