Wedge Capital Management L L P 13F 持仓 · 2026年Q2
Wedge Capital Management L L P 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 484 只证券，申报市值合计 60.62 亿美元。前几大持仓：KLAC（1.79%）、AMAT（1.67%）、LRCX（1.58%）。本季前 25 大持仓中：新建仓 2 只、增持 14 只、减持 9 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | KLAC | KLA-Tencor Corp | $108.4M | 1.79% | 359,277 | 增持 |
| 2 | AMAT | Applied Materials Inc | $101.0M | 1.67% | 139,749 | 减持 |
| 3 | LRCX | Lam Research Corp New | $95.5M | 1.58% | 220,495 | 减持 |
| 4 | APH | Amphenol Corp | $93.2M | 1.54% | 528,324 | 增持 |
| 5 | GOOGL | Alphabet Inc Cap Stock Cl A | $83.4M | 1.38% | 233,449 | 增持 |
| 6 | DELL | Dell Technologies Inc Cl C | $82.9M | 1.37% | 192,093 | 减持 |
| 7 | ANET | Arista Networks Inc | $82.4M | 1.36% | 485,198 | 增持 |
| 8 | DBX | DROPBOX INC | $82.6M | 1.36% | 3.0M | 增持 |
| 9 | YOU | Clear Secure Inc Cl A | $82.5M | 1.36% | 1.5M | 新建仓 |
| 10 | JBL | Jabil Inc | $81.8M | 1.35% | 212,241 | 减持 |
| 11 | KEYS | Keysight Technologies Inc | $80.6M | 1.33% | 230,131 | 增持 |
| 12 | CW | Curtiss-Wright Corp | $80.0M | 1.32% | 105,608 | 增持 |
| 13 | TXN | Texas Instruments Inc | $79.3M | 1.31% | 266,012 | 减持 |
| 14 | SNX | Td Synnex Corporation | $77.8M | 1.28% | 291,043 | 减持 |
| 15 | SSNC | SS&C Technologies Holdings Inc | $77.6M | 1.28% | 1.3M | 增持 |
| 16 | LMT | Lockheed Martin Corp | $75.6M | 1.25% | 148,418 | 增持 |
| 17 | MSFT | Microsoft Corp | $75.3M | 1.24% | 201,880 | 增持 |
| 18 | STX | Seagate Technology Hldngs PLC | $74.9M | 1.24% | 77,655 | 减持 |
| 19 | CPAY | Corpay Inc | $74.2M | 1.22% | 222,662 | 增持 |
| 20 | ARW | Arrow Electrs Inc | $72.3M | 1.19% | 338,823 | 新建仓 |
| 21 | CSCO | Cisco Systems Inc | $71.9M | 1.19% | 611,892 | 减持 |
| 22 | FN | Fabrinet | $72.4M | 1.19% | 128,795 | 增持 |
| 23 | NXT | Nextpower Inc | $71.6M | 1.18% | 600,671 | 增持 |
| 24 | NTAP | NetApp Inc | $70.8M | 1.17% | 457,445 | 减持 |
| 25 | TEL | TE Connectivity PLC | $70.4M | 1.16% | 349,262 | 增持 |
来源：SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR