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Filers›Asset Manager›Edge Capital Group, LLC
DOSSIER · 13F-HR · Q4 2024

Edge Capital Group, LLC

Edge's asset manager based in New York, NY — $2.2B in tracked AUM across 332 positions as of Q4 2024.

E
Edge·New York, NY·Asset Manager
CIK 0001767220 · last filed Dec 31, 2024
Total AUM
$2.2B
▲ 7.2%
vs prior
Holdings
332
—
positions
Whale Score
45
45
tracked
Activity
—
no data
changes this Q
Top sector
Tech
19% weight
concentration
AI Analysis · Q4 2024 · Q4 2024

Edge Capital Group, LLC filed its latest 13F-HR for Q4 2024. See the latest holdings and position changes below.

Quarter at a glance — Q4 2024

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q4 2024.

#HoldingValueSharesWeight
Loading holdings…

Filing history

Filing history loading…
AI Agent · grounded in Edge
haiku-4-5 · 332 positions indexed
Sector mix
  • Tech19%
  • Financials37%
  • Cons. Disc.6%
  • Communications11%
  • Industrials8%
  • Energy20%
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