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Concentrated large-cap growth

Edgewood Management

Edgewood Management, concentrated large-cap growth and high-quality franchises

Edgewood is a concentrated large-cap growth manager. The portfolio is useful for studying high-confidence global franchises in healthcare technology, software, consumer platforms, and mega-cap growth, especially as valuation and growth expectations change.

Sources Edgewood Management official site SEC EDGAR profile
Concentrated large-cap growth CIK 860561
2026-03-31 Latest 13F 20 Current holdings 101 Last 4 periods Change 0 Public materials
Latest 13F snapshot 2026-03-31 · 87 disclosed positions · $15.5B Top five 37.3%: NFLX, ASML, NVDA, AVGO, V

Performance materials

  • Edgewood does not provide one continuous public return table for every institutional strategy. Official materials and 13F changes provide context.

Firm and key people

  • Edgewood has long managed concentrated quality-growth strategies.
  • The public portfolio usually emphasizes large, durable growth companies.
  • The 13F helps reveal shifts in mega-cap growth, medical technology, and software exposure.

Investment style

  • Prefer long-term revenue growth, high returns on capital, strong competitive positions, and global scale.
  • Paying for quality can work only when growth durability supports valuation.
  • Position changes should be checked against growth expectations and valuation compression.

Public materials

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Shareholder letters / memos 0
Interview 0
Public video 0
Public Q&A / speeches / presentations 0

Current holdings

13F period 2026-03-31 · Filed 2026-05-14
Stocks Shares Value Weight
NFLX 13,986,002 $1.3B 8.7%
ASML 942,966 $1.2B 8.0%
NVDA 7,009,904 $1.2B 7.9%
AVGO 3,476,709 $1.1B 6.9%
V 2,931,347 $886.0M 5.7%
SNPS 2,209,587 $876.1M 5.7%
AXON 2,028,423 $861.5M 5.6%
MSCI 1,401,992 $755.7M 4.9%
SHOP 6,066,124 $719.6M 4.6%
ISRG 1,556,013 $717.3M 4.6%
TDG 617,501 $715.7M 4.6%
LLY 693,457 $637.8M 4.1%
SPOT 1,280,696 $621.0M 4.0%
APH 4,604,449 $581.8M 3.8%
FICO 537,515 $573.8M 3.7%
INTU 1,154,334 $499.1M 3.2%
BSX 7,629,399 $478.7M 3.1%
NOW 4,221,426 $441.4M 2.8%
VRTX 905,129 $404.2M 2.6%
BX 2,513,803 $289.1M 1.9%

