Wedge Capital Management L L P 13F Holdings · Q2 2026
Wedge Capital Management L L P reported 484 securities worth $6.06B in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: KLAC (1.79%), AMAT (1.67%), LRCX (1.58%). Among its top 25 positions this quarter: 2 new, 14 added, 9 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | KLAC | KLA-Tencor Corp | $108.4M | 1.79% | 359,277 | Added |
| 2 | AMAT | Applied Materials Inc | $101.0M | 1.67% | 139,749 | Trimmed |
| 3 | LRCX | Lam Research Corp New | $95.5M | 1.58% | 220,495 | Trimmed |
| 4 | APH | Amphenol Corp | $93.2M | 1.54% | 528,324 | Added |
| 5 | GOOGL | Alphabet Inc Cap Stock Cl A | $83.4M | 1.38% | 233,449 | Added |
| 6 | DELL | Dell Technologies Inc Cl C | $82.9M | 1.37% | 192,093 | Trimmed |
| 7 | ANET | Arista Networks Inc | $82.4M | 1.36% | 485,198 | Added |
| 8 | DBX | DROPBOX INC | $82.6M | 1.36% | 3.0M | Added |
| 9 | YOU | Clear Secure Inc Cl A | $82.5M | 1.36% | 1.5M | New |
| 10 | JBL | Jabil Inc | $81.8M | 1.35% | 212,241 | Trimmed |
| 11 | KEYS | Keysight Technologies Inc | $80.6M | 1.33% | 230,131 | Added |
| 12 | CW | Curtiss-Wright Corp | $80.0M | 1.32% | 105,608 | Added |
| 13 | TXN | Texas Instruments Inc | $79.3M | 1.31% | 266,012 | Trimmed |
| 14 | SNX | Td Synnex Corporation | $77.8M | 1.28% | 291,043 | Trimmed |
| 15 | SSNC | SS&C Technologies Holdings Inc | $77.6M | 1.28% | 1.3M | Added |
| 16 | LMT | Lockheed Martin Corp | $75.6M | 1.25% | 148,418 | Added |
| 17 | MSFT | Microsoft Corp | $75.3M | 1.24% | 201,880 | Added |
| 18 | STX | Seagate Technology Hldngs PLC | $74.9M | 1.24% | 77,655 | Trimmed |
| 19 | CPAY | Corpay Inc | $74.2M | 1.22% | 222,662 | Added |
| 20 | ARW | Arrow Electrs Inc | $72.3M | 1.19% | 338,823 | New |
| 21 | CSCO | Cisco Systems Inc | $71.9M | 1.19% | 611,892 | Trimmed |
| 22 | FN | Fabrinet | $72.4M | 1.19% | 128,795 | Added |
| 23 | NXT | Nextpower Inc | $71.6M | 1.18% | 600,671 | Added |
| 24 | NTAP | NetApp Inc | $70.8M | 1.17% | 457,445 | Trimmed |
| 25 | TEL | TE Connectivity PLC | $70.4M | 1.16% | 349,262 | Added |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR