Wedge Capital Management L L P/NC
$6.1B 13F equity value
561 Holdings
Quarter ended June 30, 2026
The latest 13F on file for Wedge Capital Management L L P/NC covers the quarter ended June 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| KLAC | KLA-Tencor Corp | 359,277 | $108M | 1.8% |
| AMAT | Applied Materials Inc | 139,749 | $101M | 1.7% |
| LRCX | Lam Research Corp New | 220,495 | $96M | 1.6% |
| APH | Amphenol Corp | 528,324 | $93M | 1.5% |
| GOOGL | Alphabet Inc Cap Stock Cl A | 233,449 | $83M | 1.4% |
| DELL | Dell Technologies Inc Cl C | 192,093 | $83M | 1.4% |
| DBX | DROPBOX INC | 3,005,173 | $83M | 1.4% |
| YOU | Clear Secure Inc Cl A | 1,481,104 | $83M | 1.4% |
| ANET | Arista Networks Inc | 485,198 | $82M | 1.4% |
| JBL | Jabil Inc | 212,241 | $82M | 1.3% |
Track Wedge Capital Management L L P/NC's 13F portfolio: $6.1B in reported holdings, 561 positions. Top holdings and quarterly changes on SentiSense.
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