Last 4 quarters US 13F new / increased / reduced / sold-out positions

As of 13F 2026-03-31 · Filed 2026-05-14
Last 1 quarters Last 2 quarters Last 3 quarters Last 4 quarters
Stocks Action 13F period Current shares Previous shares Share change 13F value change
LLY Major reduction 2026-03-31 Filed 2026-05-14 693,457 1,255,689 -44.8% -$711.6M
BX Major reduction 2026-03-31 Filed 2026-05-14 2,513,803 5,752,922 -56.3% -$597.7M
SPGI Major reduction 2026-03-31 Filed 2026-05-14 656,043 1,642,931 -60.1% -$579.5M
V Major reduction 2026-03-31 Filed 2026-05-14 2,931,347 3,672,663 -20.2% -$402.1M
INTU Major reduction 2026-03-31 Filed 2026-05-14 1,154,334 1,358,392 -15.0% -$400.7M
NVDA Major reduction 2026-03-31 Filed 2026-05-14 7,009,904 8,680,932 -19.2% -$396.5M
SNPS Major reduction 2026-03-31 Filed 2026-05-14 2,209,587 2,626,465 -15.9% -$357.6M
ASML Major reduction 2026-03-31 Filed 2026-05-14 942,966 1,498,247 -37.1% -$357.4M
FICO Minor reduction 2026-03-31 Filed 2026-05-14 537,515 548,161 -1.9% -$352.9M
ABNB Major reduction 2026-03-31 Filed 2026-05-14 5,884 2,479,877 -99.8% -$335.8M
ISRG Minor reduction 2026-03-31 Filed 2026-05-14 1,556,013 1,811,534 -14.1% -$308.7M
AVGO Minor reduction 2026-03-31 Filed 2026-05-14 3,476,709 3,976,513 -12.6% -$300.2M
SHOP Minor reduction 2026-03-31 Filed 2026-05-14 6,066,124 6,199,459 -2.2% -$278.4M
BSX Minor reduction 2026-03-31 Filed 2026-05-14 7,629,399 7,803,265 -2.2% -$265.3M
NFLX Major increase 2026-03-31 Filed 2026-05-14 13,986,002 12,105,544 15.5% +$209.7M
APH Major increase 2026-03-31 Filed 2026-05-14 4,604,449 3,121,475 47.5% +$159.9M
VRTX Minor reduction 2026-03-31 Filed 2026-05-14 905,129 1,060,075 -14.6% -$76.4M
TDG Minor increase 2026-03-31 Filed 2026-05-14 617,501 581,412 6.2% -$57.5M
MSCI Minor reduction 2026-03-31 Filed 2026-05-14 1,401,992 1,407,058 -0.4% -$51.6M
NOW Major increase 2026-03-31 Filed 2026-05-14 4,221,426 3,077,751 37.2% -$30.1M
AXON Major increase 2026-03-31 Filed 2026-05-14 2,028,423 1,490,528 36.1% +$14.9M
AAPL Minor reduction 2026-03-31 Filed 2026-05-14 146,702 169,074 -13.2% -$8.7M
SPOT Major increase 2026-03-31 Filed 2026-05-14 1,280,696 1,058,104 21.0% +$6.6M
CL Minor reduction 2026-03-31 Filed 2026-05-14 605,104 605,986 -0.1% +$3.7M
AXON New 2025-12-31 Filed 2026-02-12 1,490,528 0 - +$846.5M
NFLX Major increase 2025-12-31 Filed 2026-02-12 12,105,544 1,650,427 633.5% -$843.7M
ABNB Major reduction 2025-12-31 Filed 2026-02-12 2,479,877 9,698,300 -74.4% -$841.0M
NOW Major increase 2025-12-31 Filed 2026-02-12 3,077,751 1,369,106 124.8% -$788.5M
NVDA Major reduction 2025-12-31 Filed 2026-02-12 8,680,932 12,549,530 -30.8% -$722.5M
ASML Major reduction 2025-12-31 Filed 2026-02-12 1,498,247 2,289,505 -34.6% -$613.5M
SNPS Major reduction 2025-12-31 Filed 2026-02-12 2,626,465 3,701,272 -29.0% -$592.5M
CPRT Sold out 2025-12-31 Filed 2026-02-12 0 12,423,670 -100.0% -$558.7M
