Concentrated large-cap growth
Edgewood · 集中大盘成长与高质量 franchise
Edgewood Management 是集中 large-cap growth 样本，长期偏好高确定性、全球化、资本回报高的大型成长公司。最值得看的是医疗科技、软件、消费平台和 mega-cap growth 权重如何随增长预期、估值消化和竞争格局变化。
| 股票 | 股数 | 市值 | 权重 |
|---|---|---|---|
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% |
| 股票 | 动作 | 13F 时间 | 当前股数 | 上期股数 | 股数变化 | 13F市值变化 |
|---|---|---|---|---|---|---|
|
LLY
|
大幅减持 | 2026-03-31 披露 2026-05-14 | 693,457 | 1,255,689 | -44.8% | -$711.6M |
|
BX
|
大幅减持 | 2026-03-31 披露 2026-05-14 | 2,513,803 | 5,752,922 | -56.3% | -$597.7M |
SPGI
|
大幅减持 | 2026-03-31 披露 2026-05-14 | 656,043 | 1,642,931 | -60.1% | -$579.5M |
|
V
|
大幅减持 | 2026-03-31 披露 2026-05-14 | 2,931,347 | 3,672,663 | -20.2% | -$402.1M |
|
INTU
|
大幅减持 | 2026-03-31 披露 2026-05-14 | 1,154,334 | 1,358,392 | -15.0% | -$400.7M |
|
NVDA
|
大幅减持 | 2026-03-31 披露 2026-05-14 | 7,009,904 | 8,680,932 | -19.2% | -$396.5M |
|
SNPS
|
大幅减持 | 2026-03-31 披露 2026-05-14 | 2,209,587 | 2,626,465 | -15.9% | -$357.6M |
|
ASML
|
大幅减持 | 2026-03-31 披露 2026-05-14 | 942,966 | 1,498,247 | -37.1% | -$357.4M |
|
FICO
|
小幅减持 | 2026-03-31 披露 2026-05-14 | 537,515 | 548,161 | -1.9% | -$352.9M |
ABNB
|
大幅减持 | 2026-03-31 披露 2026-05-14 | 5,884 | 2,479,877 | -99.8% | -$335.8M |
|
ISRG
|
小幅减持 | 2026-03-31 披露 2026-05-14 | 1,556,013 | 1,811,534 | -14.1% | -$308.7M |
|
AVGO
|
小幅减持 | 2026-03-31 披露 2026-05-14 | 3,476,709 | 3,976,513 | -12.6% | -$300.2M |
|
SHOP
|
小幅减持 | 2026-03-31 披露 2026-05-14 | 6,066,124 | 6,199,459 | -2.2% | -$278.4M |
|
BSX
|
小幅减持 | 2026-03-31 披露 2026-05-14 | 7,629,399 | 7,803,265 | -2.2% | -$265.3M |
|
NFLX
|
大幅增持 | 2026-03-31 披露 2026-05-14 | 13,986,002 | 12,105,544 | 15.5% | +$209.7M |
|
APH
|
大幅增持 | 2026-03-31 披露 2026-05-14 | 4,604,449 | 3,121,475 | 47.5% | +$159.9M |
|
VRTX
|
小幅减持 | 2026-03-31 披露 2026-05-14 | 905,129 | 1,060,075 | -14.6% | -$76.4M |
|
TDG
|
小幅增持 | 2026-03-31 披露 2026-05-14 | 617,501 | 581,412 | 6.2% | -$57.5M |
|
MSCI
|
小幅减持 | 2026-03-31 披露 2026-05-14 | 1,401,992 | 1,407,058 | -0.4% | -$51.6M |
|
NOW
|
大幅增持 | 2026-03-31 披露 2026-05-14 | 4,221,426 | 3,077,751 | 37.2% | -$30.1M |
|
AXON
|
大幅增持 | 2026-03-31 披露 2026-05-14 | 2,028,423 | 1,490,528 | 36.1% | +$14.9M |
AAPL
|
小幅减持 | 2026-03-31 披露 2026-05-14 | 146,702 | 169,074 | -13.2% | -$8.7M |
