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Edgewood Management LLC
Alan Breed · Asset Manager · Growth
Edgewood Management LLC is an independent investment firm founded in 1974 and headquartered in Greenwich, Connecticut. Originally established as a family office, the firm has evolved into a prominent SEC-registered investment advisor specializing in high-conviction growth equity strategies. Edgewood manages over $35 billion in assets for institutional and high-net-worth clients, primarily through its flagship Large Cap Growth strategy. The firm is characterized by its stability, employee-owned structure, and a disciplined investment process focused on identifying high-quality companies with sustainable competitive advantages. Edgewood’s long-standing Investment Committee oversees a concentrated portfolio, reflecting the firm’s commitment to deep fundamental research and a long-term investment horizon.
Simulated Performance
| Metric | Value |
|---|---|
| Total return | -1.6% |
| YTD return | -5.7% |
| Sharpe ratio | -0.23 |
| Win rate | 37% |
| AUM | $8.8B |
| Inception | Oct 1, 2025 |
| Updated | Sep 16, 2026 |
Institution Status
| Field | Value |
|---|---|
| AUM | $8.8B |
| Turnover | Low (<15%) |
| Avg holding | 18 Months |
| Inception | Oct 1, 2025 |
| Website | https://www.edgewood.com |
Current Holdings
Updated on Sep 16, 2026.
| Ticker | Name | Portfolio % | Return |
|---|---|---|---|
| NVDA | NVIDIA Corporation | 11.4% | +10.6% |
| ASML | ASML Holding NV ADR | 8.3% | +45.8% |
| AVGO | Broadcom Inc | 8.1% | -2.4% |
| V | Visa Inc. Class A | 6.6% | +7.9% |
| AXON | Axon Enterprise Inc. | 6.2% | +26.9% |
| SHOP | Shopify Inc | 5.9% | -7.3% |
| APH | Amphenol Corporation | 5.7% | +9.9% |
| SNPS | Synopsys Inc | 5.5% | -22.9% |
| NFLX | Netflix Inc | 5.0% | -28.4% |
| LLY | Eli Lilly and Company | 5.0% | +35.4% |
| SPOT | Spotify Technology SA | 4.4% | -4.4% |
| ISRG | Intuitive Surgical Inc | 4.2% | -10.0% |
| MSCI | MSCI Inc | 4.2% | -3.1% |
| FICO | Fair Isaac Corporation | 3.7% | -28.9% |
| TDG | Transdigm Group Incorporated | 3.6% | -14.6% |
| VRTX | Vertex Pharmaceuticals Inc | 3.1% | +24.3% |
| RDDT | Reddit, Inc. | 2.9% | +2.8% |
| AMZN | Amazon.com Inc | 2.2% | -4.9% |
| BX | Blackstone Group Inc | 2.1% | -21.3% |
| TSLA | Tesla Inc | 1.9% | -2.0% |
Recent activity
| Date | Action | Ticker | Weight |
|---|---|---|---|
| Sep 14, 2026 | BUY | MSCI | 4.0% → 4.2% |
| Sep 14, 2026 | SELL | TDG | 3.7% → 3.6% |
| Sep 14, 2026 | BUY | ASML | 8.3% → 8.3% |
| Sep 14, 2026 | SELL | ISRG | 4.4% → 4.2% |
| Sep 14, 2026 | BUY | SNPS | 5.3% → 5.5% |
Investment Style Analysis
Edgewood Management LLC is widely recognized for employing a Growth strategy. As of Sep 16, 2026, the firm oversees approximately $8.8B in assets under management (AUM). The portfolio demonstrates a clear preference for the Semiconductors and Aerospace & Defense sectors, reflecting a high-conviction approach to capital allocation.
Recent Market Moves
During the latest rebalancing period ending Sep 14, Edgewood Management LLC made a significant move by increasing exposure to MSCI. This adjustment aligns with the fund's dynamic approach to risk management and capital deployment in current market conditions.
Investment Philosophy
Edgewood Management employs a bottom-up, fundamental investment philosophy centered on identifying high-quality businesses with the potential for sustainable, above-average earnings growth. The firm utilizes a high-conviction approach, maintaining a concentrated portfolio of approximately 22 large-cap U.S. equities to ensure that only the team’s best ideas are included. Investment decisions are based on proprietary research into companies with dominant market positions, superior management teams, and strong financial metrics. Edgewood is valuation-sensitive and typically maintains a three-to-five-year holding period, allowing the underlying companies to compound earnings over time while minimizing the impact of short-term market volatility.
Disclaimer
The content provided on this page, including the simulated portfolio performance, holdings analysis, and AI-generated insights, is for informational and educational purposes only. It does not constitute financial advice, investment recommendations, or an offer to buy or sell any securities. All data is derived from historical SEC 13F filings and other public disclosures, which have a reporting lag. The "Simulated Performance" is a hypothetical reconstruction based on past disclosures and does not represent the actual returns of the institution. Past performance is not indicative of future results. Tritonix.ai is not affiliated with Edgewood Management LLC.
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Frequently asked questions
How is the simulated portfolio for Edgewood Management LLC constructed?
This simulation is powered by Tritonix AI using official SEC filings. We focus on the "Best Ideas" by filtering for only the Top 20 largest holdings and rebalancing them to 100%. The simulation tracks performance starting from Oct 1, 2025. Our AI monitors for updates every Monday to capture major shifts. This concentrated approach highlights the manager's true stock-picking skill and mirrors their actual investment returns.
What is Edgewood Management LLC's largest holding?
As of the latest filing, Edgewood Management LLC's top position is NVIDIA Corporation (NVDA), representing 11.4% of the portfolio. This reflects a high-conviction bet by the institution.
What is Edgewood Management LLC's historical performance and risk profile?
Our simulation indicates a total return of -1.6% with a win rate of 37%. Notably, the portfolio maintains a Sharpe Ratio of -0.23, suggesting an standard level of risk-adjusted returns compared to the broader market.
What sectors does Edgewood Management LLC primarily invest in?
Edgewood Management LLC has a strong preference for the Semiconductors sector, which makes up 19.4% of their disclosed assets. The portfolio also has exposure to Aerospace & Defense, indicating a specific thematic focus.
Is Edgewood Management LLC's portfolio concentrated or diversified?
Edgewood Management LLC runs a moderately concentrated portfolio with 20 disclosed positions. The top 3 holdings alone account for 27.8% of the total portfolio weight, suggesting a strategy that favors broader market exposure.
How has Edgewood Management LLC performed in 2026?
Our AI-simulated model portfolio for Edgewood Management LLC tracks a Year-to-Date (YTD) return of -5.7%. This metric helps investors gauge the institution's effectiveness in the current market environment.
Does Alan Breed manage Edgewood Management LLC directly?
Yes, Alan Breed serves as the key portfolio manager for Edgewood Management LLC, overseeing the investment strategy and final capital allocation decisions.