EDGEWOOD MANAGEMENT LLC — 13F holdings

EDGEWOOD MANAGEMENT LLC reported 90 holdings worth $9.69B in its 13F filing for Q2 2026, filed August 13, 2026. That's down 37.4% from $15.5B in Q1 2026, when it reported 87 holdings. Its 10 largest positions make up 63.4% of the portfolio.

EDGEWOOD MANAGEMENT LLC's largest positions in Q2 2026

1. NVDA NVIDIA CORPORATION — $917M (9.5%) · cut 35%
2. ASML ASML HOLDING N V — $861M (8.9%) · cut 54%
3. AVGO BROADCOM INC — $740M (7.6%) · cut 44%
4. AXON AXON ENTERPRISE INC — $631M (6.5%) · cut 45%
5. APH AMPHENOL CORP NEW — $554M (5.7%) · cut 32%
6. SNPS Synopsys Inc — $548M (5.7%) · cut 44%
7. V Visa Inc — $545M (5.6%) · cut 46%
8. SHOP SHOPIFY INC — $469M (4.8%) · cut 32%
9. LLY ELI LILLY & CO — $466M (4.8%) · cut 44%
10. NFLX NETFLIX INC — $415M (4.3%) · cut 58%
11. ISRG INTUITIVE SURGICAL INC — $415M (4.3%) · cut 33%
12. FICO FAIR ISAAC CORP — $410M (4.2%) · cut 36%
13. MSCI MSCI INC — $372M (3.8%) · cut 53%
14. TDG TRANSDIGM GROUP INC — $371M (3.8%) · cut 55%
15. SPOT SPOTIFY TECHNOLOGY S A — $341M (3.5%) · cut 42%
16. RDDT REDDIT INC — $287M (3.0%) · new position
17. VRTX VERTEX PHARMACEUTICALS INC — $264M (2.7%) · cut 41%
18. TSLA TESLA INC — $196M (2.0%) · new position
19. LIN LINDE PLC — $185M (1.9%) · new position
20. AMZN AMAZON COM INC — $183M (1.9%) · added 10895%

What EDGEWOOD MANAGEMENT LLC bought in Q2 2026

6 new positions and 3 positions added to.

1. RDDT REDDIT INC — new position, about $287M
2. TSLA TESLA INC — new position, about $196M
3. LIN LINDE PLC — new position, about $185M
4. AMZN AMAZON COM INC — added, about $182M
5. KMB KIMBERLY-CLARK CORP — new position, about $1.21M
6. GLD SPDR GOLD TR — new position, about $656K
7. WM WASTE MGMT INC DEL — new position, about $446K
8. BRK.B BERKSHIRE HATHAWAY INC DEL — added, about $171K
9. SEER SEER INC — added, about $166K

What EDGEWOOD MANAGEMENT LLC sold in Q2 2026

3 positions sold out and 31 reduced.

1. ASML ASML HOLDING N V — cut 54%, about $1.02B
2. NFLX NETFLIX INC — cut 58%, about $584M
3. AVGO BROADCOM INC — cut 44%, about $574M
4. AXON AXON ENTERPRISE INC — cut 45%, about $507M
5. NVDA NVIDIA CORPORATION — cut 35%, about $486M
6. V Visa Inc — cut 46%, about $461M
7. TDG TRANSDIGM GROUP INC — cut 55%, about $452M
8. SNPS Synopsys Inc — cut 44%, about $438M
9. NOW ServiceNow Inc — cut 100%, about $418M
10. MSCI MSCI INC — cut 53%, about $413M

EDGEWOOD MANAGEMENT LLC portfolio value by quarter

• Q2 2026: $9.69B in 90 holdings
• Q1 2026: $15.5B in 87 holdings
• Q4 2025: $21.0B in 89 holdings
• Q3 2025: $28.2B in 88 holdings
• Q2 2025: $31.5B in 83 holdings
• Q1 2025: $28.7B in 84 holdings
• Q4 2024: $34.8B in 83 holdings

What does EDGEWOOD MANAGEMENT LLC own?

Its largest positions in Q2 2026 were NVDA, ASML, AVGO, AXON, APH, out of 90 holdings worth $9.69B.

What did EDGEWOOD MANAGEMENT LLC buy last quarter?

In Q2 2026 it opened 6 new positions and added to 3; the largest buys were RDDT, TSLA, LIN.

What did EDGEWOOD MANAGEMENT LLC sell last quarter?

In Q2 2026 it sold out of 3 positions and reduced 31, including BSX, ASRT, DHR.