|
SPOT
|
大幅增持 | 2026-03-31 披露 2026-05-14 | 1,280,696 | 1,058,104 | 21.0% | +$6.6M |
CL
|
小幅减持 | 2026-03-31 披露 2026-05-14 | 605,104 | 605,986 | -0.1% | +$3.7M |
|
AXON
|
新增 | 2025-12-31 披露 2026-02-12 | 1,490,528 | 0 | - | +$846.5M |
|
NFLX
|
大幅增持 | 2025-12-31 披露 2026-02-12 | 12,105,544 | 1,650,427 | 633.5% | -$843.7M |
|
ABNB
|
大幅减持 | 2025-12-31 披露 2026-02-12 | 2,479,877 | 9,698,300 | -74.4% | -$841.0M |
|
NOW
|
大幅增持 | 2025-12-31 披露 2026-02-12 | 3,077,751 | 1,369,106 | 124.8% | -$788.5M |
|
NVDA
|
大幅减持 | 2025-12-31 披露 2026-02-12 | 8,680,932 | 12,549,530 | -30.8% | -$722.5M |
|
ASML
|
大幅减持 | 2025-12-31 披露 2026-02-12 | 1,498,247 | 2,289,505 | -34.6% | -$613.5M |
|
SNPS
|
大幅减持 | 2025-12-31 披露 2026-02-12 | 2,626,465 | 3,701,272 | -29.0% | -$592.5M |
CPRT
|
清仓 | 2025-12-31 披露 2026-02-12 | 0 | 12,423,670 | -100.0% | -$558.7M |
|
BX
|
大幅减持 | 2025-12-31 披露 2026-02-12 | 5,752,922 | 7,865,500 | -26.9% | -$457.1M |
|
V
|
大幅减持 | 2025-12-31 披露 2026-02-12 | 3,672,663 | 5,085,109 | -27.8% | -$447.9M |
|
APH
|
新增 | 2025-12-31 披露 2026-02-12 | 3,121,475 | 0 | - | +$421.8M |
|
INTU
|
大幅减持 | 2025-12-31 披露 2026-02-12 | 1,358,392 | 1,848,358 | -26.5% | -$362.4M |
|
LLY
|
大幅减持 | 2025-12-31 披露 2026-02-12 | 1,255,689 | 2,179,428 | -42.4% | -$313.4M |
|
SHOP
|
大幅减持 | 2025-12-31 披露 2026-02-12 | 6,199,459 | 8,727,511 | -29.0% | -$299.1M |
|
AVGO
|
大幅减持 | 2025-12-31 披露 2026-02-12 | 3,976,513 | 5,054,588 | -21.3% | -$291.3M |
|
MSCI
|
大幅减持 | 2025-12-31 披露 2026-02-12 | 1,407,058 | 1,913,281 | -26.5% | -$278.3M |
|
SPGI
|
大幅减持 | 2025-12-31 披露 2026-02-12 | 1,642,931 | 2,284,948 | -28.1% | -$253.5M |
|
FICO
|
大幅减持 | 2025-12-31 披露 2026-02-12 | 548,161 | 759,895 | -27.9% | -$210.5M |
|
SPOT
|
小幅减持 | 2025-12-31 披露 2026-02-12 | 1,058,104 | 1,142,980 | -7.4% | -$183.3M |
|
BSX
|
大幅减持 | 2025-12-31 披露 2026-02-12 | 7,803,265 | 9,301,090 | -16.1% | -$164.0M |
|
VRTX
|
大幅减持 | 2025-12-31 披露 2026-02-12 | 1,060,075 | 1,487,542 | -28.7% | -$102.0M |
|
ISRG
|
大幅减持 | 2025-12-31 披露 2026-02-12 | 1,811,534 | 2,514,900 | -28.0% | -$98.8M |
|
TDG
|
小幅减持 | 2025-12-31 披露 2026-02-12 | 581,412 | 636,841 | -8.7% | -$66.2M |
|
CL
|
小幅减持 | 2025-12-31 披露 2026-02-12 | 605,986 | 619,250 | -2.1% | -$1.6M |
|
AAPL
|
