Edgestream Partners, L.P.
•CIK: 1535061•Filing: Q4 2025
Edgestream Partners, L.P., managed by the seasoned team of John A. Edelson and John A. Edelson Jr., is known for its concentrated, high-conviction investment strategy, currently managing $3.6 billion in assets across 925 positions. The fund has recently made notable moves by adding Apple Financial Services (APPF) and AbbVie (ABBV), which have surged by 665% and 583% respectively, while exiting positions in DuPont de Nemours (DHR) and 1GigaGen (1GSN).
Total AUM
$3.6B
QoQ Performance
+3.9%
Positions
830
Top 10 Concentration
14.4%
Latest Filing
Q4 2025
Top Holdings Allocation
SPY1.9%
NDQ1.3%
NVDA0.9%
LQD0.8%
MSFT0.6%
META0.5%
AAPL0.5%
VOO0.5%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other81.1%
Technology5.3%
ETF5.3%
Consumer2.5%
Financial1.6%
Real Estate1.1%
Energy0.8%
Healthcare0.8%
🚪 Exited Positionssold since Q3 2025
+677 more exited positions
Changes from Q3 2025
NEW40 new positions
↑131 increased
↓29 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023