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Fausto Rotundo

Edgewood Management Llc

Assets Managed
$15.496B
Holdings
87
Last Quarter
2026 - Q1
Filed Date
20d ago
Growth Rate
-26.2%(2Q avg: -25.89%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Edgewood Management Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 87 positions.

Assets under management

The assets under management (AUM) of Edgewood Management Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 15.496B in assets, with a quarterly growth rate of -26.2% and a 2-quarter average growth rate of -25.89%. The portfolio is managed by Fausto Rotundo, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
NFLX
Netflix Inc
Recent Activity
Increased 15.54%
8.68%
$1.345B
13.986M shares@ $96.15 avg price
ASML
Asml Holding Nv-ny Reg Shs
Recent Activity
Decreased -37.06%
8.04%
$1.245B
942,966 shares@ $1320.84 avg price
NVDA
Nvidia Corp
Recent Activity
Decreased -19.24%
7.89%
$1.223B
7.01M shares@ $174.41 avg price
AVGO
Broadcom Inc
Recent Activity
Decreased -12.56%
6.95%
$1.076B
3.477M shares@ $309.52 avg price
V
Visa Inc-class A Shares
Recent Activity
Decreased -20.18%
5.72%
$885.97M
2.931M shares@ $302.24 avg price
SNPS
Synopsys Inc
Recent Activity
Decreased -15.87%
5.66%
$876.057M
2.21M shares@ $396.49 avg price
AXON
Axon Enterprise Inc
Recent Activity
Increased 36.09%
5.56%
$861.451M
2.028M shares@ $424.7 avg price
MSCI
Msci Inc
Recent Activity
Decreased -0.36%
4.88%
$755.688M
1.402M shares@ $539.02 avg price
SHOP
Shopify Inc - Class A
Recent Activity
Decreased -2.15%
4.65%
$719.564M
6.066M shares@ $118.63 avg price
ISRG
Intuitive Surgical Inc
Recent Activity
Decreased -14.1%
4.63%
$717.306M
1.556M shares@ $461.0 avg price

1-10 of 87