小幅减持 | 2025-12-31 披露 2026-02-12 | 169,074 | 176,477 | -4.2% | +$1.0M |
TTD
|
大幅减持 | 2025-09-30 披露 2025-11-12 | 12,405 | 13,657,392 | -99.9% | -$982.6M |
|
FICO
|
大幅增持 | 2025-09-30 披露 2025-11-12 | 759,895 | 335,229 | 126.7% | +$524.4M |
|
VRTX
|
大幅减持 | 2025-09-30 披露 2025-11-12 | 1,487,542 | 2,454,947 | -39.4% | -$510.4M |
|
INTU
|
大幅减持 | 2025-09-30 披露 2025-11-12 | 1,848,358 | 2,238,950 | -17.4% | -$501.2M |
|
NFLX
|
小幅减持 | 2025-09-30 披露 2025-11-12 | 1,650,427 | 1,819,230 | -9.3% | -$457.5M |
|
CPRT
|
大幅减持 | 2025-09-30 披露 2025-11-12 | 12,423,670 | 19,916,047 | -37.6% | -$418.6M |
|
SNPS
|
大幅增持 | 2025-09-30 披露 2025-11-12 | 3,701,272 | 2,915,940 | 26.9% | +$331.2M |
|
NOW
|
小幅减持 | 2025-09-30 披露 2025-11-12 | 1,369,106 | 1,498,766 | -8.7% | -$280.9M |
|
V
|
小幅减持 | 2025-09-30 披露 2025-11-12 | 5,085,109 | 5,623,117 | -9.6% | -$260.5M |
|
NVDA
|
大幅减持 | 2025-09-30 披露 2025-11-12 | 12,549,530 | 16,385,765 | -23.4% | -$247.3M |
|
ABNB
|
小幅减持 | 2025-09-30 披露 2025-11-12 | 9,698,300 | 10,616,541 | -8.6% | -$227.4M |
|
TDG
|
小幅减持 | 2025-09-30 披露 2025-11-12 | 636,841 | 696,211 | -8.5% | -$219.3M |
|
SPGI
|
小幅减持 | 2025-09-30 披露 2025-11-12 | 2,284,948 | 2,497,442 | -8.5% | -$204.8M |
|
SHOP
|
小幅减持 | 2025-09-30 披露 2025-11-12 | 8,727,511 | 9,558,067 | -8.7% | +$194.5M |
|
ISRG
|
小幅增持 | 2025-09-30 披露 2025-11-12 | 2,514,900 | 2,387,822 | 5.3% | -$172.8M |
|
BSX
|
大幅增持 | 2025-09-30 披露 2025-11-12 | 9,301,090 | 6,951,450 | 33.8% | +$161.4M |
|
SPOT
|
小幅减持 | 2025-09-30 披露 2025-11-12 | 1,142,980 | 1,249,791 | -8.5% | -$161.2M |
|
MSCI
|
小幅减持 | 2025-09-30 披露 2025-11-12 | 1,913,281 | 2,093,347 | -8.6% | -$121.7M |
|
LLY
|
小幅增持 | 2025-09-30 披露 2025-11-12 | 2,179,428 | 1,982,817 | 9.9% | +$117.2M |
|
AVGO
|
小幅减持 | 2025-09-30 披露 2025-11-12 | 5,054,588 | 5,700,847 | -11.3% | +$96.1M |
|
BX
|
小幅减持 | 2025-09-30 披露 2025-11-12 | 7,865,500 | 8,634,877 | -8.9% | +$52.2M |
|
ASML
|
大幅减持 | 2025-09-30 披露 2025-11-12 | 2,289,505 | 2,715,232 | -15.7% | +$40.5M |
|
CL
|
小幅减持 | 2025-09-30 披露 2025-11-12 | 619,250 | 638,938 | -3.1% | -$8.6M |
|
AAPL
|
小幅减持 | 2025-09-30 披露 2025-11-12 | 176,477 | 199,649 | -11.6% | +$4.0M |
|
AVGO
|
新增 | 2025-06-30 披露 2025-08-13 | 5,700,847 | 0 | - | +$1.6B |
ADBE
|
