EW

Edwards Lifesciences Corp

4 super-investor ownerscombined $143Mlargest position 2.8%

4 super-investors hold EW worth a combined $143M. The largest position: David Rolfe at 2.8% of their portfolio. No cohort buying or selling was filed on the name this quarter. Cohort Conviction Score: 30 — ranked #389 of 724 scored stocks.

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Why super-investors own EW

Interest in EW within this cohort remains narrow and largely static: four managers hold a combined $143M, but the position count history — stuck at one or two owners for most of the past eight quarters before a recent uptick to four — signals this is a niche rather than a consensus holding. David Rolfe carries the highest conviction at 2.8% of his portfolio ($14M), while Viking Global Investors holds the largest dollar position ($88M) at a minimal 0.2% weight, suggesting a low-conviction allocation for that fund. Joel Greenblatt holds $42M at a negligible portfolio weight. No one added, trimmed, started, or exited in 2026Q1, indicating a holding pattern with neither enthusiasm nor urgency to exit.

AI-synthesized from 13F filings. Not investment advice.