Ownership history in EDGEWOOD MANAGEMENT LLC Β· 8 quarters on record
This page tracks every 13F SEC filing in which EDGEWOOD MANAGEMENT LLC reported a position in SYNOPSYS INC (SNPS). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β sourced directly from SEC EDGAR 13F filings.
π EDGEWOOD MANAGEMENT LLC underperformed the S&P 500 by β30.2% annually on this SNPS position. Timing score: 50% (3/6 decisions correct). Average cost basis: $510.62. Maximum drawdown during holding period: β27.9%.
β Significantly underperformed the S&P 500 by 30.2% ann.
6 quarters analyzed
β‘οΈ Neutral timing β roughly coin-flip accuracy on add/trim calls.
3 of 6 add/trim decisions correct
Best entry: $428.85 (2025 Q1) Β· Worst: $595.06 (2024 Q2)
πͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.
5 adds Β· 3 trims. Bought during 3 of 5 down-price quarters. π More buys than sells across the holding period.
π EDGEWOOD MANAGEMENT LLC has been actively increasing its SNPS allocation β a bullish signal from insiders.
Currently 5.87% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.