大幅减持 | 2025-06-30 披露 2025-08-13 | 2,291 | 2,930,803 | -99.9% | -$1.1B |
|
BSX
|
新增 | 2025-06-30 披露 2025-08-13 | 6,951,450 | 0 | - | +$746.7M |
CMG
|
大幅减持 | 2025-06-30 披露 2025-08-13 | 44,878 | 13,770,753 | -99.7% | -$688.9M |
|
FICO
|
新增 | 2025-06-30 披露 2025-08-13 | 335,229 | 0 | - | +$612.8M |
|
NVDA
|
大幅减持 | 2025-06-30 披露 2025-08-13 | 16,385,765 | 19,512,317 | -16.0% | +$474.0M |
|
SPOT
|
小幅增持 | 2025-06-30 披露 2025-08-13 | 1,249,791 | 1,092,224 | 14.4% | +$358.3M |
|
NFLX
|
大幅减持 | 2025-06-30 披露 2025-08-13 | 1,819,230 | 2,243,277 | -18.9% | +$344.3M |
|
SHOP
|
小幅增持 | 2025-06-30 披露 2025-08-13 | 9,558,067 | 8,646,159 | 10.5% | +$277.0M |
|
INTU
|
小幅减持 | 2025-06-30 披露 2025-08-13 | 2,238,950 | 2,421,474 | -7.5% | +$276.7M |
|
NOW
|
小幅减持 | 2025-06-30 披露 2025-08-13 | 1,498,766 | 1,619,830 | -7.5% | +$251.2M |
|
ASML
|
小幅减持 | 2025-06-30 披露 2025-08-13 | 2,715,232 | 2,922,009 | -7.1% | +$239.7M |
|
CPRT
|
小幅减持 | 2025-06-30 披露 2025-08-13 | 19,916,047 | 21,494,848 | -7.3% | -$239.1M |
LULU
|
清仓 | 2025-06-30 披露 2025-08-13 | 0 | 843,241 | -100.0% | -$238.7M |
|
VRTX
|
小幅减持 | 2025-06-30 披露 2025-08-13 | 2,454,947 | 2,644,026 | -7.2% | -$188.9M |
|
LLY
|
小幅减持 | 2025-06-30 披露 2025-08-13 | 1,982,817 | 2,085,013 | -4.9% | -$176.4M |
|
TTD
|
小幅减持 | 2025-06-30 披露 2025-08-13 | 13,657,392 | 14,747,171 | -7.4% | +$176.2M |
|
TDG
|
小幅增持 | 2025-06-30 披露 2025-08-13 | 696,211 | 655,374 | 6.2% | +$152.1M |
|
SNPS
|
小幅减持 | 2025-06-30 披露 2025-08-13 | 2,915,940 | 3,157,196 | -7.6% | +$141.0M |
|
V
|
小幅减持 | 2025-06-30 披露 2025-08-13 | 5,623,117 | 6,045,441 | -7.0% | -$122.2M |
|
MSCI
|
小幅减持 | 2025-06-30 披露 2025-08-13 | 2,093,347 | 2,256,142 | -7.2% | -$68.5M |
|
SPGI
|
小幅减持 | 2025-06-30 披露 2025-08-13 | 2,497,442 | 2,689,233 | -7.1% | -$49.5M |
|
ABNB
|
小幅减持 | 2025-06-30 披露 2025-08-13 | 10,616,541 | 11,486,365 | -7.6% | +$32.8M |
|
ISRG
|
小幅减持 | 2025-06-30 披露 2025-08-13 | 2,387,822 | 2,568,717 | -7.0% | +$25.4M |
MMM
|
大幅减持 | 2025-06-30 披露 2025-08-13 | 126,938 | 217,356 | -41.6% | -$12.6M |
|
BX
|
小幅减持 | 2025-06-30 披露 2025-08-13 | 8,634,877 | 9,286,290 | -7.0% | -$6.4M |
|
AAPL
|
小幅减持 | 2025-06-30 披露 2025-08-13 | 199,649 | 204,824 | -2.5% | -$4.5M |
|
CL
|
小幅减持 | 2025-06-30 披露 2025-08-13 | 638,938 | 667,983 | -4.3% | -$4.5M |
还没有观点记录。