§ 13F · FUND PROFILE
WEDGE CAPITAL MANAGEMENT L L P/NC.
AUM · $6.1B (13F)Positions · 484Turnover · n/a · Q2Filed · Jul 10, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$466M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 10, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | KLAC | KLA-Tencor Corp | 359K | $108M | 1.8% | +782% |
| 2 | AMAT | Applied Materials Inc | 140K | $101M | 1.7% | −18% |
| 3 | LRCX | Lam Research Corp New | 220K | $96M | 1.6% | −16% |
| 4 | APH | Amphenol Corp | 528K | $93M | 1.5% | +25% |
| 5 | GOOGL | Alphabet Inc Cap Stock Cl A | 233K | $83M | 1.4% | +12% |
| 6 | DELL | Dell Technologies Inc Cl C | 192K | $83M | 1.4% | −52% |
| 7 | DBX | DROPBOX INC | 3.01M | $83M | 1.4% | +26% |
| 8 | YOU | Clear Secure Inc Cl A | 1.48M | $83M | 1.4% | NEW |
| 9 | ANET | Arista Networks Inc | 485K | $82M | 1.4% | +12% |
| 10 | JBL | Jabil Inc | 212K | $82M | 1.3% | −7% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE WEDGE SIGNAL
AC read
WEDGE CAPITAL MANAGEMENT L L P/NC is a Other fund managing $6.1 billion in assets. The fund runs a broad portfolio of 484 positions.
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