EDGEWOOD MANAGEMENT LLC
Long Only Manager
EDGEWOOD MANAGEMENT LLC is a Long Only Manager based in Greenwich, CT led by Alexander Manouchehr Farman-Farmaian, reporting $35.9B in AUM as of Q3 2025 with 39% Technology concentration and 61% concentrated in top 10 holdings.
ChairmanAlexander Manouchehr Farman-Farmaian
- Portfolio Value
- $28.2B
- Positions
- 88
- Top Holding
- NVDA at 8.3%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in EDGEWOOD MANAGEMENT LLC's portfolio (61.4% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
Semiconductors Technology | $2.3B | 8.30% | -$715.8M Sold | 0.05% 12.5M shares | |
Unknown Unknown | $2.2B | 7.85% | -$412.1M Sold | — 2.3M shares | |
Entertainment Communication Services | $2.0B | 7.01% | -$202.4M Sold | 0.39% 1.7M shares | |
Software - Infrastructure Technology | $1.8B | 6.47% | +$387.5M Bought | 1.99% 3.7M shares | |
Financial - Credit Services Financial Services | $1.7B | 6.15% | -$183.7M Sold | 0.26% 5.1M shares | |
Semiconductors Technology | $1.7B | 5.91% | -$213.2M Sold | 0.11% 5.1M shares | |
Drug Manufacturers - General Healthcare | $1.7B | 5.89% | +$150.0M Bought | 0.24% 2.2M shares | |
Asset Management Financial Services | $1.3B | 4.76% | -$131.4M Sold | 1.01% 7.9M shares | |
Software - Application Technology | $1.3B | 4.60% | -$123.4M Sold | 0.67% 8.7M shares | |
Software - Application Technology | $1.3B | 4.47% | -$266.7M Sold | 0.66% 1.8M shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in EDGEWOOD MANAGEMENT LLC's latest filing
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Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
Added To
Sold Out Of
Reduced Holdings
Increased Positions
| Position | Shares Δ |
|---|---|
New | |
New | |
New | |
+126.68% | |
+33.8% |
Decreased Positions
| Position | Shares Δ |
|---|---|
-99.91% | |
-69.68% | |
-39.41% | |
-37.62% | |
-25.84% |
Analytics
Portfolio insights and performance metrics for EDGEWOOD MANAGEMENT LLC
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