DOSSIER · 13F-HR · Q1 2026

Henson-Edgewater Management, LLC

$157M in tracked AUM across 66 positions as of Q1 2026.

HM
CIK 0002115631 · last filed Mar 31, 2026
Total AUM
$157M
as of Q1 2026
Holdings
66
positions
Whale Score
52
52
tracked
Activity
no data
changes this Q
AI Analysis · Q1 2026

Henson-Edgewater Management, LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
AAPL
APPLE INC
$21M84K13.6%
02
PLTR
PALANTIR TECHNOLOGIES INC
$11M77K7.1%
03
BAC
BANK AMERICA CORP
$9M188K5.8%
04
GOOG
ALPHABET INC
$8M29K5.3%
05
AMZN
AMAZON COM INC
$8M40K5.3%
06
WMT
WALMART INC
$7M59K4.7%
07
MSFT
MICROSOFT CORP
$7M19K4.5%
08
META
META PLATFORMS INC
$7M12K4.5%
09
PPA
INVESCO EXCHANGE TRADED FD T
$5M30K3.1%
10
NVDA
NVIDIA CORPORATION
$5M28K3.1%

Filing history

2026Q1Mar 31
$157M 7.1%
66 positionsView →
2025Q4Dec 31
$169M
65 positionsView →