WEDGE CAPITAL MANAGEMENT L L P/NC

CIK 0001015308 · CHARLOTTE, NC · Quarter end: 2026-06-30 · Filed on: 2026-07-10 · Open the SEC source

WEDGE CAPITAL MANAGEMENT L L P/NC reported 484 positions worth $6.06B as of June 30, 2026 (13F filed July 10, 2026). Largest holding: KLAC (1.8%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$6.06B
2026 Q2
Positions
484
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
14.7%
Est. Net Flow (Q)
2026 Q2
10 / 484 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1KLACKLA-Tencor CorpSH$108.4M1.79%359,277
2AMATApplied Materials IncSH$101.0M1.67%139,749
3LRCXLam Research Corp NewSH$95.5M1.58%220,495
4APHAmphenol CorpSH$93.2M1.54%528,324
5GOOGLAlphabet Inc Cap Stock Cl ASH$83.4M1.38%233,449
6DELLDell Technologies Inc Cl CSH$82.9M1.37%192,093
7DBXDROPBOX INCSH$82.6M1.36%3,005,173
8YOUClear Secure Inc Cl ASH$82.5M1.36%1,481,104
9ANETArista Networks Inc SH$82.4M1.36%485,198
10JBLJabil IncSH$81.8M1.35%212,241

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does WEDGE CAPITAL MANAGEMENT L L P/NC hold as of Q2 2026?

WEDGE CAPITAL MANAGEMENT L L P/NC reported 484 positions worth $6.06B in its Q2 2026 13F filing. Largest positions: KLAC (1.8%), AMAT (1.7%), LRCX (1.6%), APH (1.5%) and GOOGL (1.4%).

What did WEDGE CAPITAL MANAGEMENT L L P/NC buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did WEDGE CAPITAL MANAGEMENT L L P/NC sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.