Edgewood Management LLC

Concentrated large-cap growth equity investing in roughly 22 companies selected through fundamental analysis and an internal valuation discipline.$9.5B AUM8 published ideas

Edgewood Management LLC manages a concentrated Large Cap Growth strategy focused on companies with durable competitive advantages, strong cash flow generation, high or rising margins, low debt and consistent growth. The firm reported approximately $9.5 billion in assets under management as of June 30, 2026 and recently increased flexibility around position sizes, growth buckets and thematic exposure.

Ideas from Edgewood Management LLC

LongLINJun 2026

Linde PLC

Edgewood views Linde as a high-quality operator in an attractive industrial-gas oligopoly supported by long-term take-or-pay contracts, regional density advantages and pricing…

All LIN ideas

LongAMZNJun 2026

Amazon.com

Edgewood sees AWS as Amazon's primary profit engine, with AI workloads reaccelerating growth and a higher-margin mix lifting company-wide profitability. Custom silicon such as…

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LongRDDTJun 2026

Edgewood believes Reddit remains materially undermonetized relative to larger social platforms, with room to increase ad load, monetize search and move further into performance…

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LongTSLAJun 2026

Tesla

Edgewood believes Tesla's manufacturing and end-to-end system design capabilities can extend beyond electric vehicles into embodied AI products. Robotaxi is viewed as the first…

All TSLA ideas