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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 24 Last 1 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

View timeline
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 1 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

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

No viewpoint records yet.