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WEDGE CAPITAL MANAGEMENT L L P/NC
WEDGE CAPITAL MANAGEMENT L L P/NC
Latest filing: 2026-06-30
WEDGE CAPITAL MANAGEMENT L L P/NC runs WEDGE CAPITAL MANAGEMENT L L P/NC and currently holds 484 stock positions, which is more than the average of 230 among the investors we track. The portfolio is valued at approximately $6.06B. Their top holdings are KLAC, AMAT, LRCX, APH, GOOGL. The top five represent 7.9% of reported portfolio weight. WEDGE CAPITAL MANAGEMENT L L P/NC ranks #408 out of 1000 investors tracked by Alpha Score. In the most recent quarter, WEDGE CAPITAL MANAGEMENT L L P/NC initiated 7 new positions. They added to 53 existing positions. They trimmed 40 positions. Their current best-performing preview position is MU with returns of +241.67%.
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484 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|
 KLAC KLA-Tencor Corp | 1.79% | $319.45 | $183.99 | -42.40% | Added +781.51% |
 AMAT Applied Materials Inc | 1.67% | $340.02 | $492.32 | +44.79% | Trimmed -17.69% |
 LRCX Lam Research Corp New | 1.58% | $133.75 | $314.00 | +134.77% | Trimmed -15.94% |
 APH Amphenol Corp | 1.54% | $89.24 | $157.00 | +75.93% | Added +24.95% |
 GOOGL Alphabet Inc Cap Stock Cl A | 1.38% | $190.15 | $344.82 | +81.34% | Added +12.37% |
 DELL Dell Technologies Inc Cl C | 1.37% | $125.88 | $441.74 | +250.92% | Trimmed -51.58% |
 DBX DROPBOX INC | 1.36% | $26.82 | $34.47 | +28.52% | Added +26.37% |
 YOU Clear Secure Inc Cl A | 1.36% | $55.73 | $43.32 | -22.27% | New Buy |
 ANET Arista Networks Inc | 1.36% | $148.21 | $188.67 | +27.30% | Added +12.40% |
 JBL Jabil Inc | 1.35% | $136.07 | $313.02 | +130.05% | Trimmed -6.52% |
Showing 1-10 of 484