DOSSIER · 13F-HR · Q2 2026

Henson-Edgewater Management, LLC

$192M in tracked AUM across 66 positions as of Q2 2026.

HM
CIK 0002115631 · last filed Jun 30, 2026
Total AUM
$192M
as of Q2 2026
Holdings
66
positions
Whale Score
55
55
tracked
Activity
no data
changes this Q
AI Analysis · Q2 2026

Henson-Edgewater Management, LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
AAPL
APPLE INC
$25M82K12.9%
02
PLTR
PALANTIR TECHNOLOGIES INC
$14M82K7.3%
03
BAC
BANK AMERICA CORP
$12M182K6.2%
04
AMD
ADVANCED MICRO DEVICES INC
$11M23K5.8%
05
AMZN
AMAZON COM INC
$11M41K5.7%
06
GOOG
ALPHABET INC
$10M30K5.3%
07
MSFT
MICROSOFT CORP
$9M19K4.9%
08
META
META PLATFORMS INC
$7M13K3.8%
09
WMT
WALMART INC
$7M59K3.6%
10
MU
MICRON TECHNOLOGY INC
$7M7K3.5%

Filing history

2026Q2Jun 30
$192M 22.1%
66 positionsView →
2026Q1Mar 31
$157M 7.1%
66 positionsView →
2025Q4Dec 31
$169M
65 positionsView →