Henson-Edgewater Management, LLC - Portfolio Stock Holdings

Henson-Edgewater Management, LLC disclosed 90 stock positions in a recent SEC 13F filing. $154,977,661 of stock holdings were filed, with the largest holdings including AAPL, PLTR, and BAC. This filing represented positions held on March 31, 2026, and was filed on April 30, 2026.

We estimate the fund has a total AUM of $225,000,000 and has 4 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from individuals.