First seen by DFX
Sep 12, 2026
date not stated
Edgewood Management LLC named as in-care-of on Wolverine Foundation ($18,665,746 in assets)
First seen by DFX
Sep 12, 2026
date not stated
Edgewood Management LLC: CANDIDATE_FAMILY_OFFICE -> NOT_FAMILY_OFFICE (on the Form ADV roster (CRD 106647, RIA) with no family office signal on its own filing: a wealth adviser by Item 5.D, not an office)
Edgewood Management LLC reported $15,496,046,298 across 87 13(f) positions for the quarter ended 2026-03-31
Edgewood Management LLC reduced ELI Lilly & Co 1,255,689 -> 693,457 shares ($1,349,463,855 -> $637,820,945)
Edgewood Management LLC exited Apollo Global Mgmt Inc (was $2,750,440, 19,000 shares)
Edgewood Management LLC reduced S&p Global Inc 1,642,931 -> 656,043 shares ($858,579,311 -> $279,041,330)
Edgewood Management LLC reduced Blackstone Inc 5,752,922 -> 2,513,803 shares ($886,755,397 -> $289,062,207)
Edgewood Management LLC increased Axon Enterprise Inc 1,490,528 -> 2,028,423 shares ($846,515,567 -> $861,450,964)
Edgewood Management LLC reduced Asml Hldg Nv 1,498,247 -> 942,966 shares ($1,602,914,535 -> $1,245,497,782)
Edgewood Management LLC increased Servicenow Inc 3,077,751 -> 4,221,426 shares ($471,480,676 -> $441,350,088)
Edgewood Management LLC reduced Airbnb Inc 2,479,877 -> 5,884 shares ($336,568,906 -> $743,032)
Edgewood Management LLC exited Ishares Tr (was $11,028,837, 23,302 shares)
Edgewood Management LLC reduced Equinix Inc 14,946 -> 9,529 shares ($11,451,027 -> $9,340,707)
Edgewood Management LLC increased Amphenol Corp 3,121,475 -> 4,604,449 shares ($421,836,131 -> $581,772,131)
Edgewood Management LLC reported $20,999,474,914 across 89 13(f) positions for the quarter ended 2025-12-31
Edgewood Management LLC reduced Intuit 1,848,358 -> 1,358,392 shares ($1,262,262,162 -> $899,826,029)
Edgewood Management LLC reduced Fair Isaac Corp 759,895 -> 548,161 shares ($1,137,205,664 -> $926,731,950)
Edgewood Management LLC reduced ELI Lilly & Co 2,179,428 -> 1,255,689 shares ($1,662,903,564 -> $1,349,463,855)
Edgewood Management LLC increased Select Sector Spdr Tr 85,618 -> 171,236 shares ($7,466,746 -> $7,310,065)
Edgewood Management LLC increased Netflix Inc 1,650,427 -> 12,105,544 shares ($1,978,729,939 -> $1,135,015,805)
Edgewood Management LLC exited Copart Inc (was $558,692,440, 12,423,670 shares)
Edgewood Management LLC reduced Shopify Inc 8,727,511 -> 6,199,459 shares ($1,296,995,410 -> $997,926,915)
Edgewood Management LLC opened a $11,028,837 position in Ishares Tr (23,302 shares)
Edgewood Management LLC reduced Bristol-Myers Squibb Co 50,575 -> 37,027 shares ($2,280,933 -> $1,997,236)
Edgewood Management LLC reduced Blackstone Inc 7,865,500 -> 5,752,922 shares ($1,343,820,675 -> $886,755,397)
Edgewood Management LLC increased Servicenow Inc 1,369,106 -> 3,077,751 shares ($1,259,960,870 -> $471,480,676)
Edgewood Management LLC reduced Airbnb Inc 9,698,300 -> 2,479,877 shares ($1,177,567,586 -> $336,568,906)
Edgewood Management LLC opened a $846,515,567 position in Axon Enterprise Inc (1,490,528 shares)
Edgewood Management LLC reduced Synopsys Inc 3,701,272 -> 2,626,465 shares ($1,826,170,592 -> $1,233,703,140)
Edgewood Management LLC reduced Intuitive Surgical Inc 2,514,900 -> 1,811,534 shares ($1,124,738,727 -> $1,025,980,396)
Edgewood Management LLC reduced Asml Holding N V 2,289,505 -> 1,498,247 shares ($2,216,446,895 -> $1,602,914,535)
Edgewood Management LLC reduced Spdr S&p 500 Etf Tr 19,284 -> 13,680 shares ($12,846,615 -> $9,328,666)
Edgewood Management LLC reduced S&p Global Inc 2,284,948 -> 1,642,931 shares ($1,112,107,041 -> $858,579,311)
Edgewood Management LLC reduced Nvidia Corporation 12,549,530 -> 8,680,932 shares ($2,341,491,307 -> $1,618,993,818)
Edgewood Management LLC reduced Msci Inc 1,913,281 -> 1,407,058 shares ($1,085,614,772 -> $807,271,386)
Edgewood Management LLC reduced Vertex Pharmaceuticals Inc 1,487,542 -> 1,060,075 shares ($582,580,949 -> $480,595,602)
Edgewood Management LLC opened a $421,836,131 position in Amphenol Corp New (3,121,475 shares)
Edgewood Management LLC reduced Visa Inc 5,085,109 -> 3,672,663 shares ($1,735,954,510 -> $1,288,039,641)
Edgewood Management LLC reported $28,220,640,881 across 88 13(f) positions for the quarter ended 2025-09-30
Edgewood Management LLC opened a $2,532,130 position in Apollo Global Mgmt Inc (19,000 shares)