BX Major reduction 2025-12-31 Filed 2026-02-12 5,752,922 7,865,500 -26.9% -$457.1M
V Major reduction 2025-12-31 Filed 2026-02-12 3,672,663 5,085,109 -27.8% -$447.9M
APH New 2025-12-31 Filed 2026-02-12 3,121,475 0 - +$421.8M
INTU Major reduction 2025-12-31 Filed 2026-02-12 1,358,392 1,848,358 -26.5% -$362.4M
LLY Major reduction 2025-12-31 Filed 2026-02-12 1,255,689 2,179,428 -42.4% -$313.4M
SHOP Major reduction 2025-12-31 Filed 2026-02-12 6,199,459 8,727,511 -29.0% -$299.1M
AVGO Major reduction 2025-12-31 Filed 2026-02-12 3,976,513 5,054,588 -21.3% -$291.3M
MSCI Major reduction 2025-12-31 Filed 2026-02-12 1,407,058 1,913,281 -26.5% -$278.3M
SPGI Major reduction 2025-12-31 Filed 2026-02-12 1,642,931 2,284,948 -28.1% -$253.5M
FICO Major reduction 2025-12-31 Filed 2026-02-12 548,161 759,895 -27.9% -$210.5M
SPOT Minor reduction 2025-12-31 Filed 2026-02-12 1,058,104 1,142,980 -7.4% -$183.3M
BSX Major reduction 2025-12-31 Filed 2026-02-12 7,803,265 9,301,090 -16.1% -$164.0M
VRTX Major reduction 2025-12-31 Filed 2026-02-12 1,060,075 1,487,542 -28.7% -$102.0M
ISRG Major reduction 2025-12-31 Filed 2026-02-12 1,811,534 2,514,900 -28.0% -$98.8M
TDG Minor reduction 2025-12-31 Filed 2026-02-12 581,412 636,841 -8.7% -$66.2M
CL Minor reduction 2025-12-31 Filed 2026-02-12 605,986 619,250 -2.1% -$1.6M
AAPL Minor reduction 2025-12-31 Filed 2026-02-12 169,074 176,477 -4.2% +$1.0M
TTD Major reduction 2025-09-30 Filed 2025-11-12 12,405 13,657,392 -99.9% -$982.6M
FICO Major increase 2025-09-30 Filed 2025-11-12 759,895 335,229 126.7% +$524.4M
VRTX Major reduction 2025-09-30 Filed 2025-11-12 1,487,542 2,454,947 -39.4% -$510.4M
INTU Major reduction 2025-09-30 Filed 2025-11-12 1,848,358 2,238,950 -17.4% -$501.2M
NFLX Minor reduction 2025-09-30 Filed 2025-11-12 1,650,427 1,819,230 -9.3% -$457.5M
CPRT Major reduction 2025-09-30 Filed 2025-11-12 12,423,670 19,916,047 -37.6% -$418.6M
SNPS Major increase 2025-09-30 Filed 2025-11-12 3,701,272 2,915,940 26.9% +$331.2M
NOW Minor reduction 2025-09-30 Filed 2025-11-12 1,369,106 1,498,766 -8.7% -$280.9M
V Minor reduction 2025-09-30 Filed 2025-11-12 5,085,109 5,623,117 -9.6% -$260.5M
NVDA Major reduction 2025-09-30 Filed 2025-11-12 12,549,530 16,385,765 -23.4% -$247.3M
ABNB Minor reduction 2025-09-30 Filed 2025-11-12 9,698,300 10,616,541 -8.6% -$227.4M
TDG Minor reduction 2025-09-30 Filed 2025-11-12 636,841 696,211 -8.5% -$219.3M
SPGI Minor reduction 2025-09-30 Filed 2025-11-12 2,284,948 2,497,442 -8.5% -$204.8M
SHOP Minor reduction 2025-09-30 Filed 2025-11-12 8,727,511 9,558,067 -8.7% +$194.5M
ISRG Minor increase 2025-09-30 Filed 2025-11-12 2,514,900 2,387,822 5.3% -$172.8M
BSX Major increase 2025-09-30 Filed 2025-11-12 9,301,090 6,951,450 33.8% +$161.4M
SPOT Minor reduction 2025-09-30 Filed 2025-11-12 1,142,980 1,249,791 -8.5% -$161.2M
MSCI Minor reduction 2025-09-30 Filed 2025-11-12 1,913,281 2,093,347 -8.6% -$121.7M
