Wedge Capital Management L L P
487 holdingsFiling period: 2026-06-30Current AUM: $6.15Bestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | KLAC | KLA-Tencor Corp | 359.3K | $108.4M | $56.7M | 0.92% | +318.5K | 2026-06-30 |
| 2 | AMAT | Applied Materials Inc | 139.7K | $101.0M | $54.5M | 0.89% | -30,041 | 2026-06-30 |
| 3 | LRCX | Lam Research Corp New | 220.5K | $95.5M | $52.7M | 0.86% | -41,813 | 2026-06-30 |
| 4 | APH | Amphenol Corp | 528.3K | $93.2M | $83.8M | 1.36% | +105.5K | 2026-06-30 |
| 5 | GOOGL | Alphabet Inc Cap Stock Cl A | 233.4K | $83.4M | $65.3M | 1.06% | +25.7K | 2026-06-30 |
| 6 | DELL | Dell Technologies Inc Cl C | 192.1K | $82.9M | $81.5M | 1.33% | -204,662 | 2026-06-30 |
| 7 | DBX | Dropbox Inc | 3.01M | $82.6M | $108.9M | 1.77% | +627.1K | 2026-06-30 |
| 8 | YOU | Clear Secure Inc Cl A | 1.48M | $82.5M | $68.1M | 1.11% | -- | 2026-06-30 |
| 9 | ANET | Arista Networks Inc | 485.2K | $82.4M | $81.9M | 1.33% | +53.5K | 2026-06-30 |
| 10 | JBL | Jabil Inc | 212.2K | $81.8M | $57.9M | 0.94% | -14,806 | 2026-06-30 |
| 11 | KEYS | Keysight Technologies Inc | 230.1K | $80.6M | $70.7M | 1.15% | +24.6K | 2026-06-30 |
| 12 | CW | Curtiss-Wright Corp | 105.6K | $80.0M | $50.3M | 0.82% | +15.6K | 2026-06-30 |
| 13 | TXN | Texas Instruments Inc | 266.0K | $79.3M | $80.0M | 1.30% | -35,368 | 2026-06-30 |
| 14 | SNX | Td Synnex Corporation | 291.0K | $77.8M | $68.9M | 1.12% | -95,860 | 2026-06-30 |
| 15 | SSNC | SS&C Technologies Holdings Inc | 1.25M | $77.6M | $100.5M | 1.63% | +423.4K | 2026-06-30 |
| 16 | LMT | Lockheed Martin Corp | 148.4K | $75.6M | $94.5M | 1.54% | +52.6K | 2026-06-30 |
| 17 | MSFT | Microsoft Corp | 201.9K | $75.3M | $105.4M | 1.71% | +49.1K | 2026-06-30 |
| 18 | — | Seagate Technology Hldngs PLC | 77.7K | $74.9M | $74.9M | 1.22% | -64,226 | 2026-06-30 |
| 19 | CPAY | Corpay Inc | 222.7K | $74.2M | $89.3M | 1.45% | +40.3K | 2026-06-30 |
| 20 | — | Fabrinet | 128.8K | $72.4M | $72.4M | 1.18% | +13.2K | 2026-06-30 |
| 21 | ARW | Arrow Electrs Inc | 338.8K | $72.3M | $70.6M | 1.15% | -- | 2026-06-30 |
| 22 | CSCO | Cisco Systems Inc | 611.9K | $71.9M | $63.9M | 1.04% | -159,843 | 2026-06-30 |
| 23 | NXT | Nextpower Inc | 600.7K | $71.6M | $47.7M | 0.77% | +100.2K | 2026-06-30 |
| 24 | NTAP | NetApp Inc | 457.4K | $70.8M | $91.1M | 1.48% | -109,038 | 2026-06-30 |
| 25 | — | TE Connectivity PLC | 349.3K | $70.4M | $70.4M | 1.15% | +82.4K | 2026-06-30 |
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