LongTSLAJun 2026
Tesla
Edgewood believes Tesla's core strengths in high-volume manufacturing and end-to-end system design can extend beyond electric vehicles into physical AI. Robotaxis are viewed as…
Edgewood Management LLC - Large Cap Growth Composite
Concentrated large-cap growth strategy investing in roughly 22 companies selected through fundamental analysis, long-term growth assessment, competitive advantage analysis, and valuation discipline.$9.5B AUM4 published ideas
Edgewood Management LLC is a privately owned investment manager with approximately 9.5 billion dollars in assets under management as of June 30, 2026. Its Large Cap Growth strategy concentrates capital in businesses with durable competitive advantages, strong financial models, pricing power, recurring or predictable growth, and capable management teams. During 2026 the firm increased its allowable concentration in individual positions and structural investment themes to act more decisively on its highest-conviction ideas.
Ideas from Edgewood Management LLC - Large Cap Growth Composite
LongLINJun 2026
Linde PLC
Edgewood views Linde as a high-quality operator in an attractive industrial-gas oligopoly characterized by long-term take-or-pay contracts, regional density advantages, and…
LongAMZNJun 2026
Amazon.com
Edgewood sees AWS as Amazon's primary growth and profit engine, with AI workloads supporting a reacceleration toward high-20s percentage growth and margins above 35%. Custom…
LongRDDTJun 2026
Edgewood believes Reddit has a significant monetization runway because average revenue per user remains far below Meta and only modestly above several smaller social platforms…
Letters covered
- Quarterly Book - 2nd Quarter 2026 UpdateJune 30, 2026
Source PDFs are not republished here; only extracted ideas and quotes.