LLY Minor increase 2025-09-30 Filed 2025-11-12 2,179,428 1,982,817 9.9% +$117.2M
AVGO Minor reduction 2025-09-30 Filed 2025-11-12 5,054,588 5,700,847 -11.3% +$96.1M
BX Minor reduction 2025-09-30 Filed 2025-11-12 7,865,500 8,634,877 -8.9% +$52.2M
ASML Major reduction 2025-09-30 Filed 2025-11-12 2,289,505 2,715,232 -15.7% +$40.5M
CL Minor reduction 2025-09-30 Filed 2025-11-12 619,250 638,938 -3.1% -$8.6M
AAPL Minor reduction 2025-09-30 Filed 2025-11-12 176,477 199,649 -11.6% +$4.0M
AVGO New 2025-06-30 Filed 2025-08-13 5,700,847 0 - +$1.6B
ADBE Major reduction 2025-06-30 Filed 2025-08-13 2,291 2,930,803 -99.9% -$1.1B
BSX New 2025-06-30 Filed 2025-08-13 6,951,450 0 - +$746.7M
CMG Major reduction 2025-06-30 Filed 2025-08-13 44,878 13,770,753 -99.7% -$688.9M
FICO New 2025-06-30 Filed 2025-08-13 335,229 0 - +$612.8M
NVDA Major reduction 2025-06-30 Filed 2025-08-13 16,385,765 19,512,317 -16.0% +$474.0M
SPOT Minor increase 2025-06-30 Filed 2025-08-13 1,249,791 1,092,224 14.4% +$358.3M
NFLX Major reduction 2025-06-30 Filed 2025-08-13 1,819,230 2,243,277 -18.9% +$344.3M
SHOP Minor increase 2025-06-30 Filed 2025-08-13 9,558,067 8,646,159 10.5% +$277.0M
INTU Minor reduction 2025-06-30 Filed 2025-08-13 2,238,950 2,421,474 -7.5% +$276.7M
NOW Minor reduction 2025-06-30 Filed 2025-08-13 1,498,766 1,619,830 -7.5% +$251.2M
ASML Minor reduction 2025-06-30 Filed 2025-08-13 2,715,232 2,922,009 -7.1% +$239.7M
CPRT Minor reduction 2025-06-30 Filed 2025-08-13 19,916,047 21,494,848 -7.3% -$239.1M
LULU Sold out 2025-06-30 Filed 2025-08-13 0 843,241 -100.0% -$238.7M
VRTX Minor reduction 2025-06-30 Filed 2025-08-13 2,454,947 2,644,026 -7.2% -$188.9M
LLY Minor reduction 2025-06-30 Filed 2025-08-13 1,982,817 2,085,013 -4.9% -$176.4M
TTD Minor reduction 2025-06-30 Filed 2025-08-13 13,657,392 14,747,171 -7.4% +$176.2M
TDG Minor increase 2025-06-30 Filed 2025-08-13 696,211 655,374 6.2% +$152.1M
SNPS Minor reduction 2025-06-30 Filed 2025-08-13 2,915,940 3,157,196 -7.6% +$141.0M
V Minor reduction 2025-06-30 Filed 2025-08-13 5,623,117 6,045,441 -7.0% -$122.2M
MSCI Minor reduction 2025-06-30 Filed 2025-08-13 2,093,347 2,256,142 -7.2% -$68.5M
SPGI Minor reduction 2025-06-30 Filed 2025-08-13 2,497,442 2,689,233 -7.1% -$49.5M
ABNB Minor reduction 2025-06-30 Filed 2025-08-13 10,616,541 11,486,365 -7.6% +$32.8M
ISRG Minor reduction 2025-06-30 Filed 2025-08-13 2,387,822 2,568,717 -7.0% +$25.4M
MMM Major reduction 2025-06-30 Filed 2025-08-13 126,938 217,356 -41.6% -$12.6M
BX Minor reduction 2025-06-30 Filed 2025-08-13 8,634,877 9,286,290 -7.0% -$6.4M
AAPL Minor reduction 2025-06-30 Filed 2025-08-13 199,649 204,824 -2.5% -$4.5M
CL Minor reduction 2025-06-30 Filed 2025-08-13 638,938 667,983 -4.3% -$4.5M

Public video / Interview / Shareholder letter / Public Q&A

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